The over-arching theme of this year’s West Coast event is how disruptive innovations are transforming the asset management industry, and by extension the sub-advisory space. Sub-advisors and sponsor firms will discuss the implications for their business processes, client servicing, and investment opportunity set. From big data, machine learning, and artificial intelligence to blockchain, cryptocurrencies, and cybersecurity; the industry is undergoing swift technological change. How will these changes ultimately benefit your clients? How will you leverage the advances your sub-advisory partners are making? Discuss these critical questions, and more, during the Sub-Advisory Institute’s 2019 West Coast Roundtable.
Providers of sub-advisory services and gatekeepers will share their views on the impact of emerging technologies, including how they may and may not work in the context of portfolio construction and asset allocation; and manager research, selection and due diligence.
The 2019 preliminary agenda is currently being developed with the latest trends and most actionable insights in the sub-advisory space. We will keep you updated with the latest agenda as we approach the event.
Insightful, relevant and straight forward.
We build our Sub-Advisory Roundtable agendas with the help of an advisory board of investment executives from leading firms that utilize sub-advisory services to ensure the content is timely, relevant, and forward thinking.
Salimah Shamji, Vice President, Investment Product Management, AIG SunAmerica
Zoë Brunson, CFA, Senior Vice President, Investment Strategies, AssetMark, Inc.
Alwi Chan, CFA, Deputy Chief Investment Officer, Senior Vice President, AXA Equitable Funds Management Group, LLC
Jasmine Yu, Head of Global Manager Research, BNY Mellon Wealth Management
Jordan Wruble, Head of Manager Research, Brown Advisory
David Baeckelandt, Senior Investment Director, Cambridge Associates LLC
Tracy Pike, Head of Sub-Advisor Oversight, Charles Schwab Investment Management
Paul Mikelson, Vice President, Sub-Advised Strategies, Columbia Threadneedle Investments
Tim Murphy, Vice President, Portfolio Manager, Envestnet PMC
Jonathan Kreider, Vice President, Great-West Financial Investment Products, Great West Life
Andrew Prewitt, Managing Director, Investment Portfolio Management, Harbor Capital Advisors, Inc.
York Lo, Product Development Director, Senior Investment Analyst, John Hancock Investments
Paul Ricciardelli, Managing Director, Morgan Stanley Wealth Management
Peter Di Teresa, Head of Manager Selection, Morningstar Research Services LLC
Tom Rhee, Director, New York Life Insurance Company
Christopher E. Vella, Chief Investment Officer, Multi-Manager Investments, Northern Trust Asset Management
Matthew Babcock, Director, Manager Research, Pacific Life Fund Advisors
Paul Mazzacano, Senior Vice President, Head of Manager Research, PineBridge Investments
Robert Balkema, Senior Portfolio Manager, Multi-Asset Solutions, Russell Investments
Gretchen Tai, Partner, SECOR Asset Management
Sandra Ackermann-Schaufler, Head of International and Emerging Markets Equity & Senior Portfolio Manager, SEI Investments
Rick Babich, Vice President, Director of Manager Research, Strategic Investment Research Group
Halvard Kvaale, Head of Manager Research & Selection, Voya Investment Management
Greg Maddox, Managing Director, Head of Global Manager Research, Wells Fargo Investment Institute
Josh Emanuel, Chief Investment Officer, Wilshire Associates
Still the best-run conference I attend.
Institutional Investor’s Sub-Advisory Institute is a private membership organization designed to give selected supporting member firms unparalleled access to their clients and potential clients—buyers of sub-advisory services representing OCIOs, mutual fund companies, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source—at two exclusive events per year.
4375 Admiralty Way
Marina del Rey, CA 90292
+1 (310) 823-1700
There are certain elements that attract visitors to Southern California: beautiful beaches, incredible cuisine and an attitude that acts as a gentle reminder to slow down and enjoy the present. Guests of The Ritz-Carlton, Marina del Rey are invited to experience SoCal living with the hotel’s collection of amenities, including LA’s only waterfront saltwater pool, farm-to-table dining, a luxury spa and accommodations overlooking the marina or city.
Superbly well organized, liked the pre-seating and mixing it up. Also small discussions and Q&A were nice features.
Registration is complimentary for buyers of sub-advisory services representing mutual fund companies, OCIOs, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source. If you are interested in learning more about the Sub-Advisory Institute please contact Madeline Heckman at +44 (0) 212 224 3640 or email@example.com.