West Coast Sub-Advisory Roundtable 2021

Nov 17th - Nov 18th 2021
The Ritz-Carlton
Marina del Rey, CA
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2021 Advisory Board

Zoe Brunson, Senior Vice President - Investment Strategies, AssetMark, Inc.

Jasmine Yu, Head of Global Manager Research, BNY Mellon Asset Management

Jordan Wruble, Head of Manager Research, Brown Advisory

David Eisenberg, Managing Director - Pensions, Cambridge Associates

Andrew Corwin CFP, Director, Portfolio Construction and Research, Great-West Investments

Matthew Brenner, Managing Vice President, Investments, ICMA Retirement Corporation

York Lo, Head of Institutional and Product Development, John Hancock Investments

Harold Singleton, Head of Manager Selection, Lincoln Financial

Safia Mehta, Managing Director, Manager Analysis Services, LLC

Peter Di Teresa, Head of Manager Selection and Oversight, Morningstar

Christopher Vella, Chief Investment Officer, Multi-manager Solutions, Northern Trust Global Investments

Carleton Muench, Vice President, Investment Oversight, Pacific Life

Rick Babich, Head of Manager Research, PGIM

Stephen Beinhacker, Managing Director of Manager Research, SEI Investments

Jana Holt, Global Director, Sustainable Investing Solutions, SEI Investments

Gregory Trinks, Head of Manager Research, UBS Wealth Management 

Gregory Maddox, Managing Director, Head of Global Manager Research, Wells Fargo Investment Institute

About The Sub-Advisory Institute

The Sub-Advisory Institute is a private membership organization for buyers of sub-advisory services and manager research, selection & oversight executives representing mutual fund companies, OCIOs, insurance firms, retirement platforms, and other asset managers which out-source. Through expert-led panel discussions, presentations, guest speakers and live market research, each of our two annual events will bring together leading participants in the sub-advisory landscape to assess how the investment objectives of institutions are changing and how firms that offer sub-advised strategies can respond to these needs.

Venue

The Ritz-Carlton

4375 Admiralty Way
Marina Del Rey, California 90292 United States
+ 1 310 823 1700

At The Ritz-Carlton, Marina del Rey, colorful sunsets are accented by the masts of docked boats, and the interior design reflects a tranquility synonymous with southern California. Using its waterfront location as the backdrop, the hotel finds the perfect balance between business needs and personal pleasures. Brand-new meeting spaces, newly reimagined accommodations and the Sisley Spa are among the hotel’s most coveted amenities.

 

COVID-19 Safety Precautions
  • Until no longer necessary, we will conduct on-site health screenings.
  • Until no longer necessary, we will require all attendees to wear masks and/or personal protective equipment.
  • Roundtable format and venue will be designed to promote social distancing and smaller groups.
  • Institutional Investor will partner with venues with the highest health and housekeeping standards (including routine cleaning and disinfecting of surfaces).
  • Institutional Investor will comply with all CDC and state/city guidelines. In the event of a conflict, we will comply with the stricter regulations. 
Contact

For more information, please contact:

Cynthia Huynh

Deputy Director, Investor Relations
+1 212 224 3688
cynthia.huynh@institutionalinvestor.com

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