Venue
New York, NY, United States

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Event Date Thu May 4 EDT - Fri May 5 EDT (over 7 years ago)
Location New York, NY, United States
Region Americas
Details

The 12th Annual East Coast Sub-Advisory Roundtable will be the first event in Institutional Investor’s newly launched Sub-Advisory Institute — a private membership organization for buyers of sub-advisory services representing mutual fund companies, OCIOs, insurance firms, retirement platforms, wealth managers, and other asset managers which out-source—at two exclusive events per year. Through expert-led panel discussions, presentations, guest speakers and live market research, each event 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.

Speakers

Gabrielle Morgan, Program Director & Investor Relations Manager, Institutional Investor  

Frederick C. Lake, Co‐Chairman, Lake Partners, Inc.

Lauren Feldman, Client Services Coordinator & Investor Relations Manager, Institutional Investor’s Sub Advisory Institute

Frederick C. Lake, Co‐Chairman, Lake Partners, Inc.

Salimah Shamji, Vice President, Investment Product Management, AIG SunAmerica

Alejandra Grindal, Senior International Economist, Ned Davis Research Group

Christopher E. Vella, Chief Investment Officer, Multi‐Manager Investments, Northern Trust Global Investments

Giorgio Carlino, Managing Director, Chief Investment Officer – Multi‐Asset US, Allianz Global Investors

Sponsors & Partners

No event sponsors indicated in their website.