Apella, 450 E 29th St, New York, NY 10016, USA

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Event Date Tue May 7 EDT - Wed May 8 EDT (over 2 years ago)
Location Apella
450 E 29th St, New York, NY 10016, USA
Region Americas

The East Coast Sub-Advisory Roundtable is 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. 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.

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.


2019 Speakers

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