2nd Annual West Coast Sub - Advisory Roundtable | Institutional Investor Institute | 25 September 2018 | The Ritz-Carlton, Marina del Rey, 4375 Admiralty Way, Marina Del Rey, CA 90292, USA

The 2nd Annual West Coast Sub-Advisory Roundtable will be 2018’s second event in Institutional Investor’s newly launched Sub-Advisory Institute - 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 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.

2018 Speakers

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

Giorgio Carlino
Chief Investment Officer – Multi Asset US, Allianz Global Investors, NY

Jasmine Yu
Head of Global Manager Research, BNY Mellon Wealth Management, NY

Tracy Pike
Head of Sub-Advisor Oversight, Charles Schwab Investment Management, CO

Alena Kuprevich
Managing Director, Disciplina Group, LLC, TN

Andrew Prewitt
Managing Director, Investment Portfolio Management, Harbor Capital Advisors, IL

David Braverman
Managing Vice President, Equities, ICMA Retirement Corporation, DC

Stephanie Kueppers
Director, Sub-Adviser Oversight, Jackson National Asset Management, IL

York Lo
Product Development Director, Senior Investment Analyst, John Hancock Investments, MA

Robert Boyda
Senior Managing Director and Senior Portfolio Manager, Manulife Mutual Funds, MA

Christopher E. Vella
Chief Investment Officer, Multi-Manager Investments, Northern Trust Asset Management, CT

Chris DeMeo
Founding Partner, Nu Paradigm Investment Partners, NY

Paul Mazzacano
Senior Vice President, Head of Manager Research, PineBridge Investments, NY

Gretchen Tai
Partner, SECOR Asset Management, CA

Sandra Ackermann-Schaufler
Head of International and Emerging Markets Equity, Senior Portfolio Manager, SEI Investments, PA

Kristine Mogollon
Director, Investment Product Management, Thrivent Mutual Funds, MN

W. Lee Norton
Senior Investment Analyst, The Vanguard Group, IL

Halvard Kvaale
Head of Manager Research & Selection, Voya Investment Management, NY

Greg Maddox
Senior Vice President, Head of Global Manager Research, Wells Fargo Investment Institute, CA