31st Sub-Advised Funds Forum 2021 | Foundation Research Associates (FRA) | 20 April 2021 | Virtual

As the industry continues to face disruptive challenges, getting the scoop on market trends and innovations is more important than ever.

Hear from the industry’s best and brightest managers, research specialists and key decision-makers about new opportunities in sub-advisory, top selling mandates here and abroad, compliance and due diligence, asset allocation models and best-in-class client servicing, among other essential topics. Whether you’re an established sub-advisor or just getting into the space, this is the industry’s #1 forum for keeping up with the latest opportunities, trends and strategies.

2021 Speakers

Sandra Ackermann-Schaufler
Principal, Portfolio Strategist, Meketa Investment Group

Sunita Advaney
Director, National Accounts, Principal Global Investors

Laurent Auchlin
Managing Partner, Anglo-Swiss Advisors

Brian Bader
Partner, Senior Vice President, Axiom Investors

Tim Baldes
Partner, Investment Manager Research, Edward Jones

Robert Boyda
Former Head of Capital Markets & Strategy, Senior Portfolio Manager, Manulife Asset Management

Jayson Bronchetti
President, Lincoln Investment Advisors

Zoë Brunson
Senior Vice Presidnet, Investment Strategies, AssetMark

Josh Charlson
Director, Manager Selection, Morningstar

Adam Choppin
Assistant Portfolio Manager, Multi Manager Strategies, Xponance

Tim Clift
Chief Investment Strategist, Envestnet Asset Managment

Luis Diez
Fixed Income Manager Research Team, Northern Trust

James Dunham
Director of Financial Institutions and National Accounts, William Blair Investment Management

David Eisenberg
Managing Director - Pensions, Cambridge Associates

Eric Frape
Senior Advisor, Chestnut Advisors

Jena Gruenebaum
Senior Product Consultant, Nationwide Financial

Alex Gurvich
Director of Investment Research, PFM Asset Management

Arnaud Heymann
Senior Portfolio Manager & Analyst, Edmond de Rothschild

Lars Jensen
Former Managing Director-Head of Americas International, Legg Mason

Rebecca Kamsin
Vice President, Senior Analyst – Alternatives Due Diligence, RBC Wealth Management

Jonathan Kreider
SVP, Head of Great-West Investments, Great-West Investments

Alena Kuprevich
Managing Director, Disciplina Group

Shaun Lesvesque
Consultant and Board Member

Gene Liu
Principal, Genesys Research

Lucy Liu
Research Analyst, Global Manager Research, RBC Wealth Management

Mark Meisel
Senior Vice President, Senior Investment Product Manager, Multi-Manager Investments, Northern Trust

Kristine Mogollon
Director, Investment Product Management, Thrivent Financial

Olivier Paccalian
MD - Wealth Management Solutions, Societe Generale Private Banking

Bruce Picard
Head of Model Portfolios, Portfolio Manager, Manulife Investment Management

Paul Pietranico
Director, Senior Portfolio Manager & Head of Act, Allianz Global Investors

Elina Ploskin
Director - Manager Selection, Columbia Threadneedle Investments

Amit Popat
Partner & International Business Leader, Wealth Management & E&F, Mercer

Conor Power
Regional European Leader, Wealth Management and NFP, Mercer

Paul Ricciardelli
Managing Director, Morgan Stanley Wealth Management

Fernand Schoppig
CEO, FS Associates

Amanda Tepper
CEO, Chesnut Advisory Group

Martin Vogel
Chief Executive Officer Europe, Waystone

Philip Wellman
Vice President & Chief Compliance Officer, MML Investment Advisers

Keith Wirtz
Vice President & CIO, Union Savings Bank