InterContinental Boston, an IHG Hotel
InterContinental Boston, an IHG Hotel, 510 Atlantic Ave, Boston, MA 02210, USA

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Event Date Mon Sep 20 ADT - Tue Sep 21 ADT (4 months ago)
In your timezone (EST): Mon Sep 20 4:00pm - Tue Sep 21 4:00pm
Location InterContinental Boston, an IHG Hotel
510 Atlantic Ave, Boston, MA 02210, USA
Region Americas

We are now back in-person with our Sub-Advised Funds Forum! Rest assured we will be taking all necessary precautions for a safe and healthy experience. Start making your plans now to join us in Boston this Fall. Limited tickets available.

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

Sunita Advaney
Director, National Accounts and Principal Global Investors

Jag Alexeyev
Head of ESG Insights, Broadridge Financial Solutions

Dana Burns
Senior Portfolio Manager, Investment Grade Fixed Income, PineBridge Investments

Adam Choppin
Assistant Portfolio Manager, Multi Manager Strategies, Xponance

Tim Clift
Chief Investment Strategist, Envestnet Asset Management

Stéphane Corsaletti
Chief Investment Officer, Allfunds

Ben Doob
Head of ISS Market Intelligence, ISS Market Intelligence

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

David Eisenberg
Managing Director – Pensions, Cambridge Associates

Bill Elcock
Strategic Partnerships, Diligence Vault

Atticus Fallon
Business Development and Client Relations, GMO

Kimberly Flynn
Managing Director, Alternative Investments, XA Investments

Andrew Kitchings
Portfolio Manager, Commonwealth Financial Network

Sonia Kowal
President, Zevin Asset Management

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

A. Rama Krishna
Founder & Chief Investment Office, ARGA Investment Management

David Kushner
Founding Partner, Global Asset Management Consultants

Eivind Lorgen
Investor Advisory Group (IAG) Chair, Sustainability Accounting Standards Board (SASB)

Maria Ma
Head of Fixed Income and International Equity Manager Selection & Portfolio Construction, Lincoln Financial Group

Sheryl Mejia
Managing Partner, Steward Asset Management

Bruce Picard
Managing Director, Head of Model Portfolios, Manulife Investment Management

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

Gino Reina
Portfolio Manager, SECOR Asset Management

Carl Robinson
Vice President, ISS Market Intelligence, ISS Market Intelligence

Leslie Samuelrich
President, Green Century Capital Management

Chavon Sutton
Senior Investment Director, Cambridge Associates

Larry Vasquez
Partner, Senior Portfolio Manager, Mercer Investments

Christopher Vella
Senior Vice President and Chief Investment Officer, Multi-Manager Investments, Northern Trust Asset Management

Brad Watterson
AVP, Director of Investment Research, Touchstone Investments

Sponsors & Partners

2021 Sponsors


• Diligence Vault
• Pine Bridge Investments