33rd Sub-Advised Funds Forum 2022 | Foundation Research Associates (FRA) | 7 April 2022 | The Westin New York at Times Square, 270 W 43rd St, New York, NY 10036, USA

We are now back in-person with our forum! Rest assured we will be taking all necessary precautions for a safe and healthy experience.

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.

Earn up to 11.5 CEUs through the Investments & Wealth Institute and up to 10.0 credits for the CFP Board (Certified Financial Planner)

Foundation Research Associates is a CFP Board-Registered CE Sponsor, and this program has been accepted by CFP Board for up to 10.0 hours for successful completion of the program.

Who Should Attend
This forum will bring together asset managers, wholesalers and distributors from banks, brokerage firms, insurance companies, mutual funds and liquid alternative funds to discuss and exchange critical information, ideas and insights in this lucrative market segment. Conference participants will network with the following:
• Heads of manager selection
• Portfolio managers
• Investment officers
• Heads of sub-advisory
• Chief compliance officers
• Relationship managers
• Heads of investment product distribution
• Directors of client servicing
• Investment consultants

Top Reasons to Attend
• Seize opportunities as they emerge – get the latest stats and insights on sub-advisory and multi-managed funds and see who is winning mandates where and why
• Better sell into gatekeepers – compare different ways specific consultants and allocators view and measure ESG as part of due diligence and understand what they do with the data
• Gain insight into what’s happening with due diligence in this environment, and the latest in manager research and selection strategies to stay on top of your game
• Network safely in-person with colleagues and peers from around the globe – allocators, asset managers, CIOs, PMs, CCOs, relationship managers and others in the sub-advised space – while discussing investment trends, manager research updates, and other essentials.

2022 Speakers

Sunita Advaney
Director, National Accounts, Principal Global Investors

Brian Bader
Chairman, The Children's Village Institute

Rob Balkema
Head of Multi-Asset Solutions, North America, Russell Investments

Nimar Bangash
AVP, Product Management & Development, AGF Investments

Kaitlin Bergan
Director, BlackRock Sustainable Investing

Zoë Brunson
Senior Vice President, Chief Investment Strategist, AssetMark

Chas Burkhart
CEO, Rosemont Investment Group

Josh Charlson
Director, Manager Selection, Morningstar

Adam Choppin
Assistant Portfolio Manager, Multi Manager Strategies, Xponance

Yves Choueifaty
CEO, TOBAM

Ken Chung
President, APS Asset Management

Brickson Diamond
Executive Search Consultant & Diversity, Equity & Inclusion Advisor, Spencer Stuart

Ben Doob
Head of ISS Market Intelligence, ISS Market Intelligence

Pete Drewienkiewicz
Chief Investment Office, Global Assets, Redington

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

David Eisenberg
Principal, Investments - Outsourced Chief Investment Officer, Buck

Kimberly Flynn
Managing Director, Alternative Investments, XA Investments

Jean-Francois Hirschel
Founder and CEO, H-Ideas

Fabrice Jacob
Founder & CEO, JK Capital Management

Laura Kane
Head of ESG Research, Voya Investment Management

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

Emily Lawrence
Director of Sustainable Investing Client Engagement, Northern Trust Asset Management

Eivind Lorgen
Investor Advisory Group (IAG) Chair, VRF (SASB)

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

Kevin Mahn
President and Chief Investment Officer, Hennion & Walsh Asset Management

Mark Meisel
Senior Vice President, Northern Trust

William Nelson
Associate General Counsel, Investment Adviser Association

Doug Porter
Portfolio Manager and Senior Research Analyst, Acuitas Investments

Paul Ricciardelli
Managing Director, Morgan Stanley Wealth Management

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

Ned Rosenman
Director, Head of OCIO for Endowments and Foundations, Healthcare, and Family Offices, Blackrock

Jim Scheinberg
Managing Partner, North Pier Search Consulting

Fernand Schoppig
CEO, FS Associates

Taras Shumelda
Portfolio Manager, Global Equities, PineBridge Investments

Amanda Tepper
CEO, Chestnut Advisory Group

John Thompson
Principal, QMA, a PGIM Company

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

Keith Wirtz
Vice President & CIO, Union Savings Bank

2022 Sponsors

PLATINUM SPONSORS:
• ISS MI

GOLD SPONSORS:
• TOBAM

SILVER SPONSORS:
• Northern Trust Asset Management