34th Sub-Advised Funds Forum 2023 | Foundation Research Associates (FRA) | 3 April 2023 | Harvard Club of New York City, 35 W 44th St, New York, NY 10036, USA

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.

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

There is a reason attendees return year after year to the Sub-Advised Funds Forum. This year attend to:

• Discover trends in markets to understand what asset managers are looking for
• Hear how the Federal Reserve may respond to current market conditions
• Outline how volatility plays a significant role in the active ETF space
• Review current trends in crypto, best practices, and FAQs
• Understand how the SEC’s involvement in ESG may impact asset classes
• Network with colleagues who are 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.

2023 Speakers

Deepinder Bhatia
Chief Investment Officer, Bayard Asset Management

Robert Boyda
Retired Head of Global Asset Allocation, Manulife Asset Management

Alwi Chan
Vice President and Deputy Chief Investment Officer, AXA Equitable Funds Management Group

Aaron Chan
CFO, Enlightened Hospitality Investments

Todd Copenhaver
Principal Deputy CIO and Portfolio Manager, Merganser Capital Management

Stephane Corsaletti
Chief Investment Officer, Allfunds

Rebekah Crane
Vice President & Multi-Manager Solution, Columbia Threadneedle Investments

Drew Dokken
Senior Institutional Marketing Manager, WealthVest Marketing, Inc.

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

Atticus Fallon
Business Development and Client Relations, GMO

Kimberly Flynn
Managing Director, Alternative Investments, XA Investments

Frederick Garland
Portfolio Strategist, Garland

Joseph Graham
Managing Director, Head of Investment Strategist Group, Lord Abbett

Brian Hunter
Managing Director, Strategic Capital Allocation Group

Ivka Kalus
Chief Investment Officer, Promethos Capital

York Lo
Head of Institutional and Retirement Product Development, John Hancock Investment Management

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

Elana Margulies-Snyderman
Senior Manager, Eisner Advisory Group

Benjamin Nye
Chief Investment Officer, Narwhal Capital Management

Doug Porter
Portfolio Manager and Senior Research Analyst ,Acuitas Investments

Steven Russell
Co-manager, Emerald Finance & Banking Innovation Fund

Dmitri Smolansky
Portfolio Manager, SECOR Asset Management

John Thompson
Principal

John Thompson
Senior Portfolio Strategist, Quantitative Management Associates

Matthew Tuttle
CEO, Tuttle Capital Management

Mark Vitelli
Senior Portfolio Manager, Compass Capital Management

Keith C. Wagner
Managing Director, Opali Capital

2023 Sponsor

• ISS MI