35th Sub-Advised Funds Forum 2024 | Foundation Research Associates (FRA) |

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 reason to attend:
There is a reason attendees return year after year to the Sub-Advised Funds Forum. Last year's attendees were able 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 Past Speakers

Elana Margulies-Snyderman
Director, Eisner Advisory Group LLC

Michael Roberts
Founder and Chief Investment Officer, Roberts Capital

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

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

Carl Robinson
Vice President (Moderator), ISS Market Intelligence

Sari Mayer
Director of Investor Relations, Global Credit Advisers LLC

Keith Wagner
Managing Director, Opal Capital

Frederick Garland
Portfolio Strategist, Insight Investment

Dmitri Smolansky
Portfolio Manager, SECOR Asset Management

Kimberly Flynn
Managing Director, Alternative Investments, XAInvestments

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

Karina Fin
Talent Acquisition Manager, Pzena Investment Management

Aaron Chan
Chief Financial Officer, Enlightened Hospitality Investments

Sandee Hurse
Chief Human Resources Officer, GCM Grosvenor

Rebekah Crane
Vice President | Multi-Manager Solutions, Columbia Threadneedle Investments

Sunita Advaney
Director of National Accounts, Principal

Matthew Tuttle
CEO, Tuttle Capital Management

Benjamin Nye
Chief Investment Officer, Narwhal Capital Management

Brian Hunter
Managing Director, Strategic Capital Allocation Group

Alyssa Choo
Research Analyst, Bitwise Asset Management

Emmy Sobieski
CFA, Chief Operating Officer, Competitive Storytelling

Ivka Kalus
\Chief Investment Officer, Managing Partner, Promethos Capital

Matthew Diserio
President, Water Asset Management

Eivind Lorgen
IAG Chair Emeritus, SASB