3rd Annual West Coast Sub-Advisory Roundtable 2019 | Institutional Investor | 25 September 2019 | The Ritz-Carlton, 4375 Admiralty Way, Marina Del Rey, CA 90292, USA

The over-arching theme of this year’s West Coast event is how disruptive innovations are transforming the asset management industry, and by extension the sub-advisory space. Sub-advisors and sponsor firms will discuss the implications for their business processes, client servicing, and investment opportunity set. From big data, machine learning, and artificial intelligence to blockchain, cryptocurrencies, and cybersecurity; the industry is undergoing swift technological change. How will these changes ultimately benefit your clients? How will you leverage the advances your sub-advisory partners are making? Discuss these critical questions, and more, during the Sub-Advisory Institute’s 2019 West Coast Roundtable.

Providers of sub-advisory services and gatekeepers will share their views on the impact of emerging technologies, including how they may and may not work in the context of portfolio construction and asset allocation; and manager research, selection and due diligence.

2019 Speakers

ADVISORY BOARD:

Matthew Babcock
AVP, Investments, Pacific Life Fund Advisors

David Baeckelandt
Senior Investment Director, Cambridge Associates LLC

Peter Di Teresa
Head of Manager Selection, Morningstar Research Services LLC

Robert Balkema
Senior Portfolio Manager, Multi-Asset Solutions, Russell Investments

Paul Ricciardelli
Managing Director, Morgan Stanley Wealth Management

Paul Mikelson
Vice President, Sudadvised Strategies, Columbia Threadneedle Investments

Jordan Wruble
Head of Manager Research, Brown Advisory

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

Tom Rhee
Director, New York Life Insurance Company

Halvard Kvaale
Head of Manager Research & Selection, Voya Investment Management

Greg Maddox
Managing Director and Head of Global Manager Research, Wells Fargo Investment Institute

Zoë Brunson, CFA
Senior Vice President, Investment Strategies, AssetMark, Inc.

Josh Emanuel
Chief Investment Officer, Wilshire Associates

Paul Mazzacano
Senior Vice President, Head of Manager Research, PineBridge Investments

Andrew Prewitt
Managing Director, Investment Portfolio Management, Harbor Capital Advisors, Inc.

Nancy Peretz Sheft
Managing Director, Head of External Manager Solutions, Bessemer Trust

Christopher E. Vella
Chief Investment Officer, Multi-Manager Investments, Northern Trust Asset Management

Jonathan Kreider
Vice President, Great-West Financial Investment Products, Great West Life

Jasmine Yu
Head of Global Manager Research, BNY Mellon Wealth Management

Tracy Pike
Head of Sub-Advisor Oversight, Charles Schwab Investment Management

York Lo
Product Development Director, Senior Investment Analyst, John Hancock Investments

Gretchen Tai
Partner, SECOR Asset Management

Rick Babich
Vice President, Director of Manager Research, Strategic Investment Research Group

Sandra Ackermann-Schaufler
Head of International and Emerging Markets Equity & Senior Portfolio Manager, SEI Investments

Salimah Shamji
Vice President, Investment Product Management, AIG SunAmerica

Tim Murphy
Vice President, Portfolio Manager, Envestnet PMC