Inaugural Sub-Advisory Symposium 2024 - New York | Institutional Investor | 29 February 2024 | The Langham, 400 5th Ave, New York, NY 10018, USA

It is a private membership organization for buyers of sub-advisory services and manager research, selection & oversight executives representing mutual fund companies, OCIOs, insurance firms, retirement platforms, and other asset managers which out-source. Through expert-led panel discussions, presentations, guest speakers and live market research, each of our two annual events will bring together leading participants in the sub-advisory landscape to assess how the investment objectives of institutions are changing and how firms that offer sub-advised strategies can respond to these needs.

To give that accolade to such an illustrious and accomplished group as our community of sub-advisory gatekeepers. So, in its place, we’ll instead be recognizing a few standout individuals in various categories. Across different asset classes and strategies and delving into both rising stars and established stalwarts in the industry, our event will celebrate the standouts and learn from them directly on how they have managed to navigate this industry.

Join us event to share in the celebrations and insights – we look forward to having you with us!

2024 Speakers

ADVISORY BOARDS:

Zoe Brunson
Chief Investment Strategist, AssetMark

Anna Snider
Head of Investment Selection, Chief Investment Office, Bank of America, Global Wealth and Investment Management

Joseph Curtin
Managing Director, Head of Portfolio Management, Chief Investment Office, Bank of America, Global Wealth and Investment Management

Christopher Vella
Chief Investment Officer, BNY Mellon Advisors

Jordan Wruble
Head of Investment Solutions Group, Portfolio Manager, Brown Advisory

Andrew King
Director- Head of Investment Manager Research, Charles Schwab

Michael Iachini
Vice President & Managing Director, Head of Manager Research, Charles Schwab

Anton Gringut
Director, Head of Equity Manager Research, Global Manager Research Group, Citi Global Wealth

Salimah Shamji
Vice President, Head of Investment Product Management, Corebridge Financial (Formerly AIG)

Brian Arsenault
Chief Market Strategist, Disciplina Group

Andrew Corwin
Vice President, Portfolio Construction & Research, Empower Investments

Alwi Chan
Senior Vice President, Deputy Chief Investment Officer, Equitable

Adela Ghinet
Managing Director, Harbor Capital Advisors

Bill Harding
Senior Vice President, Deputy Chief Investment Officer, Jackson National Asset Management

York Lo
Head of Alternative Product and LLCs, John Hancock Investment Management

Maria Ma
Managing Director, Head of Fixed Income & Int'l Equity Manager Research, Lincoln Financial Group

Wale Adedokun
Head of Manager Research, MassMutual

Casey Wamsley
Principal, Senior Investment Consultant, Mercer

Matthew Brenner
Managing Vice President, Investments, and Investment Product Management, MissionSquare Retirement

Dan McNeela
Head of Subadviser Selection, Senior Portfolio Manager, Morningstar

Peter Di Teresa
Head of Manager Selection, Morningstar

Mark Hackett
Chief of Investment Research, Nationwide Financial

Tom Rhee
Senior Director/CVP, New York Life

Kelly Finegan
Head of Multi-Manager Solutions, Northern Trust Asset Management

Jordan Fettman
Head of Manager Research, Portfolio Manager, Assistant Vice President, Pacific Life

Paul Mazzacano
Global Head of Manager Research, PineBridge Investments

Scott Lavelle
Managing Director, Head of Manager Research and Investment Product Management, PNC Bank

Ryan Kinkade
Director, Manager Alpha Research & Selection, Principal Asset Management

Rick Babich
Vice President, Head of Manager Research, PGIM

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

Stephen Beinhacker
Managing Director, Head of Strategic Planning & Stewardship,SEI Investments

Sean Curry
Vice President, Manager Research and Oversight, State Street Global Advisors

Brad Watterson
Director of Investment Research, Touchstone Investments

Ric Mayfield
Managing Director, Truist Bank

Matt Piro
Principal, Vanguard

Lanyon Blair
Senior Vice President, Head of Manager Research & Selection, Voya Investment Management

Kevin Sullivan
Co-head Global Manager Research Group, Wells Fargo Investment Institute