The 27th Sub-Advised Funds Forum 2019 | Foundation Research Associates (FRA) | 10 April 2019 | Princeton Club | New York City, 15 W 43rd St, 10036, USA

Optimizing Returns via Successful Relationships and Strategies in Sub-Advised and Multi-Managed Funds

As the industry continues to face disruptive challenges, not keeping up with fresh and innovative strategies just isn’t an option if you want to prosper. Gain relevant knowledge while networking with the industry’s best and brightest managers, research specialist and key decision makers at FRA’s very popular Sub-Advised Funds Forum!

We return to New York City this April with an all new agenda that’s sure to deliver valuable take-aways and encourage excellent discussions! Whether you’re an established sub-advisor or just getting into the space, this is the industry’s #1 event for keeping up with the latest trends, data and strategies!

2019 Speakers

Robert Boyda
former head, Capital Markets and Strategy

Brian Bader
Partner, Senior Vice President /Client Service and Marketing, Axiom Investors

Steve Hartstein
Head of Funds Compliance, Brighthouse Financial

Jag Alexeyev
Founder, Impactvesting LLC

Trevor Swanberg
Deputy Chief Compliance Officer, John Hancock Funds

David Eisenberg
Director, Consulting Services

Patrick Gelshenen

Robin Clooney

Gene Liu

Christopher Davis

Andrea Mackey
Institutional Client Service Manager, Boston Advisors

Jonathan Kreider
Investment Products Team leader, Great-West Financial

Peter Di Teresa
Manager, Morningstar Research Services

Mark Thurston
Head of Equity Manager Research, Russell Investments

Sunita Advaney
Director for National Accounts, Principal Global Investors

Alena Kuprevich
Managing Director, Disciplina Group

Rick Teisch
Managing Director, Principal Global Investors

John Thompson
Partner & Head, Aon

Laurent Auchlin
Managing Partner and co-founder, Anglo-Swiss Advisors

Rob Balkema
Manager, Russell Investments’ US Retail

Stéphane Corsaletti
Founder & CEO, ABN AMRO Investment Solutions

Naomi English
Executive Director/Executive Director, MSCI ESG Research

Kimberly Ann Flynn
Managing Director, XA Investments

Sandra Ackerman-Schaufler
Portfolio Manager, SEI Investments Management Corporation

Keith Kirk
DoubleLine’s Enterprise Risk Officer, DoubleLine’s Risk Management

Halvard Kvaale
Head of manager research and Selection, Multi-Asset Strategies and Solutions

Eivind Lorgen
CEO, Nordea Investment Management North America, Inc.

Doug Porter
Senior Research Analyst, Acuitas Investments

Leslie Samuelrich
Leader, Green Century Capital Management

Marla Skeffington
Marketing & Sales Executive

Amanda Tepper
Founder and CEO, Chestnut Advisory Group

Jordan Wruble
Head of Manager Reasearch, Brown Advisory

Scott Freemon
Head of Strategy and Risk, SECOR

Jonathan Kozy
Senior Vice President and Senior Macro Strategy Analyst, Global Wealth & Investment Management

Anshul Sharma
Managing Director, Global Wealth & Investment Management

Mark Meisel
Senior Vice President and Senior Investment Product Manager, Northern Trust Asset Management’s Multi-Manager Solutions

Ken Hoffman
President, Optima Group

York Lo

Paul Ricciardelli
Consulting Group Investment Advisor Research, Morgan Stanley

2019 Sponsors

GOLD:
• Genesys Research

SILVER:
• Strategic Insight
• PineBridge Investments

MEDIA:
• Hedge Fund
• HedgeConnections
• APFI