West Coast Sub-Advisory Roundtable 2021

Nov 17th - Nov 18th 2021
The Ritz-Carlton
Marina del Rey, CA
As the saying goes, the only constant is change, and that especially rings true for the world of asset management. It has no doubt evolved into an industry that is rapidly changing and overhaul-prone compared to the relative staidness of how it operated decades ago. Changing demographics, changing environments, changing priorities, and changing technologies are all laying siege to a sector that was once used to delivering stable and dependable returns.
Sub-advisory, as a specialized sector within this changing world, is thus bearing witness to all these changes on the vanguard. We are seeing the shifting sands under the industry impacting all facets of how we operate. From the rise of new fund structures and sub-advisory relationship models to the creation of new product platforms, from the advent of new investment strategies in place of the tired old gospels to exciting new ideas and geographies to explore, from the way how sub-advisory gatekeepers view managers’ operations to how they view their own, all is on the table for discussion. Join us at the 2021 West Coast Roundtable to hear experts and peers on industry-wide conversations that you won’t want to miss out on.


View the Full Agenda

2021 Advisory Board

Zoe Brunson, Senior Vice President - Investment Strategies, AssetMark, Inc.

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

Jordan Wruble, Head of Manager Research, Brown Advisory

David Eisenberg, Managing Director - Pensions, Cambridge Associates

Andrew Corwin, AVP, Portfolio Construction and Research, Great-West Investments

Matthew Brenner, Managing Vice President, Investments, ICMA Retirement Corporation

York Lo, Head of Institutional and Product Development, John Hancock Investments

Harold Singleton, Head of Manager Selection, Lincoln Financial

Safia Mehta, Managing Director, Manager Analysis Services, LLC

Peter Di Teresa, Head of Manager Selection and Oversight, Morningstar

Christopher Vella, Chief Investment Officer, Multi-manager Solutions, Northern Trust Global Investments

Carleton Muench, Vice President, Investment Oversight, Pacific Life

Rick Babich, Head of Manager Research, PGIM

Stephen Beinhacker, Managing Director of Manager Research, SEI Investments

Jana Holt, Global Director, Sustainable Investing Solutions, SEI Investments

Gregory Trinks, Head of Manager Research, UBS Wealth Management 

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

About The Sub-Advisory Institute

The Sub-Advisory Institute 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.


For more information, please contact:

Cynthia Huynh

 Director, Investor Relations
+1 212 224 3688

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