View the 2024 Agenda | The 36th Sub-Advised Funds Forum | A FRA Event

/media/2497/fra-nav-logo.png

Sub-Advised Funds Forum
April 8 – 9, 2024
The Harvard Club New York City, NY

Past Agenda

Monday - April 8, 2024

8:00 AM 9:00 AM

7:00 AM 8:00 AM

6:00 AM 7:00 AM

5:00 AM 6:00 AM

2:00 PM 3:00 PM

Registration Desk Opens and Networking Breakfast

8:00 AM 6:00 PM

7:00 AM 5:00 PM

6:00 AM 4:00 PM

5:00 AM 3:00 PM

2:00 PM 12:00 AM

Exhibit Hall Open

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

6:00 AM 6:10 AM

3:00 PM 3:10 PM

Day 1 Opening Remarks

Eivind Lorgen, Chair Emeritus 
Investor Advisory Group (SASB / ISSB) 

9:10 AM 10:10 AM

8:10 AM 9:10 AM

7:10 AM 8:10 AM

6:10 AM 7:10 AM

3:10 PM 4:10 PM

Opportunities in the Fixed Income Space

  • Assess strategies for managing fixed income 
  • Examine the role of credit quality in fixed income portfolios 
  • Outline the relationship between duration and interest rate risk 

Rob Balkema, Head of Multi-Asset Solutions, North America  

Russell Investments 

Sari Mayer, Director of Investor Relations  
Global Credit Advisers LLC 

Todd Copenhaver, Principal Deputy CIO and Portfolio Manager  
Merganser Capital Management 

Jeremy Burton, CFA, Portfolio Manager 
PineBridge 

10:10 AM 11:00 AM

9:10 AM 10:00 AM

8:10 AM 9:00 AM

7:10 AM 8:00 AM

4:10 PM 5:00 PM

The Ascent of Private Capital

  • Explore the trend of shifting retail investors to alternative investments 
  • Review the challenges related to liquidity in private markets 
  • Analyze the performance of private equity investments 

Jamie Dunham, Director of Financial Institutions & National Accounts  

William Blair

Steve Marks, Managing Director 
Klitzberg Associates Inc. 

11:10 AM 11:30 AM

10:10 AM 10:30 AM

9:10 AM 9:30 AM

8:10 AM 8:30 AM

5:10 PM 5:30 PM

Networking Break

11:30 AM 12:30 PM

10:30 AM 11:30 AM

9:30 AM 10:30 AM

8:30 AM 9:30 AM

5:30 PM 6:30 PM

Active Management: Risks and Opportunities

  • Understand the increasing appetite for active mandates 
  • Review strategies for managing risk in an active portfolio 
  • Discuss where the opportunities lie in active management 

Benjamin Nye, Chief Investment Officer  

Narwhal Capital Management 

Keith Wagner, Managing Director
Opal Capital 

Tom Russell, Director of Fixed Income 
Narwhal Capital Management 

12:30 PM 1:30 PM

11:30 AM 12:30 PM

10:30 AM 11:30 AM

9:30 AM 10:30 AM

6:30 PM 7:30 PM

Networking Lunch

1:30 PM 2:30 PM

12:30 PM 1:30 PM

11:30 AM 12:30 PM

10:30 AM 11:30 AM

7:30 PM 8:30 PM

Deep Dive: The Growing Market of Interval Funds

  • Highlight the role of interval funds in making private equity semi-liquid 
  • Discover how interval funds can fit into an investment portfolio 
  • Review the risks associated with interval funds 

Kimberly Flynn, Managing Director, Alternative Investments  
XAInvestments 

Kenny Pitman, CFA, CAIA, Principal 
Mercer 

 

2:30 PM 2:50 PM

1:30 PM 1:50 PM

12:30 PM 12:50 PM

11:30 AM 11:50 AM

8:30 PM 8:50 PM

Networking Break

2:50 PM 3:50 PM

1:50 PM 2:50 PM

12:50 PM 1:50 PM

11:50 AM 12:50 PM

8:50 PM 9:50 PM

Asset Allocator Roundtables: Mastering the Art of Sub-Advisor Selection

Engage in dynamic roundtable discussions led by premier allocators where they will share their expertise with the selection process and considerations related to criteria, strategies, and nuances which allocators prioritize when selecting sub-advisors. 

Moderator: 
Elana Margulies-Snyderman, Director 
Eisner Advisory Group LLC 

Lionel Erdely, Chief Investment Officer 
Investcorp-Tages 

Andrew Miller, Managing Director 
Harbor Capital Advisors 

3:50 PM 4:00 PM

2:50 PM 3:00 PM

1:50 PM 2:00 PM

12:50 PM 1:00 PM

9:50 PM 10:00 PM

Day 1 Closing Remarks

Eivind Lorgen, Chair Emeritus 
Investor Advisory Group (SASB / ISSB) 

4:00 PM 5:00 PM

3:00 PM 4:00 PM

2:00 PM 3:00 PM

1:00 PM 2:00 PM

10:00 PM 11:00 PM

Networking Cocktail Reception

Join us for drinks, hors d’oeuvres, and face-to-face networking with peers.

Tuesday - April 9, 2024

8:00 AM 9:00 AM

7:00 AM 8:00 AM

6:00 AM 7:00 AM

5:00 AM 6:00 AM

2:00 PM 3:00 PM

Registration Desk Opens and Networking Breakfast

8:00 AM 1:40 PM

7:00 AM 12:40 PM

6:00 AM 11:40 AM

5:00 AM 10:40 AM

2:00 PM 7:40 PM

Exhibit Hall Open

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

6:00 AM 6:10 AM

3:00 PM 3:10 PM

Day 2 Opening Remarks and Day 1 Takeaways

Eivind Lorgen, Chair Emeritus 
Investor Advisory Group (SASB / ISSB) 

9:10 AM 10:10 AM

8:10 AM 9:10 AM

7:10 AM 8:10 AM

6:10 AM 7:10 AM

3:10 PM 4:10 PM

International Opportunities in Sub-Advisory

  • Discover strategies for identifying overseas delegated funds 
  • Review compliance considerations in the international fund space 
  • Highlight case studies of successful international sub-advisory partnerships 

Stéphane Corsaletti, Chief Investment Officer 

Allfunds 

 

Pierre Bonart, CFA, Head of Multi Management 
Edmond de Rothschild 

Furio Pietribiasi, CEO 
Mediolanum 

Allison Fisch, Managing Principal, President, Portfolio Manager 
Pzena 

10:10 AM 11:10 AM

9:10 AM 10:10 AM

8:10 AM 9:10 AM

7:10 AM 8:10 AM

4:10 PM 5:10 PM

Artificial Intelligence in Investment: Opportunities and Challenges

  • Discuss how Wall Street is approaching investments in AI 
  • Outline strategies related to automation 
  • Understand the capabilities of AI and how they can benefit investment firms 

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

Nancy Vailakis, Principal 
Ancram IRBD 

11:10 AM 11:30 AM

10:10 AM 10:30 AM

9:10 AM 9:30 AM

8:10 AM 8:30 AM

5:10 PM 5:30 PM

Networking Break

11:30 AM 12:30 PM

10:30 AM 11:30 AM

9:30 AM 10:30 AM

8:30 AM 9:30 AM

5:30 PM 6:30 PM

Attracting and Retaining Talent

  • Examine the future of work in the financial industry 
  • Discuss the pro’s and con’s of remote work on investment firms 
  • Understand strategies for employing talent in a changing work environment 

Elana Margulies-Snyderman, Director 
Eisner Advisory Group LLC 

Karina Fin, Talent Acquisition Manager 
Pzena Investment Management

Aaron Chan, Chief Financial Officer  
Enlightened Hospitality Investments 

Bonni Pesner Pactor, Founding Member and Manager 
ConnectMe Capital, llc

12:30 PM 1:30 PM

11:30 AM 12:30 PM

10:30 AM 11:30 AM

9:30 AM 10:30 AM

6:30 PM 7:30 PM

Networking Lunch

1:30 PM 2:30 PM

12:30 PM 1:30 PM

11:30 AM 12:30 PM

10:30 AM 11:30 AM

7:30 PM 8:30 PM

Rising Vehicle Structures in the Alternative Investment Space

  • Engage in conversation about the optimal utilization of alternative investments 
  • Discuss the implications of rising structures for investors and fund managers 
  • Review considerations related to portfolio diversification and risk management 

Gulsey Torenli, Director, Global Private Equity Platform  
Vistra 

Loren Remetta, Chief Investment Officer
Bow Bridge

2:30 PM 2:40 PM

1:30 PM 1:40 PM

12:30 PM 12:40 PM

11:30 AM 11:40 AM

8:30 PM 8:40 PM

Day 2 Closing Remarks

Eivind Lorgen, Chair Emeritus 
Investor Advisory Group (SASB / ISSB)