Agenda

April 20, 2021

9:00 – 9:15AM EDT

Welcome and Chairperson’s Opening Remarks

Robert Boyda, Former Head of Capital Markets & Strategy, Senior Portfolio Manager

Manulife Asset Management

9:15 – 10:00AM EDT

The State of Sub-Advised and Multi-Managed Funds

  • Explore the competitive landscape for mutual funds and variable annuities to detect where the market going and what the trends will be
  • Learn what large asset managers merging and platforms merging means for your business
  • Understand developing trends and recent mandate change activity to see what the opportunities are

 

Moderator:

Gene Liu, Principal

Genesys Research

 

Panelists:

Paul Ricciardelli, Managing Director

Morgan Stanley Wealth Management

10:00 – 10:15AM EDT
Break

10:15 – 11:00AM EDT

Current Market Challenges Facing the Industry and How to Adapt

  • Redraft the ‘value versus growth’ discussion into one about adaptability and evolving your investment approach
  • Assess the impact the current environment and associated pressures have had on business to plan better moving forward
  • Discuss whether the traditional 60/40 asset allocation is still going to work and potential alternatives

 

Moderator


Sandra Ackermann-Schaufler, Managing Principal, Portfolio Strategist

Meketa Investment Group

 

Panelists:

Amit Popat, Partner & International Business Leader, Wealth Management & E&F
Mercer

 

Jayson Bronchetti, President

Lincoln Investment Advisors

 

Josh Charlson, Director, Manager Selection 

Morningstar 

11:00 – 11:15AM EDT
Break

11:15 – 12:00PM EDT

Analyze Investment Trends and Asset Allocation for Economic Recovery

  • Discuss whether decade-long trends of underperformance among international, small cap and value will reverse so you can strategize accordingly
  • Delve into individual sectors to analyze whether fossil fuels are dead, or if stocks will rebound once the pandemic is over
  • As FAANG stocks do well and drive growth, get insight on whether technology stocks are actually overvalued

 

Moderator:   

Brian Bader, Partner, Senior Vice President 

Axiom Investors 

 

Panelists:  

Alex Gurvich, Director of Investment Research
PFM Asset Management

 

Paul Pietranico, Director, Senior Portfolio Manager & Head of Act 

Allianz Global Investors 

12:00 – 1:00PM EDT

Networking Lunch

Don’t Miss Out! Turn on your camera and join us in the Virtual Lobby for that face-to-face networking experience we’ve all been missing. Connecting with your colleagues and peers from around the globe – allocators, asset managers, CIOs, PMs, CCOs, relationship managers and others in the sub-advised space – has never been easier. Click on an open seat, say hello to familiar faces, and take part in investment, manager research, and trending industry discussions. We’ll see you in the lobby!

1:00 – 1:45PM EDT

ESG and Impact Investing: Follow the Flow

  • Discuss the ramification of the DOL pouring cold water on trustee boards pursuing ESG agendas
  • Weigh in whether the flow into impact investing, theme funds like ecology and wellbeing, is sustainable or a limited trend
  • Get beyond the theoretical to learn specific dos and don’ts, to show genuine ESG capabilities to allocators

 

Moderator

James Dunham, Director of Financial Institutions and National Accounts  

William Blair Investment Management 

 

Panelists:

Jena Gruenebaum, Senior Product Consultant

Nationwide Financial

 

David Eisenberg, Managing Director – Pensions 

Cambridge Associates 

1:45 – 2:00PM EDT
Break

2:00 – 2:45PM EDT

Challenges for Boutique Managers

  • Learn best practices for a boutique to make it over hurtles such as getting in front of the true decision maker and having an adequate compliance infrastructure
  • Determine whether ‘small is beautiful’ holds true or whether it’s just lip service to actually getting hired
  • Debate the definition of a boutique and at what figure things become challenging
  • Consider the importance of brand to the selection criteria and whether that’s justified

 

Tim Baldes, Partner, Investment Manager Research

Edward Jones

 

Adam Choppin, Assistant Portfolio Manager, Multi Manager Strategies

Xponance

 

Rebecca Kamsin, Vice President, Senior Analyst – Alternatives Due Diligence 

RBC Wealth Management  

2:45 – 3:00PM EDT

Chairperson’s Summary of Day One

Robert Boyda, Former Head of Capital Markets & Strategy, Senior Portfolio Manager

Manulife Asset Management

3:00 – 3:45PM EDT

Speed Networking Session

In this very interactive session, conference participants are invited to ask allocators, gatekeepers, and industry experts hard-edge questions in an informal but time-limited setting. Have your elevator pitch and your questions ready!

 

Participating Gatekeepers:

Jena Gruenebaum, Senior Product Consultant

Nationwide Financial

 

David Eisenberg, Managing Director – Pensions 

Cambridge Associates

 

Josh Charlson, Director, Manager Selection 

Morningstar  

 

Elina Ploskin, Director - Manager Selection  

Columbia Threadneedle Investments  

April 21, 2021

9:00 – 9:15AM EDT

Chairperson’s Day Two Opening Remarks

Robert Boyda, Former Head of Capital Markets & Strategy, Senior Portfolio Manager

Manulife Asset Management

9:15 – 10:00AM EDT

Play to Opportunities in Europe

  • Learn what to do, step by step, to win sub-advisory opportunities from European players
  • Understand what you need to know about European distribution models and legal requirements and legislation
  • Get up to speed on exclusivity models, ESG, and impact investing considerations

 

Moderator: 

Laurent Auchlin, Managing Partner

Anglo-Swiss Advisors

 

Panelists: 

Arnaud Heymann, Senior Portfolio Manager & Analyst  

Edmond de Rothschild 

 

Olivier Paccalin, MD - Wealth Management Solutions 

Societe Generale Private Banking 

10:00 – 10:15AM EDT
Break

10:15 – 11:00AM EDT

Win Business in Asia and Latin America

  • Gain a better understanding of the disparate Asian markets and the investment environments in some of the world’s largest economies to find more opportunities now or in the future
  • Understand what it takes to win sub-advisory business in less studied regions such as Latin America
  • Identify and integrate operational and administrative requirements for doing business in select non-US markets

 

Moderator

Fernand Schoppig, CEO

FS Associates

 

Panelists:

Shaun Levesque, Consultant and Board Member

 

Martin Vogel, Chief Executive Officer Europe

DMS Governance

CEO

MDO Management Company

 

Lars Jensen, Former Managing Director-Head of Americas International

Legg Mason

11:00 – 11:15AM EDT
Break

11:15 – 12:00PM EDT

Bring Sensitive Diversity and Inclusion Issues to Light

  • Address the biggest biases that can creep into manager selection
  • With strategies such as hiring Chief Diversity Officers and funding internships geared to women showing slow gains for diversity, consider more intrusive and presumably effective tactics, such as diversity disclosure requirements and bringing diversity into platforms’ C-suites
  • Understand how consultants view and measure diversity when researching asset managers
  • Learn how firms are addressing diversity questions coming through on RFPs when the data is not readily available or when the firm is member or privately owned

 

 

Moderator: Sunita Advaney, Director, National Accounts  

Principal Global Investors 

 

Panelists

Lucy Liu, Research Analyst, Global Manager Research 

RBC Wealth Management 

 

Julie Allecta, Independent Trustee 

Salient-Forward Funds and Litman Gregory Masters Funds 

 

Mark Meisel, Senior Vice President, Senior Investment Product Manager, Multi-Manager Investments

Northern Trust

 

Luis Diez, Director, Fixed Income Manager Research Team 

Northern Trust 

12:00 – 1:00PM EDT

Networking Lunch

Don’t Miss Out! Turn on your camera and join us in the Virtual Lobby for that face-to-face networking experience we’ve all been missing. Connecting with your colleagues and peers from around the globe – allocators, asset managers, CIOs, PMs, CCOs, relationship managers and others in the sub-advised space – has never been easier. Click on an open seat, say hello to familiar faces, and take part in investment, manager research, and trending industry discussions. We’ll see you in the lobby!

1:00 – 1:45PM EDT

OCIO: Up Close and Personal

  • Learn what various OCIO models look for in a manager in their search and selection process
  • Assess the metrics and weigh in on whether they effectively evaluate managers
  • Discuss theproliferation of the consultant role and the private models and their impact to the market landscape and to your business 

 

Moderator:

Amanda Tepper, CEO 

Chestnut Advisory Group 

 

Panelists:  

Keith Wirtz, Vice President & CIO

Union Savings Bank

 

Alena Kuprevich, Managing Director 

Disciplina Group  

1:45 – 2:00PM EDT
Break

2:00 – 2:45PM EDT

Drive Due Diligence Forward

  • With COVID-19 impacting mobility and communications, discuss the long-term impacts to sourcing, due diligence, and compliance requirements
  • Understand how due diligence is happening, what to be prepared for, and what it’s going to look like moving forward
  • Learn best practices in manager research, both quantitative and qualitative, to cut through the noise
  • Discover tools to use to supplement your manager research, from ESG ratings to new software to outsourced manager databases

 

Moderator:

Zoe Brunson, Senior Vice President, Investment Strategies 

AssetMark 

 

Panelists:  

Tim Clift, Chief Investment Strategist

Envestnet Asset Management

 

Philip Wellman, Vice President & Chief Compliance Officer

MML Investment Advisers

 

Kristine Mogollon, Director, Investment Product Management

Thrivent Financial

2:45 – 3:00PM EDT

Chairperson’s Summary Remarks and Conference Concludes

Robert Boyda, Former Head of Capital Markets & Strategy, Senior Portfolio Manager

Manulife Asset Management

3:00 – 3:45PM EDT

Speed Networking Session

In this very interactive session, conference participants are invited to ask allocators, gatekeepers, and industry experts hard-edge questions in an informal but time-limited setting. Have your elevator pitch and your questions ready!

 

Participating Gatekeepers:

Mark Meisel, Senior Vice President, Senior Investment Product Manager, Multi-Manager Investments

Northern Trust

 

Kristine Mogollon, Director, Investment Product Management

Thrivent Financial

 

Jonathan Kreider, SVP, Head of Great-West Investments 

Great-West Investments