Last Year's Agenda

September 14, 2020

9:00AM - 9:15AM EDT

Chairperson’s Welcome and Opening Remarks

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

Manulife Asset Management

9:15AM - 10:05AM EDT

The State of Sub-Advised and Multi-Managed Funds

  • Analyze developing trends and mandate change activity in the current market environment 
  • Get insight on how the current environment and associated pressures are impacting the business and how they’ll shape and change it moving forward  
  • Understand the timing and trends in sub-advisory searches 


Carl Robinson, Partner 

Genesys Research


Jayson Bronchetti, CFA, CAIA, President

Lincoln Investment Advisors

10:05AM - 10:15AM EDT
Tech Break

10:15AM - 11:00AM EDT

Breaking it Down: Performance in the Recent Market Environment by Asset Class

  • Analyze the recent market environment’s impact to sub-advised strategies in specific asset classes
  • Discuss opportunities in small cap funds and capacity constrained strategies
  • Learn how private equity, hedge funds are faring in sub-advised mandates
  • Address the liquidity and pricing issue within the fixed income market and how to mitigate this with the next blow



James Carpenter, Director and Client Portfolio Manager 

Barrow, Hanley, Mewhinney & Strauss 


Christopher Tessin, Founder and Managing Partner

Acuitas Investments


Niall O’Sullivan, Chief Investment Officer EMEA & Asia, Investment Solutions 



Michael Sciortino, Manager Research Analyst 

BNY Mellon


11:00AM - 11:10AM EDT
Tech Break

11:10AM - 12:00PM EDT

Changes in Sourcing Requirements and Operational Due Diligence

  • With COVID-19 impacting mobility and communications, discuss the long-term impacts to sourcing requirements
  • Understand the changing due diligence process and compliance requirements to stay ahead of the game
  • Get insight from gatekeepers on what asset managers should know about current selection and monitoring processes



James Dunham, Director of Financial Institutions and National Accounts  

William Blair Investment Management 



Michael Paciullo, Head of Operational Due Diligence

Wells Fargo Investment Institute


Paul Mikelson, Vice President, Multi-Manager Investment Solutions

Columbia Threadneedle Investments


Philip Kalus, Managing Partner 

accelerando intelligence 


12:00PM - 12:30PM EDT
Lunch Break

12:30PM - 1:15PM EDT

Making the Connection: Effective Communication and Recent Trends Mid-Pandemic

  • Stay relevant – assess the lasting effects prolonged quarantining has had on how the industry connects and learn how gatekeepers want to be contacted
  • Discuss the most effective and efficient technology enabling people to work remotely and how it’s changed business as we know it
  • Learn best practices for collaborating on marketing materials to get the message out to the end client effectively
  • Sub-advisor due diligence during the pandemic; ongoing monitoring, new searches and virtual visits



Christa Maxwell,Head of Marketing and Distribution  

Acuitas Investments  



Rufat Garalov, CFA, CAIA, Senior Investment Analyst  



Laura Lutton, Head of Asset Management Solutions 


1:15PM - 1:25PM EDT
Tech Break

1:25PM - 2:10PM EDT

The Q & A | Love it or Hate It, You Can’t Avoid It

  • Gain practical tips on how you can make the most important part of your presentation more successful 
  • Learn concise, clear steps to consistently answering questions well 
  • Clarify your strategy for taking questions: when, whom and how? 


Anne Banks, Principal

gr8 communications

2:10PM - 2:20PM EDT
Tech Break

2:20PM - 3:10PM EDT

ESG in Sub-Advised Mandates and Hidden Risk

  • Learn how to position your firm in a marketplace with a growing and opportune appetite for ESG integration
  • Discuss the standards and metrics used in manager research and selection for ESG mandates
  • From PRI scores to office morale, discover which integration factors gatekeepers are scrutinizing to uncover greenwashing and hidden risk



Steve Freedman, Senior Product Specialist 

Pictet Asset Management 



Kevin Mahn, President and Chief Investment Officer 

Hennion & Walsh Asset Management  


Leslie Samuelrich, President

Green Century Capital Management


Eivind Lorgen, CEO & President
Nordea Asset Management

Investor Advisory Group (IAG) Chair
Sustainability Accounting Standards Board (SASB)

3:10PM - 3:20PM EDT
Tech Break

3:20PM - 4:20PM EDT

Systemic Change with Diversity and Inclusion

  • Address the conditions that have fueled racial inequality in order to create effective initiatives than can bring about real change  
  • From hiring Chief Diversity Officers to promoting investment clubs and offering scholarships and internships geared to women and minorities, evaluate the effectiveness of various strategies that aim to diversify the makeup of investment teams 
  • Learn why manager research teams put more value on managers where there’s diversity 



Brandi Colander, Principal 

The Raben Group 



Brenda Chia, Board Co-chair 

Association of Asian American Investment Managers (AAAIM) 


Harold Singleton III, CFA, Vice President/ Managing Director - Head of Manager Selection and Portfolio Construction 

Lincoln Financial Group 


York Lo, CAIA, CIMA, Head of Institutional and Retirement Product Development 

John Hancock Investment Management 

4:20PM - 4:30PM EDT

Chairperson’s Summary of Day One

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

Manulife Asset Management

September 15, 2020

9:00AM - 9:10AM EDT

Chairperson’s Day Two Opening Remarks

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

Manulife Asset Management

9:10AM - 10:00AM EDT

The Changing Partnership Model

  • Adding value: discuss recent trends squeezing sub-advisors such as falling fees and higher service level expectations, and what to do about them
  • Discover how boutiques can get an edge on the larger firms to take that shot
  • Discuss the opportunities for sub-advisory partnerships with European private banks looking for a way of differentiating themselves



Brian Bader, Partner, Senior Vice President

Axiom Investors 



Stéphane Corsaletti, Chief Investment Officer



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

Russell Investments


Amit Popat, Partner & International Business Leader, Wealth Management & E&F; European Business Leader, Sentinel


10:00AM - 10:10AM EDT
Tech Break

10:10AM - 10:55AM EDT

Rise of Indexation: Potential Pitfalls and Current Market Observation

$15 trillion AUM are controlled by three investment management firms and approximately the same amount of passive assets is licensed to three index providers – discuss the market structure issues and potential ramifications for the index securities themselves.


Alwi Chan, Senior Vice President and Deputy Chief Investment Officer

AXA Equitable Funds Management Group

10:55AM - 11:05AM EDT
Tech Break

11:05AM - 11:50AM EDT

Leveraging US Capabilities Abroad

  • Explore US investment strategies that can be brought to the Canada market to realize more opportunity 
  • Understand the call to offer more sophisticated hedge fund-like strategies 
  • Learn about opportunities in Australia, Japan, and other markets 



James Dunham, Director of Financial Institutions and National Accounts  

William Blair Investment Management 



Nick Samuels, Managing Director, Head of Manager Research 



Nimar Bangash, AVP, Product Management & Development 

AGF Investments 


David Baeckelandt, Senior Investment Director, Global Business Development 

Cambridge Associates 



11:50AM - 12:20PM EDT
Lunch Break

12:20PM - 1:20PM EDT

Move the Odds in Your Favor: Research Insights for Successful Fund Selection

  • Identify attributes commonly found in winning funds as well as attributes that signal warning signs before the fact
  • Learn to spot the misunderstood patterns of fund outperformance
  • Understand why the right temperament is critical in fund investors



Adam Jordan, CIMA, AAMS, Director of Investments / CCO, Registered Principal

Paul R. Ried Financial Group



Philip DiDio, Portfolio Manager

SECOR Asset Management


Rayman Bovell, CFA, Head of Wealth Portfolio Management

HSBC Global Asset Management (USA)


Brad Watterson, CFA, AVP, Director of Investment Research 

Touchstone Investments 

1:20PM - 1:30PM EDT
Tech Break

1:30PM - 2:20PM EDT

Advanced Analytics in Manager Research

  • Learn how behavioral analytics are used to assess money managers and stay ahead of the game
  • Delve into the use of advanced analytics to catch known and unknown threats as they develop
  • Identify the data and risk factors firms analyze to reduce compliance and operational risk


Anoop Kumar, CFA, Principal

SECOR Asset Management


Matt Kummell, Director, Business Advisory Services 


2:20PM - 2:35PM EDT

Chairperson’s Summary Remarks

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

Manulife Asset Management

2:35PM - 3:20PM EDT

Zoom Room Speed Networking

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!


Zoom Room Hosts:

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

Russell Investments


Mike Christiansen, CFA, CFP®, Team Leader – Equity, Investment Manager Research 

Edward Jones 


Hooman Kaveh, Chief Investment Officer 



Josh Charlson, CFA, Director, Manager Selection 



Rich Tavis, VP, Investment Strategy 



David Eisenberg, Managing Director – Pensions 

Cambridge Associates 


Kimberly Flynn, Managing Director

XA Investments