This event will return April 7-8 live in New York City and will explore new opportunities in sub-advisory, top selling mandates here and abroad, compliance and due diligence, asset allocation models, and best-in-class client servicing.

Back in person at The Westin New York at Times Square next month, the 33rd Sub-Advised Funds Forum will connect allocators, asset managers, wholesalers, and distributors from banks, brokerage firms, insurance companies, mutual funds, and liquid alternative funds to exchange ideas, network, and learn critical information to keep up with a dynamically changing environment.

Whether a veteran in the industry or new to the space, this year’s conference will equip attendees with the latest opportunities, trends, and best practices around risk defense strategies, non-traditional routes for sub-advisory business, regulatory trends’ impact on investment allocation, and practicalities behind implementing ESG and DEIA initiatives.

Here’s a preview of planned sessions on this year’s agenda:

Keynote address: Coming regulations and compliance updates for sub-advisory business

William Nelson, associate general counsel, Investment Adviser Association, will deliver a keynote address that explores the current regulatory environment related to ESG issues and assesses the trajectory of coming ESG regulations, the regulatory response to the rising interest in digital assets and DeFi transactions and how to better navigate the opportunity, and the SEC’s recent wave of proposed rules and their impact on sub-advisory business.

The new manager due diligence

Sunita Advaney, director, national accounts, Principal Global Investors, will moderate a panel discussion among heads of manager selection who will share insights on how to convince an allocator that you’re the one when your relationship is all virtual, how diversity, equity, and inclusion data gathered by allocators gets used, how other firms grow DEIA progress, and the current and future use of ESG metrics as both a due diligence and an alpha tool.

Is it time to move on crypto?

Yves Choueifaty, CEO, TOBAM, will discuss the market value increase of over 4,000 percent in the last five years and how to draw a framework to weigh the risks against staggering opportunity, how to invest in digital assets, what the product future is, and regulatory changes and challenges.

The 33rd Sub-Advised Funds Forum

Is China investable?

A panel, moderated by A. Rama Krishna, founder & chief investment officer, ARGA Investment Management, will share their perspectives on how to get access to the bigger equity markets, how people are getting exposure to emerging markets (EM), plus, an overview of EM landscapes and associated risks.

OCIO: Maximize the trends to outsourcing

John Thompson, principal, QMA, a PGIM Company, will lead a panel of gatekeepers who will discuss how to position your firm and switch the packaging message to take advantage of opportunities in OCIO, why asset owners from pensions to endowments are going the way of OCIO over building a seemingly cheaper in-house investment shop, and who the key players in an OCIO relationship are and how that fits in with sub-advising.

The 33rd Sub-Advised Funds Forum will be held April 7-8 at The Westin New York at Times Square. Click here for the full agenda, roster of speakers, and information on how to register for the program. Proof of COVID-19 vaccination is required to attend the event. To learn about the health and safety protocols in place to ensure a healthy and safe conference experience, click here.