The annual conference will return as a live-streamed virtual event on April 20-21 to connect allocators, asset managers, wholesalers, and distributors from banks, brokerage firms, insurance companies, mutual funds, and liquid alternative funds with more than 40 industry leaders comprised of the brightest managers, research specialists, and key decision-makers.

Throughout the 31st Sub-Advised Funds Forum, attendees will gain critical insights and strategies regarding the impact of the pandemic on mobility and due diligence communications; the shrinking pool of opportunities due to mergers and acquisitions; how to plan around the decade-long underperformance of international stock, small cap and value, and other anomalies and forecasting; and proposals for SEC diversity disclosure requirements and how to bring diversity into the selector C-suites.

Here are some of the sessions and speakers FRA will bring to the virtual stage:

Key content themes

The summit will focus on three areas that play a critical role in the sub-advisory environment, including:

  • Value versus growth to determine whether outperformance of growth over value has run its course and if a reversal of the more than 10-year trend is in fact inevitable
  • Investment and product trends to discover the types of products faring well during the current instability and what investors are doing about the yield
  • Changes in due diligence to better understand the current environment’s long-term impacts to sourcing, due diligence, and compliance requirements

Hot-button panel discussions

Both days will include interactive discussions between leading industry experts on timely topics, including:  

  • The state of sub-advised and multi-managed funds
  • Current market challenges facing the industry and how to adapt
  • Investment trends and asset allocation for economic recovery
  • ESG and impact investing
  • Challenges and opportunities for boutique managers
  • Opportunities in Europe
  • How to win business in Asia and Latin America
  • How to bring sensitive diversity and inclusion issues to light
  • OCIO up close and personal
  • How to drive due diligence forward

Gatekeeper speed-networking

Attendees will be able to participate in two speed networking sessions in FRA’s exclusive Virtual Networking Lobby to ask allocators, gatekeepers, and industry experts hard-edge questions. Each session will consist of three 15-minute rounds to provide attendees with three opportunities to interact with a different gatekeeper.

The lineup of participating gatekeepers on day one’s session will include:

  • Jena Gruenebaum, senior product consultant, Nationwide Financial
  • Josh Charlson, director, manager selection, Morningstar
  • Elina Ploskin, director - manager selection, Columbia Threadneedle Investments
  • Paul Ricciardelli, managing director, Morgan Stanley Wealth Management
  • Paul Pietranico, director, senior portfolio manager, Allianz Global Investors
  • Alex Gurvich, director of investment research, PFM Asset Management

Gatekeepers for the second session on day two will include:

  • 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
  • Alex Gurvich, director of investment research, PFM Asset Management

Virtual playback

As a virtual event, attendees will have access to a playback library of conference presentations for 90 days after the live event, making it easy to re-watch sessions or catch any that they may have missed.

To learn more about the 31st Sub-Advised Funds Forum, including a full agenda, list of speakers, and registration information, click here.