The Sub-Advisory Strategies Summit

Innovative Solutions to Amplify the Success of an Adivsor/Sub-Advisor Relationship

January 28-19, 2019
AMA Conference Center
New York, NY

Gain highly valuable insight on how to develop and maintain successful advisor/sub-advisor relationships at IEN’s Sub-Advisory Strategies Summit this January in NYC. We’ll take a deep-dive look at everything from market trends that are affecting investor demand to how to successfully adapt to industry challenges and disruptors, all while creating opportunities to network with some of the industry’s brightest minds and most influential decision-makers.

Key topics will include

Relevant criteria for manager research and due diligence
Forecasting product development trends and offerings
What is currently driving investor demand?

Advanced asset allocation approaches: Selecting products, diversifying, reducing risk, and exceeding performance expectations

Effective ESG integration
What is behind the growth in the alternatives space?
Hottest products and strategies that are moving today’s sub-advised industry

Who will you meet?

  • This Summit is designed for both those who are users of sub-advisory and those that provide sub-advisory services for mutual funds and variable annuity funds.
    Conference participants will include those that are responsible for:
  • Manager Research and Selection
  • Portfolio Management
  • Product Design and Management
  • Sub-Advisory Service
  • Client Servicing

Benefits of attending

Get solid take-aways for differentiating your offerings in a competitive industry that’s chasing the same trends
Hear from key thought-leaders about manager research and selection, investment strategy and portfolio construction in today’s unique market
Find out how various funds are augmenting their asset allocation strategies
Get insight on how ETFs, ESG, alternatives, and other products are impacting the market
Find out what products and strategies are driving the mutual fund and variable annuity industry
Get a detailed assessment of boutique vs. big box models
Network with some of the industry’s top players and decision-makers!


Alena Kuprevich

Managing Director
Disciplina Group

Chris DeMeo, FSA, CFA

Founding Partner
Nu Paradigm Investment Partners

Donna Wilson

Head of Investment Due Diligence
Invesco Ltd.

Jason Hudes, CFA

Managing Director, Global Insurance Asset Management
Goldman Sachs Asset Management, L.P.

Josh Charlson

Director, Manager Selection
Morningstar Research Services, LLC

Mannik S. Dhillon, CFA, CAIA

Resident, VictoryShares and Solutions
Victory Capital

Stacey Townsend, CFA

Senior Investment Analyst and Style Class Lead for U.S. Growth Equities
Wells Fargo Investment Institute

Amanda Tepper

Chestnut Advisory

Christine James, CFA

Managing Director, Head of Business Development & Client Relations, Principal Partnerships
Wells Fargo Asset Management

Gene Liu

Genesys Research

Jeff Strange

Director - Relationship Manager
Fuse Research Network LLC

Jon Zimmerman


Matthew Annenberg, CFA

Managing Director-Client Solutions
Principal Portfolio Strategies

Thomas Nun, CFA

Portfolio Strategist
Great-West Investments

Robert Boyda

Head of Capital Markets & Strategy, Co-Head of the Portfolio Solutions Group, Senior Portfolio Manager
Manulife Asset Management

Cliff Merrill, CFA

Vice President, Investment Management

Isaac Khurgel

Investment Strategist, Strategic Business Segments
Wells Fargo Asset Management

Jeffery M. Ulness

Managing Director, Client Relations
Epoch Investment Partners, Inc.

Ken Masse

Director of Client Index Management
Invesco Ltd.

Tim Clift

Executive VP, Chief Investment Strategist

Wayne Wicker, CFA

SVP & Chief Investment Officer

Brian Bader

SVP, Client Service and Marketing
Axiom Investors

David Braverman, CFA

Managing VP, Equities

James M. Dunham

Managing Director
Perella Weinberg Partners

John Tennaro

Senior Vice President
CIBC Private Wealth Management

Kristof Gleich

Harbor Capital Advisors, Inc.

Paul Ricciardelli

Managing Director
Morgan Stanley

Rick Babich

VP, Investment Research Management



January 2019


  • 8:00 AM
    Exhibits Set-Up & Continental Breakfast
  • 8:45 AM

    Conference Sessions

    • - Welcome and Opening Remarks
    • - Opening Panel: What is Driving Investor Demand in Today’s Sub-Advised Market?
    • - Integrated Sub-Advised Models: Big Box vs. Boutique
  • 11:00 AM

    Morning Networking Break

  • 11:15 AM

    Conference Sessions

    • - Asset Allocation Models: Selecting Products, Meeting Diversification, Minimizing Risk Without Sacrificing Performance
  • 12:15 PM

    Networking Luncheon

  • 1:30 PM

    Conference Sessions

    • Product Development Trends & Critical Relationships
    • Positioning Yourself for Success in the ESG Space
  • 3:00 PM

    Afternoon Networking Break

  • 3:15 PM

    Conference Sessions

    • Next Generation of ETFs for Sub-Advisors
    • What Are the New Alternative Strategies that Mutual Funds and Variable Annuities Want to Offer?
  • 5:00 PM

    Networking Reception

  • 6:00 PM
    End of Day


January 2019


  • 8:00 AM
    Networking Breakfast
  • 8:45 AM

    Conference Sessions

    • - Recap of Day One
    • Distinguishing Offerings: A Move Toward a More Selective Product Offering & Partnership
    • Research and Due Diligence: Criteria for Getting Noticed Beyond Performance
  • 10:45 AM

    Networking Break

  • 11:00 AM

    Conference Sessions

    • How Are OCIOs Disrupting and Changing the Playing Field for Sub-Advisors and What Type of Affects will this Have on the Industry?
    • Can Sub-Advisors Get Reasonable Fees for Mandates or has the Passive Pressure Changed the Entire Environment for Active Strategies?
  • 12:30 PM

    Summit Conclusion


Media Partners


AMA Conference Center

1601 Broadway
New York, NY 10019
(212) 581-4100

AMA's New York Executive Conference Center is the largest Conference Center in New York City. The Center now encompasses 43 meeting rooms and over 90,000 square feet of meeting space. The conference center has meeting space that can accommodate over 200 participants. Conveniently located at 48th and Broadway in the heart of New York City's Times Square, the Center is within blocks of some of the best restaurants, shops, and entertainment for which New York is famous.

Ever since Thomas Edison first turned on the lights at his namesake hotel in 1931, Hotel Edison has been an icon among the bright lights of New York City. With its elegantly-restored, original Art Deco detail and stately accommodations, Hotel Edison is a glowing reflection of Old New York in the modern day, set in a prime location just steps from Times Square. Please mention “Insight Exchange Network – Sub Advised” when making your reservations to receive the discounted room rate before January 11.  Standard Rooms are $129/night.  You can use this link to book.

The Hotel Edison

228 W 47th Street
New York, NY 10036
(800) 637-7070

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Insight Exchange Network
200 Washington St. Ste 101
Santa Cruz, CA 95060
(831) 431-6668
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