View the 2025 Agenda | The 36th Sub-Advised Funds Forum | A FRA Event

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Sub-Advised Funds Forum
April 29 - 30, 2025
A Virtual Event

Agenda

Tuesday - April 29, 2025

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

6:00 AM 6:10 AM

3:00 PM 3:10 PM

Day 1 Opening Remarks

9:10 AM 10:10 AM

8:10 AM 9:10 AM

7:10 AM 8:10 AM

6:10 AM 7:10 AM

3:10 PM 4:10 PM

The Role of Performance and Track Record in Subadvisor Selection

  • Examine historical performance data and its influence on gaining mandates
  • Discuss the importance of consistency in outperforming benchmarks
  • Learn how to present rolling returns and risk-adjusted performance metrics in a way that resonates with selectors

 

Margaret M. Samuel, President, Portfolio Manager

Enriched Investing

 

Sari J. Mayer, CAIA, Director of Marketing and Investor Relations

Global Credit Advisers, LLC

10:10 AM 11:00 AM

9:10 AM 10:00 AM

8:10 AM 9:00 AM

7:10 AM 8:00 AM

4:10 PM 5:00 PM

Opportunities in Fixed Income and Structured Credit

  • Explore the potential in emerging market debt and high-yield bonds within structured credit
  • Learn how to navigate liquidity risks associated with fixed income products
  • Discuss how to leverage structured credit to enhance yield and manage duration in a diversified portfolio

 

Sunita Advaney, Director, National Accounts

Principal Asset Management

 

Eivind Lorgen, Chair Emeritus

Investor Advisory Group (SASB / ISSB)

11:00 AM 11:20 AM

10:00 AM 10:20 AM

9:00 AM 9:20 AM

8:00 AM 8:20 AM

5:00 PM 5:20 PM

Break

11:20 AM 12:20 PM

10:20 AM 11:20 AM

9:20 AM 10:20 AM

8:20 AM 9:20 AM

5:20 PM 6:20 PM

AI-Driven Portfolios and Personalization: The Future of Asset Management

  • Understand the integration of AI in personalized wealth management, creating tailored investment solutions based on client-specific data
  • Discuss how AI tools are automating the rebalancing of portfolios to maintain target risk profiles
  • Identify how machine learning algorithms are being used to predict market movements

12:20 PM 1:20 PM

11:20 AM 12:20 PM

10:20 AM 11:20 AM

9:20 AM 10:20 AM

6:20 PM 7:20 PM

Lunch Break

1:20 PM 2:20 PM

12:20 PM 1:20 PM

11:20 AM 12:20 PM

10:20 AM 11:20 AM

7:20 PM 8:20 PM

Navigating Volatility: Structured Products, Carry Trades, and Market Dynamics

  • Learn how to hedge against sudden spikes in volatility
  • Explore the impact of central bank policies on carry trade profitability and market volatility
  • Identify strategies to capitalize on dislocations in carry trade strategies during market corrections

 

Dmitri Smolansky, Portfolio Manager

SECOR Asset Management

 

2:20 PM 3:20 PM

1:20 PM 2:20 PM

12:20 PM 1:20 PM

11:20 AM 12:20 PM

8:20 PM 9:20 PM

Asset Allocation Strategies: Best Ideas from Top Managers

  • Discover how leading managers are positioning portfolios in response to macroeconomic shifts
  • Examine the use of factor-based strategies such as momentum and value in optimizing asset allocation
  • Understand the role of tactical asset allocation in capturing short-term opportunities while managing long-term risk

 

Matthew Tuttle, CEO, CIO

Tuttle Capital Management, LLC

 

Kevin D. Mahn, President and Chief Investment Officer

Hennion & Walsh Asset Management

 

Michael Roberts, Founder

Roberts Capital

3:20 PM 3:40 PM

2:20 PM 2:40 PM

1:20 PM 1:40 PM

12:20 PM 12:40 PM

9:20 PM 9:40 PM

Break

3:40 PM 4:45 PM

2:40 PM 3:45 PM

1:40 PM 2:45 PM

12:40 PM 1:45 PM

9:40 PM 10:45 PM

Personalization at Scale: Customizing Portfolios for Diverse Client Needs

  • Understand the use of direct indexing to create personalized portfolios that align with individual client preferences
  • Discuss the challenges associated with scaling personalized advice while maintaining compliance with fiduciary standards
  • Identify the role of data aggregation and analytics in enhancing client engagement and retention

 

Benjamin Nye, CFA, Chief Investment Officer

Narwhal Capital Management

4:45 PM 4:55 PM

3:45 PM 3:55 PM

2:45 PM 2:55 PM

1:45 PM 1:55 PM

10:45 PM 10:55 PM

Closing Remarks

Wednesday - April 30, 2025

9:00 AM 9:10 AM

8:00 AM 8:10 AM

7:00 AM 7:10 AM

6:00 AM 6:10 AM

3:00 PM 3:10 PM

Welcome Remarks and Day One Takeaways

9:10 AM 10:00 AM

8:10 AM 9:00 AM

7:10 AM 8:00 AM

6:10 AM 7:00 AM

3:10 PM 4:00 PM

Opportunities in International Markets: The European Sub-Advisory Landscape

  • Highlight successful strategies for entering the European market, including partnerships with local firms and adapting product offerings
  • Learn how to navigate the differences in investor behaviour and preferences across European countries
  • Review market dynamics in Europe, including the growth of ESG mandates and demand for passive strategies

 

Stéphane Corsaletti, Chief Investment Officer

Allfunds

 

Eivind Lorgen, Chair Emeritus

Investor Advisory Group (SASB / ISSB)

10:00 AM 11:00 AM

9:00 AM 10:00 AM

8:00 AM 9:00 AM

7:00 AM 8:00 AM

4:00 PM 5:00 PM

Crafting Value-Added Partnerships: Collaborating with Subadvisors for Optimal Outcomes

  • Understand the dynamics of creating and maintain effective partnerships with a focus on alignment of interests
  • Learn how to structure fee arrangements and performance incentives that motivate subadvisors while aligning with client goals
  • Outline the importance of ongoing collaboration and communication in achieving long term success in sub advised relationships

 

Thomas Evans, Head of National Accounts, North America Advisor

NinetyOne

11:00 AM 11:20 AM

10:00 AM 10:20 AM

9:00 AM 9:20 AM

8:00 AM 8:20 AM

5:00 PM 5:20 PM

Break

11:20 AM 12:20 PM

10:20 AM 11:20 AM

9:20 AM 10:20 AM

8:20 AM 9:20 AM

5:20 PM 6:20 PM

Leveraging Data Analytics for Better Manager Selection

  • Discuss the role of performance attribution analysis
  • Identify tools that provide actionable insights into manager risk-taking behavior and investment style drift
  • Learn how to assess manager consistency and alignment with client objectives

 

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

Russell Investments

 

Andrew Miller, Managing Director 

Harbor Capital Advisors 

12:20 PM 1:20 PM

11:20 AM 12:20 PM

10:20 AM 11:20 AM

9:20 AM 10:20 AM

6:20 PM 7:20 PM

Lunch Break

1:20 PM 2:20 PM

12:20 PM 1:20 PM

11:20 AM 12:20 PM

10:20 AM 11:20 AM

7:20 PM 8:20 PM

Alternative Assets in Sub-Advised Funds: Beyond Traditional Investments

  • Explore the growing inclusion of alternative assets like infrastructure, commodities, and private debt
  • Discuss the risk-return profiles of different alternative asset classes
  • Examine the due diligence process for selecting alternative asset strategies

 

Elana Margulies-Snyderman, Director

Eisner Advisory Group LLC

 

Kimberly Flynn, Managing Director, Alternative Investments

XAInvestments

 

Jamie Dunham, Director of Financial Institutions & National Accounts 

William Blair

2:20 PM 3:20 PM

1:20 PM 2:20 PM

12:20 PM 1:20 PM

11:20 AM 12:20 PM

8:20 PM 9:20 PM

Winning the RFP Process: How to Stand Out as a Subadvisor

  • Learn how to craft a compelling RFP response that highlights your firm's unique value proposition
  • Understand the key criteria used to evaluates RFP responses
  • Discover strategies for addressing common RFP pitfalls, such as underestimating the value of clear communication and transparency

 

Robert Boyda, Retired Head of Global Asset Allocation

Manulife Asset Management

3:20 PM 3:30 PM

2:20 PM 2:30 PM

1:20 PM 1:30 PM

12:20 PM 12:30 PM

9:20 PM 9:30 PM

Closing Remarks