The brands that make it possible.

Their generosity, leadership, and vision go deep. Our sincere thanks to all the great organizations for the support that makes this event possible.

Marquee Premier Diamond Gold Silver

T. Rowe Price

T. Rowe Price, a global investment management firm with $1.31 trillion in assets under management (as of June 30, 2022), focused on helping investors achieve more confident futures. For more than 80 years, our strategic investing approach has driven independent thinking and rigorous research—informing better decision-making and prudent risk management. We partner with financial professionals to match diverse client needs with a comprehensive platform of solutions—including active U.S., international, and global strategies; target date, model portfolio, and other multi-asset solutions; and a range of investment vehicles from mutual funds to ETFs, SMAs, and CITs. Visit our website, follow us on Twitter: @TRowePrice, or connect on LinkedIn: /t–rowe-price.

BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate | Twitter: @blackrock | LinkedIn: /blackrock

Northern Trust Asset Management

Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments, so they can confidently realize their long-term objectives. Entrusted with $1 trillion in assets (as of June 30, 2022) we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take—in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management to craft innovative and efficient solutions that deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect, and transparency.

Capital Group

Capital Group has been singularly focused on delivering superior long-term results for investors using high-conviction portfolios, rigorous research and individual accountability. Known for our American Funds^® mutual funds, we’ve brought the same time-tested active management to ETFs. We offer a growing lineup of active transparent ETFs that are distinct strategies yet steeped in our more than 90-year history of active management. As of June 30, 2022, Capital Group manages $2.2 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.

American Funds Distributors, Inc., member FINRA

Envestnet

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Nearly 108,000 advisors and more than 6,000 companies including: 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients. For more information, please visit www.envestnet.com, subscribe to our blog, and follow us on Twitter (@ENVintel) and LinkedIn: /envestnet.

Franklin Templeton

Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. AdvisorEngine, a wholly owned subsidiary of Franklin Resources, Inc., powers financial advice that is personal, scientific, and beautiful. AdvisorEngine’s technology tools include a comprehensive wealth management platform and CRM that help advisors who seek to simplify and grow their business, deliver meaningful investment intelligence and engage with clients in ways that delight them.

Matthews Asia

At Matthews Asia, we believe in the long-term growth of Asia. As an independent, privately owned firm, Matthews is the largest dedicated Asia investment specialist in the United States. We have focused on Asia since 1991, investing through a variety of market environments. Matthews Asia employs a bottom-up, fundamental investment philosophy, with a focus on long-term investment performance. Our investment offerings provide a broad range of strategies for building a global portfolio that includes exposure to one of the world’s fastest-growing regions. For more information about Matthews Asia, please visit matthewsasia.com.

PGIM Investments

At PGIM Investments, we provide access to active investment strategies across the global markets in the pursuit of consistent outperformance for investors. We’re part of PGIM, the global investment management business of Prudential Financial, Inc. (PFI) and a company that individuals and businesses have trusted for over 140 years. Our scale and investment experience allow us to deliver a diversified suite of actively managed solutions across a broad spectrum of asset classes and investment styles, managed by our affiliated asset managers: PGIM Fixed Income, PGIM Real Estate, Jennison Associates, and PGIM Quantitative Solutions.

Schwab Asset Management

As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.

Ares Management

We are a global alternative investment manager that has generated cycle-tested performance for investors since our inception in 1997. We are trusted stewards of flexible and scalable capital, offering clients primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. We collaborate to consistently deliver innovative, solutions-oriented investment results throughout market cycles.

Ariel Investments

Ariel Investments, LLC is a global value-based asset management firm founded in 1983. Ariel is headquartered in Chicago, with offices in New York City, San Francisco, and Sydney. As of December 31, 2021, Ariel’s firm-wide assets under management totaled approximately $18.3 billion, which includes $873.7 million in assets from Ariel Alternatives, a subsidiary of Ariel Investments. Ariel serves individual and institutional investors through five no-load mutual funds and nine separate account strategies. For more information, please visit Ariel’s website at arielinvestments.com.

Blackstone

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $881 billion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis.

DoubleLine Capital

DoubleLine is an independent, employee-owned money management firm founded in 2009 by Jeffrey Gundlach. The firm offers a wide array of investment strategies run by an experienced team of portfolio managers that has worked together for many years, employing active risk management, in-depth research, and innovative product solutions. As of December 31, 2021, DoubleLine had approximately $134 billion in total assets under management across various asset classes.

Eaton Vance

Eaton Vance provides financial advisors with the investment strategies and resources to solve for their clients’ most complex investment challenges. We offer a broad range of strategies, deep experience in sustainable investing and industry-leading customization and tax management solutions. With an unwavering commitment to investment excellence and diversity of perspective, we are dedicated to bringing financial advisors and their clients the best our organization has to offer.

Gabelli Funds

Gabelli Funds offers a recognized range of funds managed by experienced investment professionals under the Gabelli, GAMCO, Teton, and Keeley-Teton brands. The common threads across our funds include the focus on fundamental research, a consistently applied investment process and our commitment to generating outstanding risk-adjusted returns. Gabelli Funds, LLC, is a wholly owned subsidiary of GAMCO Investors, Inc., a publicly traded company whose investment management business was founded in 1977. GBL, through its subsidiaries and affiliates, manages open- and closed-end funds, actively managed ETFs, private advisory accounts and investment partnerships offering a comprehensive suite of investment choices for our clients and financial professionals.

Hartford Funds

Hartford Funds uses its human-centric investing approach to understand the rational and emotional ways investors think about their money, investments, and relationships with financial professionals. We partner with academics and experts to deliver insights into investor psychology, demographic trends and behavior. Hartford Funds also delivers investment insights for financial professionals and their clients. Our product line-up includes more than 50 mutual funds and ETFs in a variety of styles and asset classes. Excluding affiliated funds of funds, as of December 31, 2021, Hartford Funds’ investment advisory business had approximately $157.9 billion in discretionary and non-discretionary assets under management.

Janus Henderson Investors

Janus Henderson Investors (‘Janus Henderson’) is a global asset manager offering a full suite of actively managed investment products across asset classes. The notion of ‘connecting’ is powerful—it has shaped our evolution and our world today. At Janus Henderson, we seek to benefit clients through the connections we make. Connections enable strong relationships based on trust and insight as well as the flow of ideas among our investment teams and our engagement with companies. These connections are central to our values, to what active management stands for and to the long-term outperformance we seek to deliver.

KKR

Founded in 1976, KKR is a leading global investment firm that offers alternative asset management as well as capital markets solutions. KKR aims to generate attractive investment returns by following a disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR serves accredited individual investors and family offices directly and through distribution partners and a network of Financial Advisors and RIAs. Investors can access exposure to KKR’s real estate, credit, and private equity strategies, respectively.

Succession Resource Group

Succession Resource Group is a succession planning consulting firm dedicated to helping financial advisors value, grow, protect and plan for the transition of their business. Serving clients across the country, Succession Resource Group provides the most accurate and comprehensive valuations services, turnkey acquisition support, assistance creating contingency plans, and personalized succession/exit strategies.