Investment Management Summit
 
For information on our November 5th, 2014 event, please contact Tim Powell at +1 917-551-5097

Lead Sponsor:

WisdomTree launched its first ETFs in June of 2006, and is currently the industry's seventh largest ETF provider. WisdomTree sponsors 47 distinct ETFs that span asset classes and countries around the world. Categories include: U.S. and International Equity, Currency, Fixed Income and Alternatives. WisdomTree pioneered the concept of fundamentally weighted ETFs and active ETFs and is currently an industry leader in both categories. WisdomTree is the only publicly traded asset manager exclusively focused on the ETF industry. WisdomTree is listed on the NASDAQ Global Market under the ticker: WETF.

Cocktail / Photo Sponsor:
 Brandes Investment Partners, L.P., founded in 1974, is a leading investment advisory firm managing equity and fixed income assets. Applying a Graham & Dodd, value-oriented approach to global markets, they manage U.S. $27.2 billion as of December 31, 2012 for a broad range of institutional and private clients worldwide. As an independently owned firm committed to investment management, Brandes has a clear focus on client needs. In seeking to honor client mandates and complement other asset classes and investment styles, they adhere to their disciplined process. They believe the consistent application of their philosophy has the potential to produce favorable long-term results. Headquartered in San Diego, Brandes employs about 400 professionals worldwide and has offices in: Milwaukee, Wisconsin; Dublin, Ireland; Geneva, Switzerland; Singapore; Toronto, Canada. With a focus on company-specific fundamental research and analysis, they seek to identify companies whose stock prices are trading below Brandes' estimates of their underlying business values. Consistently applied within a long-term context, portfolios are fully invested. They follow their time-tested value discipline in all market conditions. Reflecting their team-oriented approach, all purchase and sell decisions are made by investment committees. 

Luncheon Sponsor:

  Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. The company is able to leverage the capital, resources and expertise of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients. This includes access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals – all designed to help its clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability. Fidelity Institutional Wealth Services custodies more than $608 billion in assets on behalf of over 3,300 clients, as of December 31, 2012. For more information about Fidelity’s services, please visit http://fiws.fidelity.com. 

Associate Sponsor:
Harding Loevner seeks superior returns through investment in growing, financially-sound, well-managed companies. We conduct in-depth research into global industries to identify companies that we believe enjoy sustainable competitive advantages, and to evaluate the long-term durability of their growth. We offer a family of global and international portfolios, each managed according to the same quality growth investment philosophy and research-intensive stock selection process, and carefully diversified in an attempt to reduce risk:

-Global Equity
-International Equity
-International Small Companies
-Emerging Markets
-Frontier Emerging Markets

Branding Sponsor:

ING U.S. Investment Management (ING U.S. IM) is a leading active asset management firm. As of March 31, 2013, ING U.S. IM manages approximately $187 billion for both affiliated and external institutions as well as individual investors.


Tour Sponsors:
T. Rowe Price Group, Inc. has been managing money since 1937 and, today, stands as a leading provider of investment management services. We offer providers a broad array of active U.S. and non-U.S. equity and fixed-income strategies, through both retail and institutional mutual funds. We emphasize proprietary, fundamental research; close attention to risk management; and consistency of style. We believe that by doing so, we can continue to provide the solid, long-term risk-adjusted performance investors have the right to expect.  A financially sound, independent organization with strong employee ownership, T. Rowe Price Group, Inc. has $617.4 billion in assets under management as of March 31, 2013.


John Hancock Investments provides asset management services to individuals and institutions through a unique manager-of-managers approach. We operate as an independent and well-resourced investment advisor. This structure enables us to be highly responsive, develop funds based on investor need, and then search the industry to find the portfolio management teams with the best skill set, track record, and experience to manage those funds. Our funds provide access to specialized portfolio teams at some of the best managers in the world. Our independence and experience as one of the longest-tenured manager of managers enable us to achieve what we believe is an exceptional level of oversight. Our approach to investing has led to a diverse set of investments deeply rooted in investor needs, along with strong risk-adjusted returns across asset classes. 

Media Partners:
wealthmonitor is an exclusive intelligence system providing elite wealth managers with proprietary investigative journalism forecasting potential and actual M&A activity combined with a premium online database of the wealthy shareholders who stand to benefit from these liquidity events. 


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