Lead Sponsor |
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Known for its tagline The Right Way to Invest, OppenheimerFunds, Inc. is one of the largest and most respected investment management companies. As of March 31, 2014, OppenheimerFunds, Inc., including subsidiaries, managed more than $237 billion in assets, including mutual funds having approximately 12 million shareholder accounts, including sub-accounts.
OppenheimerFunds, Inc. is known for its long history and acumen in global investing, beginning with the launch of one of the country’s first global funds in 1969.
For more information on OppenheimerFunds’ range of products and the Company’s perspective on solving for investor goals, visit www.growthincomeprotection.com.
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With $1.31 trillion of assets under management (as of June 30, 2014), Deutsche Asset & Wealth Management¹ is one of the world's leading investment organizations. Deutsche Asset & Wealth Management offers individuals, financial advisors and institutions traditional and alternative investments across all major asset classes. It also provides tailored wealth management solutions and private banking services to high-net-worth individuals and family offices. ¹Deutsche Asset & Wealth Management is the brand name of the Asset Management and Wealth Management division of the Deutsche Bank Group. The legal entities offering products or services under the Deutsche Asset & Wealth Management brand are listed in contracts, sales materials and other product information documents.
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Luncheon Sponsor |
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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. |
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Associate Sponsor |
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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
For more information on Harding Loevner, please visit www.hardingloevner.com. |
The World Gold Council is the market development organisation for the gold industry. Working within the investment, jewellery and technology sectors, as well as engaging in government affairs, our purpose is to provide industry leadership, whilst stimulating and sustaining demand for gold. We develop gold-backed solutions, services and markets, based on true market insight. As a result, we create structural shifts in demand for gold across key market sectors. We provide insights into the international gold markets, helping people to better understand the wealth preservation qualities of gold and its role in meeting the social and environmental needs of society. The membership of the World Gold Council includes the world’s leading and most forward thinking gold mining companies.
For more information about World Gold Council, please visit www.gold.org.
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How would you like to streamline your shipping processes, save time and costs, and reach more businesses earlier? UPS can do that for you. Founded in 1907, UPS offers reliable delivery, advanced shipping and tracking technology, and a global network that serves customers in more than 220 countries and territories worldwide.
Learn how UPS:
To learn more about UPS, visit www.ups.com/professional.
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Branding Sponsor |
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Voya Investment Management (Voya IM) is a leading active asset management firm. As of March 31, 2014, Voya IM manages approximately $213 billion* for affiliated and external institutions as well as individual investors. Drawing on over 40 years of experience and an ongoing commitment to reliable investing, Voya IM has the resources and expertise to help long-term investors achieve strong investment results. For more information on Voya IM, please visit www.voyainvestments.com |
WiFi Sponsor |
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Behringer creates, manages and distributes specialized investments through a multi-manager approach that presents unique options for allocating capital, managing risk and diversifying assets. Investments sponsored and managed by the Behringer group of companies have invested into more than $11 billion in assets. For more information, call toll-free 866.655.3600 or visit us at www.behringerinvestments.com. |
Exhibitors |
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FlexShares® offers funds specifically designed with real-world goals in mind. Each fund pursues distinct primary and secondary investment outcomes to help meet one of four core objectives: capital appreciation, risk management, income generation and liquidity management. FlexShares product engineering combines the understanding of these investor needs with thoughtful design and global portfolio expertise to produce investment strategies that are helping shape the next generation of ETFs. For more information on FlexShares, please visit www.flexshares.com |
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Wasatch Funds (founded in 1975) is a family of 18 no-load mutual funds. Wasatch believes its performance is the result of a commitment to intensive research and the disciplined application of sound investment management practices. Over the years, this investment philosophy has provided superior returns to Wasatch clients and has helped them weather economic downturns, volatile financial markets and short-term trends. For more information on Wasatch Funds, please visit www.wasatchfunds.com |
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Morgan Stanley Investment Management (Investment Management) is a client-centric, investor-led organization dedicated to providing asset management solutions to investors worldwide. Our global presence, thought leadership, and breadth of products and services enable us to partner with clients to help meet the evolving challenges of today’s financial markets. With over three decades of asset management experience, our investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, liquidity, alternatives and private markets. Each of our investment teams has a unique talent pool of experienced professionals and share the same core values of fiduciary responsibility and commitment to investment excellence that have been the hallmarks of Investment Management since its establishment. For more information on Morgan Stanley Investment Management, please visit www.morganstanley.com |