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Sponsors

Thanks to our incredible sponsors, the 2024 Morningstar Investment Conference was the best yet. Help us keep the momentum going by becoming a sponsor for 2025.

Become a Sponsor or Exhibitor

Principal Sponsor

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. GAMCO, through its subsidiaries and affiliates, manages open- and closed-end funds, actively managed exchange-traded funds, private advisory accounts and investment partnerships offering a comprehensive suite of investment choices for our clients and financial professionals.

Lead Sponsor

From large institutions to individual investors, each of our clients want the same thing; to achieve their financial goals. And for more than 75 years, we’ve helped them do exactly that. Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why millions of clients in more than 155+ countries have entrusted us with their investments, making us one of the world’s largest independent asset managers.

In 1924, MFS launched the US’ first open-end mutual fund to give everyday investors access to the markets. One hundred years later, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, we celebrate a century of active management.

What sets MFS apart from other managers is that we have aligned our active investment approach and how we serve clients with a sole purpose: to create long-term value responsibly. Through that sense of responsibility and the strength of our investment platform, we strive to protect our investors' assets and our clients' reputations. Tested and refined across market environments, our investing approach combines collective expertise, long-term discipline and thoughtful risk management to create value responsibly for clients. Supported by our culture of shared values and collaboration, our teams of diverse thinkers actively debate ideas and assess material risks to uncover what we believe are the best investment opportunities in the market.

As an active, global investment manager with investment and industry professionals located in nine financial centers across five continents, MFS is committed to being a valued partner for plan sponsors, endowments, foundations, sovereign wealth funds, insurance companies, intermediaries and consultants worldwide. We help clients meet their financial goals by providing long term focused investment strategies, flexible investment vehicles and perspectives on the financial markets.

Practice Management Series Sponsor

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. As of December 31, 2023, Capital Group manages $2.5 trillion in equity and fixed income assets for millions of individual and institutional investors around the world.

Capital Group is a private firm that employs more than 8,000 associates and has offices in Europe, Asia, Australia and the Americas. For more than 90 years, our goal has remained the same: to improve people’s lives through successful investing.

Coffee Lounge Sponsor

Fintech Showcase Sponsor

Broadridge, a global Fintech leader with more than $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive digital transformation for our clients and help them get ahead of today’s challenges to capitalize on what’s next.

Major Sponsor

With decades of experience propelling us forward, Allspring is a company staying true to its core investment roots while reinventing itself. A company where diverse perspectives power our investment strategies through a unified platform and a commitment to clients. We want to bring a renewed approach by looking around the corner to unlock what's possible and are committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains.

Axxes Capital is a leading private markets asset management firm providing wealth advisors and their clients exclusive access to private investment opportunities through its series of interval funds and co-investment vehicles managed by leading institutional investors. Axxes Capital is the go-to partner for wealth advisors seeking to broaden and enhance their clients’ portfolios through private equity co-investments and secondaries, opportunistic credit, direct lending, real estate, and venture capital.

Baird Funds is a no load mutual fund family comprised of ten bond funds and five equity funds with proven track records, competitive fees, experienced management teams and a careful focus on risk control. Additionally, because our fund managers are also employee owners of our firm, not only are we invested in our own strategies, we share a personal stake in your success.

Howard Capital Management, Inc. (HCM) is a SEC-Registered Investment Advisory Firm founded by Vance Howard, which offers professional money management services to private clients, financial advisors, and registered investment advisors through a suite of separately managed accounts, retirement tools, self-directed brokerage accounts, proprietary mutual funds and ETFs.

Vance Howard’s vision for HCM originated after seeing the devastating financial losses investors suffered during the stock market crash of 1987, an event precipitated by computer program trading and investor panic. In an effort to the help investors monitor changing market conditions, he developed the HCM-BuyLine®, a proprietary math-driven indicator, designed with the goal of reducing the impacts of emotional investment decisions.

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help provide our clients with an edge as they pursue their long-term goals.

T. Rowe Price, a global investment management firm with $1.54 trillion AUM*, 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, ALTs and CITs. Visit our website, follow us on Twitter, or connect on LinkedIn. *as of March 31, 2024.

Associate Sponsor

AllianceBernstein (AB) is a leading global investment-management firm that offers high-quality research and diversified investment services to institutional investors, individuals and private wealth clients. We have $737 billion in assets under management as of April 2024. We foster a diverse, connected, collaborative culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. And we pursue responsibility at all levels of the firm—from how we work and act to the solutions we design for clients.

At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. Our culture of intellectual curiosity compels us to challenge the status quo, disrupt long-held beliefs and uncover new insights.

Aristotle is an investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework.

Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.

Our distinct business management team oversees a centralized operations infrastructure and leads an experienced distribution and client service team, allowing our investment professionals to focus on portfolio management while ensuring a stable business environment. Our knowledgeable and investment focused relationship managers are directly aligned with our investment teams and are paired with regional and distribution channel experts. Our client focus and distribution model protect each team's investment culture, contribute to the stability of our asset base and create flexibility to respond to changing market environments and dynamics.

Since 1996, AssetMark has focused on delivering extensive wealth management and digital solutions, coupled with in-depth business consulting services, to help independent advisors grow their businesses. From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, administrative tasks, and more time on your clients.

Baillie Gifford & Co, headquartered in Edinburgh, Scotland, is one of the UK’s oldest independent fund management firms having been founded in 1908. We are, we believe, unique for a company of our size in being an independent partnership with no outside shareholders and unlimited liability to our clients, for whom nowadays we invest US$290bn as at the end of March 2024. Our single focus is on providing outstanding investment returns and service for those clients. We measure success by the value we add for clients after fees, not by our own revenues. If we deliver for clients, we can be confident about our own future.

Baillie Gifford International LLC is wholly owned by Baillie Gifford Overseas Limited which is the legal entity that provides client service and marketing functions in North America. Baillie Gifford Overseas is wholly owned by Baillie Gifford & Co.

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.

Clark Capital Management Group is an independent asset management firm based in Philadelphia, PA. The firm was founded by Harry J. Clark, Executive Chairman, in 1986 and has been entrusted with over $36.1 billion* in assets.

We partner with elite financial advisors, supporting them with the tools necessary to help investors achieve their long-term life goals. We seek to provide asset management excellence, delivered in a personalized format, driven by clients’ life goals.

*As of 3/31/2024, includes sub-advised assets

Davis Advisors is an independent, employee-owned investment management firm founded in 1969. We are specialists in equities and our time-tested Davis Investment Discipline is offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds. Davis seeks to build wealth for shareholders through a patient, long-term investment approach. We believe stocks represent ownership interests in businesses and therefore rigorously research company fundamentals. We are highly sensitive to valuation, as price is an important component in generating attractive long-term investment results. We are among the largest shareholders in each of our funds, which ensures that our interests are aligned with those of our clients.

Federated Hermes, Inc. is a global leader in active, responsible investment management, with $757.6 billion in assets under management, as of December 31, 2023. At Federated Hermes, we are guided by our conviction that responsible investing is the best way to create wealth over the long term. By investing responsibly, we aim to help people invest and retire better, to help clients achieve better risk-adjusted returns, and where possible, to contribute to positive outcomes in the wider world.

We deliver investment solutions that help investors target a broad range of outcomes and provide equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies to more than 10,000 institutions and intermediaries worldwide. Our clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers.

Beyond investment management, Federated Hermes provides engagement with equity and bond issuers, proxy voting and policy advocacy. Our experienced team engages with companies and assets to align their behaviors with the long-term interests of our clients and their beneficiaries by improving their strategic, financial and ESG performance.

Headquartered in Pittsburgh, Federated Hermes’ more than 2,000 employees include those in London, New York, Boston and offices worldwide.

Jensen Investment Management is a high-conviction, active equity manager with an unwavering commitment to quality. The firm focuses on companies derived from a select universe of businesses that have produced a long-term record of persistently high returns on shareholder equity.

With public and private market capabilities across all asset classes, Principal Asset ManagementSM and its investment specialists look at asset management through a different lens, creating solutions to help deliver client investment objectives. By applying local insights with global perspectives, Principal Asset Management identifies distinct and compelling investment opportunities for more than 1,100 institutinoal clients in over 80 markets. 1 Principal Asset Management is the global investment solutions business for Principal Financial Group® (Nasdaq: PFG), managing $506.9 billion in assets and recognized as a “Best Places to Work in Money Management” for 12 consecutive years.

Learn more at http://www.PrincipalAM.com.
1 As of September 30, 2023.
2 Pensions & Investments, “Best Places to Work in Money Management” December 12, 2023.

Principal Asset ManagementSM is a trade name of Principal Global Investors, LLC.

Thompson IM Funds, Inc. is an investment company that houses the Thompson Bond Fund, Thompson MidCap Fund and Thompson LargeCap Fund. All three mutual funds are co-managed by James T. Evans and Jason L. Stephens.

Exhibitors

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