2011 Advisor Summit Sponsors
We are grateful for the support of our sponsors.
Capital Guardian has been a leading investment manager since 1968 and has served clients in the defined contribution business since 1981. Capital Guardian is part of The Capital Group Companies, a privately held global investment management firm with more than 75 years of asset management experience. Investment management is our only business, and our clients benefit from the kind of market knowledge that comes only with many years of experience. Capital Guardian and our sister company, American Funds®, have deep roots in the defined contribution business. We believe in the value of enduring relationships with our clients, and we are committed to the defined contribution market for the long run. Our overriding objective is to provide investment results that our clients can depend on for years to come.
The Bancorp Bank is an FDIC-insured online commercial bank operated by The Bancorp, Inc., a financial holding company. The bank delivers a full array of financial services and products both directly and through more than 300 private-label affinity partner programs nationwide. Bancorp’s Master Demand Account, the first interest-bearing demand deposit account registered with the National Securities Clearing Corporation, is an alternative cash vehicle that allows for pass-through FDIC insurance for individual retirement plan participants.
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BlackRock is a leader in investment management, risk management and advisory services for institutional and retail clients worldwide. At March 31, 2011, BlackRock's AUM was $3.648 trillion. BlackRock offers products that span the risk spectrum to meet clients' needs, including active, enhanced and index strategies across markets and asset classes. Products are offered in a variety of structures including separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles.
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The Charles Schwab Corporation serves the retirement market by offering independent plan providers and fiduciaries industry-leading trust, custody and clearing services, custom investment solutions and cutting-edge technology. We strive to provide the superior products and services that enable you to deliver comprehensive retirement plan solutions to your plan sponsor clients and continually grow, compete and succeed.
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Since 1955, millions of investors in the United States and around the globe have relied on Federated Investors, Inc. (NYSE: FII) for world-class investment management. Federated has grown to become one of the nation's largest investment managers with more than $336 billion in assets under management.
Federated has honed its disciplined investment process over a half-century to deliver style-consistent investment products, including 135 domestic and international equity, fixed-income and money market funds, as well as a variety of separately managed accounts. Federated's diversified product line is distributed through approximately 5,200 financial intermediaries and institutions who assist investors in meeting their unique objectives.
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A business unit of Fidelity Investments , one of the world's largest providers of financial services, Fidelity Institutional Wealth Services offers a powerful set of capabilities for registered investment advisors, trust institutions and third-party administrators. We provide sophisticated wealth management investment strategies and services, extensive practice management resources, and a flexible, open technology environment all backed by one of the strongest wealth management platforms in the business and specifically designed to help enable your firm to thrive. Tapping into the power of Fidelity can help your firm stay ahead of the competition, deliver greater value to your clients, potentially grow your practice more profitably, and manage business more efficiently.
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Janus goes beyond research-driven investment strategies by providing advisors with business building programs and real-world insights through Janus Labs. It’s one way Janus delivers for you and your clients.
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John Hancock Mutual Funds is a premier provider of institutional money management and investment strategies for investment professionals and investors worldwide. For more than four decades John Hancock Mutual Funds has been helping individual, corporate and institutional clients reach their most important financial goals. Today we offer a wide range of equity, income, international, and sector and asset-allocation investment solutions managed by leading institutional asset managers. Our partnership with eleven premier institutional money managers makes us exceptionally qualified to serve as a strategic partner to investment consultants and advisors.
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J.P. Morgan Asset Management is a leading investment management firm with over a century of experience and $1.8 trillion in assets under management. Dedicated to rigorous, fundamental research, we offer a complete array of global investment opportunities to meet the needs of a diverse client base, including institutional investors and RIAs.
Far-reaching global capabilities enable us to leverage our experience and resources across many investment specialties. Our broad product array includes a wide range of mutual funds, managed accounts and institutional products.
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Since its founding in 1899 in Baltimore, Maryland, Legg Mason has evolved into one of the largest asset management firms in the world, serving individual and institutional investors on six continents.
Today's Legg Mason is a diversified group of global asset management firms ("affiliates") who are recognized for their proven investment expertise and long-term performance. The principal investment affiliates of Legg Mason are among the industry leaders in their respective areas of specialization, with unique investment approaches that have been developed over decades. The distinctive Legg Mason "multi-affiliate" business model provides clients with a broad spectrum of Equity, Fixed Income, Liquidity and Alternatives solutions, from mutual funds to college savings plans to variable annuities to separately managed accounts.
Legg Mason affiliates operate with investment autonomy, with each affiliate pursuing its own unique investment philosophy and process and maintaining its own investment culture, in order to create sustainable value for its clients. Legg Mason provides global distribution and invests in growth through core strategic services including capital allocation for product development, investing in our existing affiliates and making new acquisitions.
The diversification and balance of Legg Mason have fueled the company's performance over its twenty-seven year history as a public company. Legg Mason is one of the largest asset managers in the world, with assets under management of $671 billion as of May 31, 2011.
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Matrix Financial Solutions, Inc, formerly known as MG Colorado Holdings, Inc., through its wholly owned subsidiaries, is one of the nation’s largest providers of back-office, trust, custody, trading and mutual fund settlement services for financial institutions, including banks, trust companies, registered investment advisors and record-keepers/third-party administrators (TPAs). Matrix Financial Solutions currently serves more than 300 financial institutions by servicing $100 billion in assets through its trading and trust platform.
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MetLife, Inc. is a leading provider of insurance and other financial services to millions of individual and institutional customers throughout the United States.
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MFS Investment Management, MFS, offers a complete selection of financial products and services to address investors’ varying needs over time – as well as the needs of the 100,000 investment professionals we work with every day. In the course of MFS’ 85-year history, one thing has remained constant — our commitment to securities research. We employ fundamental research to obtain firsthand knowledge of companies and in-depth quantitative research to develop a comprehensive understanding of all the analytics associated with a security. We apply this combination of fundamental and quantitative research with companies around the globe at every level of their capital structures — from common stock to senior secured debt.
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Nuveen Investments provides high quality investment services designed to help secure the long-term goals of institutions and high net worth investors as well as the consultants and financial advisors who serve them. Nuveen Investments markets its growing range of specialized investment solutions under the high-quality brands of HydePark, NWQ, Nuveen, Santa Barbara, Symphony, Tradewinds, and Winslow Capital. In total, the Company managed $140 billion of assets as of September 30, 2009.
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OppenheimerFunds is an industry leader firmly committed to the retirement plans business. Dedicated to investment excellence, we bring the breadth and depth of high-quality investments necessary for successful plans, and offer these investments through flexible retirement programs that include a comprehensive package of education, planning tools, communication and support.
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Pioneer Investments Celebrates over 10 years Dedicated to RIAs. Heritage. Integrity. Strength. Pioneer Investments helped create the mutual fund industry in 1928 with the establishment of Pioneer Fund, one of
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TD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients.
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Thornburg Investment Management is an employee-owned investment management company based in Santa Fe, New Mexico with assets under management of $80 billion (as of 3/31/11). Founded in 1982, the firm manages seven equity funds, nine bond funds, and separate portfolios for select institutions and individuals.
At Thornburg, we strive to deliver consistent investment results for our shareholders. Our past success in this endeavor is grounded in our culture of placing investors first. While markets come in and out of favor, we believe that this commitment will enable us to service our most valued constituency – our investors – for the next 25 years and beyond.
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Wilmington Trust has been serving clients for more than a century, providing the strength, resources, and credibility to meet the needs of financially sophisticated enterprises worldwide. Our corporate strategy includes a commitment to abstain from engaging in underwriting or major commercial lending activities, enabling us to provide truly "conflict free" service to our clients. As an industry leader in corporate services, we serve clients in many of the world's most attractive jurisdictions, developing customized solutions using state-of-the-art technology and staff with world-class, local expertise. We're the partner that corporate clients and their advisors consistently seek to execute complex transactions and provide solutions to help drive their success.
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Meeting Details
Summit Dates
July 25, 2011 at 1:00 p.m. through
July 27, 2011 at 12:00 p.m.
Add to my calendar
Location
The Inns and Spa at Mill Falls
Church Landing
281 Daniel Webster Highway
Meredith, NH 03253
Summit Contacts
| Alan Valenca | 603-647-5600 x23 |
Logistics and Accomodations
| Jean Kane | 603-647-5600 x27 |
Regional Pension Consultants
| Bill Riccio | 603-647-5600 x67 |
| Dave Hill | 603-647-5600 x68 |
| Shannon Blair Taji | 603-647-5600 x39 |
| Tim Nasworthy | 603-647-5600 x62 |