SPEAKER OPPORTUNITIES

If you're interested in speaking opportunities please contact:

John Swolfs
jswolfs@etf.com
415-659-9023

PRESS INQUIRIES

If you are a member of the media interested in attending the event please contact:

Vanessa Friedman
vanessa@vdotconsulting.com
917-405-1897

GENERAL QUESTIONS

If you have a general question about the conference please contact:

Marissa Morris
mmorris@etf.com
415-659-9014

Sponsors

Diamond Sponsor

Since its beginning in 1975, Vanguard has become one of the largest investment management companies, with over $3.06 trillion in U.S. fund assets as of June 30, 2015. Vanguard provides an array of investment products, including a full range of low-cost ETFs and mutual funds designed to help financial advisors grow and preserve the wealth of their clients. In addition to our many investments and client-focused services, our commitment to financial advisors includes innovative practice management solutions that can help advisors attract and retain clients, build their practices and enhance their professional development. Vanguard is owned by the Vanguard funds, which are owned by our clients. We make every decision with only our clients’ needs in mind. Our unique structure, along with our commitment to provide outstanding performance, provides financial advisors with many opportunities for building their businesses and enhancing their client relationships. Connect with Vanguard® at advisors.vanguard.com or 800-997-2798.

Platinum Sponsors

For more than 40 years, MSCI’s research-based indexes and analytics have helped the world’s leading investors build and manage better portfolios. Clients rely on our offerings for deeper insights into the drivers of performance and risk in their portfolios, broad asset class coverage and innovative research. Our line of products and services includes indexes, analytical models, data, real estate benchmarks and ESG research. MSCI serves 98 of the top 100 largest money managers, according to the most recent P&I ranking. For more information, visit us at www.msci.com.

S&P Dow Jones Indices is the world’s largest global resource for index-based concepts, data and research. Home to iconic financial market indicators such as the S&P 500® and the Dow Jones Industrial Average®, S&P Dow Jones Indices has over 115 years of experience constructing innovative and transparent solutions that fulfill the needs of investors. More assets are invested in products based upon our indices than any other provider in the world. With over 1 million indices covering a wide range of asset classes across the globe, S&P Dow Jones Indices defines the way investors measure and trade the markets.

Gold Sponsors

At Charles Schwab Investment Management (CSIM), we build and manage funds that can serve as the foundation for well-diversified portfolios. We are leaders in ETFs and mutual funds, including asset allocation and money funds, as well as Fundamental Index® strategies. We invite you to compare our funds to any others – both in terms of product design and cost. Our experienced and dedicated teams are committed to creating and providing access to foundational investment products. They work with clear and focused objectives, rigorous processes and a vision of what is most important – constantly striving to achieve reliable, consistent performance regardless of the environment.

Emerging Global Advisors (EGA) is a leading provider of strategic beta portfolios in emerging markets, and we employ a disciplined, rules-based investment process rooted in research and portfolio strategy. Our investment strategies, including our EGShares suite of ETFs, are designed to help investors generate alpha within their emerging and frontier market allocations. We offer core equity, thematic and equity income emerging and frontier market exposures.

Silver Sponsors

With $1.25 trillion of AUM (as of 3/31/15), Deutsche Asset & Wealth Management¹ is one of the world's leading investment organizations. We offer individuals and institutions traditional and alternative investments across all major asset classes. We also provide 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. 

Founded in 2006, IndexIQ is focused on offering institutional class alternative investment strategies that are liquid, transparent, low cost and tax efficient. IndexIQ is a pioneer and leading provider of alternative solutions focused on absolute return, real assets and international strategies that seek to democratize investment management by enabling a broad range of investors to take advantage of the attractive risk/return characteristics of alternatives, while also benefiting from the structural strengths of ETFs and mutual funds. 

Morningstar Inc. is a leading provider of independent investment research in North America, Europe, Australia and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers and retirement plan providers and sponsors.

State Street Corporation is the leading global provider of ETF services. A pioneer in the ETF industry, State Street has assisted our clients with many “firsts” through innovation and deep expertise. State Street’s end-to-end ETF service offering, TotalETFSM, is the only global solution that helps you manage uncertainty, capitalize on opportunities, and enhance the value of your services in all major global ETF markets. For more information, visit www.statestreet.com or contact Frank Koudelka at francis.koudelka@statestreet.com.

WisdomTree launched its first ETFs in 2006 and is the industry's fifth-largest ETF provider. We sponsor 75 ETFs that span asset classes and countries—, U.S. & int’l equity, currency, fixed income and alternatives. WisdomTree pioneered fundamentally weighted ETFs and active ETFs, and is an industry leader in each category. We are the only publicly traded asset manager exclusively focused on ETFs. As of 6/30/15, WisdomTree had $61.9B in AUM. WisdomTree is listed on the NASDAQ Global Market under WETF.

Bronze Sponsors

When you Execute with Instinct® through Bank of America Merrill Lynch, you have a global platform to access the natural liquidity from one of the largest private client and institutional networks. Our Trader Instinct® platform helps you achieve high-quality execution via our expansive market presence, financial capital and liquidity destinations.

SEI’s Investment Manager Services supplies investment organizations advanced operating infrastructure to compete among escalating challenges. We were among the first to provide outsourced ETF order-taking capabilities tailored for accuracy, speed, flexibility and transparency. Our customizable platform handles authorized participant processing, accounting, administration, custody and transfer agency, distribution and compliance support.

Exhibitors