Advisor Rankings
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2019 Agenda
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Accommodations
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Reflecting the past, present and future of our vibrant Kentucky town, Omni Louisville Hotel is the new cornerstone of downtown. Our location allows you to easily make your way to Main Street and indulge in Louisville's bourbon culture at many popular distilleries. Blending our historic surroundings with modern comforts, Omni Louisville Hotel reflects the essence of the city and invites you into an unforgettable stay.
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Barron’s Advisor has negotiated discounted hotel rates for attendees of Barron’s Independent Summit. Discounted rates are available until the room block is fully booked.
A link to our room block will be emailed to you after you register for the conference. Reservations are made on a first come, first served basis. If you have any questions, contact the Barron's Advisor Team. |
Partners
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. 
Since 1931, American Funds, part of Capital Group, has helped investors pursue long-term investment success. Our consistent approach — in combination with The Capital System(SM) — has resulted in a consistent long-term track record. Our investment process, The Capital System, combines individual accountability with teamwork. Each fund is divided into portions that are managed independently by investment professionals with diverse backgrounds, ages and investment approaches. An extensive global research effort is the backbone of our system. 
Columbia Threadneedle Investments is a leading global asset manager that provides a broad range of investment strategies for individual and institutional clients, managing $469 billion* across asset classes. Our team-based, risk-aware and performance-driven approach delivers the consistent investment experience you demand.*In U.S. dollars as of September 30, 2019. Source: Ameriprise Q3 Earnings Release. Contact us for more current data. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. 
DWS is one of the world's leading asset managers with nearly $819 billion of assets under management, as of 06/31/19. Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come be recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. The brand DWS represents DWS Group GmbH & Co. KGaA and any of its subsidiaries, such as DWS Distributors, inc., which offers investment products, or DWS investment Management Americas, Inc. and RREEF America L.L.C., which offer advisory services. 
Janus Henderson Investors exists to help clients achieve their long-term financial goals. Our active management offers clients the opportunity to outperform passive portfolios over the course of market cycles. Our approach channels the thinking of some of the industry's most talented managers, spanning equities, fixed income, multi-asset and alternatives, globally. 
Macquarie Investment Management is a global asset manager, headquartered in Philadelphia, with offices throughout the world. We are active managers who prioritize autonomy and accountability in pursuit of opportunities that matter for clients. Our conviction-based, long-term approach guides us in managing assets on behalf of investors worldwide, across all asset classes. In the US, retail investors recognize our Delaware Funds as one of the longest-standing mutual fund families, with more than 75 years in existence. 
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of our multi-affiliate model, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms. 
Touchstone Investments commitment to being Distinctively Active means the use of an integrated and rigorous process for identifying and partnering with institutional asset managers who serve as sub-advisors to Touchstone Funds. It also signifies advocating a robust approach to portfolio construction that exclusively uses active strategies or employs active strategies that serve as complements to passive strategies. Offerings include U.S. equity, international/global equity, U.S. fixed income, diversified income, multi-asset and alternative investment funds. 
USCF operates on the leading edge of exchange-traded product (ETP) and exchange-traded fund (ETF) innovation. The firm broke new ground with the launch of the first oil ETP, the United States Oil Fund, LP (USO), in 2006. Over the next decade, USCF designed and issued twelve more ETPs and ETFS across commodity and equity asset classes. 
Investments & Wealth Institute® (formerly IMCA®) is a professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor ® (RMA®)—we deliver rigorous, highly practical education. |
BNY Mellon Investment Management is one of the world’s largest investment firms. We believe that the right results begin by being relevant to every client, whether that is engaging the way they want, offering diversified strategies or providing quality insights for better-informed decisions. That is why we have designed a model that is built around investors’ needs to offer the best of both worlds: bringing together world-class investment firms with best of breed talent and unique cultures combined with the global scale and strength of BNY Mellon Investment Management. We look to connect investors with opportunities across every major asset class, globally. 
Black Creek Group is an experienced real estate investment management and development firm that has bought or built over $19 billion of investments throughout its more than 25-year history. The firm manages diverse investment offerings across the spectrum of commercial real estate – including office, industrial, retail and multifamily – providing a range of investment solutions for both institutional and wealth management channels. Black Creek Group has nine offices across North America with more than 300 professionals. 
Federated is a global investment manager known for its disciplined investment approach. Our products span domestic and international equity, fixed-income, alternative and money market strategies, all distributed through a network of institutions and intermediaries worldwide. Federated believes diligently doing business the right way over time presents the best opportunity for growth. We continue to develop products that cover all asset classes, sectors and styles with the goal of long-term consistent performance. 
Invesco is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our 13 distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. With offices in 25 countries, Invesco managed $1.2 trillion in assets on behalf of clients worldwide as of June 30, 2019. 
With over $500 billion in Assets Under Management as of March 31, 2019, New York Life Investments is comprised of the affiliated global asset management businesses of our parent company, New York Life Insurance Company (New York Life). We offer clients access to specialized, independent investment teams through our family of affiliated boutiques. We remain committed to our clients through our boutiques and a long-lasting focus on sustainable relationships. Assets under management is inclusive of the assets of investment management businesses affiliated with New York Life Insurance Company. For certain non-U.S. investment advisors AUM is reported at the spot rate. 
Founded in 1971, PIMCO is dedicated to delivering attractive risk-adjusted returns through all market and economic cycles for financial professionals, individuals, corporations and institutions across the globe. Our time-tested investment process combines top-down macroeconomic perspectives with extensive bottom-up research, individual security analysis and risk management. 
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 $1.125 Trillion in assets under management as of June 30, 2019. 
Vanguard is one of the world’s largest investment management companies, providing an extensive array of investments, services, and practice management solutions to help financial advisors build their practices and serve their clients. As of June 30, 2018, we managed more than $4.70 trillion in U.S. fund assets, including a full range of low-cost ETFs and mutual funds. 
The Options Industry Council (OIC) is an industry resource funded by OCC, the world’s largest equity derivatives clearing organization. OIC’s mission is to provide free and unbiased education to investors and financial advisors on the benefits and risks of using exchange-listed options to gain market exposure, generate income and as risk management solutions. Managed by OCC, OIC delivers its education through the Options Education Program, a structured platform offering self-directed online courses, webinars, videos, podcasts, live events and live assistance from OIC’s options professionals. |
Founded in 1981, Atalanta Sosnoff Capital is a boutique firm based in NYC specializing in Large Cap equity and balanced strategies. Our earnings acceleration philosophy helps create a portfolio that is independent of growth and value styles, allowing us to optimize performance in a variety of market environments. We seek to integrate intensive fundamental research with economic, geo-political and industry themes. Atalanta's emphasis on capital preservation is evidenced by a willingness to raise cash in volatile market settings and a strong sell discipline. These principles have significantly contributed to our long term record of success in both up and down markets. |