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Barron’s 100 Summit
ACCOMMODATIONS AGENDA HOME
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Barron’s Women Summit
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Barron’s Advisor Australia Summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.
Reasons to Attend
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Networking

Our by invitation only conferences convene elite tier practitioners
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Thought Leadership

We pride ourselves in presenting the most forward-looking content
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Practice Management

The industry’s most successful advisors share their secrets
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Continuing Education

Many of our sessions are eligible for CE credits
 
2020 Agenda
◼ Team Management    ◼ Business Development    ◼ Relationship Management    ◼ Investment Management   

Wednesday

12:00 pm – 8:00 pm Registration
Tower Ballroom Foyer
1:00 pm – 2:00 pm Pre-Conference
Raphael ETFs - The Top Advisor Perspective
Sharon Oberlander, Merrill Lynch Wealth Management
Ron Vinder, Morgan Stanley Private Wealth Management
Michael Yoshikami, Destination Wealth Management
Moderator: Jack Otter, Editor at Large, Barron's

2:00 pm – 3:00 pm Pre-Conference
Raphael ETFs - The Product Perspective
Dodd Kittsley, Director of ETFs, Davis Advisors
Daniel Noonan, Executive Vice President, Head of ETF Sales, PIMCO
Ryan McCormack, QQQ Strategist, Invesco
Sue Thompson, Head of Distribution for SPDR ETFs, State Street Global Advisors
Moderator: Sterling Shea, Global Head of Wealth & Asset Management, Barron’s Group

3:00 pm – 3:10 pm Refreshment Break
Raphael 1
3:10 pm – 4:00 pm Pre-Conference
Raphael Navigating ETF Selection – It’s Not All About Expense Ratios
Eli Lanik, Senior ETF & CEF Strategist, BofA Securities

4:00 pm – 5:00 pm Pre-Conference
Da Vinci 1 ETF Round Table Discussions

5:30 pm – 6:30 pm Cocktail Reception
Tower 5
6:30 pm – 8:30 pm Welcome Dinner & Speaker
Tower 4 Exponential Success: How to Think Different, Transform Your Business, and Achieve Your Most Important Goals
Alex Banayan, Best Selling Author, The Third Door

Thursday

7:00 am – 5:00 pm Registration
Tower Ballroom Foyer
7:00 am – 8:00 am Breakfast
Tower 5
8:00 am – 8:50 am General Session
Tower 4 Personal Leadership: Work Smarter, Reduce Stress, and Lead By Example
Steve McClatchy, Workshop Leader and New York Times Bestselling Author, Alleer Training & Consulting

8:50 am – 9:05 am Refreshment Break
Tower 5
9:05 am – 9:55 am Breakouts
Raphael ◼ Setting Goals and Creating a Unified Strategic Vision for Your Firm
Christopher Cobb, Wells Fargo Advisors
Christine Cullen, Wells Fargo Advisors
Mark Lippman, Wells Fargo Advisors

Da Vinci 1 ◼ Marketing Strategies for Growth
JR Gondeck, The Lerner Group, HighTower Advisors
Brian Tong, Director Strategy & Communications, Bahnsen Financial
John Verfurth, VWG Wealth Management, HighTower Advisors
Moderator: Meghan McCarten, Executive Director, Marketing, HightowerAdvisors

Da Vinci 3 ◼ Communicating Your Value to Clients
Edythe DeMarco, Merrill Lynch Wealth Management
Brian Kroneberger, RBC Wealth Management
Moderator: Steve Samuels, Managing Director, Head of FA Programs,Merrill Lynch Wealth Management

Tower 8 ◼ Strategic Investing in a Multi-Polar World
Chris Dillon, Investment Specialist, Capital Markets, T. Rowe Price
Ryan Gemmell, Investment Specialist, International Equity, T. Rowe Price

9:55 am – 10:10 am Refreshment Break
Tower 5
10:10 am – 11:00 am Breakouts
Da Vinci 3 ◼ Implementing the Next Generation of Advisors in Your Business
Tony Carpentieri, Merrill Lynch Private Wealth Management

Michelangelo ◼ How to Sustain Long Term Organic Growth
Michael Schaffer, Wells Fargo Advisors
Scott Tiras, Ameriprise Financial Inc.
Moderator: Steve Garmhausen, Editor, Barron’s

Da Vinci 1 ◼ Fighting Fee Compression
Wes Moss, Capital Investment Advisors

Tower 8 ◼ China, ESG and Your Investments
David Dali, Portfolio Strategist, Matthews Asia
Andrew Mattock, Portfolio Manager, Matthews Asia
Moderator: Robert Lanigan, Morgan Stanley Private Wealth Management

Raphael ◼ Cost is What You Pay, Value is What You Get: The Dangers of Undervaluing Financial Advice
Chris Davis, Chairman & Portfolio Manager, Davis Advisors

11:00 am – 11:15 am Refreshment Break
Tower 5
11:15 am – 12:00 pm General Session
Tower 4 The Value of Scarcity and Selectivity
Matt McLennan, Head of Global Value Team, First Eagle Investment Management
Interviewer: Jack Otter, Editor at Large, Barron's

12:00 pm - 1:00 pm Lunch
Tower 5
1:00 pm – 1:45 pm General Session
  Global Challenges in an Age of Disruption
John Emerson, Vice Chairman, Capital International, Inc., Former Ambassador to Germany, Former Top White House Official
Interviewer: Michael Schweitzer, Head of High Net Worth Strategy and Distribution, Capital Group Home of American Funds

1:45 pm – 2:00 pm Refreshment Break
Tower 5
2:00 pm – 2:50 pm Breakouts
Raphael ◼ Continuity: Preparing Your Practice & Clients for Evolution
Kevin Nee, Morgan Stanley Private Wealth Management
Michael O'Neill, Morgan Stanley Private Wealth Management

Da Vinci 1 ◼ Generate Practice Alpha – Give Your Branding, Operations, Service and Marketing the Extra “Boost” That Will Stimulate Business Growth
Eric Sheikowitz, Founder and Managing Partner, Focus Partners, LLC
Michael Silver, Founder and Managing Partner, Focus Partners, LLC

Da Vinci 3 ◼ What Keeps the Client of the Future Engaged Across All Generations
Rick Kent, Merit Financial Group, LLC
Christopher Young, Cassaday & Company, Inc.
Moderator: Julie Johnson, Founder & CEO, XY Communication

Tower 8 ◼ Leveraging Manager Partnerships to Achieve 10x Growth
Dryden Pence, Pence Wealth Management

2:50 pm – 3:05 pm Refreshment Break
Tower 5
3:05 pm – 3:55 pm Breakouts
Raphael ◼ Hiring: Finding the Best Fit in a Competitive Marketplace
Madeleine Antekelian, UBS Financial Services Inc.
Joseph Schirripa, UBS Financial Services Inc.

Da Vinci 3 ◼ Scalability of Your Practice & The Facebook Currency
Ric Edelman, Edelman Financial Engines

Da Vinci 1 ◼ Priceless - The Language of Value
Suzette Rothberg, Consultant, Invesco Consulting, Invesco

Tower 8 ◼ How to Allocate for Volatility in 2020
Bill Grous, Alex. Brown, a division of Raymond James

3:55 pm – 4:10 pm Refreshment Break
Tower 5
4:10 pm – 5:00 pm General Session
Tower 4 Lessons in Entrepreneurship & Personal Branding
Tyra Banks, Model, Mogul & Media Maven
Interviewer: Alison Rooney, Global Managing Director, Wealth Management, Barron's Group

5:00 pm – 6:00 pm Cocktail Reception
Tower 5

Friday

7:00 am – 11:00 am Registration
Tower Ballroom Foyer
7:00 am – 8:00 am Breakfast
Tower 5
8:00 am – 8:45 am General Session
Tower 4 The Future of Teams in Wealth Management
Vince Lumia, Managing Director, Head of Field Management, Morgan Stanley Wealth Management

8:45 am – 8:55 am Refreshment Break
Tower 5
8:55 am – 9:45 am Breakouts
Raphael ◼ Systems and Process: How to Run a Well Organized Firm
Jamie Carroll, Carson Wealth
Teri Shepherd, President, Carson Group

Da Vinci 1 ◼ How to Enable a More Diverse Workforce in Wealth Management
Kate Healy, Managing Director, Generational Next, TD Ameritrade Institutional
Leslie Tabor, Managing Director, Advisor Services Business Consulting Education, Charles Schwab
Moderator: D.A. Abrams, Managing Director, CFP Board Center for Financial Planning

Da Vinci 3 ◼ The Technology Shift - How to Prepare Your Clients for FinTech and Digital Service
Kirby Horan, Executive Vice President, Investor and Investment Solutions, Director of Research, LPL Financial
William Rose, UBS Financial Services Inc.
Brandon Schlesinger, Morgan Stanley Private Wealth Management
Moderator: Edward Swenson, Chief Operating Officer, Dynasty Financial Partners

Tower 8 ◼ Combating Fake News: Why Exchange-Traded Funds Won’t Cause the Next Market Selloff
Matthew Bartolini, Head of SPDR® Americas Research, State Street Global Advisors

9:45 am – 9:55 am Refreshment Break
Tower 5
9:55 am – 10:45 am Breakouts
Raphael ◼ New Year, New Decade: 7 Tips for Building an Enduring Firm
Ray Sclafani, CEO, ClientWise

Da Vinci 1 ◼ Leading Your Team Through Breakout Success
John Cianciulli, President, Team Edge Consulting

Da Vinci 3 ◼ Partnering to Improve Financial Proficiency in the Next Generation of Leaders and Advisors
Lisa Detanna, Raymond James
Tommy McBride, Merrill Lynch Wealth Management
Paul Pagnato, PagnatoKarp Wealth Management
Moderator: Joe Lanza, Director, Financial Education, Barron’s Group

10:45 am – 10:55 am Refreshment Break
Tower 5
10:55 am – 11:45 am General Session
Tower 4 Ignite Loyalty, Referrals & Growth Through Memorable & Extraordinary Customer Service
Joseph Michelli, Ph.D., C.S.P., Chief Experience Officer, The Michelli Experience

 
2019 Agenda

Wednesday

11:00 am – 8:00 pm Registration
South Loggia
12:00 pm – 2:00 pm Networking Lunch
Ocean Lawn Advisors Only
2:00 pm – 4:00 pm Pre-Conference Session
Ponce 3 Income to Outcome: The Decumulation Dilemma
Phillipa Healy, Senior Vice President, Marketing Manager, PIMCO
Mary Hoppe, Senior Vice President, Account Manager, PIMCO
Mary Mullin, Merrill Lynch Wealth Management
Avi Sharon, Executive Vice President, Product Strategist, PIMCO
Moderator: Barbara Clancy, Executive Vice President, Head of Private Client Group, PIMCO

4:00 pm – 4:50 pm Pre-Conference Session
Ponce 3 Partnering to Improve Financial Proficiency for the NextGen of Leaders and Advisors
Joe Piombino, Manager, Financial Education, Barron’s Group

5:00 pm – 6:30 pm Cocktail Reception
Mediterranean Ballroom
6:30 pm – 8:30 pm Welcome Dinner and Speaker
Venetian Ballroom A Conversation with Grace Coddington
Grace Coddington, Former Creative Director at Large, American Vogue Magazine
Interviewer: Tricia Kasner, Former Managing Director, Barron's Group

8:30 pm – 9:30 pm Top Advisor Reception
Gold Room For Past and Present Ranked Advisors - Sponsored by Touchstone

Thursday

8:00 am – 6:00 pm Registration
South Loggia
8:00 am – 9:00 am Breakfast
Mediterranean Ballroom
9:00 am – 9:45 am General Session
Venetian Ballroom Your Mission, Our Movement: The Moment Is Now
Jennifer Povlitz, Division Director, UBS Wealth Management

9:45 am – 10:00 am Refreshment Break
Mediterranean Ballroom
10:00 am – 10:50 am Breakouts
The Circle Helping Your Clients Through Divorce
Daniella Mayer, Divorce Attorney, Cohen Clair Lans Greifer Thorpe & Rottenstreich LLP
Shannon Simpson, Divorce Attorney, Cohen Clair Lans Greifer Thorpe & Rottenstreich LLP
Laura Wasser, Celebrity Divorce Attorney, Wasser Cooperman & Mandles, LLP
Moderator: Stephanie Stiefel, Neuberger Berman

Ponce 3 How to Hire: Finding the Right Fit and Retaining Staff in a Competitive Market
Valerie Garcia Houts, Merrill Lynch Wealth Management
Elizabeth Weikes, JP Morgan Securities
Moderator: Kathy Roeser, Morgan Stanley Wealth Management

Ponce 4 The Family Dynamics of Intergenerational Wealth Transfer
Jan Blakeley Holman, Director of Advisor Education, Thornburg Investment Management
Jean Dunn, Vice President, Client Loyalty Insights Leader, T. Rowe Price
Moderator: Nikki McIlwaine, Edward Jones

Ponce 5 Finding Yield - Three Perspectives
Rachel Betton, Senior Vice President, Municipal Bond Portfolio Manager, PIMCO
Robert DiMella, CFA, Executive Managing Director, Co-Head of MacKay Municipal Managers, MacKay Shields, a New York Life Investments Company
Lainie Minnick, Managing Director, Head of Debt Capital Markets & Chief Financial Officer, Black Creek Group
Moderator: Debra Brede, D.K. Brede Investment Management Co.

10:50 am – 11:05 am Refreshment Break
Mediterranean Ballroom
11:05 am – 11:55 am Breakouts
The Circle Transitioning Your Clients & Business Leadership to Your Team’s Next Top Advisor
Lee DeLorenzo, United Asset Strategies
Tiffany Kellner, UBS Financial Services Inc.
Karen McDonald, Morgan Stanley Wealth Management
Moderator: Ray Sclafani, CEO, ClientWise

Ponce 3 China: Trade & Tariffs
Mona Mahajan, Portfolio Manager and US Investment Strategist, Allianz Global Investors
Daniela Mardarovici, Division Director, Macquarie Investment Management
Gabriela Santos, Global Market Strategist, JP Morgan Asset Management
Moderator: Reshma Kapadia, Senior Writer, Barron’s

Ponce 4 How to Combat an Aging Book - What Keeps the Client of the Future Engaged?
Rachel Gottlieb, UBS Financial Services Inc.
Nancy Popovich, Baird
Susan Riley, Ameriprise Financial Inc.
Moderator: Nelrae Ali, Wells Fargo Advisors LLC

Ponce 5 The Latest in ESG Trends & Research: Investing with Impact
Deborah Cunningham, Chief Investment Officer, Global Liquidity Markets, Federated Investors
Amber Fairbanks, Portfolio Manager, Mirova, an affiliate of Natixis Investment Managers
Ali Weiner, ESG Investment Strategist, State Street Global Advisors
Moderator: Linda Stephans, Graystone Consulting, a business of Morgan Stanley

11:55 am – 12:05 pm Refreshment Break
Mediterranean Ballroom
12:05 pm – 1:05 pm General Session
Venetian Ballroom Macro Risks and Opportunities in Today’s Market
Nanette Abuhoff Jacobson, Multi-Asset Strategist, Wellington & Global Investment Strategist, Hartford Funds
Hanneke Smits, CEO, Newton Investments Management, A BNY Mellon Investment Management Affiliate
Carmel Wellso, Director of Research, Janus Henderson Investors
Moderator: Jack Otter, Editor at Large, Wealth & Asset Management, Barron’s Group

1:05 pm – 2:00 pm Lunch
Mediterranean Ballroom
2:00 pm – 2:10 pm Refreshment Break
Mediterranean Ballroom
2:10 pm – 3:00 pm Breakouts
The Circle Sleep & Anxiety - Understanding Your Needs for Optimal Performance
Melissa Milanak, Ph.D., Licensed Clinical Psychologist and Executive Consultant

Ponce 3 Unique Ways to Grow Your Business - Advisory Boards, Events & Philanthropic Efforts
Donna Di Ianni, Merrill Lynch Wealth Management
Missy Spickler, Merrill Lynch Wealth Management
Moderator: Jane Newton, RegentAtlantic

Ponce 4 Planning for Healthcare Costs in Retirement
Jennifer Leming, FSA, MAAA, Principal, Mercer
Jean Young, Senior Research Analyst, Vanguard Center for Investor Research

Ponce 5 Advisor as Ally: Supporting Clients in Matters of Family Governance
Leslie Geller, Wealth Strategist - High Net Worth, Capital Group, Home of American Funds

3:00 pm – 3:10 pm Refreshment Break
Mediterranean Ballroom
3:10 pm – 4:00 pm Breakouts
The Circle Articulating Your Value and Attracting New Clients
Abra Hovgaard, Edward Jones
Michelle Young, Ameriprise Financial
Moderator: Amy Parvaneh, CEO, Select Advisors Institute

Ponce 3 The Intersection of Policy and Politics
Lori Lucas, President & CEO, Employee Benefits Research Institute
Elizabeth Varley, VP Federal Government Affairs, Columbia Threadneedle Investments

Ponce 4 Growth Through Technology and Innovation
Danielle Carnett, Head of IBD and RIA Distribution Channels, Nuveen
Amy O'Brien, Senior Managing Director, Head of Responsible Investing, Nuveen
Moderator: Marina Buatti, Senior Marketing Director, Global Head of Marketing Programs, Nuveen

Ponce 5 The Evolution of Estate Planning in an Advisory Practice and How it Benefits Client Engagement
Marie Moore, Morgan Stanley Wealth Management
Margaret Starner, Raymond James & Associates
Moderator: Beverly Goodman, Editorial Director, Investing and Asset Management, Barron’s

4:00 pm – 4:10 pm Refreshment Break
Mediterranean Ballroom
4:10 pm – 5:00 pm General Session
Venetian Ballroom Lessons in Entrepreneurship, Leadership, and Brand Creation
Jo Malone CBE, Founder & Creative Director, Jo Loves
Interviewer: Alison Rooney, Senior Manager, Content Development, Wealth & Asset Management, Barron's Group

5:00 pm – 6:00 pm Cocktail Reception
Mediterranean Ballroom

Friday

8:00 am – 11:00 am Registration
South Loggia
8:00 am – 9:00 am Breakfast
Mediterranean Ballroom
9:00 am – 9:45 am General Session
Venetian Ballroom The State of the U.S. Economy
Michelle Meyer, Head of U.S. Economics, Bank of America Merrill Lynch

9:45 am – 10:00 am Refreshment Break
Mediterranean Ballroom
10:00 am – 10:50 am Breakouts
Ponce 3 Your Aging Client: What Every Advisor Needs to Know About Dementia
Amy Florian, CEO, Corgenius

Ponce 4 What We’ve Learned: How to Establish a Successful Global Women’s Business Resource Group
Suzanne Christensen, Chief Risk Officer & Head of the Global Invesco Women’s Network, Invesco
Washington Dender, Head of Human Resources, Invesco
Moderator: Lisa Kueng, Director Creative Campaigns, Invesco Consulting

10:50 am – 11:05 am Refreshment Break
Mediterranean Ballroom
11:05 am – 11:45 am General Session
Venetian Ballroom Finding Your Niche For Growth
Julie Wainwright, Founder and CEO, The RealReal
Interviewer: Alison Rooney, Senior Manager, Content Development, Wealth & Asset Management, Barron's Group

Accommodations
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.
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Partners
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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.
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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.
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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.
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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.
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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.
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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. 
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.