Underwriters

Sponsors

Founded in 1958, American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Our commitment to delivering superior client outcomes led us to launching Avantis Investors in 2019, a new suite of broadly diversified, tax-efficient and cost-effective equity and fixed income solutions. Delivering investment results to clients enables American Century to distribute over 40 percent of its dividends to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization. The Institute owns more than 40 percent of American Century and has received dividend payments of $1.6 billion since 2000. When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. Together we can become a powerful force for good.

Baron is an asset management firm focused on delivering growth equity investment solutions. Founded in 1982, we have become known for our long-term, fundamental, active approach to growth investing. We were founded as an equity research firm, and research has remained at the core of our business.

First Eagle Investment Management is an independent firm that manages approximately $103 billion in assets for institutional and individual clients (Assets under management as of September 30, 2020). With a heritage that dates to 1864, First Eagle is committed to providing prudent stewardship of our clients’ assets and to earning their abiding trust. A focus on absolute returns and a dedication to downside protection remain our primary goals.

Investments & Wealth Institute® 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. www.investmentsandwealth.org

In 1924, MFS launched the first US open-end mutual fund, opening the door to the markets for millions of everyday investors. Today, as a full-service global investment manager serving financial advisors, intermediaries and institutional clients, MFS still serves a single purpose: to create long-term value for clients by allocating capital responsibly. That takes Collective expertise – teams of diverse thinkers who actively debate ideas within a culture of shared values and collaboration, Risk management – the potential to recognize material risks and opportunities while managing long-term performance for clients, Long-term discipline – conviction over longer time horizons to broaden opportunities and performance incentives aligned with client outcomes.

PIMCO is one of the world’s premier fixed income investment managers. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing. In the nearly 50 years since, we have worked relentlessly to help millions of investors pursue their objectives – regardless of shifting market conditions. As active investors, our goal is not just to find opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.

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, our clients turn to us for the solutions they need when planning for their most important goals. As of September 30, 2020, the
firm managed approximately $7.81 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit www.blackrock.com/corporate.

A global investment manager, Capital Group has helped investors succeed by remaining true to our values and approach. They include a distinctive way of managing money, an emphasis on research, a long-term view and a recognition of the power of relationships. Helping investors succeed has helped us grow. Since 1931, we have provided low-cost, actively managed funds that have delivered strong long-term results. Today, we're one of the world's largest investment management organizations, managing more than $2 trillion.

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money, including individual investors, financial advisors and institutional investors. Together, they entrust us with $498 billion.* Our reach is expansive. We have built a global team of 2,000 people, including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our analysts are dedicated to finding original, actionable insights that are shared and debated with portfolio managers. Our independent oversight team works with portfolio teams to ensure a consistent approach and avoidance of unintended risks. Your success is our priority. *In U.S. dollars as of September 30, 2020. Source: Ameriprise Q3 Earnings Release. Contact us for more current data. Source of all data unless specified otherwise: Columbia Threadneedle Investments, as of September 30, 2020. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.

The notion of "connecting" is powerful – it has shaped our evolution and our world today. At Janus Henderson, we seek to benefit clients through the connections we make. Connections enable strong relationships based on trust and insight as well as the flow of ideas among our investment teams and our engagement with companies. These connections are central to our values, to what active management stands for and to the long-term outperformance we seek to deliver. Janus Henderson has more than 345 investment professionals, expertise across all major asset classes and clients spanning the globe, entrusting us with more than US$336.7bn*. *Assets under management, as at 30 June 2020.

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. For more information, visit www.im.natixis.com/us/home

T. Rowe Price, a global investment management organization with $1.22 T in AUM*, offers financial advisors an exceptional combination of investment management excellence, world-class service and guidance, built upon a heritage of integrity. We differentiate ourselves from competitors through style consistency and a steadfast focus on risk as well as returns. *As of June 30, 2020.

Schroders is a world-class asset manager with a unique 215-year family-ownership history and a pioneering investment philosophy. We manage over $649 billion and through a global network of over 35 locations we aim to assist retail, institutional investors and Defined Contribution plans solve for a range of outcomes with excellence in traditional equity and fixed income, sustainability & impact, as well as distinctive illiquid investments such as private equity, private debt, real estate, and infrastructure. Global heritage. Advanced thinking. Differentiated alpha. That’s Schroders. *data as of June 30, 2020

Amundi Pioneer Asset Management is the U.S. investment headquarters of parent company Amundi, among the world’s top 10 asset managers globally and the leader in Europe. Formed in 2017 following the acquisition of Pioneer Investments by Amundi, Amundi Pioneer has approximately $85 billion in assets (as of June 30th, 2020). The company offers a broad range of fixed income, equity, and multi-asset investment solutions to institutional and individual investors worldwide.

Davis Advisors is an independent, employee-owned investment management firm founded in 1969. With $23 billion in AUM as of October 31, 2020, our time-tested investment discipline is offered to clients through ETFs, mutual funds, variable annuities, separately managed accounts, and offshore funds. Since our founding fifty years ago, our mission has been to serve our shareholders and to do so with high integrity.  We have a history of delivering strong, consistent investment results through full market cycles. With more than $2 billion invested alongside our clients in funds and other accounts following the same investment strategy, we experience the same risks and reap the same rewards.

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 $1.1 trillion in assets on behalf of clients worldwide as of June 30, 2020. For more information, visit www.Invesco.com.

Macquarie Investment Management (MIM) is a global asset manager with offices in the US, Europe, Asia, and Australia. In the US, retail investors recognize Delaware Funds® by Macquarie as one of the longest-standing mutual fund families, with more than 80 years in existence.

At PGIM Investments, we help meet the financial needs of investors by offering investment strategies across the global markets. We’re part of PGIM, the global investment management business of Prudential Financial, Inc.—a top-10 investment manager globally[1] and a company that individuals and businesses have trusted with their financial future for over 140 years. [1] Prudential Financial is the 10th-largest investment manager (out of 527) in terms of global assets under management based on the Pensions & Investments Top Money Managers list published on 6/1/2020. This ranking represents assets managed by Prudential Financial as of 3/31/2020.

DWS Group (DWS) is one of the world's leading asset managers with $838 billion of assets under management (as of 30 June 2020). Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come to be recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management – as well as our deep environmental, social and governance focus – complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground-knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, which guides our investment approach strategically. DWS wants to innovate and shape the future of investing: with approximately 3,500 employees in offices all over the world, we are local while being one global team. We are investors – entrusted to build the best foundation for our clients’ future.

2020 Pricing Structure

$1,250
Principal / First Team Member

$350
Each Additional Team Member

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As the name suggests, Barron’s Teams Summit benefits multiple members of the advisory team and is therefore reflected in the pricing. The first team member—usually the principal advisor—will receive additional membership benefits with their ticket. All additional team members will only pay $350 for the entire three-day summit.