Conference Sponsors

The following entities have provided conference sponsorship to Focus since January 1, 2024:

Addepar, Inc.

Advent Software, Inc. (includes SS&C)

AQR Capital Management, LLC

Bigelow, LLC

BlackRock, Inc.

Blackstone Administrative Services Partnership L.P.

BOWS Administrator LLC (Brookfield Oaktree Wealth Solutions)

Capital Integration Systems LLC (CAIS)

Charles Schwab & Co., Inc.

Cliffwater LLC

Confluence Technologies Inc.

Dimensional Fund Advisors LP

Dinsmore Compliance Services, LLC

Eaton Vance Distributors, Inc. (includes Parametric Portfolio Associates)

Edgewood Partners Insurance Center (EPIC) (includes Vanbridge) 

FIAM LLC

Fidelity Brokerage Services LLC

Fidelity Distributors Company LLC

Flourish Financial LLC

Franklin Distributors, LLC (includes O’Shaughnessy Asset Management, L.L.C. (OSAM) and CANVAS)

Jackson National Life Distributors LLC

K&L Gates LLP

Lord, Abbett & Co. LLC

Nuveen Securities, LLC

Orion Advisor Technology, LLC and Orion Advisor Solutions, Inc.

Pacific Investment Management Company LLC (PIMCO)

Pinegrove Capital Partners LLC

Pinnacle Insurance & Financial Services, LLC

Practifi, Inc.

Quantinno Capital Management LP (includes TaxEdge and DEALS (Direct Equity Active Long Short)

RedBlack Software, LLC (includes intelliflo)

Salus GRC, LLC

SmartAsset Advisors LLC

Stone Ridge Asset Management LLC

StoneCastle Network, LLC

The Vanguard Group, Inc.

T. Rowe Price Investment Services, Inc.

TriState Capital Bank

UPTIQ, Inc.

VRGL Inc.