Relationships

We work with hundreds of investment management companies, as well as providers and consultants in the management of our associations, events and initiatives. In most cases, our relationships extend into the highest levels of senior management, and across the key disciplines of business. It is these relationships that are so highly valued at our firm, serving as the foundation of everything that we do. A partial list of these companies includes most of the brand names that shape the financial services industry today.

*Association clients or wholly-owned properties.

Investment Managers

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Alliance Bernstein
ALPS Advisors, Inc.
American Century Investments
AMG Funds
Artisan Partners
ASA Limited
Bank of America Merrill Lynch
Broadstone
Brookfield Investment Management
Calamos Investments
Canadian General Investments
Charles Schwab & Co.
CBRE Investment Management
CLOSED-END FUND ASSOCIATION (CEFA)
Cohen & Steers
Columbia Threadneedle Investments
Diamond Hill Investments
Dodge & Cox
Eaton Vance
Fenimore Asset Management
Federated Hermes
Fidelity Investments

FlexShares
Foresters Financial
Franklin Templeton Investments
First Trust Advisors
FS Investments
FundX
Germany Funds
Goldman Sachs Asset Management
Guggenheim
Hamilton Lane
Hartford Funds
Hennessy Funds
Invesco
Janus Henderson Investors
John Hancock Investments
JP Morgan Asset Management
Laudus Funds
Liberty All-Star Funds
Lincoln Financial Group
Loomis, Sayles
Macquarie Asset Management
MainStay
Matthews Asia

Merk Investments
MFS Investment Management
MissionSquare Retirement
Morgan Meighen & Associates
INVESTMENT MANAGEMENT EDUCATION ALLIANCE (IMEA)
Nationwide
Natixis Investment Managers
New York Life Investment Management
North Square Investments
Nuveen
Principal Funds
Saturna Capital
T. Rowe Price
The Taiwan Fund
Tekla Capital Management
Thornburg Investment Management
Thrivent
U.S. Global Investors
Vertical Capital
Voya
Wasatch Global Investors
William Blair Funds

Third-Party Relationships