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 service industry today.

*Association clients or wholly-owned properties.

Investment Managers

Aberdeen Standard Investments
Adams Express Company
Alliance Bernstein
ALPS Advisors, Inc.
American Century Investments
AMG Funds
AQR Capital Management
Ariel Investments
ASA Limited
Bank of America Merrill Lynch
Brookfield Investment Management
Calamos Investments
Canadian General Investments
Carillon Tower Advisors
Charles Schwab & Co.
CBRE Clarion Securities
CLOSED-END FUND ASSOCIATION (CEFA)
Cohen & Steers
Columbia Threadneedle Investments
DATAINNOVATORSSM
Denver Investment Advisors
Deutsche Asset & Wealth Management
Diamond Hill Investments
Dodge & Cox

Eaton Vance
FAM Funds
Federated Investors
Fidelity Investments
Foresters Financial
Franklin Templeton Investments
Fund X
Germany Funds
Goldman Sachs Asset Management
Guggenheim
Hambrecht & Quist Capital (Tekla) Management
Harbor Funds
Hartford Funds
Heartland Funds
Hennessy Funds
Invesco
Janus Henderson Investors
John Hancock Investments
JP Morgan Asset Management
Laudus Funds
Legg Mason
Liberty All-Star Funds
Lincoln Financial Group
Macquarie Asset Management

Matthews Asia
MFS Investment Management
Morgan Meighen & Associates
MUTUAL FUND EDUCATION ALLIANCE (MFEA)
Nationwide
Natixis Global Asset Management
New Ireland Fund
Nuveen
OppenheimerFunds
Petroleum & Resources Corporation
Principal Funds
Prospect Capital Corporation
The Royce Funds
Saturna Capital Corporation
Schwartz Investment Trust
T. Rowe Price Associates
Tekla Capital Management
Thornburg Mutual Funds
Thrivent Mutual Funds
Tortoise Capital Advisors
U.S. Global Investors
Wasatch Funds
William Blair Funds

Technology Third-Party Relationships

Allego
Angoss Software
Access Data
Appatura
Broadridge

Civicom
Corporate Insight
DDM Marketing Communications
Dial-A-Note
DST Systemes

MARS Salesforce Solutions
Sales Page Technologies
Seismic
SySys
Wheelhouse Analytics

Other Third-Party Relationships