Past Sponsors
Sponsor a FRA event to meet prospects in an intimate setting
Foundation Research Associates (FRA) is a trusted industry partner providing unprecedented sponsorship and exhibit opportunities for leading finance and law enforcement industry service providers. FRA offers a large spectrum of sponsor and exhibit opportunities that provide our strategic conference partners with the perfect platform to meet and mingle with key prospects in an intimate setting. Our team can customize any of our offerings to meet your specific marketing needs and work within your budget.
Genesys Research provides expertise in sub-advisory research, competitive analysis, and fee studies to mutual fund sponsors, insurance companies, sub-advisors and distributors.
U.S. Trust is dedicated to philanthropic and nonprofit communities. Through our Philanthropic Solutions group, we put our strengths and resources behind every mission – be it a nonprofit organization or a philanthropic individual or family. We provide specialized advisory, administrative and investment solutions to both nonprofit organizations and private philanthropic clients that help transform their charitable goals into meaningful action. We tailor mission-focused solutions and offer ongoing advice and guidance through a close-working relationship with a dedicated advisor, helping organizations and individuals turn missions into milestones.
OppenheimerFunds believes The Right Way to Invest encompasses four key principles: make global connections, look to the long term, invest with proven teams and take intelligent risks. Founded in 1959, the firm manages more than $216 billion (as of December 31, 2016) on behalf of individual investors, small businesses, institutions, their advisors and consultants. The firm offers investments in every major asset class, both traditional and alternative. Staffed by more than 2,000 employees, including 170 investment professionals, the firm has offices in New York, Dallas, Denver, Philadelphia and Rochester.
The Morningstar Investment Management group, through 12 investment advisory subsidiaries, creates custom investment solutions that combine award-winning research and global resources with proprietary Morningstar data. With approximately $179 billion in assets under advisement and management as of March 31, 2015, the Investment Management group provides comprehensive retirement, investment advisory, and portfolio management services for financial institutions, plans sponsors, and financial advisors around the world. In the United States, these services are offered through Morningstar Associates, LLC, Morningstar Investment Services, Inc. and Ibbotson Associates, Inc., registered investment advisors and wholly owned subsidiaries of Morningstar, Inc.
PineBridge Investments is a global asset manager with experience in emerging and developed markets, and investment capabilities in multi-asset, fixed income, equities and alternatives. Our firm is differentiated by the integration of on-the-ground investment teams, providing investors with the combined benefits of global fundamental perspectives and analytical insights. We manage over US$82 billion as of 31 March 2016 for a global client base that includes institutions, insurance companies, and intermediaries.
Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community. Through four distinct divisions—SI Data, SI Research, SI Intelligence and SI Interactive—Strategic Insight delivers full service solutions to the asset management sector worldwide, including investment flow data, advisor sales analysis, in-depth research, analytics, editorial content, and events for investment managers, asset owners, and custodians. Strategic Insight helps firms drive growth through data-driven decisions and facilitate more effective sales and retention strategies across all lines of business. With mission-critical solutions spanning wealth, retirement, and institutional, Strategic Insight offers a single point of integration with global perspective.
Epoch manages more than $44 billion in U.S., non-U.S. and global equity strategies for intermediary, sub-advisory and institutional clients around the world. Epoch’s investment approach is based on fundamental research and seeks to invest in companies that can grow free cash flow and allocate it effectively for the benefit of shareholders. The firm employs more than 110 people, including 50 investment professionals who average more than 20 years of investment experience.
We are patient, long-term investors, aligned to offer enduring solutions tailored to client needs. With a diverse global business and committed parent, we have the perspective necessary to uncover opportunities that matter for clients. We do this through a combination of Autonomy, Expertise, and Conviction.
In the United States, Deloitte has 45,000 professionals with a single focus: serving our clients and helping them solve their toughest problems. We work in four key business areas - audit, financial advisory, tax and consulting -but our real strength comes from combining the talents of those groups to address client's needs. When the best people tackle the most compelling challenges, everyone wins.
Withum Smith+Brown (Withum), is a full service accounting and consulting firm, with over 40 years of experience in the financial services field, providing audit, tax and consulting services to hedge funds, private equity funds, commodity pools, mortgage bankers, broker-dealers, and regulated investment companies. Since 1974, Withum has been among the nation’s top providers of audit and tax services to registered and unregistered investment companies. Our expertise spans the spectrum of asset classes and strategies. Our professionals go well beyond the commoditized accounting firm services when partnering with our alternative investment fund clients in order to deliver the best structuring, compensation and operational advice possible. With expertise in allocations, structuring, financial products, strategies, liquidity, technology, regulatory and resources, Withum will bring a world of experience to your firm. To learn more on how we can help you be in a position of strength, visit www.withum.com.
SEI’s Institutional Group is one of the first and largest global providers of outsourced chief investment officer (OCIO) services with a 20-year track record delivering custom investment solutions that help our clients achieve their goals. SEI manages $75 billion in OCIO assets and has approximately 150 nonprofit clients. SEI offers flexible options for discretionary investment management. As a client, you receive a unique blend of services customized to meet your goals, objectives, and risk tolerances. For more information, please visit: www.seic.com/FNPinstitutions2016
For more than 40 years, Anchin’s Financial Services Practice has created customized services for our financial industry clientele, ranging from small, entrepreneurial startups to established funds. We work with over 300 investment partnerships, hedge funds, funds-of-funds, family offices, private equity funds, off-shore funds, master-feeder structures, broker/dealers, mutual funds, investment advisers, commodity advisers, securities specialists, and traders. We are proactive planners who can address concerns on the horizon before they become an issue, enabling you to better concentrate on investment performance. Our seasoned experts provide assurance and audit, tax, financial reporting, back office administration and business advisory services. To learn more about how our expert partners can help you and your business, visit www.anchin.com.
Elliott Davis ranks among the top 30 CPA firms in the U.S. and was recognized as the #1 firm for revenue growth by Accounting Today in 2015. With sixteen offices across six states, the firm provides comprehensive assurance, tax and consulting solutions to diverse businesses, organizations and individuals. Our Investment Companies Practice provides a variety of services to a wide range of investment entities, with an emphasis on hedge funds and private equity groups. We are a PCAOB-registered and –inspected firm and have been recognized by HFMWeek and HFAlert.com as one of the leading hedge fund auditing firms in the nation, ranking #10 among the Top 20 auditors of hedge funds managed by SEC-registered investment advisors. Elliott Davis is an independent firm associated with Moore Stephens International Limited, one of the world’s largest CPA firm associations with resources in every major market around the globe. For more information, please visit www.elliottdavis.com