Conference Sponsors

The following entities have provided conference sponsorship to Focus since January 1, 2025:

Addepar, Inc. 

AQR Capital Management, LLC

Bigelow LLC

BlackRock, Inc.

BOWS Administrator LLC (Brookfield Oaktree Wealth Solutions)

Brookfield Private Wealth LLC

Capital Integration Systems LLC (CAIS)

Charles Schwab & Co., Inc.

Cliffwater LLC

Dimensional Fund Advisors LP

Dinsmore Compliance Services, LLC (DCS)

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

Edgewood Partners Insurance Center (EPIC) (includes Vanbridge)

Fidelity Brokerage Services LLC (includes FIAM and Wealthscape)

Flourish Financial LLC

Franklin Templeton 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 Solutions, Inc.

Pacific Investment Management Company LLC (PIMCO)

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)

SmartAsset Advisors LLC

State Street, Inc. (State Street Investment Management)

Stone Ridge Asset Management LLC

The Vanguard Marketing Corporation, Inc.

T. Rowe Price Investment Services, Inc.

TriState Capital Bank

VRGL Inc.