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2026 Morningstar Investment Conference
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Sponsors

The 2026 Morningstar Investment Conference would like to thank our sponsors. Add your firm or company to the list:

Tier 1

Since 1931, Capital Group has been dedicated to improving people’s lives through successful investing. Our commitment to that mission has fostered lasting relationships with investors and financial intermediaries built on trust, integrity, excellent service and investment results.
Gabelli Funds offers a recognized range of funds managed by experienced investment professionals under the Gabelli, GAMCO, Teton, and Keeley Gabelli brands. The common threads across our funds include the focus on fundamental research, a consistently applied investment process, and our commitment to generating outstanding risk-adjusted returns. Gabelli Funds, LLC, is a wholly owned subsidiary of GAMCO Investors, Inc., a publicly traded company whose investment management business was founded in 1977. GAMCO, through its subsidiaries and affiliates, manages open-end and closed-end funds, actively managed exchange-traded funds, private advisory accounts and investment partnerships offering a comprehensive suite of investment choices for our clients and financial professionals.

Tier 2

Baird Funds is a no load mutual fund family comprised of ten bond funds and five equity funds with proven track records, competitive fees, experienced management teams and a careful focus on risk control. Additionally, because our fund managers are also employee owners of our firm, not only are we invested in our own strategies, we share a personal stake in your success.
About Principal Asset ManagementSM
With public and private market capabilities across all asset classes, Principal Asset ManagementSM and its specialist investment teams are focused on harnessing the potential of every opportunity to secure an advantage for its clients.
The 28th largest manager of worldwide institutional assets under management of 411 managers profile, Principal Asset Management applies local insights with global perspectives to identify compelling investment opportunities and deliver distinctive solutions aligned with client objectives.1
Principal Asset Management is the global investment management business for Principal Financial Group®  (Nasdaq: PFG), managing $559.1 billion in assets and recognized as one of the “Best Places to Work in Money Management” for 13 consecutive years.2,3
Learn more at PrincipalAM.com.
1 Managers ranked by total worldwide institutional assets as of December 31, 2023. Pensions & Investments, “Largest Money Managers,” June 2024.
2 Principal Asset Management AUM as of December 31, 2024.
3 Pensions & Investments, “The Best Places to Work in Money Management” among companies with 1,000 or more employees, December 2024.
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Tier 3

Blackstone is the world’s #1 alternative asset manager, with more than $1.3 trillion in AUM. We serve institutional and individual investors by building strong businesses that deliver lasting value. Our scale – with ~12,500 real estate assets and 250+ portfolio companies – enables us to invest in dynamic sectors positioned for long-term growth.
With over $307 billion in assets under management as of December 31, 2025, Blue Owl (NYSE: OWL) invests across three multi-strategy platforms: Credit, Real Assets, and GP Strategic Capital. Anchored by a strong permanent capital base, Blue Owl provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
Hamilton Lane (Nasdaq: HLNE) is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs approximately 780 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. For more information, please visit our website or follow us on LinkedIn.
Invesco Ltd. (Ticker NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in more than 20 countries, Invesco manages US $2.1 trillion (as of March 31, 2026) in assets on behalf of clients worldwide.
Headquartered in Bethesda, MD, Potomac is an employee-owned, SEC-registered investment advisor dedicated to empowering financial advisors through tactical, risk-managed strategies. We believe markets reward consistency (not emotion), which is why our process is rooted in data, discipline, and transparency. Our philosophy is simple: Win by Losing Less. We strive to deliver competitive returns while reducing downside risk, helping advisors and their clients stay confident through all market conditions. Potomac offers a comprehensive suite of tactical strategies, including mutual funds, a turnkey asset management platform (Union by Potomac), and proprietary risk tools (Guardrails). Built to Conquer Risk®, we combine institutional-grade expertise with transparent communication and a relentless focus on risk management—because financial success is about more than hitting a number decades from now; it’s about feeling secure along the way.

Tier 4

Aristotle is an investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment framework.
Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.
Baillie Gifford is an independent investment manager founded in Edinburgh over a century ago, owned and run by 55 partners. While much has changed in 117 years, the firm’s focus on seeking long-term investment returns for clients remains constant. Baillie Gifford’s mission is to identify game-changing companies capable of sustaining growth and delivering returns for decades to come.

As of March 31, 2026, assets under management totaled over $237bn, achieved through steady organic growth – almost half of this is for clients in North America. Our focus is on seeking superior, long-term investment returns for clients. The firm’s North American suite of strategies includes Emerging Markets, International Markets and Private Companies.
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.
Founded in 2004, Cliffwater has been shaping how alternatives are understood and accessed through its research, proprietary indices, and innovative evergreen private markets funds. The Firm’s research has been cited in industry-leading publications and led to the creation of the Cliffwater Direct Lending Index (“CDLI”), the first published index and widely accepted benchmark for direct lending, its suite of sub-indices, and the Cliffwater Evergreen Private Equity Index, the first index tracking the growing universe of evergreen private equity funds. Cliffwater is also one of the largest providers of alternative investment solutions for the wealth management channel. The Firm’s private markets interval fund platform is now the largest in the market with $44.5 billion in net assets as of March 31, 2026, and includes the two largest credit interval funds.
Davis Advisors is an independent, employee-owned investment management firm founded in 1969.  With $29.5 billion in AUM as of March 31, 2026, we offer our time-tested investment discipline through active ETFs, mutual funds, and separately managed accounts.  We have maintained a culture focused on research, results and stewardship.  With over $2 billion invested alongside shareholders, Davis is among the largest investors in the portfolios we manage.
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Federated Hermes, Inc. is a global leader in active investment management, with $845.7 billion in assets under management, as of June 30, 2025. At Federated Hermes, we are guided by our conviction that responsible investing is the best way to create wealth over the long term. We aim to help people invest and retire better, to help clients achieve better risk-adjusted returns, and where possible, to contribute to positive outcomes in the wider world. 

Our investment solutions span more than 170 equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies, and a range of separately managed account strategies. Providing world-class investment management and engagement services to more than 10,000 institutions and intermediaries, our clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers. 

Beyond investment management, Federated Hermes provides engagement with equity and bond issuers, proxy voting and policy advocacy. Our experienced team engages with companies and assets to assess how their behaviors align with the long-term interests of our clients and their beneficiaries to encourage the pursuit of long-term risk-adjusted performance.

Headquartered in Pittsburgh, Federated Hermes’ more than 2,000 employees include those in London, New York, Boston and offices worldwide.
FINTRX is the leading private wealth intelligence platform, offering the industry's most expansive and up-to-date data on registered investment advisors, broker-dealers, wealth teams, family offices, endowments, and foundations. Powered by industry-leading AI, FINTRX helps firms distribute funds, raise capital, recruit advisors, identify M&A targets, and drive strategic growth. FINTRX now provides access to data and intelligence covering 850,000+ financial firm and contract records, including more than 4,500 family offices and 45,000 RIA and broker-dealer firms.
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Gong harnesses the power of AI to transform how revenue teams win. The Gong Revenue AI Operating System unifies data, insights, and workflows into a single, trusted system that observes, guides, and acts alongside the world’s most successful revenue teams. Powered by the Gong Revenue Graph, AI-powered intelligence, specialized agents, and trusted applications, Gong helps more than 5,000 companies around the world deeply understand their teams and customers, automate critical revenue workflows, and close more deals with less effort. For more information, visit www.gong.io.
Howard Capital Management is a boutique asset management firm headquartered in the Atlanta metropolitan area (Alpharetta/Roswell, GA) with approximately $8 billion in assets under management as of December 31, 2025.

We employ an active, tactical investment approach grounded in rigorous quantitative research and executed through disciplined, rules-based mandates. Our comprehensive solution suite includes Separately Managed Accounts (SMAs), proprietary mutual funds, and ETFs. 

Through our Private Wealth Services (PWS) division, we partner with wealth planners, advisors, and other fee-based professionals to deliver highly customized, bespoke investment portfolios for high-net-worth (HNW) and ultra-high-net-worth (UHNW) families and business owners.
MassMutual Investments provides a suite of high-income investment solutions across the risk spectrum. Our platform is designed to provide style purity with both institutional and boutique asset managers. Managers include: Barings, a $481 + billion global investment manager offering High Yield, Core Bond, Unconstrained Income, Global Floating Rate solutions and Clinton Investment Management, a boutique municipal bond manager specializing in tactical, actively managed strategies delivering significant relative value through a dynamic and research-driven investment process.
About Milliman Financial Risk Management LLC:
Milliman Financial Risk Management LLC is a global leader in financial risk management to the retirement industry, providing investment advisory, hedging, and consulting services on approximately $224.5 billion in global assets (as of December 31, 2025). With a specialty in options-based defined outcome funds, including buffer strategies, Milliman FRM is one of the largest and fastest-growing subadvisors of ETFs. For more information about Milliman FRM, visit https://frm.milliman.com/en/.
Neuberger is an employee-owned, private, independent investment manager founded in 1939 with approximately 3000 employees across 26 countries. The firm manages $567 billion of equities, fixed income, private equity, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm is proud to be recognized for its commitment to its two constituents, clients and employees. Again in 2025, we were named Best Asset Manager for Institutional Investors in the US (Crisil Coalition Greenwich) and the #1 Best Place to Work in Money Management (Pensions & Investments, firms with more than 1,000 employees). Neuberger has no corporate parent or unaffiliated external shareholders. Visit www.nb.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of March 31, 2026.
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Sagard is a leading and global multi-strategy alternative asset manager firm active in private credit, private equity, real estate and venture capital with $45BN in AUM.
T. Rowe Price, a global investment management firm with $1.8 trillion AUM*, focused on helping investors achieve more confident futures. For more than 80 years, our strategic investing approach has driven independent thinking and rigorous research—informing better decision-making and prudent risk management. We partner with financial professionals to match diverse client needs with a comprehensive platform of solutions—including active U.S., international, and global strategies; target date, model portfolio, and other multi-asset solutions; and a range of investment vehicles from mutual funds to ETFs, SMAs, ALTs and CITs. Visit our website, follow us on Twitter, or connect on LinkedIn. 

*as of December 31, 2025
Third Avenue Management is a U.S.-based investment adviser that has specialized in value-oriented investment strategies for four decades. The Firm manages more than $1.8 billion of assets across five core strategies (Global Value, Small-Cap Value, Real Estate Value, International Real Estate, and International Value), which are available to investors through Mutual Funds, Managed Accounts, and UCITS Funds. The Firm is headquartered in New York, NY and has been an AMG affiliate since 2002.
Our Proprietary mutual funds are available to individuals for direct investment and to financial advisors, financial planners and registered investment advisors for their clients.

•	The Thompson LargeCap Fund (THPGX) seeks a high level of long-term capital appreciation.

•	The Thompson MidCap Fund (THPMX) seeks a high level of long-term capital appreciation by investing in  securities of medium-sized companies.

•	The Thompson Bond Fund (THOPX) seeks a higher level of current income while preserving capital.
Founded in 1928, Wellington Management is one of the world's largest independent investment management firms. For nearly a century, we have partnered with leading global institutions to strengthen portfolios, navigate change, and deliver enduring results. Today, we bring the same institutional rigor, perspective and discipline to our relationships with financial advisors.

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