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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 logo

Tier 2

Baird Funds logo
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.
Vanguard logo

Tier 3

Blackstone logo
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 770 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 $145.4 billion in discretionary assets and $859.8 billion in non-discretionary assets, as of September 30, 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 logo
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.
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.
Cliffwater logo
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.
Dimensional logo
Federated Hermes logo
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.
Franklin Templeton logo
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.
Loomis, Sayles & Company logo
Massmutual Investments logo
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/.
Sagard logo
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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