Fiduciary Investor Central
Summit Sponsors
Presenting Sponsors
Victory Park Capital Advisors, LLC (“VPC” or the “Firm”) invests in emerging and established businesses across various industries in the U.S. and abroad, who are often unable to access traditional sources of capital. The Firm’s differentiated offerings leverage an extensive network of industry relationships, disciplined deal origination, creative financing capabilities, broad credit structuring and special situations expertise. The Firm was founded in 2007 and is headquartered in Chicago with additional resources in New York, Los Angeles, San Francisco, and London. VPC is privately held and a Registered Investment Advisor with the SEC.
Amundi is a top 10 global asset manager with approximately $1.89Trl in AUM. In the US we provide value driven active equity, fixed income, multi-asset, and alternative investment solutions. Our investment approach leans on a consistent, structured investment process based on fundamental research, quantitative analysis and active portfolio management. We have over 750 investment professionals, including an 18 person dedicated ESG team, collaborating across our 6 global investment hubs, including Boston, MA.
At Columbia Threadneedle Investments, we provide a broad array of investment strategies for individual and institutional investors — including pension funds, Taft-Hartley plans, defined contribution plans, and endowments and foundations. Our clients rely on us as a leading global asset manager to help pursue positive outcomes for the individuals they serve; together they entrust us with $587 billion. Whatever world our clients want, our purpose is to help them achieve it. We do this by being globally connected and intense about research, and by having a responsible ethos and a focus on continuous improvement.
Fisher Investments is a leading independent investment adviser managing over $277 billion (as of June 30, 2024). FI and its subsidiaries consist of three business units – Fisher Investments Institutional Group, Fisher Investments US Private Client Group and Fisher Investments Private Client Group International. These groups serve a global client base of diverse investors including corporations, public and multi-employer pension funds, foundations and endowments, high-net-worth individuals, insurance companies, healthcare organizations, and governments.
Global X ETFs was founded in 2008. For more than a decade, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features more than 100 ETF strategies and over $40bn in AUM. While distinguished for our Thematic Growth, Income and International Access ETFs, we also offer Core, Commodity, and Risk Management funds to suit a wide range of investment objectives.
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. With offices worldwide, capabilities in virtually every asset class, investment style and geographies, a disciplined approach to investment management and a commitment to the highest standards of performance and client service, Invesco is well positioned to compete in the evolving world. Invesco is privileged to manage over $1.4 trillion in assets on behalf of clients and nearly $600 billion on behalf of Institutional investors globally. One of Invesco’s greatest competitive advantages is the combined power of its distinctive worldwide investment management capabilities. The firm offers a wide range of single-country, regional and global capabilities across major equity, fixed income and alternative asset classes, delivered through a diverse set of investment vehicles. Each team is able to operate independently, allowing them to follow and further their specific investment style and expertise. Invesco is also a leader in the private markets with nearly $200 billion under management. Invesco is headquartered in Atlanta, Georgia and operates offices in more than 20 countries around the world. With 8,400 employees, and a global reach, we believe our proximity to clients and investment opportunities provides a significant competitive advantage.
WCM Investment Management is a global investment boutique located out of Laguna Beach, CA managing $91b AUM. Our belief is that owning high quality businesses with positive moat trajectories, backed by superior corporate cultures, leads to more durable growth than longer-term consensus expectations (i.e., Defying the fade). We build concentrated, high conviction portfolios with offerings across the global, international, and emerging markets with different iterations of construction between large/mega cap and all cap.