Client List

Acadian Asset Management
Adams Street Partners
Addenda Capital
Adelante Capital Management
Affiliated Managers Group, Inc.
Allstate Investments
Alternative Asset Managers
American Beacon Advisors
American Century Investments
American Express (Ameriprise)
AMP Capital Investors
Analytic Investors
Ariel Capital
Artemis Investment Management
Asset Mark Investment Services
ATB Investor Services
Atlanta Capital Management
Baird Investment Management
Blue Harbour Group
Boston Financial Data Services
Brandes Investment Partners, LP
Brandywine Global Investment Mgmt
Brinson Partners/UBS
Brookfield Investment Management
Burgundy Asset Management Ltd.
Cadiz Asset Management
Campion Asset Management
Cardinal Capital Management
CFA Institute*
Champlain Investment Partners
Channing Capital Management
Cohen Financial
Chicago Equity Partners
City National Bank
Colonial First State
Concord Capital
Conning Asset Management
Cornerstone Investment Partners
Convergent Capital Management
Credit Suisse First Boston
Darby Oversees Investments
Decatur Capital Management
Diamond Hill Investments
Disciplined Growth Investors
Eastspring Investments
Eaton Vance
Ennis Knupp
Essex Investment Management
Ferguson Wellman
Fiera Capital
Financial Engines
First Global
FLAG Capital Management
Forest Investment Associates
Foyston, Gordon & Payne
Franklin Templeton Investments
Freestone Capital Management
Future Fund
Futuregrowth Investments
Genesis Investment Mgmt
Genus Capital Management
Greystone Managed Investments
Guardian Capital
Harding Loevner
Hartford Life Private Placement
Investment Adviser Association
Institutional Investor
Integra Capital
Invesco Trimark
Investec (South Africa)
Johnson Asset Management
Kempen Investment Management
K.G. Redding & Associates, LLC
Lehman Brothers
Leith Wheeler
Louisbourg Investments
Manulife Asset Management
M&G Investments (U.K.)
Mawer Investment Management Ltd.
McDonald Investments
Mesirow Financial
Mid-Continent Capital
MKP Capital
Morgan Stanley
MTB Equity Group
Mutual Fund Education Alliance (MFEA)
NAB Asset Management
Natcan Investment Management
Northern Trust Global Investments
Old Mutual Asset Management
Ontario Teachers Pension Plan
Pacific Alternative Asset Management Company
Performance Trust Investment Advisors
Pictet Asset Management
Picton Mahoney Asset Management
Pine River Capital Management
PNC Financial
ProFund Advisors LLC
Progress Investment Management Company
Prudential Asset Management
Rainier Investment Management
Raymond James
Reaves Asset Management
Research Affiliates
RMB Capital
Santa Barbara Asset Management
Sanlam Investments
Sawgrass Asset Management
Securities Institute
Sentinel Investments
Sionna Capital Management
Spider Asset Management
Standard Life Investments
Standish Mellon
State Street Global Advisors
Swiss Canto
Texas Teachers Retirement Fund
Thompson, Siegel & Walmsley
TransAmerica Investment Management
Trilogy Capital
Union Panagora (Frankfurt)
U.S. Global
U.S. Institute (Senior Delegates Roundtable)
UBS Global Asset Management
University of VA Investment Company
US Bank Private Asset Management
US Trust
Victory Investment Management
Vontobel Asset Management
Weitz Funds
William Blair & Company
*Focus Consulting Group has also presented to over 100 CFA societies in 16 countries