Sponsors / Learn About Our Partners
Learn About our Partners

BlackRock


Steve McDermott
350 S. Grand Ave, 37th floor
Los Angeles, CA 90071
Phone: 213) 613-3817
steven.mcdermott@blackrock.com
www.BlackRock.com

BlackRock is the world's largest asset manager with a local presence in every major market, including 56 offices in 30 countries and 1,800 investment professionals meeting daily to discuss markets, portfolio positioning and ongoing trends. BlackRock offers over 400 products across ETFs, funds, alternatives, managed accounts and more to help our clients find solutions that range from single strategy investments to complete outcome-oriented portfolios. Behind all this is BlackRock's sophisticated Aladdin risk technology monitors that supports $14 trillion for some of the world's largest institutions and our portfolio consulting team that helps clients identify risks and gaps, run scenario tests and optimize investment opportunities. It's all part of our quest to partner with advisors to build better portfolios that help meet client goals.

Captial Group


Brad Short
333 S. Hope Street, 53rd Floor
Los Angeles, CA 90071
Phone: (213) 716-4140
https://www.thecapitalgroup.com/our-company.html



Dimensional Fund Advisors


Matt Cooper
1299 Ocean Ave.
Santa Monica, CA 90401
Phone: (310) 576-1121
Matt.Cooper@dimensional.com
https://us.dimensional.com/



First Trust Advisors


Rob Biddinger
120 E. Liberty Dr.
Wheaton, IL 60187
Phone: (415) 244-5652
rbiddinger@ftadvisors.com
www.ftportfolios.com



Baird Equity Asset Management


Andy Ballard
777 E. Wisconsin Ave, 14th Floor
Milwakee, WI 53202
Phone: (414) 278-4984
aballard@rwbaird.com
http://www.rwbaird.com/



Pender Capital


Mark Dickinson
11766 Wilshire blvd #460
Los Angeles, CA 90025
Phone: (443) 253-8525
mark@pendercapital.com
www.PenderCapital.com



Virtual Partners Group


Melanie Jocson
21241 Ventura Blvd.
Woodland Hills, CA 91364
Phone: (818) 716-1934
melanie@virtualpartnersgroup.com
http://www.VirtualPartnersGroup.com



Upcoming Events:

23
Oct
 
NexGen Happy Hour
Monday | October 23, 2017 7:30 P.M.
24
Oct
 
Bridging the Gap: Navigating Multi-Generational Financial Planning
Tuesday | October 24, 2017 8:00 A.M.
28
Oct
 
LA Financial Planning Day
Saturday | October 28, 2017 10:30 A.M.
09
Nov
 
NexGen Happy Hour (Westwood)
Thursday | November 09, 2017 6:30 P.M.
07
Dec
 
December Meeting
Thursday | December 07, 2017 12:45 P.M.
View Calendar >>
 

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