Title Sponsors
| Hilliard Lyons |
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Participating Companies
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Corporate Sponsors
Title Sponsors
 | Hilliard Lyons www.hilliard.com |
J.J.B. Hilliard, W.L. Lyons, LLC
The process of building, preserving and passing along your wealth to the next generation requires a deep understanding of complex trends in business, technology, governmental policy and the economy. More importantly, it requires an awareness of how these trends can impact your investments and ultimately your life goals.
At Hilliard Lyons, we have been providing that kind of singular insight for our clients from generation to generation since 1854.
Over the years, we have helped clients plan for their goals at each life stage. Whether it's purchasing a new home, sending children to college, preparing for retirement, selling or passing along a business or building a lasting legacy, our objective has always been to help our clients achieve their objectives. We have helped our clients carefully build their wealth over time, by taking advantage of growth opportunities presented in the markets, and by skillfully weathering difficult financial periods including the Great Depression, the market crash of 1987 and the Tech Bubble bust.
Through understanding born of generations of experience, we have guided our clients toward their financial objectives regardless of the tenor of the times, and we have helped them preserve their wealth for the future.
Hilliard Lyons focuses on the creation, preservation and distribution of its clients' wealth. We offer comprehensive financial services and advice, including professionally-managed accounts from the country's premier managers, as well as a broad menu of investment vehicles, such as stocks, bonds, options, mutual funds, annuities and insurance to facilitate the financial strategies recommended.
Founded in Louisville, Kentucky in 1854, the firm has a long and distinguished history in the American marketplace. Hilliard Lyons operates more than 75 offices in 13 states. Our Financial Consultants use original and purchased research tools and state-of-the-art software -- coupled with their own knowledge and experience -- to advise their clients through the financial challenges that life brings. Hilliard Lyons is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority (FINRA), and the Securities Investors Protection Corp. (SIPC).
Individuals and families with significant assets, who need solutions that reflect their long-term goals and unique circumstances, turn to the Financial Consultants of Hilliard Lyons for guidance they can trust.
Platinum Sponsors
 | Crowe Horwath LLP www.crowehorwath.com |
Under our core purpose of Building Value with Values(R), Crowe Horwath LLP provides innovative business solutions in the areas of assurance, financial advisory, performance, risk consulting, and tax. Ranked as one of the top 10 public accounting and consulting firms in the United States, Crowe serves clients worldwide as a leading independent member of the Horwath International global professional services organization.
Our professionals provide thought leadership to both public and private companies across the country plus maintain their focus on national professional standards associations and regulatory organizations, in order to provide valuable insight to our clients. These include The American Institute of Certified Public Accountants, the Public Company Accounting Oversight Board, the U.S. Securities and Exchange Commission (SEC), the Tax Executives Institute, Financial Executives International, and the National Association of Corporate Directors. Additionally, Crowe has been recognized by a number of organizations as one of the best places to work.
 | Frost Brown Todd, LLC www.frostbrowntodd.com |
With nearly 475 lawyers across mid-America, Frost Brown Todd offers a deep, talented roster of legal professionals covering commercial transactions and real estate; business and corporate law; environmental; intellectual property; labor and employment; litigation; and business succession planning. The firm operates throughout ten offices in five states including Kentucky, Ohio, West Virginia, Indiana and Tennessee.
We leverage technical, industry, and legal knowledge and hands-on experience to serve a diverse client base, from global multinationals to small, entrepreneurial companies. Our industry teams integrate that powerful network of legal talent and business experience to provide strategic, comprehensive services across our regional platform.
Gold Sponsors
 | NASDAQ OMX www.nasdaqomx.com |
 | SawyerOne http://www.sawyerone.com |
SawyerOne is a unique provider of comprehensive consulting services to the C-suite, providing an outstanding value proposition to our clients, moving them from vision to reality to success. With a superior team of experienced leaders, we specialize in providing training and education, financial consulting, executive recruitment and placement and consultative services that provide business solutions designed to create significant ROI for our clients.
 | UofL Forcht Center for Entrepreneurship www.business.louisville.edu |
The Forcht Center for Entrepreneurship at the University of Louisville College of Business is a comprehensive suite of programs that develop and nurture entrepreneurial skills. The Center includes our Top 25-ranked Entrepreneurship MBA, Entrepreneurship Minor, Brown-Forman Cardinal Challenge Business Plan Competition, Ballard Morton New Venture Competition, Cardinal Venture Fund II, Family Business Center and other programs. Details at: business.louisville.edu/eship or 502.852.1518
 | Wall Street Transcript www.twst.com |
The Wall Street Transcript is an investor publication that has been published continuously since 1963. Additionally, TWST is the leading provider of registration software and webcasting for financial conferences. The publication provides in-depth verbatim interviews of analysts and company CEOs for long-term investors. MeetMax registration software is the most sophisticated service for registering attendees and managing 1x1 meetings. Wall Street Webcasting is the leading webcaster of Investor Conferences and Analyst Meetings.
Contributing Sponsors
 Aon Corporation www.aon.com |
 Business Wire www.businesswire.com |
 Ingrid Design http://www.ingriddesign.com |
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 O'Neil Arnold Photography www.oneilarnold.com |
 Vivid Impact www.vividimpact.com |
Organizing Sponsors
 | CFA Society of Louisville www.cfalouisville.org |
The CFA Society of Louisville promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions. The CFA Society of Louisville is part of the larger globally recognized CFA Institute. Contact Louis Lemos at 502.400.6017 for more information.
 | Financial Executives International - Louisville http://www.financialexecutives.org |
Financial Executives International is the preeminent association for financial executives. FEI represents more than 15,500 financial officers and more than 70 percent of the Fortune 1000. The Louisville chapter, founded in 1942, is one of FEI's 85 local chapters and represents members from Kentucky and Southern Indiana public and private companies and academic institutions. To learn more about membership, call Michelle Cabbage at 502.245-2110 or email her at mcabbage@steeltechnologies.com.
 | Mozaic Investor Relations, Inc. www.mozaicir.com |
Mozaic is a financial communications consultancy that helps companies build effective relationships with key audiences - from shareholders, to analysts, fund managers and potential investors. Whether the task involves increasing marketplace awareness and understanding, or expanding institutional ownership, all communication programs are guided by the client company's strategic goals. So whatever the delivery method - webcast, analyst presentation, earnings release, or website, the messages are forceful and consistent. For more information about Mozaic's approach, call Terry McWilliams at 502-410-2113 or email him at terrym@mozaicir.com.
