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Pacific Investment Management Company LLC (“PIMCO”) [1] was founded in Newport Beach, Calif., in 1971, and is a global investment solutions provider with deep expertise across public and private markets. PIMCO started as a subsidiary of Pacific Life Insurance Company managing institutional separately managed fixed income accounts. In 2000, PIMCO was acquired by Allianz SE (“Allianz”), a large global financial services company based in Germany with the agreement that it would be able to operate as a separate and autonomous subsidiary.

As of March 31, 2026, PIMCO managed $2.27 trillion [2] in assets under management with more than 3,220 [3] dedicated professionals in 16 countries. PIMCO invests in its clients’ capital in income and credit opportunities that span the liquidity spectrum, leveraging decades of experience navigating complex debt markets. The company’s flexible capital base and deep relationships with issuers have helped PIMCO become one of the world’s largest providers of traditional and alternative investment solutions and a valued financing partner.

[1] Includes PIMCO’s global affiliates, as appropriate. PIMCO directly owns and controls PIMCO Investments LLC and may directly or indirectly own and control certain other global PIMCO entities. [2] Assets include those managed by PIMCO Prime Real Estate, an affiliate and wholly-owned subsidiary of PIMCO and PIMCO Europe GmbH that includes PIMCO Prime Real Estate GmbH, PIMCO Prime Real Estate LLC and their subsidiaries and affiliates. PIMCO Prime Real Estate LLC investment professionals provide investment management and other services as dual personnel through Pacific Investment Management Company LLC. PIMCO Prime Real Estate GmbH operates separately from PIMCO. [3] Employee data excludes PIMCO Prime Real Estate employees.

Key takeaway for Dynamic advisors: PIMCO stands to be a strategic partner to Dynamic advisors by providing the resources, expertise and investment solutions needed to help clients achieve their investment objectives. Our platform includes mutual funds, ETFs, SMAs and alternative strategies, supported by industry-leading research, global market insights and experienced portfolio management teams. Whether advisors are seeking portfolio solutions, fixed income expertise or guidance on evolving market conditions, PIMCO is committed to being a trusted and accessible partner.

When you visit us as the Oasis Sponsor Showcase, ask us about sourcing relative value across global markets.

Additional resources:

PIMCO Secular Outlook – Rupture and Resilience

PIMCO Cyclical Outlook - Layered Uncertainty: Conflict, Credit Stress, and AI

PIMCO Fund Explorer

PIMCO Model Portfolio Strategies

Key takeaway for Dynamic advisors: New York Life Investment Management has been dedicated solely to working with advisors like you for more than 30 years. The investment products and solutions we offer have been created for application in your client portfolios and cover dozens of different asset classes from municipals to private equity. From dozens of highly rated strategies to the award-winning Advisor Advancement Institute, we have something for everyone. 

When you visit us at the Oasis Sponsor Showcase, ask us about Bow River’s PE Evergreen Fund and the MMIT and HFXI ETFs.

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Dimensional has been applying financial science to investing since 1981. The firm is driven by an evidence-based approach, Nobel Prize-winning insights, and decades of expertise to outperform benchmarks and peers while maintaining broad diversification and keeping costs low. Dimensional goes where the science leads, continually innovating to improve outcomes for investors. As of March 31, 2026, Dimensional and its affiliates managed $969 billion worldwide.

Key takeaway for Dynamic advisors: You don’t have to settle for tracking the market. And you don’t have to outguess the market to outperform it. Following the science of investing means we don’t have to guess about what company or sector might outperform — and look beyond the arbitrary restrictions imposed by funds that merely track an index.

Instead, Dimensional uses information in market prices to systematically target research-backed drivers of higher expected returns. Then we seek to add value through daily implementation, using a structured yet flexible approach. Our rigorous, data-driven process reflects years of innovation and refinement, and this has historically translated into better returns for investors.

When you visit us at the Oasis Sponsor Showcase, ask us about:

• How Dimensional is going beyond indexing, OR
• How 75% of Dimensional funds have outperformed their benchmarks over the last 20 years (as of Dec. 31, 2025), OR
• The benefits of Dimensional’s systematic active approach that we deploy daily, OR
• How we’re leading the charge with ETF share classes and what this means for investors. 

uniquely positioned to help advisors deliver income, long-term capital appreciation and real-world impact for their clients — spanning fixed income, equities, real assets, and alternatives

Key takeaway for Dynamic advisors: With broad expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our 125-plus year heritage.

When you visit us at the Oasis Sponsor Showcase, ask us about how Nuveen's full investment platform — from municipal bonds and private markets to tax optimization vehicles — can help you build more resilient, income-generating portfolios for your clients.

Wealth.com equips financial advisors with the technology to help families plan for every tomorrow. The platform combines estate planning, tax intelligence and AI-powered insights to deliver sophisticated planning at scale.

Key takeaway for Dynamic advisors: Wealth.com is the industry’s leading estate planning platform for financial advisors, helping firms deepen client relationships, uncover planning opportunities and drive growth through estate planning experiences at scale. 

When you visit us at the Oasis Sponsor Showcase, ask us about how top-performing advisory firms are turning estate planning into their most effective client acquisition, retention and referral strategy.

Through intelligently designed, competitively priced solutions, the firm empowers investors to gain exposure effectively.

Key takeaway for Dynamic advisors: VanEck is a macro thematic firm with a 70-year history and over $200 billion in AUM across ETFs, Mutual Funds, Model Portfolios, Digital Assets and Alternative Investments. VanEck is known for taking an innovative and forward-looking approach to product development and asset allocation guidance.

When you visit us at the Oasis Sponsor Showcase, ask us about real assets, thematic investing, specialty fixed income, digital assets and alternatives. 

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Founded in 1975, Vanguard is one of the world's most respected investment management companies. The firm offers investments; advice and retirement services; and insights to individuals, institutions and financial professionals. Based in Malvern, Penn., Vanguard has offices worldwide and manages more than $10 trillion* on behalf of more than 50 million clients*. 

*Note: all figures as of March 31, 2025.

Key Takeaway for Dynamic advisors: Vanguard operates under an investor-owned** structure and adheres to a simple purpose: To take a stand for all investors, to treat them fairly and to give them the best chance for investment success. Vanguard puts an incredible amount of value in relationships with the financial advisors and firms who use Vanguard products and services in their clients’ portfolios and have vast resources dedicated to helping them succeed.

**Investor-owned means that Vanguard is owned by its funds, which are owned by Vanguard's fund shareholders.

When you visit us at the Oasis Sponsor Showcase, as ask about the financial planning and practice management resources we have for advisors, impressive fixed-income capabilities and Vanguard Personalized Indexing.

Janus Henderson is a leading investment management firm with nearly $500 billion in AUM. The firm draws on more than 90 years’ experience of insight-led investing that seeks to uncover the unvarnished truth. This approach enables Janus Henderson’s teams of experts to form independent perspectives based on the real-world implications of investing.

Key takeaway for Dynamic advisors: An area of strength at Janus Henderson is actively managed fixed income ETFs as we are now the second largest provider in the world.

When you meet us at the conference, ask us about how we can help you use AI to find HNW and UHNW prospects, quickly research them, and create communications to increase response rates.

track record of increasing access for investors through relentless innovation and cost-effectiveness.

When you meet us at the conference, ask us about our new partnerships and solutions.

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