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I am pleased and excited to inform you that Conning has acquired the assets of DFA Capital Management (DFA), including their ADVISE® and GEMS® software. Management and staff of DFA join Conning as part of this transaction. All of us at Conning and our new colleagues from DFA are committed to a seamless integration of our capabilities and look forward to speaking with you about our enhanced products and services.

At Conning, technology is a central element to our business strategy. Insurance companies globally use DFA’s sophisticated technology to address the evolving regulatory, economic and capital markets landscapes. This challenging environment is precisely the reason why we believe DFA’s capabilities will complement Conning’s businesses and allow us to extend and deepen our relationships with current and future clients. We look forward to deploying these capabilities to help you succeed when faced with challenging business and investment conditions.

This transaction follows the recent launch of Conning’s client portal that provides clients with daily on-line access to our suite of service offerings and in particular, new security level portfolio analytic and simulation tools. With the addition of the DFA capabilities, we have extended and enhanced our technology platform and offerings to include industry leading economic, capital market and risk modeling software.

As part of this transaction, we are happy to welcome DFA’s co-founders Markus Rohrbasser and David Weiss to our senior management team. Markus will be joining Conning as the Head of European Strategy and Business Development and David will manage our broader goals in achieving enhanced technology solutions across Conning as Chief Technology Officer. Additionally, Richard Urbach, EVP Quantitative Finance of DFA Capital Management Inc., has been named Managing Director responsible for the development of economic and financial modeling software. DFA’s products and services business will be integrated with Conning’s current Advisory Services group under the direction of Stephen Sonlin, Managing Director.

We believe our new combined resources will enhance our partnership with our clients and will help them succeed under ever challenging business and investment conditions.

I am pleased to welcome our newest clients and team members to the Conning family.

Sal Correnti
Chief Executive Officer
Conning & Company