Fund Action and Fund Directions Announce Nominees for 15th Annual Mutual Fund Industry Awards and Lifetime Achievement Award Winners.
Fund Action and Fund Directions, publications of Institutional Investor News covering the U.S. mutual fund industry, have announced the nominees for the 15th Annual Mutual Fund Industry Awards. The awards recognize the fund leaders, marketers, trustees, and independent counsel who stood out for their innovation, excellence and impact on the fund industry during the past year. This year's Lifetime Achievement Award recipients will be honored, and award winners will be announced and awarded at an annual gala dinner on March 6, 2008 at The Pierre Hotel in New York City,
New York City, NY (PRWEB) January 14, 2008 - Fund Action and Fund Directions, publications of Institutional Investor News covering the U.S. mutual fund industry, have announced the nominees for the 15th Annual Mutual Fund Industry Awards. The awards recognize the fund leaders, marketers, trustees, and independent counsel who stood out for their innovation, excellence and impact on the fund industry during the past year. This year's Lifetime Achievement Award recipients will be honored, and award winners will be announced and awarded at an annual gala dinner on March 6, 2008 at The Pierre Hotel in New York City,
The Lifetime Achievement Award recipients and award nominees in all categories were selected by the editors of Fund Action and Fund Directions based on their accomplishments during the 2007 calendar year.
FUND ACTION's LIFETIME ACHIEVEMENT AWARD RECIPIENT
Jim Hawkes, Retired CEO and Chairman, Eaton Vance
FUND DIRECTIONS' LIFETIME ACHIEVEMENT AWARD RECIPIENT
James Bodurtha, Independent Director, BlackRock
The nominees are as follows:
FUND ACTION AWARD CATEGORIES AND NOMINEES
Fund Leader of the Year
James Rothenberg, CEO, American Funds
Ralph Eucher, President, Principal Funds
Charles Haldeman, CEO, Putnam Investments
Larry Fink, CEO, BlackRock
Deal of the Year
Security Benefit/Rydex Investments
Power Financial/Putnam Investments
Madison Dearborn Partners/Nuveen Investments
Fund Marketer of the Year
Claire Huang, Executive V.P. of Marketing, Fidelity Investments
Marc Rappaport, Senior Managing Director, Alpine Woods Investments
Richard Chambers, Head of Marketing, JPMorgan Funds
Philipp Hensler, CEO, DWS Scudder Distributors
Ad Campaign of the Year
Old Mutual
Fidelity Investments
Barclays Global Investors
Sales Success of the Year
Natixis Global Asset Management North America
Eaton Vance's Tax-Managed Global Diversified Equity Income Fund
Ivy Funds Distributor
American Beacon Large Cap Value Fund
SMA Player of the Year
Gary Jones, V.P. of Industry Operations, Money Management Institute
Judson Bergman, CEO, Envestnet
Jim Tracy, Head of Advisory Services and Consulting, Smith Barney
FUND DIRECTIONS' AWARD CATEGORIES AND NOMINEES
Trustee of The Year
Michael Scofield, Independent Chair, Evergreen Funds
Susan Kerley, Independent Chair, MainStay Funds; Independent Director, Evergreen Funds
Paul Freeman, Independent Chair (Chicago board), DWS Scudder Funds
Ronald Dion, Former Independent Chair, John Hancock Funds
Small Board Trustee Of The Year
Leigh Wilson, Independent Chair, Victory Funds, Old Mutual Advisor Funds II and Old Mutual Insurance Series Funds
Julian Reid, Independent Chair, The Korea Fund
Nancy Taylor, Independent Trustee, Pax World Funds
Steven Paggioli, Independent Trustee, The Managers Funds, Managers AMG Funds and Professionally Managed Portfolios
Independent Counsel Of The Year
John Gertsmayr, Partner and Co-Chairman, Investment Management Practice, Ropes & Gray
Cameron Avery, Partner and Former Co-Chair, Executive Committee, Bell, Boyd & Lloyd
Woodrow Campbell Jr., Partner, Debevoise & Plimpton
Paul Dykstra & Paulita Pike, Partners, Bell Boyd & Lloyd
OPERATIONS MANAGEMENT AWARD CATEGORY AND NOMINEES
Best Post-Trade Technology Implementation Nominees
O'Shaughnessy Asset Management, total back-office outsourcing
Russell Investments, performance reporting and measurement
Schwab Institutional, trust accounting and reporting
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