Investment Management Consultants Association Awards Recognize Outstanding Achievement in Investment and Wealth Management Industry

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IMCA honors Keith Ambachtsheer with Matthew R. McArthur Industry Pioneer Award; Harold Evensky with J. Richard Joyner Wealth Management Impact Award

The Investment Management Consultants Association® (IMCA®) presented five prestigious awards today at its 2017 Annual Conference Experience recognizing outstanding contributions to IMCA and the investment and wealth management industry.

Keith Ambachtsheer is the 2017 recipient of the Matthew R. McArthur Industry Pioneer Award for his outstanding contributions to investment consulting. Ambachtsheer, president, KPA Advisory Services, and director emeritus, Rotman International Centre for Pension Management at the University of Toronto, advises pension and investment organizations, as well as governments and their agencies, on the design, governance, and investment polices of retirement income systems. He is a member of the Scholars Council of Georgetown University’s Center for Retirement Initiatives and co-founded CEM Benchmarking, which benchmarks the organizational performance of more than 400 pension organizations worldwide. The author of three books on pension management, he is currently working on his fourth. Ambachtsheer was named “the globe’s #1 knowledge broker in institutional investing” by CIO magazine, and was recognized by the CFA Institute with the Professional Excellence Award and James A. Vertin Award.

The J. Richard Joyner Wealth Management Impact Award honors individuals who have contributed exceptional advancements in the field of private wealth management, embodied by IMCA’s Certified Private Wealth Advisor® (CPWA®) program. The award recognizes key innovations and thought leadership in any of the following CPWA knowledge domains: human dynamics, wealth management strategies, client specialization, and legacy planning. The 2017 recipient of the J. Richard Joyner Wealth Management Impact Award is Harold Evensky, CFP®, chairman, Evensky & Katz, a 30+ year fee-only investment advisory firm, and professor of practice in personal financial planning, Texas Tech University. He served on the International Association for Financial Planning Board, CFP Board of Governors, Board of Examiners, International CFP Council, and as chair of the TIAA-CREF Institute Advisor Advisory Board. He is on the advisory board of the Journal of Retirement Planning and is the research columnist for the Journal of Financial Planning. He is the author of The New Wealth Management and co-editor of The Investment Think Tank and Retirement Income Redesigned.

IMCA’s Richard J. Davis Ethics, Legal, Regulatory Insight Award honors the author of an article that has made a significant contribution to advancing the understanding and knowledge of investment consulting and/or private wealth management in the area of ethics, and/or the fiduciary, legal, or regulatory issues that affect these professional practices. The 2017 recipient is Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, partner and director of research, Pinnacle Advisory Group, and publisher of the e-newsletter, The Kitces Report, and the financial planning industry blog, Nerd’s Eye View. He was recognized for his Nerd’s Eye View post, “Advisor’s Guide to DOL Fiduciary and the New Best Interests Contract (BIC) Requirement.”

One author also received a Davis Honorable Distinction Award. Jack Sharry, executive vice president of strategic development, LifeYield LLC, was recognized for his article “Turning Lemons into Lemonade: DOL Requirement Create Win-Win for Those Who Embrace Goals-Based Wealth Management,” which was published in IMCA’s Investments & Wealth Monitor.

James B. Sandidge, J.D., principal, Sandidge Group LLC, received the 2017 Edward D. Baker III Journal Research Award. The award honors the author of an original article that represents the best writing for the previous year, is germane to investment consulting and/or private wealth management, and was published in the Journal of Investment Consulting. Sandidge was recognized for his paper “Adaptive Distribution Theory.”

The Stephen L. Kessler Writing Award honors IMCA members for their excellent editorial contributions to IMCA’s Investments & Wealth Monitor during the previous year. IMCA honored Anthony B. Davidow, CIMA®, vice president and alternative beta and asset allocation strategist, Schwab Center for Financial Research, for his article “Strategic Beta Strategies: An Evaluation of Different Approaches.” In addition, three authors were recognized with Kessler Honorable Distinction Awards. Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, was honored for his article, “How Delaying Social Security Can Trump Long-Term Portfolio Returns or a Lifetime Annuity.” Tim Macready, CIMA®, managing director, and Simba Marekera, head of research, Brightlight Impact Advisory (Sydney, Australia), were recognized for their article, “Impact Investing in the Context of a Diversified Portfolio.”

IMCA also presented longtime member and past chair Elizabeth Piper/Bach, president, P/B Wealth Consulting, with the honorary designation of IMCA Director Emeritus. Piper/Bach headed the board of directors during 2012-2013.

“IMCA is proud to know and work with Betsy Piper/Bach. She is an excellent example of the kind of quality professionals we seek,” said Scott Thayer, chair, IMCA. “Under her leadership, IMCA experienced significant membership growth and continued to evolve as one of the foremost providers of advanced education for investment consulting professionals. We’re excited to have Betsy on board as director emeritus.”

Click here to learn more about IMCA’s awards and to read the award-winning articles. For additional information, contact Greta Gloven, director of communications, at ggloven(at)imca(dot)org or 303-850-3079.

About IMCA
Established in 1985, IMCA is a nonprofit professional association and credentialing organization with individual members and certificants in 37 countries around the world. IMCA members collectively manage more than $2.5 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®), which meets international accreditation standards (ANSI/ISO 17024) for personnel certification. The CIMA certification consistently distinguishes those who meet a global standard of competency and skills in investment management from those who do not. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2016, IMCA conferences and education hosted nearly 4,500 attendees.
IMCA® and Investment Management Consultants Association® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or any other characteristic protected by law.

Contact:
Greta Gloven
Director of Communications
ggloven(at)imca(dot)org
303-850-3079

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Greta Gloven
Investment Management Consultants Association
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