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2015 National Sponsor

  • guggenheim


Agenda Committee

Ted Lundgren
(281) 589-2632

The Agenda Committee plans the NAAIM annual Uncommon Knowledge conference and Outlook Conference, including speakers, agenda, golf and all social events.

Industry Relations Committee

Jerry Wagner
(248) 642-6640

The purpose of the Industry Relations Committee is to further relations with regulatory bodies and investment sponsors, excluding NAAIM sponsorship activities. The committee provides input to the membership on particular concerns or changes that the committee becomes aware of within the regulatory or investment sponsor community and coordinates responses as appropriate.

Marketing Committee

Jason Wilder
(610) 989-9090

The Marketing Committee objective is to promote membership in NAAIM through recruitment of new members and retention of the existing membership base. The committee oversees and sets procedures for following up with prospective members, including composition of the membership information mailing, letter to prospects and personal follow-up. It also oversees the renewal process, membership director, membership mailing list and prospect list.

Regional Meeting Committee

Ted Lundgren
(281) 589-2632

The Regional Meeting Committee is responsible for coordinating and supporting NAAIM’s regional meetings.

Sponsor Relations Committee

Renee Toth
(248) 642-6640

The purpose of the Sponsor Relations Committee is to grow and improve existing and prospective sponsor relationships with the goal of mutual growth through symbiotic, value-added benefits for sponsors and NAAIM membership. Sponsor relationships are developed from the myriad businesses of NAAIM members and include Service Providers (administrative, legal, software, business, marketing, advice); Investment Providers (custodial, products); and Business Alliances (brokers, record keepers, Web/Internet providers). Benefits to sponsors and members include education and networking opportunities, web tools, product development, joint marketing and promotion of the active management industry.

Wagner Award Committee

Greg Morris
(706) 579-1392

Renee Toth
(248) 642-6640

The Wagner Award is a competition for academic papers supporting the cause of active management. The committee plans and executes the request for papers, the judging of papers submitted, and the presentations of winning papers at the Uncommon Knowledge conference.