NAAIM Committees
Agenda Committee
Brenda Wenning:
(617) 965-0680
brenda@wenninginvestments.com
The Agenda Committee plans the NAAIM annual conference including speakers, agenda, golf and all social events. The 2012 Uncommon Knowledge conference will be held the first week of May in Atlanta, Georgia. The Trading Techniques CRAM Session is typically held the first week of November and the Marketing CRAM Session is held in February.
Industry Relations Committee
Geoff Foisie:
(703) 549-7304
geoff.foisie@verizon.net
Frank Monte:
(585) 425-4090
fmonte@harborfinmail.com
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.
Membership Marketing and Retention Committee
Ian Nasmith:
(941) 966-0448
ian@etfpros.com
The Membership Marketing and Retention 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.
Membership Services and Promotion Committee
Will Hepburn:
(928) 778-4000
will@hepburncapital.com
Ted Lundgren:
(281) 589-2632
ted.lundgren@hgadvisors.com
The job of the Membership Services and Promotion Committee objective is to look for ways to increase the value of membership in NAAIM, from member discounts to special programs.
Regional Meeting Committee
Ted Lundgren:
(281) 589-2632
ted.lundgren@hgadvisors.com
The Regional Meeting Committee is responsible for coordinating and supporting NAAIM’s regional meetings.
Sponsor Relations Committee
Tom Hamilton:
(248) 217-0633
tomham@ameritech.net
Renee Toth:
(248) 642-6640
Renee@fpi.flexibleplan.com
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.
Technology Committee
Dave Moenning:
(303) 670-9761
dave@heritagecapitalmanagement.com
The Internet Committee, created in 1997, is responsible for monitoring the design and implementation of NAAIM-related activities using the Internet. Specific tasks include maintenance of the existing NAAIM web site, maintaining the member chat room (Adviser Exchange) and linking NAAIM to other Internet sources and references. Adjunct activities include the creation of resource lists for member firms interested in creating their own web sites and linking to NAAIM.
Wagner Award Committee
Greg Morris:
(800) 222-7636
greg.morris@stadionmoney.com
Renee Toth:
(248) 642-6640
Renee@fpi.flexibleplan.com
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.