Committees

The following is a list of NAAIM committees. Click on the email link to email that committee.

Agenda Committee

Will Hepburn: email will@hepburncapital.com
(928) 778-4000

The Agenda Committee plans the NAAIM annual conference including speakers, agenda, golf and all social events. The 2008 Uncommon Knowledge conference will be held May 5-7 at the Hyatt Regency in Irvine,California.

Internet Committee

John McClure: email jmcclure@profitscore.com
(208) 472-8849

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.

Industry Relations Committee

Peter Mauthe (media): email peter.mauthe@rhoadslucca.com
(214) 373-9771

The purpose of the Industry Relations Committee is to further relations with some of NAAIM`s key publics: the media and mutual funds. Media relations efforts focus on publicizing news of NAAIM`s activities and promoting positive coverage of the association`s investment strategies. Efforts to build mutual fund relations focus on creating a dialog between the providers of mutual funds and variable annuities and the NAAIM membership. The committee provides input to the membership on particular concerns or changes that the committee becomes aware of within the mutual fund families, and coordinates responses to fund policies.

CRAM Session Committee

Steve Landis: email sdlandis@yahoo.com
(614) 436-8926

CRAM stands for Cultivating Relationships Among Managers. The CRAM committee is responsible for coordinating NAAIM's regional meetings including agenda, speakers, sponsors and location. CRAM session are quickly becoming one of the best added value pieces of a NAAIM membership. Committee participation is especially important here so please volunteer to help.

Membership Promotions Committee

Will Hepburn : email will@hepburncapital.com
(928) 778-4000

The Membership Promotions Committee`s 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 Committee

Michael Klein: email mike@pfstrategies.com
(801)225-5050

The job of the Membership Services Committee is to look for ways to increase the value of membership in NAAIM, from member discounts to special programs.

Sponsor Relations Committee

Renee Toth: email fundrelations@flexibleplan.com
(248) 642-6640 X139

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.