Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Who are the Visionaries of the Fund Industry? Not Rated 5.0 Email Routing List Email & Route  Print Print
Monday, August 1, 2011

Who are the Visionaries of the Fund Industry?

Reported by Armie Margaret Lee

Strategic Insight on Monday unveiled its list of the 60 mutual fund industry visionaries that have shaped the course of the industry over the past 25 years. The New York City-based research firm will honor the visionaries at its 25th anniversary gala dinner on November 7 in Manhattan's Chelsea Piers. (see the complete list of visionaries below)

"When we thought about our 25th anniversary, it's not about us," said Avi Nachmany, director of research and co-founder of Strategic Insight, in an interview with The MFWire.com. "It's more about the industry, about the people who have been instrumental in establishing the industry's foundation."

Strategic Insight came up with the list with the help of an advisory board that included T. Rowe Price vice chairman Ed Bernard, former Vanguard CEO Jack Brennan, Prudential Investments president Judy Rice, NICSA president Theresa Hamacher and Roger Servison, president of strategic new business development at Fidelity. Click here to view the complete list of advisory board members and here to view the selection criteria for visionaries.

Here's the list:

Charles "Ted" Bauer, Invesco (formerly AIM) Funds
Bruce Bent, The Reserve Fund
Ed Bernard, T. Rowe Price
Jim Bodurtha, Merrill Lynch Investment Management, BlackRock (fund director)
Jack Bogle, The Vanguard Group
David Booth, Dimensional
Jack Brennan, The Vanguard Group,
Marsh Carter, State Street Corp.
Bruce Crockett, Invesco (fund director, Independent Chairman of the Board)
Jack Donahue, Federated Investors
Andrew "Buddy" Donohue, SEC's Investment Management Division, OppenheimerFunds, Merrill Lynch Investment Management, Morgan Lewis & Bockius
Jack Dreyfus, The Dreyfus Corporation
Dawn-Marie Driscoll, DWS (fund director)
Larry Fink, BlackRock
Matt Fink, Investment Company Institute
Carl Frischling, Kramer Levin
Joel Goldberg, SEC's Investment Management Division, Stroock
Mike Goldstein, Empirical Research
Robert L Gould, Fidelity Investments
Bill Gross, PIMCO
Blake Grossman, Barclays Global Investors
Paul Haaga, Capital Research & Management
Ned Johnson, Fidelity Investments
Charles Johnson, Franklin Templeton
David Kelly, NSCC, DTCC
Lee Kranefuss, Barclays Global Investors
Arthur Levitt, SEC's Chairman
Michael Lipper, Lipper Analytical
Jon Lovelace, The Capital Group
Jonathan Bell Lovelace, The Capital Group
Peter Lynch, Fidelity Investments
Ron Lynch, Lord Abbett
Joe Mansueto, Morningstar
Chip Mason, Legg Mason
Tom McDonnell, DST
John McGonigle, Charles Schwab
Syd Mendelsohn, SEC's Investment Management Division
Allan Mostoff, Mutual Fund Directors Forum, Dechert
John Neff, Wellington Management
Bill Nutt, Affiliated Managers Group
Dick Phillips, K&L Gates, SEC's Investment Management Division
Don Phillips, Morningstar
Bob Pozen, Fidelity Investment, MFS Investment Management
T. Rowe Price, T. Rowe Price
George Putnam, Putnam Investment
Bob Reynolds, Fidelity Investments, Putnam Investments
Jim Riepe, T. Rowe Price
Joel Rosenthal, Strategic Insight
Chuck Schwab, Charles Schwab
Roger Servison, Fidelity Investments
David Silver, Investment Company Institute
Lonny Steffens, Merrill Lynch
Howard Stein, The Dreyfus Corporation
Paul Stevens, Investment Company Institute
Gary Strum, E.F. Hutton
John Templeton, Templeton
Frederick Werblow, PriceWaterhouse
Al West, SEI
Steve West, Sullivan & Cromwell
Art Zeikel, Merrill Lynch Asset Management  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MMI Executive IQ - cohort 4, Jun 3-6
  2. 2024 MMI Board of Governors Retreat, Jun 3-5
  3. ICI webinar - Improving Fund Proxy Campaigns — Viewpoints from the Proxy Service Firm, June 4
  4. MFDF Conference of Fund Leaders Forum, June 5
  5. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  6. WE Boston - Women In Wine, June 11
  7. IMEA Digital Marketing Roundable, June 12
  8. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  9. 2024 Nicsa Fearless Leadership Symposium, June 12
  10. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  11. Expect Miracles East Coast Classic 2024, June 13
  12. WE South - Female Finance Connect, June 13
  13. IMEA webinar - Snapshot on the Talent Landscape, June 18
  14. 2024 MMI National Accounts Roundable, June 18
  15. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  16. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  17. New York YPEM Cornhole Classic, June 25
  18. Morningstar Investment Conference Conference 2024, Jun 26-27
  19. 2024 MMI Institutional Roundtable, June 26
  20. WE PNW Seattle - Pickleball and Networking, June 27
  21. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  22. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  23. MFDF Director Discussion Series - Open Forum (New York), July 23
  24. IMEA Portfolio Construction Roundtable, September 19
  25. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
  26. 2024 MMI Annual Conference, Oct 15-17




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use