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

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

Rating:An Advisor, a Fundster and a Marketer Lead a Reborn Alliance Not Rated 5.0 Email Routing List Email & Route  Print Print
Thursday, June 25, 2009

An Advisor, a Fundster and a Marketer Lead a Reborn Alliance

Reported by Neil Anderson, Managing Editor

The network of advisors and fundsters formerly known as Remora has named its first leadership team. On Thursday the freshly-rebranded Investment Managers and Advisors Alliance revealed that Ken Gutwillig, Paul Leibowitz and Stephen Perl will serve as its board of directors, with Gutwillig at the helm as chairman. Watch for the IMAA to fight the backlash from recent economic and market woes.

"The IMAA's immediate goal is to help restore confidence in the markets and investment professionals through national public service advertising campaigns," Gutwillig stated. "We will also borrow from the playbook of the recent presidential campaigns and employ new media strategies and viral marketing as well as traditional media outlets."

"We want to be the body of the industry," Gutwillig subsequently told MFWire in an interview, describing his goal for IMAA to ultimately "represent the whole of the investment advisor channel."

The trio represent three different chunks of the mutual fund world: Gutwillig serves as chief investment officer and chief compliance officer at Financial Decisions, an RIA in Manhattan; Leibowitz presides over Leibowitz Communications, a marketing strategy firm, and is a managing director with web design agency Sugarspun Industries; and Perl, a Fidelity alum, recently took a regional director post with Calamos Investments. Gutwillig called the addition of Leibowitz and Perl "a real coup" for the reborn trade group.

The IMAA will launch its own discussion group series, "Progressive Think Tank," and Gutwillig confirmed that IMAA's website will link in with social network site RIAMarketplace.org.

Former Remora members first unveiled the new IMAA brand and organization last month at Morningstar's conference in Chicago, after Remora-ites Eric Lansky of USA Mutuals and David Yazdan of Third Avenue rebooted their 10-year-old brainchild earlier this year. 

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

 Do You Recommend This Story?

Return to Top
 News Archives
2023: Q1
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:
Add to My Yahoo!
follow us in feedly

  1. MFDF webinar - The SEC's Swing Pricing and Liquidity Proposal: What You Should Know, February 1
  2. Exchange: an ETF Experience, Feb 5-8
  3. WE US - Breakfast at Nobu Hotel, February 6
  4. MFDF Director Discussion Series - Open Forum (Stuart, FL), February 7
  5. 8th Annual Expect Miracles in Manhattan, February 16
  6. MMI Next Chapter: Rockin' Retirement, February 21
  7. Expect Miracles Boston YPEM Battle of the Bartenders, February 28
  8. MFDF webinar - Fund Industry Claims Trends: An Insurer's Perspective, March 1
  9. Nicsa Strategic Leadership Forum 2023, Mar 1-3
  10. IMEA Data Council Summit, Mar 7-8
  11. MFDF 2023 Fund Governance & Regulatory Insights Conference, Mar 9-10
  12. Irish Funds Boston Breakfast Seminar, March 15
  13. Irish Funds New York Seminar, March 16
  14. 2023 ICI Investment Management Conference, Mar 19-22
  15. FRA's Mastering Client Services and RFPs for Institutional Investors, Mar 20-21
  16. Crane Data's Bond Fund Symposium, Mar 23-24
  17. 2023 MMI Summit, Mar 29-30
  18. MFDF Director Discussion Series - Open Forum via Zoom, March 29
  19. 34th Sub-Advised Funds Forum, Apr 3-4
  20. MFDF webinar - Impact of Market Performance on 2022 Annual Investment Firm Profitability and Economies of Scale, April 5
  21. MFDF Regulatory Impacts on Fund Boards, April 20
  22. Morningstar Investment Conference 2023, Apr 25-27
  23. MFDF In Focus: Board Oversight Lessons from Former Fund Directors, May 9
  24. 2023 MMI Emerging Asset Managers Forum, May 11-12
  25. WE US - breakfast at InsideETFs, May 22
  26. MFDF Director Discussion Series - Open Forum (Columbus, OH), June 1

©All rights reserved to InvestmentWires, Inc. 1997-2023
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use