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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  

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