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

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

Rating:M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards Not Rated 5.0 Email Routing List Email & Route  Print Print
Friday, March 31, 2017

M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards

Reported by Ashley McHugh-Chiappone

Morningstar's Joe Mansueto had a banner evening!

Joe Mansueto
M*
Executive Chairman
Last night, Mansueto was recognized with the "fund action lifetime achievement award" at the 24th annual Mutual Fund Industry Awards. His colleague, longtime fundster,Don Philips, was also recognized, and was inducted into the "hall of fame." At this event, the fundster leaders at Cipriani 42nd Street in NYC's theater district.

Putnam Funds's Jamie Baxter was recognized with the coveted "fund directions lifetime achievement award." Putnam's wins didn't end there; his colleague, Kathryn Lakin was given the "rising star" award. Legg Mason's Joseph Sullivan was honored with a distinctive award as well, the "fund leader of the year" award.

Many fund firms were recognized at the awards, which included dinner and a ceremony at the popular Italian venue.

The ceremony recognized State Street Global Advisors with the "hall of fame" award. Certain individuals were also recognized, including: Thomas Butch of Waddell & Reed, Paul Dykstra of Ropes & Gray, Carl Frischling of Perkins Coie, George Gatch of JPMorgan Asset Management and Paulita Pike of Ropes & Gray.

The "rising star" award also was presented to many recipients, including: Benjamin Wells of Simpson Thacher & Bartlett, Jeremy Smith of Ropes & Gray, Matthew Kutner of Morrison Foerster, Marguerite Laurent of K&L Gates, Nicole Trudeau of Stradley Ronon Stevens & Young, Todd Rosenbluth of CFRA Research, Jeff Schwantz of Morningstar, Patrick Newcomb of FUSE Research, and Harvey Steele of New York Life Investment Management.

Many fundsters took home firm-level awards, too. Dimensional Fund Advisors was named "retirement leader of the year." OppenheimerFunds was given the award for "ad campaign of the year." Janus Capital Group and the Henderson Group were recognized for their impending merger, and given the "deal of the year award." BlackRock's iShares Fixed-Income ETF Suite was given the "sales success of the year award." Diamond Hill Funds was given the "progressive fund board of the year" award. JP Morgan Funds was recognized as the "social media leader of the year." The WisdomTree Investments Dynamic Currency-Hedged ETF Suite was recognized as the "fund innovation of the year." The Catalyst/Millburn Hedge Strategy Fund was awarded "alternative product of the year."

Various fundsters were also recognized for their individual achievements in the industry. Gary Schpero of AXA EQ Advisors Trust was named "trustee of the year." Mary Joan Hoene of ASA Gold and Precious Metals Limited was named "small board trustee of the year." Lori Schneider of K&L Gates was named "independent counsel of the year." Laura Morrison of Bats Global Markets was honored as "fund marketer of the year." James Stavridis of Neuberger Berman Funds was named "newcomer director of the year."

 

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
2025: Q3Q2Q1
2024: Q4Q3Q2Q1
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. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  2. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  3. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  4. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  5. MFDF webinar - ETF Conversions, July 17
  6. MFDF Director Discussion Series - Open Forum (New York), July 22
  7. MFDF Ask Anything webinar - AI Edition, July 24
  8. MFDF webinar - Use of Derivatives by RICs, July 29
  9. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  10. Samfund Soiree Boston 2025, August 21
  11. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  12. ICI ETF Conference, Sep 8-10
  13. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  14. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  15. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  16. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  17. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  18. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  19. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  20. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  21. 10th annual Fuse Forum, October 8
  22. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  23. 2025 MMI Annual Conference, Oct 15-17
  24. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use