Matthew R. McArthur Industry Pioneer Award
The Matthew R. McArthur Industry Pioneer Award honors individuals who have made an outstanding contribution and demonstrated commitment to the field of investment consulting, including contributions to industry-specific technology or to advances in the advisor skill set. The individual does not have to be a current or previously practicing investment consultant.
The award first was presented in 2000. Recipients include the following: Peter Bernstein, Gilbert Beebower, Gary Brinson, Edwin Callan, John Casey, Michael Clowes, William Crerend, William Dreher, Richard Ennis, William Fouse, Rosalind Hewsenian, L. Randolph Hood, James Knupp, Harry Markowitz, Richard Marston, John O'Brien, Don Phillips, Leonard Reinhart, Barr Rosenberg, George Russell, William Sharpe, and Meir Statman.
J. Richard Joyner Wealth Management Impact Award
The J. Richard Joyner Wealth Management Impact Award is a new award for 2015. It honors individuals who have contributed exceptional advancements in the field of private wealth management, which is embodied by IMCA’s Certified Private Wealth Advisor® (CPWA®) program. The award recognizes key innovations and thought leadership in any of the following CPWA knowledge domains: human dynamics (behavioral economics and family dynamics); wealth management strategies (tax, portfolio, risk management, and asset protection); client specialization (closely held business owners, executives, and retirement); and legacy planning (charitable and estate planning).
The award first was presented in 2015. Recipients include the following: Charlotte B. Beyer and Jean L. P. Brunel.
Richard J. Davis Ethics, Legal, Regulatory Insight Award
The Richard J. Davis Ethics, Legal, Regulatory Insight Award honors the author(s) of a written work (e.g., article, paper, book) published in the previous year that has made a significant contribution to advancing the understanding and knowledge of investment management consulting and/or private wealth management in the area of ethics, and/or the fiduciary, legal, or regulatory issues that affect these professional practices. The relevant legal and regulatory regimes include, but are not limited to, the Investment Advisers Act of 1940, the Employee Retirement Income Security Act (ERISA), the Uniform Prudent Investor Act, the Uniform Management of Institutional Funds Act, and the Uniform Prudent Management of Institutional Funds Act.
The award first was presented in 2004. Recipients include the following: John Bogle, Polina Demina, Joseph Holt, Arthur Laby, Andrew W. Lo, Gordon Marino, Elizabeth Piper/Bach, CIMA®, Robert Prentice, Robert H. Sitkoff, Meir Statman, Gary A. Varnavides, and Peter Verhezen.
Edward D. Baker III Journal Research Award
The Edward D. Baker III Journal Research Award honors the author(s) of an original article that represents the best writing for the previous year germane to the investment management consulting and/or private wealth management professions. Each article published in the Journal of Investment Consulting will be considered for this award. Each piece will be evaluated for its academic and analytical vision and originality of research. One winner and one "honorable distinction" winner will be selected.
Recipients include the following: Timothy B. Barrett, Ross Barry, Ana Cascon, David Garff, CIMA®, Richard Fullmer, Paul Greenwood, Ronald Kahn, A. Craig MacKinlay, Jianping Mei, Matthew Morey, Michael Moses, Arun Muralidhar, Carrie Pan, Jim Pasztor, James Perry, Donald Pierce, Andrew Rudd, William Shadwick, Hersh Shefrin, Frank Sortino, Meir Statman, Ron Surz, CIMA®, and Cheng Yan.
Stephen L. Kessler Writing Award
The Stephen L. Kessler Writing Award honors the first editor of the IMCA Monitor. The award is presented to the author(s) of the best original articles that are written by IMCA members and published in Investments & Wealth Monitor. The selected articles should make a substantial contribution to the education of practitioners through expansion of the body of knowledge related to the investment management consulting and/or wealth management professions. One winner and two "honorable distinction" winners will be selected.
Recipients include the following: Edward Baker; Thomas Boczar; Bruce Curwood, CIMA®; Jim Flinchum, CIMA®; Jack Gardner, CIMA®; David Gordon, CIMA®; Debbie Hall; Brian Hunter, CIMA®; David Loeper, CIMA®; Rex Macey, CIMA®; Matthew McArthur; Robert Padgette, CIMA®; Alex Shahidi, CIMA®; Margaret Towle, PhD; Michael Underhill; Howard Weiss; Scott Welch, CIMA®; and W. Lloyd Williams.