Matthew R. McArthur Award
The Matthew R. McArthur Award honors individuals who have made an outstanding contribution to the profession of investment management consulting, advanced the skill set or technology of investment management consulting, and exhibited a long-term commitment to investment management consulting. The individual does not have to be a current or previously practicing investment management consultant. The award is presented at an IMCA Conference.
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, John O'Brien, Leonard Reinhart, Barr Rosenberg, George Russell, and William Sharpe.
Richard J. Davis Legal/Regulatory/Ethics Award
The Richard J. Davis Legal/Regulatory/Ethics Award honors the author(s) of an article 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 is presented at an IMCA Conference.
The award first was presented in 2004. Recipients include the following: John Bogle, Joseph Holt, Arthur Laby, Gordon Marino, Elizabeth Piper/Bach, CIMA®, Robert Prentice, Meir Statman, Gary A. Varnavides, and Peter Verhezen.
Edward D. Baker III Journal Award
The Edward D. Baker III Journal 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. The award is presented at an IMCA Conference.
Recipients include the following: Timothy B. Barrett, Ross Barry, Ana Cascon, Richard Fullmer, Paul Greenwood, Ronald Kahn, A. Craig MacKinlay, Jianping Mei, Matthew Morey, Michael Moses, Arun Muralidhar, Carrie Pan, James Perry, Donald Pierce, Andrew Rudd, William Shadwick, Hersh Shefrin, Frank Sortino, Meir Statman, and Ron Surz, CIMA®.
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. The award is presented at an IMCA Conference.
Recipients include the following: Edward Baker; Thomas Boczar; Bruce Curwood, CIMA®; Jim Flinchum, CIMA®; Jack Gardner, CIMA®; David Gordon, CIMA®; Debbie Hall; David Loeper, CIMA®; Rex Macey, CIMA®; Matthew McArthur; Robert Padgette, CIMA®; Alex Shahidi, CIMA®; Margaret Towle, PhD; Howard Weiss; and W. Lloyd Williams.