com m itt ee membership - The Money Management Institute
com m itt ee membership - The Money Management Institute
com m itt ee membership - The Money Management Institute
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I N T E R N ATIONAL AFFAIRS ADVISORY COMMITTEE<br />
Provide input on the Offshore Research Project.<br />
Chair<br />
Christopher Davis <strong>The</strong> <strong>Money</strong> <strong>Management</strong> <strong>Institute</strong> 202-822-4949 cdavis@mminst.org<br />
Members<br />
Susan Boccardi Morgan Stanley 914-225-5591 susan.boccardi@morganstanley.<strong>com</strong><br />
Kelly Coughlin GlobalBridge 612-746-5850 ktc@globalbridgeinc.<strong>com</strong><br />
Amy Handelman JP Morgan Asset <strong>Management</strong> 212-648-2374 amy.m.handelman@jpmorgan.<strong>com</strong><br />
Thomas Harman Smith Barney 212-816-4050 thomas.d.harman@citigroup.<strong>com</strong><br />
Rebecca O’Brien Radford Kirkpatrick & Lockhart Nichlson Graham LLP 617-261-3244 rradford@klng.<strong>com</strong><br />
Steven Stone Morgan, Lewis & Bockius LLP 202-739-5453 sstone@morganlewis.<strong>com</strong><br />
David Weitzenfeld Janus 303-250-0778 David.Weitzenfeld@janus.<strong>com</strong><br />
LEGAL AND REGULAT O R Y AFFAIRS COMMITTEE<br />
Monitor regulatory and public policy developments and serve as a resource to study key issues for consideration by the MMI Board of Governors.<br />
Co-Chair<br />
Joyce Kramer Morgan Stanley 914-225-5590 Joyce.Kramer@morganstanley.<strong>com</strong><br />
Daniel Moonay Blackrock Investment <strong>Management</strong> 609-282-8457 Daniel.Moonay@blackrock.<strong>com</strong><br />
Members<br />
Connie Ahrens Edward Jones 314-515-9712 connie.ahrens@edwardjones.<strong>com</strong><br />
Kevin Armstrong Pershing Advisor Solutions LLC 201-413-4580 karmstrong@pershing.<strong>com</strong><br />
Scott Barber U.S. Trust Company NA 212-852-1702 scott_barber@ustrust.<strong>com</strong><br />
Robert Bauchner Pershing 201-413-2308 rbauchner@pershing.<strong>com</strong><br />
Steve B<strong>ee</strong> Edward Jones 314-515-8039 steve.b<strong>ee</strong>@edwardjones.<strong>com</strong><br />
Stephen Benham JP Morgan 212-648-2088 stephen.m.benham@jpmorgan.<strong>com</strong><br />
Susan Boccardi Morgan Stanley 914-225-5591 susan.boccardi@morganstanley.<strong>com</strong><br />
Georgia Bull<strong>itt</strong> Morgan, Lewis & Bockius LLP 212-309-6683 gbull<strong>itt</strong>@morganlewis.<strong>com</strong><br />
Michael Caccese Kirkpatrick & Lockhart LLP 617-261-3133 mcaccese@kl.<strong>com</strong><br />
Stuart Cohen Nuv<strong>ee</strong>n Investments 312-917-6823 stuart.cohen@nuv<strong>ee</strong>n.<strong>com</strong><br />
Stathy Darcy Calamos Advisors LLC 630-245-1046 sdarcy@calamos.<strong>com</strong><br />
Elizabeth Detwiler Lockwood Financial Services, Inc. 610-695-9150 ldetwiler@lkwd.<strong>com</strong><br />
Col<strong>ee</strong>n Downs Dinn<strong>ee</strong>n Natixis Global Associates 617-449-2810 col<strong>ee</strong>n.dinn<strong>ee</strong>n@ga.natixis.<strong>com</strong><br />
John Ehinger Placemark Investments, Inc. 972-404-8100 x2042 john.ehinger@placemark.<strong>com</strong><br />
Jodi Erlandsen ING Investment Managment Americas 212-309-6584 jodi.erlandsen@inginvestment.<strong>com</strong><br />
Katherine Feld Prudential Investments 973-367-1495 katherine.feld@prudential.<strong>com</strong><br />
Kevin Floyd Wachovia Securities 314-955-3819 kevin.floyd@agedwards.<strong>com</strong><br />
John Forst Lord Abbett & Co. LLC. 201-395-2719 jforst@lordabbett.<strong>com</strong><br />
Geoff Frankenthal Calamos Asset <strong>Management</strong>, Inc. 630-245-8778 gfrankenthal@calamos.<strong>com</strong><br />
Alan Gedrich Stradley Ronon Stevens & Young 215-564-8050 agedrich@stradley.<strong>com</strong><br />
Linda Gibson Old Mutual US Holdings, Inc. 617-369-7307 lgibson@oldmutualus.<strong>com</strong><br />
Thomas Harman Smith Barney 212-816-4050 thomas.d.harman@citigroup.<strong>com</strong><br />
Dawn Harris Merrill Lynch 201-557-0380 dawn_harris@ml.<strong>com</strong><br />
Philip Holl TCW Investment <strong>Management</strong> Company 213-244-0290 philip.holl@tcw.<strong>com</strong><br />
Charles Horne Charles Schwab & Co., Inc. 415-636-3721 charles.horne@schwab.<strong>com</strong><br />
Ronald Jamison <strong>The</strong> Dreyfus Corporation 212-922-6825 jamison.rm@dreyfus.<strong>com</strong><br />
David Jasper Janus 303-336-4144 david.jasper@janus.<strong>com</strong><br />
Jane Katz Crist NWQ Investment <strong>Management</strong> Company 310-207-9818 janecrist@usa.net<br />
Brian Kawakami INVESCO 212-278-9122 brian_kawakami@invesco.<strong>com</strong><br />
Mike Koffler Sutherland Asbill & Brennan LLP 202-383-0106 Michael.koffler@sutherland.<strong>com</strong><br />
Thomas Lemke Legg Mason Wood Walker, Inc. 410-454-4475 tplemke@leggmason.<strong>com</strong><br />
Gerald Lins ING Investment <strong>Management</strong> Americas 212-309-8260 gerald.lins@inginvestment.<strong>com</strong><br />
Michelle Logue Lockwood Advisors, Inc. 610-651-8836 mlogue@lkwd.<strong>com</strong><br />
George Magera R<strong>ee</strong>d Smith LLP 412-288-7268 gmagera@r<strong>ee</strong>dsmith.<strong>com</strong><br />
Robert Mandel Smith Barney 212-816-8421 robert.j.mandel@citigroup.<strong>com</strong><br />
Wayne Miao Allianz Global Investors 212-739-3237 Wayne.Miao@AllianzGI-US.<strong>com</strong><br />
Marguerite Morrison New York Life Investment <strong>Management</strong>, LLC 973-394-4437 marguerite_morrison@nylim.<strong>com</strong><br />
Carin Muhlbaum Schroders Investment <strong>Management</strong> 212-641-3890 carin.muhlbaum@us.schroders.<strong>com</strong><br />
Manuel Ojeda Lord, Abbett & Co. LLC 201-827-2828 mojeda@lordabbett.<strong>com</strong><br />
Alexandra Poe WilmerHale 212-295-6334 alexandra.poe@wilmerhale.<strong>com</strong><br />
Margo Rappoport Neuberger Berman 646-497-4671 mrappoport@nb.<strong>com</strong><br />
Andrew Schmuhl Overture Financial Services 267-498-4604 aschmuhl@overturefinancial.<strong>com</strong><br />
Nina Shenker JP Morgan 212-837-1376 nina.o.shenker@jpmorgan.<strong>com</strong><br />
Lawrence Stadulis Stradley Ronon Stevens & Young, LLP 202-419-8407 lstadulis@stradley.<strong>com</strong><br />
Steven Stone Morgan, Lewis & Bockius LLP 202-739-5453 sstone@morganlewis.<strong>com</strong><br />
MANAGER COUNCIL<br />
Provide a forum for money managers to discuss how to continue the industry’s growth and maintain its health and profitability. Membership on the Manager<br />
Council is by invitation only.<br />
Chair<br />
Matt Witkos Eaton Vance 617-598-8400 mwitkos@eatonvance.<strong>com</strong><br />
Members<br />
Jennifer Abate Lazard Asset <strong>Management</strong> 212-632-6726 jennifer.abate@lazard.<strong>com</strong><br />
Bruce Aronow Managers Investment Group LLC 484-530-3500 bruce.aronow@managersinvest.<strong>com</strong><br />
Charles Baldiswieler TCW Investment <strong>Management</strong> Company 212-771-4510 charles.baldiswieler@tcw.<strong>com</strong><br />
Michael Bappert Federated Investors 847-358-4734 mbappert@federatedinv.<strong>com</strong><br />
Edward Blodgett Brandes Investment Partners, L.P. 858-755-0239 ed.blodgett@brandes.<strong>com</strong><br />
Greg Bradley Evergr<strong>ee</strong>n Investments 704-383-2093 gbradley@evergr<strong>ee</strong>ninvestments.<strong>com</strong><br />
Charles Carroll Lazard Asset <strong>Management</strong> 212-632-6683 charles.carroll@lazard.<strong>com</strong><br />
Gordon Ceresino MDTA LLC 617-234-2200 gceresino@mdtadvisers.<strong>com</strong>
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