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2003-2004 PAICR Sponsors / Contributors

To date, PAICR has been fortunate to receive sponsorship support from three leading global investment firms. Contributions are tax-deductible. Although the intent of PAICR is ultimately to become self-financed through membership, we are conducting a campaign to attract sponsors to fund technology and education products.

Sponsorship Contribution Levels:

Level Financial Contribution
Sponsorship Duration
Gold $10,000 to $49,999
3 years
Silver $5,000 to $9,999
2 years
Bronze $1,000 to $4,999
1 year

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Sponsors: Charter Gold Level

Capital Guardian Trust Company
is one of The Capital Group Companies, among the world's most successful and experienced money management organizations.

Headquartered in the United States, the Capital Group Companies include six investment management companies domiciled on three continents with offices in major cities around the world, including Los Angeles, San Francisco, Washington, D.C., New York, Atlanta, London, Geneva, Singapore, Hong Kong and Tokyo. For more than 60 years, this organization has been privileged to serve millions of investors - individuals as well as leading corporations and institutions - around the world. Capital Guardian Trust Company manages more than $75 billion in U.S. and non-U.S. equity, fixed-income and convertible securities.

Jennison Associates LLC, a PAICR Founding Sponsor, was founded in 1969 as a manager of tax-free growth equity accounts, primarily for large institutions. The firm has since expanded its investment capabilities to include international equity, balanced account and fixed-income management.

In 1975, the firm broadened its money management capabilities through the acquisition of the Boston-based, fixed-income manager Carter, Doyle & Co. from Standard & Poor's Corp. In 1980, the firm expanded its existing capabilities by offering balanced account management. In 1993, Jennison expanded its international equity investing capability through the addition of two senior international equity portfolio managers.

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Merril Lynch is one of the world's leading financial management and advisory companies, with offices in 36 countries and total client assets of approximately $1.3 trillion. As an investment bank, Merrill Lynch is a leading global underwriter of debt and equity securities and strategic advisor to corporations, governments, institutions and individuals worldwide.

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Sponsors: Charter Silver Level

Russell/Mellon Analytical Services provides performance measurement, universe comparisons, and investment analysis services to nearly 3,000 institutional investors responsible for the management of more than $3.5 trillion in assets in more than 25 countries. With over 600 associates located in 11 cities and six countries, Russell/Mellon is dedicated to helping institutional investors understand their performance in order to maximize returns and reduce risk. Information about Russell/Mellon Analytical Services and its services is available on the internet at www.russellmellon.com.

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The TCW group of companies has been providing investment management services for more than three decades. Offering both U.S. and global investments for a broad spectrum of clients (Acrobat pdf: 59k) with diverse objectives, TCW specializes in managing taxable and tax-exempt pools of capital for pension and profit sharing funds, retirement/health and welfare funds, public employee retirement funds, financial institutions, endowments and foundations as well as foreign investors. Through our Private Client Services Group, we provide investment management services to high net worth individuals and family offices. We offer the TCW Galileo family of no-load mutual funds to both institutional and individual investors.


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Sponsors: Charter Bronze Level

Charnley & Rostvold's exclusive focus is helping investment management and pension consulting firms retain clients, grow assets and build successful, well-diversified businesses

Today, we remain constant to the original principles on which the firm was founded -

• Institutional investors are smart, knowledgeable, skeptical and deserving of the best investment talent they can find
• The best investment talent is not always the best communicator
• Great communication strategies are based on truth and a few key messages
• A solid marketing plan is essential for growth and success in a competitive environment
• Charnley & Røstvold, by working as a team with a few select clients, can help investment talent achieve, and in best cases, exceed objectives

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2003-2004 PAICR Contributors

Contributors are organizations and individuals that have dedicated resources and talent to make PAICR a success.

Perceval Associates, Inc.,
Jane Abitanta, President, Perceval Associates, Inc., Managing Editor of PAICR Points. Perceval Associates, Inc. is a management consulting firm specializing in building and expanding investment management firms. With expertise in positioning, marketing strategy and sales management, the firm advises US and international asset management firms on the development of their businesses and provides executive coaching for industry professionals in managing transition.

Contact
Jane N. Abitanta
TEL: 212.579.0207
Perceval@asanet.com



The Association of Investment Management Sales Executives (AIMSE)
is the only professional organization dedicated to serving the needs of investment management sales and marketing professionals.

Founded in 1977, AIMSE seeks to further the professional development of its members and promote the growth of the industry as a whole.



The Kraich Group, LLC (TKG)
provides professional association management of PAICR. TKG is a Washington, D.C.-based firm, with an affiliate office in London, England, that provides services and counsel to professional associations, corporations and coalitions in association management, meeting planning, membership development, membership and marketing communications, event planning and program coordination. The two principal associates of the firm, Norbert Kraich and Pam Svendsen, have more than 20 years experience in professional association management and meeting planning.

They serve as PAICR Executive Director and Assistant Executive Director.
Norbert Kraich, President, nkraich@erols.com
Pam Svendsen, Vice President, psvendsen@erols.com
Lisa Hildenbrand, Membership and Meetings, lhildenbrand@erols.com
TEL: 202.371.9776
FAX: 202.371.8977


2003-2004 PAICR Exhibitors
Exhibitors PAICR events provide an excellent opportunity for members to learn about valuable resources, services and products and for industry vendors to interact with existing and prospective clients.

Contact person: Vince Bakshani
501-E Johnson Ferry Road, NE,
Suite 250
Marietta, GA 30068

Phone: 781.237.4446
Fax: 678.560.3036
vince@evestmentalliance.com

www.evestmentalliance.com

eVestment Alliance (eA) is an investment manager database and analytics provider servicing the institutional investment industry. eA's philosophy is simple: deliver exceptionally flexible and user-friendly analytics, built on the most robust dataset possible, with an unparalleled commitment to client service. Through it's online eASE Database, eA captures the most comprehensive dataset in the industry and distributes all information via its fully web-based eASE Analytics system, a platform which has set the software standard for online manager comparisons, research, and competitive intelligence. Drawing upon its data management expertise, eA has successfully launched its powerful eASE Exchange system to address the industry's redundant data request problems by automating the transformation and precise update of manager data to multiple databases. As an industry leader in data collection and manager analytics, eA's diverse clients include leading investment consultants, asset managers, plan sponsors and other financial-oriented organizations.

FUNDfire
Contact: Karl House
1430 Broadway
12th Floor
New York, NY 10018
Tel: 212.542.1205
khouse@fundfire.com
www.fundfire.com

FundFire is an online competitive intelligence service reporting on the latest developments in the institutional and high net worth asset management businesses. Every business day, subscribers are emailed new headlines providing them with a quick and efficient way to find out what's new in seconds. Beyond delivering original content, FundFire features a searchable archive as well as a proprietary search and hire database. FundFire.com instantly delivers the pertinent news you need to succeed.



Informa Investment Solutions
4 Gannett Drive
White Plains, NY 10604
Tel: 914.509.1535
Fax: 914.509.1635
sales@effron-psn.com
www.effron-psn.com

For over twenty years, Informa Investment Solutions, Inc., doing business as Effron, PSN, Performer, and netDecide, has been a leader in providing financial information to financial institutions, investment managers, and independent advisors. The company's products cover investment manager search and evaluation databases, performance reporting solutions and enterprise solutions to assist investment professionals in managing assets and communicating with clients.





Institutional Investor Newsletters
Contacts: Mara Timmerman, Keith Arends
225 Park Avenue South
New York, NY 10003
Tel: 212.224.3524, Tel: 212.224.3533
mtimmerman@iinews.com, karends@iinews.com
www.iinews.com, www.iisearches.com


Institutional Investor Newsletters are the most up-to-the-minute, concise and vital sources of intelligence for thousands of leading industry professionals worldwide. Each newsletter is written specifically for industry professionals who need exclusive information on new business opportunities to retain their competitive edge in the field. All newsletters give you critical market and competitive information you need - at your fingertips in time to make a difference!

Contact: Michele J. Chillemi
195 Broadway
New York, NY 10007
Tel: 646.822.3116
michele.chillemi@thomson.com
www.nelsoninformation.com

Nelson Information (www.nelsoninformation.com) has been a leader in providing information and software to the global institutional investment community for more than 25 years. Its product line includes MarketPlace, MarketPlace Insight,
PGA Pro, proprietary databases, retirement products, and a full line of comprehensive directories covering all facets of the institutional investment industry. Nelson Information is used by the largest institutional investment and consulting firms worldwide. Nelson Information is a division of Thomson Financial, a US$1.6 billion provider of information and technology solu-tions
to the worldwide financial community. Through the widest range of products and services in the industry, Thomson Financial helps clients in more than 70 countries make better decisions, be more productive and achieve superior results. Thomson Financial is part of The Thomson Corporation (www.thomson.com), a leading provider of value-added information, software tools and applications to more than 20 million users in the fields of law, tax, accounting, financial services, higher education, reference information, corporate training and assessment, scientific research and healthcare. With revenues from continuing operations of US$7.5 billion, The Thomson Corporation lists its common shares on the New York and Toronto stock exchanges (NYSE: TOC; TSX: TOC).



Russell Mellon Analytical Services
Contact: Joan Buckley
1313 Broadway Plaza
Tacoma, WA 98402
Tel: 253.396.6231
jbuckley@russellmellon.com
www.russellmellon.com


Russell/Mellon Analytical Services, reporting on more than US$3.2 trillion in global assets, is one of the world’s largest providers of sophisticated investment analysis tools for global money managers and institutional investors. Providing performance measurement, universe comparisons and risk analysis tools and services for investment strategies, Russell/Mellon helps to maximize investment returns, minimize risk and streamline reporting in changing and complex global markets. Over 600 associates operate from 12 cities in six countries. Russell/Mellon Analytical Services was formed as a joint venture Company in 1999 as a merger of the data units of two industry standard-bearers-Frank Russell Company and Mellon Financial Corporation. The acquisition of CAPS in 2001, further enriched Russell/Mellon's resources, products, technical innovation and commitment to service.

Satuit Technologies, Inc.
Contact: Njal Larson
80 Washington St.
Norwell, MA 02061
Tel: 781.871.7788
nlarson@satuit.com
www.satuit.com

Satuit Technologies provides a ready-to-install client relationship management and communication automation solution for Financial Services professionals. Our solution helps investment managers more effectively manage and communicate with their clients, allowing them to more effectively leverage client relationships.



Westport Software Group, Inc.
Contact: John A. Laurino
140 Water Street
South Norwalk, CT 06854
Tel: 203.866.6200
JLaurino@westportsoftware.com
www.westportsoftware.com


The Westport Software Group is a unique marketing consultant-driven company that has offered marketing database soft-ware
since 1990. Each of the company’s software products was develop under the direction of senior marketing consul-tants
to solve a specific sales and/or marketing problem in the most user-friendly and cost-effective manner possible. Each
product has been consistently upgraded since its initial version to support leading Financial Services, Health Care organi-zations,
and a wide cross-section of Fortune 1000 corporations


Zephyr Associates Inc.
Contact: Bill McVay
312 Dorla Court
PO Box 12368
Zephyr Cove, NV 89448
Tel: 410.560.1828; 800.789.5323
bill@styleadvisor.com
www.styleadvisor.com

Founded in 1994, Zephyr Associates, Inc. is a financial software company providing unique analytical tools for the investment management industry. Zephyr’s StyleADVISOR™ is used by investment professionals throughout the world to analyze
investment managers, mutual funds, financial markets and investment portfolios. Hundreds of companies with thousands of users utilize Zephyr software to help make better client and prospect presentations that give them a competitive advantage and to assist companies in gaining a better understanding of their investment management process. Zephyr’s commitment to delivering innovative tools have helped make it the leader in returns based style analysis and performance analysis software. Zephyr’s newest software, CompositeADVISOR, provides investment managers with the tools to effectively organize, manage, and audit their AIMR-PPS/GIPS compliant investment composites.

Become a PAICR Supporter
For more information on how to become a PAICR Supporter, please contact:
Kerry Shanley
TEL: 212.833.0433
kshanley@jennison.com

Julie Steinberg
TEL: 212.525.6752
julie.d.steinberg@us.hsbc.com

Or contact the PAICR office:
TEL: 800.562.0751
psvendsen@erols.com

 
 
 
 

 

Employee recruiting is not promoted by PAICR, therefore, representatives of executive search firms and members of the "working press" are not eligible for PAICR Membership. In addition, job postings are not permitted on the PAICR web site Bulletin Board.













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