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2003-2004
PAICR Sponsors / Contributors
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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.
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Sponsorship Contribution Levels:
| Level |
Financial Contribution |
Sponsorship
Duration |
| Gold |
$10,000 to $49,999 |
3 years
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| Silver |
$5,000 to $9,999 |
2 years
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| Bronze |
$1,000 to $4,999
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1
year |
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Sponsors: Charter Gold
Level
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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.
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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
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Contributors are organizations and individuals that have dedicated
resources and talent to make PAICR a success.
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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

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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.
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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
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| 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.
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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 worlds 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 companys 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. Zephyrs 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.
Zephyrs commitment to delivering innovative tools have helped
make it the leader in returns based style analysis and performance
analysis software. Zephyrs newest software, CompositeADVISOR,
provides investment managers with the tools to effectively organize,
manage, and audit their AIMR-PPS/GIPS compliant investment composites.
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Become a PAICR Supporter |
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For more information on how to become a PAICR Supporter,
please contact:
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| 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. | |