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By
Aaron Siegel, Investment News - May 19, 2008
At its 2008 Spring Professional Development
Conference in New Orleans today, the Investment
Management Consultants Association of Greenwood
Village, Colo., presented William F. Sharpe, an
economics professor emeritus at Stanford University
in Palo Alto, Calif., with the Matthew McArthur
Award for his contributions to the advancement
of investment management consulting.
Robert A. Prentice, professor in the department of information, risk and operations management at the University of Texas at Austin, was awarded the Richard Davis Ethics Award for his article “Ethical Decision Making: More Needed Than Good Intentions.”
Hersh Shefrin, the Mario Belotti Professor of Finance at Santa Clara (Calif.) University, received the IMCA Journalism Award for his article “How the Disposition Effect and Momentum Impact Investment Professionals,” which was published in IMCA’s Journal of Investment Consulting in the summer of 2007.
Howard Weiss and Jim Flinchum received the Stephen Kessler Writing Award for their article “The Evolution of Family Governance: Emerging Trends and Their Challenges for the Investment Consultant,” which was published in the IMCA Monitor’s November/December 2007 issue.
Mr. Weiss is a Baltimore-based senior vice president and wealth management consultant at Bank of America Corp. of Charlotte, N.C., and Mr. Flinchum is a principal with Bay Capital Advisors of Virginia Beach, Va.
Thomas Oberlechner, a senior research professor and psychology department head at Webster University Vienna in Austria, received the Richard Davis Ethics Honorable Distinction Award for his book "The Psychology of Ethics in the Finance and Investment Industry" (CFA Institute, 2007).
Bruce Curwood and Benjamin Valore-Caplan received Kessler Honorable Distinction awards. Mr. Curwood, a Toronto-based director of investment strategy with Russell Investment Group of Tacoma, Wash., was awarded for his work on narrowing the knowing-doing gap in investments through effective fund governance.
Mr. Valore-Caplan, a Denver-based senior vice president of investments and institutional consultant with UBS Financial Services Inc. of New York, received his award on advising non-profit organizations.
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