2012 Practitioner Thought Leadership Award

by Tom McDonough on April 2, 2012

Sponsored by Allianz Global Investors, the RIIA
Thought Leadership Awards
program consists of two categories, the Practitioner Thought Leadership Award and the Academic Thought Leadership Award where practitioners and scholars are recognized for their papers demonstrating excellence in original thinking and industry leadership on retirement management topics that contribute to RIIA’s Body of Knowledge, the Retirement Management AnalystSM designation curriculum, and retirementincome planning and management knowledge in general.

Practitioner authors may range from financial advisors to product development managers to marketing communications experts.

Scholars may include academics from across the realm of educational institutions and financial services firms.

At this year’s Spring Conference, the Practitioner Thought Leadership Award was presented for two excellent papers:

Financial Guidance Theory, developed by Harry Markowitz, Ph.D.

  • Sherrie Grabot, CEO, GuidedChoice

  • Harry Markowitz, Ph. D., Professor of Finance at the Rady School of Management at the University of California, San Diego (UCSD)

  • Ming Wang, CIO, GuidedChoice

  • Ganlin Xu, CTO, GuidedChoice

The Efficient Income Frontier: A Product Allocation Framework for Retirement

  • Dylan W. Huang, Corporate Vice President, New York Life Insurance Company

  • Matthew Grove, Vice President, New York Life Insurance Company

  • Todd E. Taylor, Senior Actuarial Assistant, New York Life Insurance Company.

Winners shared $5,000 and their papers have been published in the Retirement Management Journal (RMJ). The RMJSM is the first and currently only peer-reviewed publication serving the needs of financial advisors, practitioners, executives, and scholars who are interested in all topics relating to retirement-income planning and management.

To be considered for the Thought Leadership Awards program and publication in the RMJSM, please submit papers to Robert Powell, the editor of  the RMJSM, editor@retirementmanagementjournal.com.

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