AWARD CRITERIA AND DISCLAIMERS

CAIA Scholarship

Established in 2011 and administered by the CAIA Foundation and underwritten by PAAMCO, the scholarship program was established in collaboration with the 100 Women in Hedge Funds (now 100 Women in Finance) Institute to support women seeking to earn the CAIA Charter, the leading designation in alternative investment education. The “100 Women in Hedge Funds/CAIA Scholars” program is offered annually to up to 10 individuals who have an interest in pursuing a career in alternative investment management, with a specific focus on portfolio management. This scholarship initiative, offered by the 100 Women in Hedge Funds Institute through the sponsorship PAAMCO was established to attract and reward rising female talent in the alternative investment field. Matarin does support 100 Women in Finance.

Consortium East

Consortium East was a forum for institutional investors and small and diverse investment managers.  Sponsored by RG & Associates, Consortium East fostered direct manager contact with decision-makers from pension and corporate funds, endowments, foundations, fund of funds, and consultants. 

Voted on by industry peers, the Emerging and Diverse Manager Award (EDM) is presented to firms based on the investment focus and philosophy of the firm, corporate diversity, performance, professionalism, and long-term viability of the firm.  Matarin did pay a fee to attend the conference.

Women in Asset Management

The Women in Asset Management Awards was launched for the first time in September 2019 by the Bonhill Group with support of Investment News. Nominees can nominate themselves or colleagues and peers in as many categories that are deemed appropriate.  Criteria is based on subjective responses to three essay questions: career in the investment industry, professional and personal challenges and how they were dealt with, and what the nominee is doing now to promote opportunities for women and other specific groups within the industry.  There is no cost to enter for the award.  An independent panel of judges considers each nomination and vote on winners in each category.

Emerging Manager Monthly

Inclusion of any firm in the Annual Emerging Manager Awards does not constitute a recommendation to make, hold or seek an investment in any managed fund by Emerging Manager Monthly, Informa PSN or the awards selection committee judges.  Emerging Manager Monthly compiles information from Informa PSN to determine the Finalists and Winners of the Emerging Manager Awards.  Matarin voluntarily inputs performance statistics into Informa PSN.  No fee is paid by Matarin for inclusion in the database and Emerging Manager Monthly.  The information used is deemed to be accurate and reliable.  Emerging Manager Monthly, Informa PSN and the awards selection committee judges assume no liability for errors, omissions, or inadequacies in the information and any subsequent incidental or consequential damages that my result.

Markets Media Group

Women In Finance (WIF) nominees may come from buy-side and sell- side trading desks, institutional investors, wealth managers, securities exchanges, technology providers, corporate finance, venture capital firms, start-ups — really any area within the financial sector.

Nominees are first put forth by readers of MarketsMedia.com and TradersMagazine.com, and shortlists and winners are determined by the editorial staffs of the two platforms, in conjunction with the WIF Advisory Board. The methodology in selecting nominees and then winners are the opinions of market participants.  No fee was paid to be included for this award.

National Association of Securities Professionals (NASP) – Maynard Jackson Awards

The Maynard Holbrook Jackson, Jr. Award (formerly the Entrepreneur of the Year Award) was established by NASP to honor the financial service professional that best exemplifies entrepreneurial achievement, community service and high moral standards. 

Each year at the Pension and Financial Services Conference NASP honors individuals for the Pacesetter, Maynard H. Jackson, Jr. award.    NASP members are encouraged to submit nominees from current NASP membership. Winners are considered and chosen by NASP committee members.   Matarin does pay a membership fee to NASP.

Toigo Foundation – Bridge to Business

Bridge to Business is an initiative of the Toigo Foundation’s post graduate programming. Launched in 2010, the Toigo Institute leverages the Foundation’s 30 years of experience within the finance industry in developing and supporting minority MBA talent to serve a broader multicultural community of professionals working in finance and beyond.  Toigo’s model for supporting entrepreneurship is to help new entrepreneurs develop the requisite skills for starting and growing a business, the resources needed for fueling growth through their Bridge to Business LaunchPad web-based Program, and the infrastructure/support essential for launching a successful venture. 

The criteria for inclusion included an application process from all Toigo alums with an investment management focus.  Applications were vetted internally at Toigo looking at strength of the business concept, viability of the business, firm management, intention for philanthropic give-back to Toigo among other things.  Matarin does continue to support Toigo by way of charitable donations.

World Economic Forum – Young Global Leader (YGL)

Young Global Leader membership of more than 1,300 members and alumni includes public officials, business innovators, artists, educators, technology developers, journalists and activists. Aligned with the World Economic Forum’s mission, YGLs seek to spur public-private cooperation amongst these unique actors to demonstrate entrepreneurship in the global public interest. Representing more than 100 nationalities, YGLs are united by the belief that the urgent problems of today present an opportunity to forge a better future across sectors, generations and borders.  There is no fee paid for inclusion for this award.

The YGL selection criteria:

  • The candidate must be 39 years old or younger
  • Has 5-15 years of recognized achievements, leadership and outstanding professional work experience.
  • Demonstrates a personal commitment to serve society at local and global levels, has an impeccable record in the public eye, good standing in their community, self-awareness and a desire to learn.
  • Candidates from the business sector must manage a corporation or division and must hold one of the following titles (or equivalent): President, chair of the board, chief executive officer, managing director, managing partner or publisher.
  • Companies, organizations and entities can only nominate one candidate from their qualifying company every two years.
  • If the company is a member or partner of the World Economic Forum, the candidate requires the approval of the chief executive officer or chair of the board of the respective company.
  • Self-nominations are not accepted.