Acknowledgments
We'd like to thank the following subject matter experts who took the time to provide background information and review drafts. They are:
Chapter 3 on disclosure documents: Judy Hogan.
Chapter 7 on bond funds: Jerry Webman.
Chapter 8 on money market funds: Jane Heinrichs.
Chapter 9 on trading: Daniel Farrell.
Chapter 10 on proxy voting: Matthew R. Filosa.
Chapter 11 on retail distribution: Lee Kowarski.
Chapters 12 and 13 on retirement: Members of the NICSA Retirement Committee: co-chairs Allan Browns and Perri Williams and members Holly Denton and Sharon Scheid. Also, the retirement specialist team at OppenheimerFunds.
Chapter 13 on IRAs and annuities: Danielle Holland and Frank O'Connor.
Chapter 14 on fund operations: John Gray and NICSA board members Brian Jones and Fred Quatrocky.
Chapter 15 on ETFs: Karl-Otto Hartmann.
Chapter 16 on hedge funds: Joseph H. Morgart and Karl-Otto Hartmann.
Chapters 17 and 18 on cross-border investing and asset gathering: Christopher R. Bohane.
Appendix to Chapter 18 on Chile and Singapore: Lourdes Long.
We thank the following individuals for their fast responses to our questions: Tony D'Elia, Frank Polefrone, Debbie Seidel, Eileen Storz-Salino, Shiv Taneja and Mark Trenchard.
Bob thanks his wife Liz for her patience and support. He thanks Bob Shiller for graciously agreeing to write the Foreword to the book. He also is grateful to Theresa for taking the lead in doing the substantial revisions needed to produce such an excellent ...
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