Join eManagerExchange - Membership Application

Please fill out the form below; fields marked with an asterisk* are required

About Your Firm

My firm already has an eManagerExchange Member

* Firm Name:

Existing Member's Name:

My firm does not currently have an eManagerExchange member

* Firm Name:
* Street Address:
* City:
* State:
* Postal Code:
* Country:
* Email:
* Web Site:
* Phone:

* Is this a "private firm" or "private operating firm" as defined by the Internal Revenue Code?

* Does the firm have a diversified investment portfolio utilizing multiple asset classes managed by external investment managers?

Please explain your firm's investment approach:

Investment Approach

* How would you describe your firm, in 100 words or less, to other eManagerExchange members? For example, the source of the endowment, the firm's programmatic interests, etc.

Firm Description

Other Firm Information

Operational Information

* Year Established:
* Firm Type:

Firm Staff (as of 12/31)

* Total Staff Size:

Firm Assets (as of 12/31)

* Assets Under Management:	$ example: 3,000,000,000
Asset Value Range:	(calculated)
* Asset Class:	e.g. Equity, Fixed Income, Domestic Equity
* Ownership Type/ Ethnicity:
* Employee Ownership:	%

Your Contact Information

* First Name:
* Last Name:
Nickname:
* Address 1:
Address 2:
* City:
* State:
* Zip:
* Country:
* Office Phone:
Fax:

About Yourself

* What is your job title?

Your title:

* Are you a full-time employee and a senior-level financial and/or investment professional of the firm?

If you are not an employee, what is your relationship with the firm?

Your relationship:

* Do you have any areas of specific expertise, based on education, prior positions, or extensive research?

Areas of Expertise

* Because of eManagerExchange's confidentiality policy, we need to know if you are in the business of providing financial and/or investment services as an independent contractor, consultant, agent or advisor.

My only paid work is as an employee of this firm
I am paid for work other than as an employee of this firm

Please describe your business activities:

Business Activities:

Personal Profile

* Please provide a brief biography about yourself. Please include personal and/or professional history.

Biography

* What information about yourself, your previous work experiences, education, other activities, etc. would you like to share with eManagerExchange members?

History

* Who referred you to eManagerExchange, or how did you find out about eManagerExchange?

Biography

* eManagerExchange Confidentiality Policy

It is the policy of the eManagerExchange (eManagerExchange) to respect and protect the implicit or expressed confidentiality of all materials and information shared by eManagerExchange's members and contributors.

Members agree to maintain strict confidentiality regarding all eManagerExchange matters and discussions in any way through eManagerExchange's communication network. This includes, but is not limited to, the discussion threads, postings on eManagerExchange's website, information exchanges at eManagerExchange's semi-annual meetings and all information available in eManagerExchange's Surveys. It is expected that all eManagerExchange members will adequately communicate this policy on confidentiality to the Officers and Trustees of their member firms with whom this information may be shared, on a need-to-know basis, from time to time.

Members also agree not to share personal information about other eManagerExchange members with any third party, as described in eManagerExchange's privacy policy, which can be found on eManagerExchange's website.

I understand and agree to abide by the Confidentiality Policy.

Username and Password

* Email Address:	NOTE: Your email address will be your username
* Password:	The password is case sensitive and must be at least 8 characters in length, containing both letters and numbers.
* Re-enter password: