This online survey is available for your convenience as we prepare the 2007 edition of the Corporate Affiliate Handbook. The handbook will be published online for state treasurers, and a hard copy will be distributed to all members. Your response is needed no later than January 31. If you have questions, please call (859) 244-8175.
General Information About Firm
Full Name of Company
Street
City State Zip
Telephone Fax
E-mail of Firm Web
General Description of Firm/Company (no more than 200 words)
Information About Principal Contact
Name
Title
E-mail
General biography of principal contact (no more than 125 words). Remember to include education and/or pertinent information regarding public finance background.
Principal members may include a PHOTO if desired. The photo can be black and white or color. A hard copy (5x7 preferred, but optional) may be mailed to NAST, P.O. Box 11910, Lexington, KY 40578-1910 or sent overnight to NAST, 2760 Research Park Dr., Lexington, KY 40511. If you would like to e-mail a digital photo, it must be a JPG file scanned at a minimum of 300 dpi (or more). The photo can be sent to mwest@csg.org
Additional Contacts
Although addresses are not published for additional contacts, feel free to include complete contact information so these individuals can be added to the NAST database and can receive complementary newsletters, conference brochures, etc. (NOTE: No more than six additional contacts will be listed for principal firms, or two for associate or subsidiary firms.)
Additional Contact 1
Name Title
Telephone Email
Address (optional)
Additional Contact 2
Additional Contact 3
Additional Contact 4
Additional Contact 5
Additional Contact 6
Areas of Expertise
Please check all applicable areas of expertise for which you and/or your firm are responsible.
Bond Insurer/Financial Guarantor
Bond Management
Broker Dealer
Cash Management Services
Commercial Banking
Convertible Securities
Custody
Direct Commercial Paper
Equity Brokerage
Financial Advisory
Fixed Income Brokerage
Investment Counseling
Investment Management
Domestic Equity International Equity Domestic Fixed Income Global Bond Money Market Instruments Mutual Funds Other
Domestic Equity
International Equity
Domestic Fixed Income
Global Bond
Money Market Instruments
Mutual Funds
Other
Paying Agent
Public Accounting
Rating Agency
Real Estate
Section 529 Plan Manager
Securities Lending
Unclaimed Property
Underwriter/Investment Banking
Venture Capital
Other (Please describe)
Thank you for taking the time to complete this survey!