John W. Koza Leadership Program
The 2023 John W. Koza Leadership Program Application Period is Now Closed.
Applications for the 2024 Program will be available October 2023
Purpose of the John W. Koza Leadership Program
Named in recognition of former chairman John Koza, a respected industry leader and exponent of investor education, the Leadership Fellows Program is designed to promote engagement in PREA among up-and-coming leaders in the institutional investor community. The objective is to familiarize investors with the organization early in their investment careers to ensure that they are fully aware of the educational resources available to them. The program will also be a source of the association's next generation of institutional leadership.
John Koza was a long-time PREA supporter, Board Director and, from 2003 to 2004, Board Chairman. He was a staunch advocate for the association's educational initiatives, including the PREA Institute, conferences and CEO Leadership Forum. We dedicate the Leadership Fellows program in recognition of his many important contributions.
Participation in the Leadership Fellows Program will be limited to representatives of member firms that fall within the "Investor" category. Additionally, candidates for selection as future industry leaders must have an interest in becoming a more active participant in PREA and its investor initiatives. There are no age limits or work experience requirements to be considered for the John W. Koza Leadership Fellow designation.
Nomination and Selection
Eligible individuals are encouraged to apply for the 2024 program which will open in October 2023. Supervisors may also nominate eligible individuals who work within their organizations. The Institutional Investor Council will select new Fellows each year from among the nominees, with an eye to maintaining balance by investor category and limiting the number of Fellows from any single investor organization to two individuals per year.
Fellows will receive a conference fee waiver and travel expense stipend of up to $2,000 per event (subject to the gift policy of the representative’s firm) to attend the Spring Conference, the Annual Investor Conference and the PREA Institute. If the current environment does not allow for live, in-person events to be held, Fellows will receive complimentary registration to virtual events. Each leadership fellow will participate for a two-year period and is required to attend the PREA events during their Fellowship period.
At the beginning of the two-year scholarship period, Fellows will be asked to contribute their time and skills to the association through participation in one of PREA's standing committees, affinity groups and/or select projects as determined by the PREA Institutional Investor Executive Committee. Experience within the leadership structure will give Fellows the opportunity to maximize the benefits of membership for their own firms as well as benefit the association at large. Additionally, their participation in PREA's educational forums will give them opportunities to expand upon their knowledge of industry trends and developments.