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Foundation and Endowment Investing
Philosophies and Strategies of Top Investors and Institutions
Lawrence E. Kochard (Author), Cathleen M. Rittereiser (Author)
9780470122334, Wiley
Hardback, published 18 January 2008
320 pages, Drawings: 1 B&W, 0 Color; Tables: 3 B&W, 0 Color
23.6 x 16.1 x 2.8 cm, 0.517 kg
"…informative and entertaining…an excellent resource for anyone who is considering a career move into this field or who has not-for-profit organizations as clients." (Financial Analysts Journal, July/August 2008)
In Foundation and Endowment Investing, authors Lawrence Kochard and Cathleen Rittereiser offer you a detailed look at this fascinating world and the strategies used to achieve success within it. Filled with in-depth insights and expert advice, this reliable resource profiles twelve of the most accomplished Chief Investment Officers within today’s foundation and endowment community—chronicling their experiences, investment philosophies, and the challenges they face—and shares important lessons that can be used as you go about your own investment endeavors.
Preface ix Acknowledgments xiii About the Authors xv PART ONE Foundations and Endowments Rise as Powerful Institutional Investors CHAPTER 1 The Evolution of Foundation and Endowment Investment Management 3 CHAPTER 2 Foundation and Endowment Investing 101 19 CHAPTER 3 The Investment Landscape 43 PART TWO Profiles in Capital: Philosophies and Strategies from Leading Foundation and Endowment Chief Investment Officers CHAPTER 4 Another Sage of Omaha 63 CHAPTER 5 Doctor, Lawyer, Investment Chief 77 CHAPTER 6 Leading the Evolution 93 CHAPTER 7 Partner, Patriot, and Performer 109 CHAPTER 8 Built an Endowment through Common Sense 127 CHAPTER 9 Investment Artist with Her Own Perspective 143 CHAPTER 10 Master of All Trades 157 CHAPTER 11 Agile Investment Engineer 173 CHAPTER 12 Driven by Intellectual Curiosity 191 CHAPTER 13 The CIO as CEO 205 CHAPTER 14 Navigating New Investment Waters 225 CHAPTER 15 Invest without Emotion, Act with Conviction 241 PART THREE Summary and Analysis: Key Points on Investments, Endowment Management, and the Future CHAPTER 16 Lessons for Investors 265 CHAPTER 17 The Business of Foundation and Endowment Investment Management 273 CHAPTER 18 Real Rewards 279 Notes281 Index285
From Poorhouses to Powerhouses
Essential Practices of a Successful CIO
You Are Here
Laurie Hoagland, CIO, Hewlett Foundation
Dr. Allan S. Bufferd, Treasurer Emeritus, Massachusetts Institute of Technology
Alice Handy, CIO, Investure, LLC
Scott C. Malpass, CIO, University of Notre Dame
William Spitz, CIO, Vanderbilt University
Ellen Shuman, Vice President And CIO, Carnegie Corporation of New York
Bruce Madding, CIO, Henry J. Kaiser Family Foundation
Bob Boldt, CIO, Agility Funds
Donald W. Lindsey, CIO, George Washington University
Jonathan Hook, CIO, Baylor University
Daniel J. Kingston, Managing Director, Portfolio Management, Vulcan Capital
Mark W. Yusko, Chief Investment Officer, Morgan Creek Capital Management
Investment Principles and Advice
Impact of Comparison, Competition, and Compensation
Investing is a People Business
Subject Areas: Finance & accounting [KF]
