Foundation and Endowment Investing
John Wiley & Sons Inc (Verlag)
978-0-470-12233-4 (ISBN)
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.
LAWRENCE E. KOCHARD, PHD, CFA, is Chief Investment Officer of the Georgetown University endowment and a widely recognized leader in the foundation and endowment investing community. Previously, he was managing director of equity and hedge fund investments for the Virginia Retirement System and an adjunct finance professor at the University of Virginia. Kochard was also a vice president with Goldman Sachs. CATHLEEN M. RITTEREISER is an alternative investments marketing and business development executive specializing in foundations, endowments, and other institutional investors. Her experience includes Alternative Asset Managers, LP, an emerging manager investment fund, Symphony Asset Management, a Nuveen Investments company, and Merrill Lynch. Rittereiser's Web site is www.cathleenrittereiser.com.
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
From Poorhouses to Powerhouses
CHAPTER 2 Foundation and Endowment Investing 101 19
Essential Practices of a Successful CIO
CHAPTER 3 The Investment Landscape 43
You Are Here
PART TWO Profiles in Capital: Philosophies and Strategies from Leading Foundation and Endowment Chief Investment Officers
CHAPTER 4 Another Sage of Omaha 63
Laurie Hoagland, CIO, Hewlett Foundation
CHAPTER 5 Doctor, Lawyer, Investment Chief 77
Dr. Allan S. Bufferd, Treasurer Emeritus, Massachusetts Institute of Technology
CHAPTER 6 Leading the Evolution 93
Alice Handy, CIO, Investure, LLC
CHAPTER 7 Partner, Patriot, and Performer 109
Scott C. Malpass, CIO, University of Notre Dame
CHAPTER 8 Built an Endowment through Common Sense 127
William Spitz, CIO, Vanderbilt University
CHAPTER 9 Investment Artist with Her Own Perspective 143
Ellen Shuman, Vice President And CIO, Carnegie Corporation of New York
CHAPTER 10 Master of All Trades 157
Bruce Madding, CIO, Henry J. Kaiser Family Foundation
CHAPTER 11 Agile Investment Engineer 173
Bob Boldt, CIO, Agility Funds
CHAPTER 12 Driven by Intellectual Curiosity 191
Donald W. Lindsey, CIO, George Washington University
CHAPTER 13 The CIO as CEO 205
Jonathan Hook, CIO, Baylor University
CHAPTER 14 Navigating New Investment Waters 225
Daniel J. Kingston, Managing Director, Portfolio Management, Vulcan Capital
CHAPTER 15 Invest without Emotion, Act with Conviction 241
Mark W. Yusko, Chief Investment Officer, Morgan Creek Capital Management
PART THREE Summary and Analysis: Key Points on Investments, Endowment Management, and the Future
CHAPTER 16 Lessons for Investors 265
Investment Principles and Advice
CHAPTER 17 The Business of Foundation and Endowment Investment Management 273
Impact of Comparison, Competition, and Compensation
CHAPTER 18 Real Rewards 279
Investing is a People Business
Notes281
Index285
| Erscheint lt. Verlag | 18.1.2008 |
|---|---|
| Reihe/Serie | Wiley Finance |
| Zusatzinfo | Drawings: 1 B&W, 0 Color; Tables: 3 B&W, 0 Color |
| Verlagsort | New York |
| Sprache | englisch |
| Maße | 161 x 236 mm |
| Gewicht | 517 g |
| Themenwelt | Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung |
| ISBN-10 | 0-470-12233-1 / 0470122331 |
| ISBN-13 | 978-0-470-12233-4 / 9780470122334 |
| Zustand | Neuware |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
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