Omschrijving
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. 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. 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 18 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
Notes
281
Index
285