Kochard / Rittereiser Foundation and Endowment Investing

Philosophies and Strategies of Top Investors and Institutions
1. Auflage 2008
ISBN: 978-0-470-22973-6
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 320 Seiten, E-Book

Reihe: Wiley Finance Editions

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.

Autoren/Hrsg.

Kochard, Lawrence E.

Rittereiser, Cathleen M.

Inhaltsverzeichnis

Foreword.
Preface.
Acknowledgments.
About the Authors.
Part One. Foundations and Endowments Rise as PowerfulInstitutional Investors.
Chapter 1. The Evolution of Foundation and Endowment InvestmentManagement From Poorhouses to Powerhouses.
Chapter 2. Foundation and Endowment Investing 101 EssentialPractices of a Successful CIO.
Chapter 3. The Investment Landscape You Are Here.
Part Two. Profiles in Capital: Philosophies and Strategiesfrom Leading Foundation and Endowment Chief InvestmentOfficers.
Chapter 4. Laurie Hoagland, CIO, Hewlett Foundation Another Sageof Omaha.
Chapter 5. Dr. Allan S. Bufferd, Treasurer Emeritus,Massachusetts Institute of Technology Doctor, Lawyer, InvestmentChief.
Chapter 6. Alice Handy, CIO, Investure, LLC Leading theEvolution.
Chapter 7. Scott C. Malpass, CIO, University of Notre DamePartner, Patriot, and Performer.
Chapter 8. William Spitz, CIO, Vanderbilt University Built AnEndowment through Common Sense.
Chapter 9. Ellen Shuman, Vice President And CIO, CarnegieCorporation of New York Investment Artist with her OwnPerspective.
Chapter 10. Bruce Madding, CIO, Henry J. Kaiser FamilyFoundation Master of All Trades.
Chapter 11. Bob Boldt, CIO, Agility Funds Agile InvestmentEngineer.
Chapter 12. Don Lindsey, CIO, George Washington UniversityDriven by Intellectual Curiosity.
Chapter 13. Jonathan Hook, CIO, Baylor University The CIO asCEO.
Chapter 14. Daniel J. Kingston, Managing Director, PortfolioManagement, Vulcan Capital Navigating New Investment Waters.
Chapter 15. Mark W. Yusko, Chief Investment Officer, MorganCreek Capital Management Invest without Emotion, Act withConviction.
Part Three. Summary and Analysis. Key Points on Investments,Endowment Management and the Future.
Chapter 16. Lessons for Investors CIO Principles in the RealWorld.
Chapter 17. The Business of Foundation and Endowment InvestmentManagement
Comparison, Competition, Compensation.
Chapter 18. Real Rewards Investing is a People Business.
Notes.
Index.

Über Autor(innen)

Lawrence E. Kochard, PHD, CFA, is Chief Investment Officerof the Georgetown University endowment and a widely recognizedleader in the foundation and endowment investing community.Previously, he was managing director of equity and hedge fundinvestments for the Virginia Retirement System and an adjunctfinance professor at the University of Virginia. Kochard was also avice president with Goldman Sachs.
Cathleen M. Rittereiser is an alternative investmentsmarketing and business development executive specializing infoundations, endowments, and other institutional investors. Herexperience includes Alternative Asset Managers, LP, an emergingmanager investment fund, Symphony Asset Management, a NuveenInvestments company, and Merrill Lynch. Rittereiser's Web site iswww.cathleenrittereiser.com.