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Foundation and Endowment Investing: Philosophies and Strategies of Top Investors and Institutions

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Foundation and Endowment Investing: Philosophies and Strategies of Top Investors and Institutions

Lawrence E. Kochard, Cathleen M. Rittereiser

ISBN: 978-0-470-12233-4 January 2008 320 Pages

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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.

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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

"…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)