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Foundation and Endowment Investing


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Table of Contents

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

About the Author

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


"?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)

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