EMAIL DETAILS
SUBJECT:
RE: Proposed Investment Policies
PRI: NORMAL
FROM:
B
beraquet@aol.com
DATE:
2012-03-15 18:27:15
MSG_ID:
<002501cd02d9$4035aa30$c0a0fe90$@aol.com>
RECIPIENTS:
TO:
A
'Anne Marie Person'
<amperson@rosemontseneca.com>
H
hbiden@rosemontseneca.com
L
'Laura Huber'
<lhuber@albrightstonebridge.com>
R
'Rick Leach'
<rleach@wfpusa.org>
R
'Rachel Reeve'
<rreeve@russellgroupdc.com>
R
'Randy Russell'
<rrussell@russellgroupdc.com>
S
'Samuel Berger'
<sberger@albrightstonebridge.com>
CC:
S
'Shannon Hiskey'
<shiskey@wfpusa.org>
T
'Tim Hawkins'
<thawkins@ltbd.com>
CONTENT:
TEXT: YES |
HTML: YES
PROCESSED
As I indicated when we first reviewed these, and based on my general experience on other boards where we manage endowment funds, these policies seem appropriately conservative, and the asset allocation instructions fit the goals. I approve. Bonnie E. Raquet Phone: 612-562-0380 E-mail: beraquet@aol.com From: Rick Leach [mailto:RLeach@wfpusa.org] Sent: Thursday, March 15, 2012 12:33 PM To: 'hbiden@rosemontseneca.com'; Bonnie Raquet; Randy Russell (rrussell@russellgroupdc.com); Samuel Berger; 'Anne Marie Person'; 'Rachel Reeve'; 'Laura Huber' Cc: Shannon Hiskey; Tim Hawkins Subject: Proposed Investment Policies Dear Members of the Executive Committee, In follow-up to our discussion earlier this week, please find attached for your review/approval the proposed investment policies for our reserve and the Bertini Fund. Thanks again for your guidance and commitment of time. All the Best, Rick
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