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(13) Memorial Trust Cost Comparison January 14, 2008

... E M O R A N D U M TO: Bruce Carlson FROM: Tina Adams, Tom Beech DATE: January 14, 2008 RE: Memorial Trust ... charts that we hope are responsive to your request to Tina and Bruce Fetzer to provide a “comparison of the true read more...

Author: Tina Adams, Tom Beech
Keywords: current Fetzer Franklin, January, administrative, continuation, investment, direct result, best estimate, involvement, additional costs, Tina Adams Tom Beech show more... , future, Scenarios, Bruce Fetzer, functions, best, advisable, fiscal budget Scenario, Line, provide, Institute, investment performance, increase, shown, incremental cost, charts, Bruce Fetzer three, anticipated direct costs, various legacy, discussions, Bruce Carlson, costs shown, purpose, toward, determine show less
Category: Trust Histories
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(23) Memorial Trust Joint Planning Memo April 02, 2015

... consists of Cambridge (specifically Kevin and Kerry), Tina, Lou and Bruce. The team consistently out-performs the read more...

Author: Lou Leeburg
Keywords: investment team, Institute, Fetzer Franklin Fund, science, new ongoing work, Memorial, collaboration, contextualize science, existing, goodwill show more... , beyond, provide information, opportunity, outperformance, point, Institute elect, Nobel Prize physicists, Bruce, emerging cultural narrative, integrates, activity, large manifest, lean, inquiry, synthesis paper, relational reality, vacation time, investment team currently consists, Jan, either continue, science component, beginning, common work, preliminary, subsequent collaboration between Jan, hard, perpetuity ability, foundational questions, new work, process, Tina, governance, strategic partnerships, Fetzer Franklin, questions, format, vision, advance understandings, balances, team consistently outperforms, endowment median returns, Trust endowment, Cambridge specifically Kevin, pros, addition, Rob Lehman Chair Fetzer Institute, expanding, world class reputation contacts, spirit, Fund, April, solid, term, become sustainable, legacy checks, Leeburg Category Trust Histories, May, investment, portfolios, minds, Bob, memorandum, grateful, successful science initiatives, concerns, preliminary draft, order, short, actively designing projects, portfolio, best practices, steps, Trust portfolio, consolidated, guiding purpose, ability, necessary, successes, exploring possible applications, Trust, resources, April Author, new spiritual story, include show less
Category: Trust Histories
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Jim Keating Interview 4/28/2011 April 28, 2011

... had gotten our signals crossed and so he—my daughter Christina was about, I would say four, then, this cute curly-haired ... see him on the couch turning the page and reading to Christina about the “King, the Mouse, and the Cheese.” So just kind read more...

Author: Jim Keating
Keywords: larry, like, john, people show more... , show less
Category: Oral Histories

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