... we were in litigation over one of the major assets in the portfolio, a major series of apartments. And so, this was an ... to take a lot of risk. Not so much the investment portfolio—he wanted the portfolio to be perpetual and go the 500 read more...

... Institute VP of Finance. The Memorial Trust’s investment portfolio was $32.7 million​ ​in 1991. The assets originally included ... Fetzer Institute Vice President of Finance. The investment portfolio was $32.7 million​ ​in 1991; by late 2007 it passed the read more...

Category: Trust Histories

... would have wanted to be incorporate in the Institute’s portfolio? BF – A core component of the founding purpose, that is read more...

Category: Trust Histories
Memorial Trust History April 28, 2020

... Institute VP of Finance. The Memorial Trust’s investment portfolio was $32.7 million in 1991. The assets originally included ... Fetzer Institute Vice President of Finance. The investment portfolio was $32.7 million in 1991; by late 2007 it passed the $100 read more...

Category: Trust Histories
MTrust History April 28, 2020

... Institute VP of Finance. The Memorial Trust’s investment portfolio was $32.7 million in 1991. The assets originally included ... Fetzer Institute Vice President of Finance. The investment portfolio was $32.7 million in 1991; by late 2007 it passed the $100 read more...

Category: Trust Histories

... in support the emerging cultural narrative. Regarding portfolio management, the combined investment teams freely exchange ... information and resources to benefit the whole. The Trust portfolio would continue to be operated as is until the beginning read more...

... on the amount and type of revenues generated by the portfolio. Therefore, under certain conditions, the Institute would ... An uptick in market volatility, causing a reduction in the portfolio value  A desire to rebuild the corpus in the event that read more...

Category: Trust Histories

... myself to watch out for economic upset and to make sure the portfolio is guarded. Would he have any insight into that? And read more...

Category: Oral Histories

... who’d been into all the weird stuff. So I managed a normal portfolio of projects, if you could call it normal. Anyway— Question: read more...

Tom Beaver Oral History 2 of 9 December 10, 2017

... you really need to be spending in order to maintain your portfolio. And, um— [0:54:37] BRUCE FETZER: Yeah, because Brian read more...

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