Investment - Committees - Foundation - University of California: Irvine

Committee Mission:
Have endowment portfolio in line with the best thought process in the country for its asset allocation and performance return. Generate support, create awareness and build relationships while wisely managing assets in support of UC Irvine priorities.

Chair:

Rick Keller

Members:

Rick Keller, Chair
Jack Langson
Chuck Martin
Paul Merage
Bill Podlich
James Irvine Swinden
Ed Thorp
Roy Dormaier
Lynn Rahn

UA Partner:

Christie Israel

Committee Membership

Committee Chair
Chief Financial Officer (Ex-Officio)
Appointed Trustees
The Foundation Chair and Foundation President shall serve as ex-officio members

Committee Members Roles and Responsibilities

Manage the financial assets within strict measures of quality and performance standards
Provide timely and comprehensive reporting on the financial statements and assets under management to the Foundation
To preserve the real value of the endowment corpus and maximize expected long-term total return while assuming a prudent level of investment risk
Review application for new members and bring diverse cross section of business professionals to the committee.