Foundation Investment Conference Call
Foundation Investment Conference Call
Investment Leadership: Taking Back Control (May 24, 2005)
Missed the call?
Council members can order the audio recording at no charge. The 90-minute conference call is recorded on two CD-ROMs and can be played in any PC or Mac computer. To order a set of CDs, send an email to leaders@cof.org.
Part I
Dennis Gogarty presents: Dealing With Fees & Evaluating and Benchmarking Investment Performance
Handouts:
Part II
Thomas Raffa, presents: Role of the Investment Committee: Initial Steps, Recurring Processes and Best Practices
Handouts:
- Sample RFP Outline
- Investment Committee Charter
- Investment Committee Self Assessment
- Assessment Questionnaire
- Risk Quiz
Contact the presenters
Dennis Gogarty, Presenter
Financial Advisor
Raffa Financial Services
7315 Wisconsin Avenue, Ste. 500
West Bethesda, MD 20814
Phone: 202-966-5035
Email: dennis@raffafinancial.com
Thomas Raffa, Presenter
Managing Partner and Founder
Raffa, PC
1899 L Street, Ste. 600
Washington, DC 20036
Phone: 202-822-5000
Email: tom@raffa.com
