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Successful Generations

Jun 27, 2018

If you’re involved in a family foundation, a family office, or if you sit on the board of nonprofit with an endowment, you likely know something about the importance of an investment committee. In this episode, Ellie is joined by Rebecca (Becky) Wood of Fund Evaluation Group (FEG). Becky is a Managing Principal and Head of Institutional Services with FEG. 

Becky is a tremendous resource. During this interview she helps us understand what great governance looks like and how to achieve it. She describes the different levels of fiduciaries, what makes up an investment policy, the importance of asset allocation and time horizon, who should be on an investment committee and tips for investment committee success.

Get the full show notes and list of resources here