Investment Committee
The Investment Committee assists the Board in overseeing Foundation investments.
The Board has delegated authority to the Committee to oversee the current-use fund and Foundation endowment assets in accordance with the Board-approved Investment Policy Statement and to review the asset allocation policy targets established for the endowment; the Committee has a fiduciary obligation to oversee the current-use fund, endowment and other assets of the Foundation and a responsibility to recommend an investment policy statement for adoption by the Board, including policy pertaining to investment.
The Committee will support the selection of the external investment firm(s) and oversee the investment manager(s) performance of the current-use and endowment funds.
Retired Managing Director, Lone Pine Capital LLC
Retired Managing Director, Citi Private Bank
Corporate and Non-Profit Board Member
Senior Managing Director, Blue Owl
Executive Chair, ProVise Management Group LLC
Chief Investment Officer, PNC Financial Services Group
Staff
Chair: Ruchi Mehta
Committee staff: Jeremy Kugel
Vice President, Chief Financial Officer, Treasurer, UMCPF
Assistant Vice President & CFO for University Relations
UMCP Foundation
4603 Calvert Road, College Park, MD 20740
jakugel@umd.edu | 301.405.5865