SlideShare une entreprise Scribd logo
1  sur  43
Investment Management  for the Endowment & Foundation Market What would I expect to find in the way of Best Practices? Duane Lee Executive Vice President Cannon Financial Institute
“ What you cannot avoid, welcome” Chinese Proverb
Best Practices for Investment Managers ,[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object]
Best Practices for Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Evolution Of The Concept Of Prudence ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Definition of Prudence ,[object Object],[object Object]
What Is Needed To Participate? ,[object Object],[object Object],You can't always be right...but you can be prudent
Industry Best Practice ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
INDUSTRY BEST PRACTICES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
INDUSTRY BEST PRACTICES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
P UBLISHED  W ORKS
P UBLISHED  W ORKS
Best Practices for  Investment Managers (24) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers (24) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Practices for  Investment Managers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
4-Step Fiduciary Quality Management System
Organize (7) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Organize (7) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Formalize (8) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Formalize (8) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Implement (5) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Monitor (4) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Contenu connexe

Tendances

EY Asean DAS - Divesting for value- Final
EY Asean DAS - Divesting for value-  FinalEY Asean DAS - Divesting for value-  Final
EY Asean DAS - Divesting for value- FinalKarambir Anand
 
Key risk areas of audit committee ppt
Key risk areas of audit committee pptKey risk areas of audit committee ppt
Key risk areas of audit committee pptNik Hasyudeen
 
India China 06 20 06
India China 06 20 06India China 06 20 06
India China 06 20 06Dave Liu
 
Analysis of Nine Pillars of Corporate Governance Principles for Small and Med...
Analysis of Nine Pillars of Corporate Governance Principles for Small and Med...Analysis of Nine Pillars of Corporate Governance Principles for Small and Med...
Analysis of Nine Pillars of Corporate Governance Principles for Small and Med...Karan Mahajan, CCRA
 
Valuation Road Map for Fund Executives
Valuation Road Map for Fund ExecutivesValuation Road Map for Fund Executives
Valuation Road Map for Fund ExecutivesDeirdre OConnor
 
Lecture01 introduction part_1_ed_ned_board_structure_37p
Lecture01 introduction part_1_ed_ned_board_structure_37pLecture01 introduction part_1_ed_ned_board_structure_37p
Lecture01 introduction part_1_ed_ned_board_structure_37pSarmela Damotheran
 
Anne Frisch, CFO at EPWN - Bridging Finance and HR
Anne Frisch, CFO at EPWN - Bridging Finance and HRAnne Frisch, CFO at EPWN - Bridging Finance and HR
Anne Frisch, CFO at EPWN - Bridging Finance and HRGlobal Business Events
 
autozone CorporateGovernancePrinciples1208
autozone  CorporateGovernancePrinciples1208autozone  CorporateGovernancePrinciples1208
autozone CorporateGovernancePrinciples1208finance46
 
Corporate Governance Rating Reliance Industries Limited
Corporate Governance Rating   Reliance Industries LimitedCorporate Governance Rating   Reliance Industries Limited
Corporate Governance Rating Reliance Industries LimitedSpartanski
 
Farrell Advisory - SOQ - 1.1.2017 - EXT
Farrell Advisory - SOQ  - 1.1.2017 - EXTFarrell Advisory - SOQ  - 1.1.2017 - EXT
Farrell Advisory - SOQ - 1.1.2017 - EXTFarrell Advisory
 
Non-Executive Directors (NEDs): Adding Value in Construction & Infrastructure
Non-Executive Directors (NEDs): Adding Value in Construction & InfrastructureNon-Executive Directors (NEDs): Adding Value in Construction & Infrastructure
Non-Executive Directors (NEDs): Adding Value in Construction & InfrastructureNigel Brindley
 
Incorporating Governance Model In The Firm Powerpoint Presentation Slides
Incorporating Governance Model In The Firm Powerpoint Presentation SlidesIncorporating Governance Model In The Firm Powerpoint Presentation Slides
Incorporating Governance Model In The Firm Powerpoint Presentation SlidesSlideTeam
 

Tendances (20)

EY Asean DAS - Divesting for value- Final
EY Asean DAS - Divesting for value-  FinalEY Asean DAS - Divesting for value-  Final
EY Asean DAS - Divesting for value- Final
 
Hedge Fund Management
Hedge Fund ManagementHedge Fund Management
Hedge Fund Management
 
Financial mgt
Financial mgtFinancial mgt
Financial mgt
 
Corporate Governance
Corporate GovernanceCorporate Governance
Corporate Governance
 
Key risk areas of audit committee ppt
Key risk areas of audit committee pptKey risk areas of audit committee ppt
Key risk areas of audit committee ppt
 
India China 06 20 06
India China 06 20 06India China 06 20 06
India China 06 20 06
 
BUS04FEB10MAI1FUL028
BUS04FEB10MAI1FUL028BUS04FEB10MAI1FUL028
BUS04FEB10MAI1FUL028
 
Due diligence
Due diligenceDue diligence
Due diligence
 
Analysis of Nine Pillars of Corporate Governance Principles for Small and Med...
Analysis of Nine Pillars of Corporate Governance Principles for Small and Med...Analysis of Nine Pillars of Corporate Governance Principles for Small and Med...
Analysis of Nine Pillars of Corporate Governance Principles for Small and Med...
 
Valuation Road Map for Fund Executives
Valuation Road Map for Fund ExecutivesValuation Road Map for Fund Executives
Valuation Road Map for Fund Executives
 
Murad G.abed-Al Kareem Resume 2016
Murad G.abed-Al Kareem Resume 2016Murad G.abed-Al Kareem Resume 2016
Murad G.abed-Al Kareem Resume 2016
 
Management study
Management studyManagement study
Management study
 
Lecture01 introduction part_1_ed_ned_board_structure_37p
Lecture01 introduction part_1_ed_ned_board_structure_37pLecture01 introduction part_1_ed_ned_board_structure_37p
Lecture01 introduction part_1_ed_ned_board_structure_37p
 
Vendor risk management 2013
Vendor risk management 2013Vendor risk management 2013
Vendor risk management 2013
 
Anne Frisch, CFO at EPWN - Bridging Finance and HR
Anne Frisch, CFO at EPWN - Bridging Finance and HRAnne Frisch, CFO at EPWN - Bridging Finance and HR
Anne Frisch, CFO at EPWN - Bridging Finance and HR
 
autozone CorporateGovernancePrinciples1208
autozone  CorporateGovernancePrinciples1208autozone  CorporateGovernancePrinciples1208
autozone CorporateGovernancePrinciples1208
 
Corporate Governance Rating Reliance Industries Limited
Corporate Governance Rating   Reliance Industries LimitedCorporate Governance Rating   Reliance Industries Limited
Corporate Governance Rating Reliance Industries Limited
 
Farrell Advisory - SOQ - 1.1.2017 - EXT
Farrell Advisory - SOQ  - 1.1.2017 - EXTFarrell Advisory - SOQ  - 1.1.2017 - EXT
Farrell Advisory - SOQ - 1.1.2017 - EXT
 
Non-Executive Directors (NEDs): Adding Value in Construction & Infrastructure
Non-Executive Directors (NEDs): Adding Value in Construction & InfrastructureNon-Executive Directors (NEDs): Adding Value in Construction & Infrastructure
Non-Executive Directors (NEDs): Adding Value in Construction & Infrastructure
 
Incorporating Governance Model In The Firm Powerpoint Presentation Slides
Incorporating Governance Model In The Firm Powerpoint Presentation SlidesIncorporating Governance Model In The Firm Powerpoint Presentation Slides
Incorporating Governance Model In The Firm Powerpoint Presentation Slides
 

Similaire à Schwab Annual Conference 2006

Where were the Boards? Thoughts regarding the global financial crisis
Where were the Boards? Thoughts  regarding  the global financial crisisWhere were the Boards? Thoughts  regarding  the global financial crisis
Where were the Boards? Thoughts regarding the global financial crisismebs2009
 
Corporate Governace Ca Seminar
Corporate Governace  Ca Seminar Corporate Governace  Ca Seminar
Corporate Governace Ca Seminar Pavan Kumar Vijay
 
Chapter 1 overview of financial management
Chapter 1 overview of financial managementChapter 1 overview of financial management
Chapter 1 overview of financial managementSamsonJohn14
 
C G Transparency
C G  TransparencyC G  Transparency
C G Transparencypurval
 
The Significance of Effective Corporate Governance for Businesses in Papua Ne...
The Significance of Effective Corporate Governance for Businesses in Papua Ne...The Significance of Effective Corporate Governance for Businesses in Papua Ne...
The Significance of Effective Corporate Governance for Businesses in Papua Ne...Stanley Valliath Thomas
 
Cg Transparency
Cg TransparencyCg Transparency
Cg Transparencypurval
 
Akuntansi Manajemen (Managerial Accounting)
Akuntansi Manajemen (Managerial Accounting) Akuntansi Manajemen (Managerial Accounting)
Akuntansi Manajemen (Managerial Accounting) Fajar Sandy
 
B1 ma lingkungan
B1 ma lingkunganB1 ma lingkungan
B1 ma lingkunganpendi pendi
 
ToTCOOP+i O3 o4 unit-8_final version_en
ToTCOOP+i O3 o4 unit-8_final version_enToTCOOP+i O3 o4 unit-8_final version_en
ToTCOOP+i O3 o4 unit-8_final version_enToTCOOPiTech
 
Financial realities to strategy (public)
Financial realities to strategy (public)Financial realities to strategy (public)
Financial realities to strategy (public)ParCon Consulting, LLC
 
Value Proposition of Corp Governance
Value Proposition of Corp GovernanceValue Proposition of Corp Governance
Value Proposition of Corp GovernanceSudhendu Bali
 
Soltis Investment Advisors
Soltis Investment AdvisorsSoltis Investment Advisors
Soltis Investment AdvisorsWayne Demeester
 
Using Portfolio Management to Improve Business Investment
Using Portfolio Management to Improve Business InvestmentUsing Portfolio Management to Improve Business Investment
Using Portfolio Management to Improve Business InvestmentCarolyn Reid
 
Best Practice Corporate Board Governance
Best Practice Corporate Board GovernanceBest Practice Corporate Board Governance
Best Practice Corporate Board Governancephil_farrell
 
Apache Corporate Presentation - March 2011
Apache Corporate Presentation - March 2011Apache Corporate Presentation - March 2011
Apache Corporate Presentation - March 2011apacheadvisors
 
Compliance Boot Camp
Compliance Boot CampCompliance Boot Camp
Compliance Boot CampDELSKL
 

Similaire à Schwab Annual Conference 2006 (20)

Where were the Boards? Thoughts regarding the global financial crisis
Where were the Boards? Thoughts  regarding  the global financial crisisWhere were the Boards? Thoughts  regarding  the global financial crisis
Where were the Boards? Thoughts regarding the global financial crisis
 
Corporate Governace Ca Seminar
Corporate Governace  Ca Seminar Corporate Governace  Ca Seminar
Corporate Governace Ca Seminar
 
Building a Wealth Management Profile
Building a Wealth Management ProfileBuilding a Wealth Management Profile
Building a Wealth Management Profile
 
Chapter 1 overview of financial management
Chapter 1 overview of financial managementChapter 1 overview of financial management
Chapter 1 overview of financial management
 
C G Transparency
C G  TransparencyC G  Transparency
C G Transparency
 
The Significance of Effective Corporate Governance for Businesses in Papua Ne...
The Significance of Effective Corporate Governance for Businesses in Papua Ne...The Significance of Effective Corporate Governance for Businesses in Papua Ne...
The Significance of Effective Corporate Governance for Businesses in Papua Ne...
 
Cg Transparency
Cg TransparencyCg Transparency
Cg Transparency
 
Certified Financial Manager
Certified Financial ManagerCertified Financial Manager
Certified Financial Manager
 
Akuntansi Manajemen (Managerial Accounting)
Akuntansi Manajemen (Managerial Accounting) Akuntansi Manajemen (Managerial Accounting)
Akuntansi Manajemen (Managerial Accounting)
 
B1 ma lingkungan
B1 ma lingkunganB1 ma lingkungan
B1 ma lingkungan
 
ToTCOOP+i O3 o4 unit-8_final version_en
ToTCOOP+i O3 o4 unit-8_final version_enToTCOOP+i O3 o4 unit-8_final version_en
ToTCOOP+i O3 o4 unit-8_final version_en
 
Visium Slides
Visium SlidesVisium Slides
Visium Slides
 
Financial realities to strategy (public)
Financial realities to strategy (public)Financial realities to strategy (public)
Financial realities to strategy (public)
 
Value Proposition of Corp Governance
Value Proposition of Corp GovernanceValue Proposition of Corp Governance
Value Proposition of Corp Governance
 
Soltis Investment Advisors
Soltis Investment AdvisorsSoltis Investment Advisors
Soltis Investment Advisors
 
Using Portfolio Management to Improve Business Investment
Using Portfolio Management to Improve Business InvestmentUsing Portfolio Management to Improve Business Investment
Using Portfolio Management to Improve Business Investment
 
Human capital
Human capitalHuman capital
Human capital
 
Best Practice Corporate Board Governance
Best Practice Corporate Board GovernanceBest Practice Corporate Board Governance
Best Practice Corporate Board Governance
 
Apache Corporate Presentation - March 2011
Apache Corporate Presentation - March 2011Apache Corporate Presentation - March 2011
Apache Corporate Presentation - March 2011
 
Compliance Boot Camp
Compliance Boot CampCompliance Boot Camp
Compliance Boot Camp
 

Dernier

Quarter 4- Module 3 Principles of Marketing
Quarter 4- Module 3 Principles of MarketingQuarter 4- Module 3 Principles of Marketing
Quarter 4- Module 3 Principles of MarketingMaristelaRamos12
 
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure serviceCall US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure servicePooja Nehwal
 
VIP Kolkata Call Girl Jodhpur Park 👉 8250192130 Available With Room
VIP Kolkata Call Girl Jodhpur Park 👉 8250192130  Available With RoomVIP Kolkata Call Girl Jodhpur Park 👉 8250192130  Available With Room
VIP Kolkata Call Girl Jodhpur Park 👉 8250192130 Available With Roomdivyansh0kumar0
 
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...ranjana rawat
 
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...ssifa0344
 
Log your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaignLog your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaignHenry Tapper
 
Instant Issue Debit Cards - High School Spirit
Instant Issue Debit Cards - High School SpiritInstant Issue Debit Cards - High School Spirit
Instant Issue Debit Cards - High School Spiritegoetzinger
 
The Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfThe Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfGale Pooley
 
03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptxFinTech Belgium
 
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikHigh Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikCall Girls in Nagpur High Profile
 
20240417-Calibre-April-2024-Investor-Presentation.pdf
20240417-Calibre-April-2024-Investor-Presentation.pdf20240417-Calibre-April-2024-Investor-Presentation.pdf
20240417-Calibre-April-2024-Investor-Presentation.pdfAdnet Communications
 
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane  6297143586 Call Hot Indian Gi...Booking open Available Pune Call Girls Shivane  6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...Call Girls in Nagpur High Profile
 
CALL ON ➥8923113531 🔝Call Girls Gomti Nagar Lucknow best sexual service
CALL ON ➥8923113531 🔝Call Girls Gomti Nagar Lucknow best sexual serviceCALL ON ➥8923113531 🔝Call Girls Gomti Nagar Lucknow best sexual service
CALL ON ➥8923113531 🔝Call Girls Gomti Nagar Lucknow best sexual serviceanilsa9823
 
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130  Available With RoomVIP Kolkata Call Girl Serampore 👉 8250192130  Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Roomdivyansh0kumar0
 
Andheri Call Girls In 9825968104 Mumbai Hot Models
Andheri Call Girls In 9825968104 Mumbai Hot ModelsAndheri Call Girls In 9825968104 Mumbai Hot Models
Andheri Call Girls In 9825968104 Mumbai Hot Modelshematsharma006
 
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptxFinTech Belgium
 
20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdfAdnet Communications
 
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance BookingCall Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Bookingroncy bisnoi
 
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdfFinTech Belgium
 
The Economic History of the U.S. Lecture 30.pdf
The Economic History of the U.S. Lecture 30.pdfThe Economic History of the U.S. Lecture 30.pdf
The Economic History of the U.S. Lecture 30.pdfGale Pooley
 

Dernier (20)

Quarter 4- Module 3 Principles of Marketing
Quarter 4- Module 3 Principles of MarketingQuarter 4- Module 3 Principles of Marketing
Quarter 4- Module 3 Principles of Marketing
 
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure serviceCall US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
Call US 📞 9892124323 ✅ Kurla Call Girls In Kurla ( Mumbai ) secure service
 
VIP Kolkata Call Girl Jodhpur Park 👉 8250192130 Available With Room
VIP Kolkata Call Girl Jodhpur Park 👉 8250192130  Available With RoomVIP Kolkata Call Girl Jodhpur Park 👉 8250192130  Available With Room
VIP Kolkata Call Girl Jodhpur Park 👉 8250192130 Available With Room
 
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
(ANIKA) Budhwar Peth Call Girls Just Call 7001035870 [ Cash on Delivery ] Pun...
 
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
TEST BANK For Corporate Finance, 13th Edition By Stephen Ross, Randolph Weste...
 
Log your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaignLog your LOA pain with Pension Lab's brilliant campaign
Log your LOA pain with Pension Lab's brilliant campaign
 
Instant Issue Debit Cards - High School Spirit
Instant Issue Debit Cards - High School SpiritInstant Issue Debit Cards - High School Spirit
Instant Issue Debit Cards - High School Spirit
 
The Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdfThe Economic History of the U.S. Lecture 19.pdf
The Economic History of the U.S. Lecture 19.pdf
 
03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx03_Emmanuel Ndiaye_Degroof Petercam.pptx
03_Emmanuel Ndiaye_Degroof Petercam.pptx
 
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service NashikHigh Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
High Class Call Girls Nashik Maya 7001305949 Independent Escort Service Nashik
 
20240417-Calibre-April-2024-Investor-Presentation.pdf
20240417-Calibre-April-2024-Investor-Presentation.pdf20240417-Calibre-April-2024-Investor-Presentation.pdf
20240417-Calibre-April-2024-Investor-Presentation.pdf
 
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane  6297143586 Call Hot Indian Gi...Booking open Available Pune Call Girls Shivane  6297143586 Call Hot Indian Gi...
Booking open Available Pune Call Girls Shivane 6297143586 Call Hot Indian Gi...
 
CALL ON ➥8923113531 🔝Call Girls Gomti Nagar Lucknow best sexual service
CALL ON ➥8923113531 🔝Call Girls Gomti Nagar Lucknow best sexual serviceCALL ON ➥8923113531 🔝Call Girls Gomti Nagar Lucknow best sexual service
CALL ON ➥8923113531 🔝Call Girls Gomti Nagar Lucknow best sexual service
 
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130  Available With RoomVIP Kolkata Call Girl Serampore 👉 8250192130  Available With Room
VIP Kolkata Call Girl Serampore 👉 8250192130 Available With Room
 
Andheri Call Girls In 9825968104 Mumbai Hot Models
Andheri Call Girls In 9825968104 Mumbai Hot ModelsAndheri Call Girls In 9825968104 Mumbai Hot Models
Andheri Call Girls In 9825968104 Mumbai Hot Models
 
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
05_Annelore Lenoir_Docbyte_MeetupDora&Cybersecurity.pptx
 
20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf20240429 Calibre April 2024 Investor Presentation.pdf
20240429 Calibre April 2024 Investor Presentation.pdf
 
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance BookingCall Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
Call Girls Koregaon Park Call Me 7737669865 Budget Friendly No Advance Booking
 
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
 
The Economic History of the U.S. Lecture 30.pdf
The Economic History of the U.S. Lecture 30.pdfThe Economic History of the U.S. Lecture 30.pdf
The Economic History of the U.S. Lecture 30.pdf
 

Schwab Annual Conference 2006

  • 1. Investment Management for the Endowment & Foundation Market What would I expect to find in the way of Best Practices? Duane Lee Executive Vice President Cannon Financial Institute
  • 2. “ What you cannot avoid, welcome” Chinese Proverb
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12. P UBLISHED W ORKS
  • 13. P UBLISHED W ORKS
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.
  • 37. 4-Step Fiduciary Quality Management System
  • 38.
  • 39.
  • 40.
  • 41.
  • 42.
  • 43.