Finance and Investment Committee Meeting
January 28, 2021 @ 8:00 am – 11:00 am
NOTICE is hereby given that the Health Forward Foundation Board of Directors will conduct a meeting by videoconference at 8:00 a.m. on Thursday, January 28, 2021.
For videoconference information, contact Admin@healthforward.org
8 a.m.
8:05 a.m.
8:15 a.m.
8:25 a.m.
8:40 a.m.
8:55 a.m.
9:25 a.m.
9:30 a.m.
9:50 a.m.
10 a.m.
10:10 a.m.
10:30 a.m.
Call to order
2020 Preliminary financial statements
2020 budget roll forward to 2021
Aon asset allocation update
Health Forward performance update
Fixed income portfolio review
Break
Equity in assets under management
Annual review of investment policy / charter
2021 Finance and investment work plan
Executive session
Adjournment
Pursuant to Article 8.7 of the Foundation’s Articles of Incorporation, and Chapter 610 of the Revised Statutes of the State of Missouri, this meeting is open to the public. Representatives of the news media may obtain copies of this notice by contacting:
Health Forward Admin
admin@healthforward.org
(816) 241-7006