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Finance and Investment Committee Meeting

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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


Equity in assets under management

Annual review of investment policy / charter

2021 Finance and investment work plan

Executive session


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

(816) 241-7006

Health Forward Foundation
2300 Main Street, Suite 304
Kansas City, MO 64108
(816) 241-7006