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Finance and Investment Committee Meeting

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April 22, 2021 @ 8:00 am 11:00 am

NOTICE is hereby given that the Finance & Investment Committee of the Health Forward Foundation Board of Directors will conduct a meeting by videoconference at 8:00 a.m. on Thursday, April 22, 2021.  For videoconference information, contact KShadle@healthforward.org,

The tentative agenda is as follows:

8 a.m.

8:05 a.m.

8:15 a.m.

8:30 a.m.

8:50 a.m.

9:25 a.m.

9:30 a.m.

9:50 a.m.

10:15 a.m.

10:20 a.m.

10:21 a.m.

10:30 a.m.

Call to order

Review Q1 2021 financial statements

Aon asset allocation updates

Health Forward performance update

Private equity and debt portfolio review


Real estate portfolio review

Diversity in assets under management

Public comment

Vote to close meeting

Executive session

Return to open session and 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:

Karol Shadle, Governance Coordinator
(816) 241-7006

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