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Finance and Investment Committee Meeting

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July 29, 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 at 8:00 a.m. on Thursday, July 29, 2021 at the Health Forward Foundation office, 2300 Main Street, Suite 304, Kansas City Missouri 64108. To allow for social distancing, guests will only be able to participate via Zoom. For videoconference information, contact Mflandez@healthforward.org

The tentative agenda is as follows:

8 a.m.

8:05 a.m.

8:45 a.m.

9 a.m.

9:25 a.m.

9:30 a.m.

10 a.m.

10:20 a.m.

10:25 a.m.

10:26 a.m.

10:50 a.m.

Call to order

Spending policy analysis

Review of Q2 2021 financial statements

Aon asset allocation updates


Diversity in assets under management

Opportunistic strategies portfolio review

Public comment

Vote to close meeting

Executive session of the committee

Vote to 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:

Marylou Flandez, Executive Assistant
(816) 241-7006

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