Finance and Investment Committee Meeting
October 21, 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, October 21, 2021 at the Health Forward Foundation office, 2300 Main Street, Suite 304, Kansas City Missouri 64108. For videoconference information, contact Mflandez@healthforward.org
The tentative agenda is as follows:
8 a.m.
8:05 a.m.
8:15 a.m.
8:25 a.m.
8:40 a.m.
9 a.m.
9:15 a.m.
9:25 a.m.
9:30 a.m.
9:35 a.m.
10:50 a.m.
Call to order and welcome
Review Q3 financial statements
Q2 market snapshot / Medium term reviews
Monitoring update / Q3 performance
Asset allocation analysis
Global equity review
Private equity fund recommendation
Break
Public comment
Vote to close meeting
Return to open session / Adjournment
In appendix:
Diverse investment manager policy
DEI survey results
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
mflandez@healthforward.org
(816) 241-7006