Principal responsibilities Investment Committee
The members of the Investment Committee will typically be UWC alumni with a strong background in finance and investing.
structure

Click to see governance diagram

Backwards
Forwards
structure
The Investment Committee will be responsible for making overall asset allocation decisions and for the selection of professional money managers of Endowment fund
  • The fund will be invested with external fund managers
  • No money will be invested with the firms where the members of the Investment committee work or have worked in the past in order to avoid conflicts of interest.
The Investment Committee will meet and report to the Trustees on a quarterly basis
  • Quarterly meetings to review investment strategy, new opportunities and results
The members of the Investment Committee will typically be UWC alumni with a strong background in finance and investing
  • All will work on a pro bono basis
  • It is recommended that each member will donate one scholarship endowment to ensure alignment of interests with donors
Adriaan de Mol van Otterloo
UWC of the Adriatic
Partner, Intrinsic Value Investors (Public equity)
Maggie Chidothe
UWC of Li Po Chun
Strategist Morgan Stanley (Fixed income)
Jennifer Emanuel
UWC of the Atlantic
MD, Goldman Sachs (Legal and Risk)
Mayamiko Kachingwe
UWC of the Atlantic
Former MD, Terra Firma (Private equity)
Bertrand Kan
UWC New Mexico
Former MD, Nomura (Risk Management)
Marius Kat
UWC Mostar
Former student at Oxford University (Fundraising)
Eszter Marton
UWC Red Cross Nordic College
Analyst, Intrinsic Value Investors (Operations / Governance)
Brian Naini
UWC Pearson
Partner, Channel Capital Advisors (Derivatives and Risk)
Pål Ristvedt
UWC of the Adriatic
Partner, Lexington Partners (Private equity)

Proposed service providers

Allen & Overy
Legal
Field Sullivan
risk control
Haysmacintyre
Audit
Price Waterhouse Coopers
Tax
Svenska Handelsbanken
Custodian / Bank
Throgmorton
Administration and bookkeeping