PRIME, BUCHHOLZ & ASSOCIATES, INC. www.primebuchholz.com James R. Buchholz, LHD March 26, 2008 Community Foundation of the Ozarks Affiliates Conference.

Slides:

Advertisements

Similar presentations

Dimension 1.1: State goals and objectives (objectives) Leadership Behavior: Deliberative Standard The Standards Director prepares, monitors, and maintains.

Advertisements

Learn To Read Manchester City Library. People – Our Heart and Soul Tutors, Learners, Board of Directors and Staff ProLiteracy America Accreditation –

Managed Funds Association’s Sound Practices for Hedge Fund Managers 2009 Edition.

Performing a Fiduciary Review of Trust Administration FIRMA April 2009 Independent Fiduciary Services ® Independent Fiduciary Services, Inc.  th.

Performance Improvement and Accountability Framework

Elements of Internal Controls Preventing Fraud, Waste, and Abuse in Urban and Rural Transit Systems.

1 BUSINESS CONTINUITY AND DISASTER RECOVERY PLANNING Reducing your Risk Profile MIDWEST DATA RECOVERY INC.

ANNUAL RESULTS 2010 February Mike Wilson CHAIRMAN David Bellamy CHIEF EXECUTIVE Andrew Croft FINANCE DIRECTOR.

BOARD FIDUCIARY RESPONSIBILITY – Understanding Oversight and Monitoring Roles Presented by: Dan Campbell, Partner.

“Creating Ongoing Successful Retirement Plan Experiences For Employers And Employees” ©401(k) Advisors Securities offered through Financial Telesis,

Internal Auditing & Management Control ACCT 620 Otto Chang Professor of Accounting.

Pennsylvania Association of School Business Officials Annual Conference Seminar Topic: Investment: Assessing Risk and Maximizing Returns in the Current.

Risk Management, Culture & Governance. Agenda  What is risk management?  A framework for risk management  Establishing a good risk culture  Getting.

Great-West Retirement Services SM 2010 Hoosier.S.T.A.R.T. Retirement Conference Tim Berry – State Auditor.

Payout Planning in Volatile Times Grant Makers in Health Conference March 13, 2013.

Fiduciary Responsibility Frye Financial Center Creating, Protecting and Preserving Wealth

“ Heightened Expectations” for Corporate Governance AIBA 2 nd Annual Compliance Seminar June 14, 2012 Lester Miller, Senior International Advisor International.

University of Georgia External Affairs Division Office of Financial Services Spending Budgets Arch Foundation for the University of Georgia The University.

Enterprise Risk Management (ERM) ABN AMRO Business Unit North America (BU NA) Overview for ERM Committee April 11, 2007.

Developing and Implementing an Effective Compliance Program Mary Sacilotto,BA,CHC Chief Compliance Officer Alliance, Inc.

MANAGING FOR DEVELOPMENT RESULTS INFRASTRUCTURE, PRIVATE SECTOR DEVELOPMENT AND GOVERNANCE: WHAT CAN WE MEASURE? Rapporteur’s Report Thursday, 5 February,

Shocking Your Systems Examining Your Organization’s Internal & External Controls Alex Elmore, COO, Billy Casper Golf Curt McClellan, CFO, ClubCorp DJ Van.

Internal Control in a Financial Statement Audit

New Board Member Orientation February 25, 2015 Via Hangouts.

Portfolio Management Asset Management Group P R E S E N T E D B Y M. Corinne Larson, CTP Vice President (914)

NFTMO CONFERENCE 2010 Ursula Barrington WATMOS COMMUNITY HOMES.

UNDERSTANDING COOPERATIVES UNIT 5 – The Cooperative Business Team: Members and Directors – Policy & Control Slides for Unit 5 (from CIR 11, Chapters 2.

1 1 st Credit Risk Management Conference December 2010 The Credit Cycle Leonidas Kotsaftis Director, Credit Risk Assessment Services ICAP GROUP.

1 Portfolio Management- Asset Allocation 1. Objective 2. Know Your Limitations Risk Tolerance 3. Have an Investment Philosophy Some portfolio managers.

Buckley Investment Group, LLC 13½ E. Main Street, Ste 211 Walla Walla, WA Ph Fax

African Regional Director

1 March 24, 2015 YWCA USA Financial Leadership & Management Program Financial Leadership for every woman 1 Join us on

Developing an Investment Governance Framework

The Investment Policy Statement (IPS) Jakub Karnowski, CFA Portfolio Management for Financial Advisers.

Reserves and Reserve Balances: A Case for Fiscal Resilience. Victor Z. Mema, MPA, CPA, CMA, CTP City of Nanaimo Friday, May 15, 2015 Reserve and Reserve.

Red Lion Area School District New Board Member Orientation Cash Flow & Investment Policies Lisa Amspacher RLASD Business Manager October 18, 2009.

Meeting HE carbon targets EAUC Annual Conference 23 March 2010 Joanna Simpson Senior Policy Adviser.

AXIS CAPITAL Risk Management International Insurance Society July 10, 2007 David B. Greenfield Chief Financial Officer.

1 Banking Risks Management Chapter 8 Issues in Bank Management.

W W W. W A T S O N W Y A T T. C O M University of NSW 23 September 2002 Guest Lecture John Ferraro James Fitzpatrick.

Midwest Microwave Your Premier Executive Services Partner The Importance of Planning for a Lifetime… Securities offered through ProEquities, Inc., a Registered.

San Diego County Employees’ Retirement Association Board Retreat: Discussion on Structure of Investment Organization March 8, 2011.

Local Education and Training Boards Tim Gilpin Director of Workforce and Education NHS North of England.

Integration of Financial Operations and IT Cybersecurity Controls Integration of Financial Operations and IT Cybersecurity Controls March 18, 2016 Mr.

CYPS – Foundation Degree How to carry out a swot analysis.

SUNY Maritime Internal Control Program. New York State Internal Control Act of 1987 Establish and maintain guidelines for a system of internal controls.

Hosted by: Ron Neville Suzy Gray Chair, CFO Investment Advisory Board

GRAND LODGE OF WISCONSIN

Danube Water Conference 2017, Vienna

MGMT 452 Corporate Social Responsibility

Providing assurance on risk management and controls

THE COOPERATIVE DIRECTOR

Energy Risk Management Credit Rating Perspective

Strategic Planning: Intentional Stakeholder Engagement Strategies

Is Governance Really Such A Big Deal???

Representing the Project Development Team

Summation of discussions towards successful implementation of RPL

ADI Workshop Coping with Growth Johan Vos.

Gloria Paradise -New Hampshire March 2018

Portfolio Management: Course Introduction

Tactical Asset Allocation Forecasting Asset Returns

بسم الله الرحمن الرحیم.

FY 2020 Community Grants Training

Is Governance Really Such A Big Deal???

December, 2009.

Risks in Banking Operations

As we grow, what should our business look like?

Governance Issues Learning Objectives

2018 National PEFA Assessment Budget Community of Practice of PEMPAL

Identification and management of fiscal risks in Latvia

Presentation transcript:

PRIME, BUCHHOLZ & ASSOCIATES, INC. James R. Buchholz, LHD March 26, 2008 Community Foundation of the Ozarks Affiliates Conference March Chestnut Street Portsmouth NH

PRIME, BUCHHOLZ & ASSOCIATES, INC. Building a successful investment program Value added Results  Qualitative  Quantitative  Cost control Strategy / Implementation  Diversification/strategic allocations  Rebalancing program Policy  Investment policy  Objectives  Framework Partnership Community Foundation of the Ozarks Prime, Buchholz & Associates, Inc. Return objectives Cash flow requirements Risk assessment Asset allocation Manager selection Program monitoring

PRIME, BUCHHOLZ & ASSOCIATES, INC. Effective Stewardship Best Practices Use prudent investment process discipline Maintain asset allocation policy through rebalancing Avoid conflicts of interest Control Costs Maintain experienced and stable staff Expect excellence and commitment from a strong Board supported by external audits, retained Counsel, and independent asset management consultants.

PRIME, BUCHHOLZ & ASSOCIATES, INC. Asset Allocation as of February 28, 2008

PRIME, BUCHHOLZ & ASSOCIATES, INC. Performance Results as of December 31, 2007

PRIME, BUCHHOLZ & ASSOCIATES, INC. Periodic Table of U.S. Investment Results

PRIME, BUCHHOLZ & ASSOCIATES, INC. Growth of a Dollar Chart

PRIME, BUCHHOLZ & ASSOCIATES, INC. Community Foundation of the Ozarks Asset Allocation and Risk/Return Characteristics

PRIME, BUCHHOLZ & ASSOCIATES, INC. Community Foundation of the Ozarks Growth of Assets Chart