... we were in litigation over one of the major assets in the portfolio, a major series of apartments. And so, this was an ... of the Institute to take a lot of risk. Not so much the investment portfolio—he wanted the portfolio to be perpetual and go read more...

... Lou was also Institute VP of Finance. The Memorial Trust’s investment portfolio was $32.7 million​ ​in 1991. The assets ... originally included John Fetzer’s Tucson Ranch and investment real estate property partnerships in Florida, Toronto and read more...

Category: Trust Histories
Memorial Trust History April 28, 2020

... Lou was also Institute VP of Finance. The Memorial Trust’s investment portfolio was $32.7 million in 1991. The assets originally ... included John Fetzer’s Tucson Ranch and investment real estate property partnerships in Florida, Toronto and read more...

Category: Trust Histories
MTrust History April 28, 2020

... Lou was also Institute VP of Finance. The Memorial Trust’s investment portfolio was $32.7 million in 1991. The assets originally ... included John Fetzer’s Tucson Ranch and investment real estate property partnerships in Florida, Toronto and read more...

Category: Trust Histories

... muzak ... good potential on the big FM operation ... heavy investment in receiving set equipment ... that of course would be no ... ... Your generosity in offering commentary on financial investments is most appreciated ... I have had moderate investments in read more...

Tom Beaver Oral History 2 of 9 December 10, 2017

... how hard it is to make money when you're managing, uh, investment assets. Most managers lose money. So it's just very ... that time, as Jim's number two, and Brian saw himself as an investment, uh, manager. So he hated that I kept you in the picture. read more...

... of the Institute to take a lot of risk. Not so much the investment portfolio—he wanted the portfolio to be perpetual and go read more...

... The boards of trustees of each institution recognize that investment conditions change, which change may require modification ... The Memorial Trust shall retain its authority to implement investment decisions. 9 6. The Memorial Trust agrees that its read more...

Category: Trust Histories

... on the amount and type of revenues generated by the portfolio. Therefore, under certain conditions, the Institute would ... An uptick in market volatility, causing a reduction in the portfolio value  A desire to rebuild the corpus in the event that read more...

Category: Trust Histories

... in support the emerging cultural narrative. Regarding portfolio management, the combined investment teams freely exchange ... information and resources to benefit the whole. The Trust portfolio would continue to be operated as is until the beginning read more...

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