... 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

... respect to reducing the combined payout requirement. B. Investment strategies and returns – The Trust operates on a different ... basis from the Institute with respect to investment strategy (e.g. greater emphasis on equities). C. Permitted read more...

Category: Trust Histories

... Jerry Luptak and Mike Mehr his lawyers, Jay Fishman, his investment advisor, and others. My task was to review the closing ... who not only managed the bulk of Mr. Fetzer’s personal investments but also was the sole investment manager for the Jefferson read more...

Category: Trustee Memos

... 2 – outlines our best estimate of administrative and investment costs assuming that the Trust assets would be folded ... into the Institute and incorporated into the Institute’s investment strategy. Scenario 3 – uses the same administrative read more...

... the inflation-adjusted value of our endowment under current investment conditions, the Institute should limit its payout to no ... a compelling rationale for extending the Trust beyond 2020? Investment strategy. Because under the current structure the Institute 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...