Camp Hale Permanent Endowment Fund

The CHAA Finance Committee is comprised of Peter Thompson, Committee Chair, Kern Tyler and Ira Kligerman. Peter and Kern are investment professionals at BlackRock and John Hancock respectively. Ira is an insurance profesional with Connell and Curley Insurance Agency. Supporting the committee is Jim Farnham, who is focusing on the legal areas of fundraising for not for profit organizations.

While Boston Private Bank and Trust is responsible for the investment management of CHAA's Permanent Endowment Fund, the CHAA Finance Committee oversees the Fund. The scope of the Committee's responsibilities include the following:

- Monitoring performance
- Monitoring fees
- Development and annual review of Investment Policy Statement
"IPS"(8/06)
- Verifying that investment management complies with IPS
- Effecting transactions in a timely manner and in accordance to CHAA's Fiduciary Policy (Ammended 12/05)
- Reporting to CHAA Board of Directors and membership

For more information please contact Peter Thompson, Kern Tyler, Ira Kligerman or any member of the CHAA Board of Directors.

This information is current as of December 2006.