Foundation & Endowment Money Management

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The following directory includes search and hire activity for the past month. The accuracy of the information, which is derived from many sources, is deemed reliable but cannot be guaranteed. All amounts are in US$ millions unless otherwise stated. To report manager hires and new searches, please call Mark Faro at (212) 224-3813, or fax (212) 224-3699.

Potential Searches

Total Account

Fund & City Amount Assignment Size Consultant Comments/Firm Hired

Adelphi University, Garden City, NY USD78 U.S. / Hedge Funds /

USD3 Hewitt Associates,

The fund is currently liquidating an undisclosed $3 million fund of hedge

Fund of Hedge Funds Independence, OH funds brief, which it does not plan to replace before 2011.

Adelphi University, Garden City, NY USD78 Global / Active Equity N/A Hewitt Associates,

The fund is contemplating plans to up its global equity allocation. A

Independence, OH decision is expected by the third quarter and pending approval the

potential 5% increase will be funded from rebalancing and new gifts.

American College of Obstetricians

USD100 U.S. / Active Fixed Income N/A Convergent Wealth Advisors,

The fund is considering plans to reshuffle its fixed income portfolio later

and Gynecologists, Washington, DC Rockville, MD this year.

Assumption College, Worcester, MA USD70 Emerging Markets /

N/A Fiduciary Investment Advisors,

The fund may for the first time consider equity commitments in emerging

Active Equity Windsor, CT markets.

Creighton University, Omaha, NE USD365 U.S. / Alternative /

USD2 Summit Strategies Group,

The endowment is planning to terminate an unspecified oil and gas

Natural Resources St. Louis manager due to its investment approach.

Fordham University, Bronx, NY USD371 U.S. / Alternative / Real Assets USD16.69 NEPC, Cambridge, MA The fund is considering a first time commitment to real assets.

Gannon University, Erie, PA USD30 Global / Active Equity N/A Morgan Keegan & Company,

The fund is considering the possibility of additional equity investments

Memphis, TN during the year.

Guilford College, Greensboro, NC USD53 Global / Consultant N/A None The fund plans to consider the possibility of issuing an RFP for investment

advisory services. NEPC its incumbent since 1997 will be invited to rebid.

Ithaca College, Ithaca, NY USD176.80 Global / Active Equity USD8.66 Prime, Buchholz & Associates,

The fund plans to consider increasing allocations to global equity. A

Portsmouth, NH decision is expected by the end of the second quarter.

Ithaca College, Ithaca, NY USD176.80 U.S. / Alternative / Real Assets USD4.06 Prime, Buchholz & Associates,

The fund plans to consider increasing allocations to real assets; a decision

Portsmouth, NH is expected by the end of the second quarter.

Lindenwood University,

USD85.60 U.S. / Alternative /

USD4.28 None The fund has plans to investigate the possibility of a potential foray into

St. Charles, MO Derivatives/Futures managed futures.

Nazareth College of Rochester,

USD52 Global / Active Equity N/A Prime, Buchholz & Associates,

The fund is keeping an eye on two undisclosed equity managers due to

Rochester, NY Portsmouth, NH lagging performance.

New York Chiropractic College,

USD39 U.S. / Real Estate USD1 Prime, Buchholz & Associates,

The fund is monitoring a real estate mandate managed by Guggenheim

Seneca Falls, NY Portsmouth, NH Investment Management.

Northwood University, Midland, MI USD57 U.S. / Active Fixed Income N/A Schaefer Consulting Group,

The fund may reshuffle its fixed income portfolio.

Santa Clarita, CA

Ohio Northern University, Ada, OH USD100 U.S. / Consultant N/A None The endowment is planning to issue a request for proposals seeking an

investment consultant in the next few weeks.

Sacred Heart University, Fairfield, CT USD76 International / Active Equity N/A Shepherd Kaplan , Boston The fund is monitoring an undisclosed international equity manager due to

poor performance.

Sacred Heart University, Fairfield, CT USD76 U.S. / Real Estate N/A Shepherd ...

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