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

Abilene Christian University, Abilene, TX USD265 U.S. / Hedge Funds N/A LCG Associates, Atlanta The fund is contemplating plans which could lead it to make

adjustments to some managers within its hedge funds portfolio.



The move may lead to manager searches.

California State University

USD10 Emerging Markets /

N/A Canterbury Consulting,

The endowment is considering a maiden allocation to emerging



Channel Islands, CA Active Equity Newport Beach, CA markets equity. It currently has some exposure to the space, but this

would be its first dedicated investment.

Clark University, Worchester, MA USD244 U.S. / Alternative /

N/A Prime, Buchholz &

The fund may consider additional commitments to its real assets

Real Assets Associates, Portsmouth, NH portfolio. It is currently below the 10% target established for the

space and believes the move would provide additional diversification.

DePaul University, Chicago USD245 Global / Asset Study USD245 DiMeo Schneider &

The endowment’s newly hired consultant, DiMeo Schneider &

Associates, Chicago Associates, is currently in the midst of an asset allocation study.

Elizabethtown College, Elizabethtown, PA USD51 U.S. / Alternative /

N/A None The endowment plans to add a managed futures exposure to its

Derivatives/Futures portfolio and has looked at prospective managers including Abbey

Capital.

Franklin College, Franklin, IN USD76 U.S. / Multi Asset N/A Hammond Associates, S The fund is set to discuss its asset allocation at a meeting next

t. Louis month, which could lead to minor changes.

Goucher College, Baltimore USD165 U.S. / Alternative N/A Cambridge Associates,

The fund is in the midst of increasing the allocation in alternative .

Boston assets classes. The fund is eying commodities, real estate and

hedge funds.

Harvard University, Cambridge, MA USD25,000 U.S. / Alternative N/A None The endowment is eyeing several alternative investments. In

particular, it is keen on real estate and commodities.

Heidelberg College, Tiffin, OH USD28 Global / Active Equity N/A Wells Fargo Advisors,

The fund is considering a potential boost to its domestic and

St. Louis international equity allocations to enhance returns.

Oregon Health Sciences University

USD400 Japan / Active Equity N/A Cambridge Associates,

The fund is mulling a potential investment in Japan equity, as it

Foundation, Portland, OR Menlo Park, CA believes the asset class offers attractive valuations.

Rochester Institute of Technology,

USD560 Global / Active Equity N/A Hammond Associates,

The fund may consider a potential increase to its equity portfolio for



Rochester, NY St. Louis diversification. Pending approval it may ramp up its exposure to

both international and domestic equity by up to 3%.

Southeast Missouri State University,

USD34 International / Active Equity N/A Merrill Lynch Consulting

The fund may consider expanding its international and emerging

Cape Girardeau, MO Services Group, Winter Park, FL markets equity portfolio, for additional diversification.

Texas A&M Foundation,

USD900 U.S. / Private Equity /

N/A Cambridge Associates,

The foundation is in the midst of an asset study and pending the

College Station, TX Venture Capital Boston recommendations ...

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