Investment Management

The Children’s Hospital Investment Committee

The Joint Investment Committee of The Children’s Hospital and The Children's Hospital Foundation consists of highly respected members of the investment community and select board members both with a wide breath of knowledge and experience.  Please see below for a complete listing of current members. 

The committee establishes the investment policies of both organizations, monitors and adjusts asset allocations, and appoints and reviews the performance of investment managers.  It is the policy of the hospital and Foundation to invest funds in a manner that will provide for the highest investment return consistent with the preservation of principal and liquidity necessary for ongoing cash flow demands.  Diversification is employed to ensure that adverse results from one asset class or individual security will not have an unduly detrimental effect on the entire portfolio.

Investment Portfolio as of 6/30/2009

 

Joint Investment Committee Members 2009

Fred Taylor
Treasurer, The Children’s Hospital Foundation Board of Trustees
Northstar Investment Advisors, LLC

Peter Culshaw
Chair, The Children’s Hospital Foundation Board of Trustees
Shea Properties Colorado

Katherine (Katey) Driscoll
Community Volunteer

Leonard J. Dryer, Jr.
Senior Vice President and CFO, The Children’s Hospital

Don Elliman
COO, State of Colorado

Cole Finegan
Hogan & Hartson LLP

David Hanson
Lynwood Capital Partners, Inc.

Joy Johnson
Community Volunteer

Steve Kris
Community Volunteer

Tom McGonagle
Community Volunteer

Scott Nycum
JP Morgan Private Bank

Craig Ponzio
Chair, The Children’s Hospital Board of Directors

James Shmerling, DHA, FACHE
President and CEO, The Children’s Hospital

Tony Troxell
Vice President of Finance and Administration, The Children’s Hospital Foundation

Steve Winesett 
President and CEO, The Children’s Hospital Foundation
 
Laura Wright
Community Volunteer