Executive Director Lori Daniels, Operations Manager Lisa Reinhardt, some of The Church Foundation Board Members along with Finance Chairs from Redeemer Bryn Mawr, headed to Baltimore, Maryland, to T. Rowe Price, TCF’s investment managers. This annual presentation provides a more in-depth look at the investment portfolio of the staff that helps to create the investment approach. This presentation was also made available via Zoom and was open to all of the TCF Board and our participants.
The agenda included an overview of Ultra Short and Low Duration Strategies, an ESG Update, and a Deep Dive into new Building Blocks, which included Multi-Strategy Total Return, Dynamic Global Bond, and Large-Cap Core Equity. After the break, we continued with the Multi-Asset Division Update and Annual Report Review, a Deep Dive into Total Return, Capital Markets Update, and Midyear Outlook. The meeting concluded with a look into Diversity, Equity, and Inclusion.
TCF would like to thank T. Rowe Price, Jen Jefferson, Ryan Wagner, and all their speakers for a very informative and welcoming meeting.
