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Investment Practices
Mission Statement
The mission of the investment practices committee is to support members in identifying best investment practices, developing investment plans and providing training and other resources to assist members in implementing and articulating those plans and practices.
Goals
- Communicate the importance of and how to develop an investment plan. This is the next step after an investment policy.
- Organize a pre-conference workshop on investment plan
- Communicate the importance of the 4 Ps: Policy, Plan, Portfolio and Performance
Chair
Doug Extine
Deputy Treasurer
Office of the Washington State Treasurer
Legislative Bldg., 2nd Floor
Olympia, WA 98504-0200
(360) 902) 9012
(360) 902-9044 fax
doug@tre.wa.gov
Board Liaison
Committee Members
Wanda Brown, CPFIM
City of Inglewood
One Manchester Blvd
PO Box 6500
Inglewood, CA 90301
(310) 412-5642
wbrown@cityofinglewood.org
Benjamin Finkelstein
Stanford Group Company
5050 Westheimer
Houston, TX 77056
(713) 964-8312
bfinkelstein@stanfordeagle.com
Shari Freidenrich, CPFIM
City of Huntington
2000 Main Street
Huntington Beach, CA 92648
(714) 536-5200
sfreidenrich@surfcity-hb.org
Margaret Kerins
RBS Greenwich Capital
550 West Jackson Blvd
Suite 1700
Chicago, IL 60661
(312) 664-7970
margaret.kerins@gem.com
Ronald Koller
City of Murray
5025 South State Street
Murray, UT 84157-0520
(801) 264-2668
rkoller@murray.utah.gov
Kent Rock, CPFIM
City of Boise
150 North Capitol Blvd
Boise, ID 83702
(208) 384-3784
krock@cityofboise.org
Henry Young, III, CPFA, CPFIM
Deputy Director of Finance
City of Birmingham
710 North 20th Street
Birmingham, AL 35203
(205) 254-2205
(205) 254-2937 fax
henry.young@ci.birmingham.al.us
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