Investment of Funds

All funds established at BCF are managed as provided by the Investment Policy Statement approved by the Board of Trustees. The Investment Committee oversees the process and selects and monitors investment managers.

Created and managed as a long-term investment option, the BCF Pool is the default investment pool for endowed funds. It may also be an appropriate option for non-endowed funds with a time-horizon for grants that is longer than two years. Currently we are transitioning from active management to an indexed strategy for the BCF Pool. 

The Money Market Pool is the default investment pool for non-endowed funds. This pool is best suited for funds with a time-horizon for grants of less than two years. Funds with a longer time-horizon may be invested in the BCF Pool.

BCF plans to deploy a portion of its invested assets in impact investments beginning in Q1 2018. Later in 2018 a new Impact Pool will be offered as an option for fundholders.

For more information:

Investment Committee

Patricia P. Baum
RBC Wealth Management, Baum Jackson Investment Group
Patricia P. Baum

RBC Wealth Management, Baum Jackson Investment Group

Trustee since 2014

Committees: Investment (Chair); Executive; Retirement Plan (Co-Chair)

 

Patti has been a financial advisor and wealth manager with RBC Wealth Management since 1998. She began her career in 1985 as a Financial Advisor with Alex. Brown & Sons. Patti is part of RBC’s Private Wealth Group, a select group of advisors serving high net worth individuals and institutions. She is a member of the firm’s Senior Consulting Group, and has been consistently named to the firm’s Chairman’s Council, membership which is offered to the top 150 advisors. The Baum Jackson Investment Group was selected as one of Barron's Top Advisory Teams in 2010, 2011, 2012 and 2013. Patti was named to the Financial Times Top 400 Advisors in 2013, 2014, 2015, 2016 and 2017. In addition, Patti was named to the inaugural Top 100 Women Financial Advisors list in 2014. Patti earned a Bachelors Degree from Duke University in 1978, graduating summa cum laude, and earning membership to the Phi Beta Kappa honorary society. In 1991, she graduated from the Wharton School Securities Industry Institute program. In addition, she has completed the US SIF Foundation Course: Fundamentals of Sustainable and Responsible Investment from the Center for Sustainable Investment Education.

 


George L. Bunting Jr
Blue Jar Private Trust Company
George L. Bunting

Blue Jar Private Trust Company

Trustee since 1994


Committees: Investment
Cheryl A. Mickel
T. Rowe Price Associates
Cheryl A. Mickel
Charles A. Morris
Greenhouse Funds
Charles A. Morris
K. Brigid Peterson
Brown Advisory
K. Brigid Peterson
Brigid Peterson is an Endowments and Foundations Advisor at Brown Advisory. She has extensive experience working with nonprofit organizations and foundations, as well as advising families on structuring their philanthropic legacy. As a member of the Sustainable Investing Development Team, she works with clients to develop a mission-aligned portfolio. Prior to joining Brown Advisory, Brigid practiced law for a number of years and was a member of the Wealth Advisory Group at Legg Mason Wood Walker, Inc. She is the past President of Paul’s Place Community Outreach Center and is a member of the Friends School of Baltimore Board of Trustees. She is a member of the Baltimore and Howard County Estate Planning Councils, the Partnership for Philanthropic Planning, and the Chesapeake Planned Giving Council. She received a JD from the University of Maryland School of Law in 2004 and a BA from Connecticut College in 2000.
Matthew W. Wyskiel
Skill Capital Management
Matthew W. Wyskiel
Contact Information

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