The Mental Health Association of the Capital Region
Ho-Thanh Nguyen
Pennsylvania Immigrant and Refugee Women's Network
Elaine Nissley
McKonly & Asbury LLP
Shileste Overton-Morris
Center for Schools and Communities
Jessica Ritchie
PinnacleHealth Foundation
Dr. Michele Sellitto
PA Department of Education
Karen F. Snider
Susquehanna Consulting & Financial Group
Investment Advisory Committee Members
Robert J. Dolan, Chair
Conrad Siegel Actuaries
Robert E. Caplan, CFA
FMA Advisory, Inc.
Joy B. Dougherty
Morgan Stanley
Frederick D. Fischer
Fischer Financial Services, Inc.
Howard Hamann
Hershey Company (Retired)
Glenn P. Heisey
Capital BlueCross
Kenneth E. Lehman
Lehman Volvo (Retired)
William Lehr, Jr.
Capital BlueCross (Retired)
Peter J. Ressler, Esq.
Mette, Evans & Woodside
Conrad M. Siegel
Conrad Siegel Actuaries (Retired)
Jonathan Vipond, III, Esq.
Buchanan, Ingersoll & Rooney, P.C.
Jonathan Williams, CFA, CFP
PNC Wealth Management
Meeting Dates
January 20, 2015
April 21, 2015
July 21, 2015
October 20, 2015
All meetings take place at TFEC offices located at 200 N 3rd St, 8th Fl Harrisburg, PA 17101.
2015 First Quarter Edition
Event Details
Ruth Koup, 2013 Grantee Speaker
Register today for the Women's Fund Annual Grantee Recognition Breakfast on March 3, 2015. You will be inspired by the 2014 Women's Fund grantees who will be sharing how the funds they received are empowering women and girls in South Central PA!
Date: Tuesday, March 3, 2015
Time: 7:30 - 9:00 am
Location: Hilton Harrisburg
Cost: $40/person
Location: Hilton Harrisburg
R.S.V.P.: Please contact Mark Bradshaw at 717.236.5040 or mbradshaw@tfec.org by February 24.
There is still time to R.S.V.P. to attend the 2015 Annual Grantee Recognition Breakfast! Come be inspired by the 2014 Women's Fund grantees who will share how the funds they received are empowering women and girls in South Central PA!
Please contact Mark Bradshaw at 717.236.5040 or mbradshaw@tfec.org by February 24.
Quarterly Update from the IAC
The past year has been a good year for investors in the US as the Dow Jones Index Fund was up by almost 10% for the year and the S&P 500 Index Fund was up more than 13%. The bond market remains strong, as interest rates of all durations remain at historically low levels. The international equity markets and domestic small caps have not fared as well; you can see the net effect in our Fund E results included in this report. In spite of this one year blip in large cap domestic stock prices we have remained in our asset allocation model for the long term return on assets. We continue to have both stock funds that invest in the international market and funds that invest in small cap stocks in our portfolio. The common stock allocation has not deviated from our plan.