For more information contact: emailus@marcusevans.com David Holmgren the Chief Investment Officer at Hartford Healthcare and a speaker at the marcus evans Foundations & Endowments Investment Summit Spring 2012, discusses manager selection, obtaining higher returns and the fiduciary role of CIO's. Join the 2014 North American Summit along with 60 CIO’s and top decision makers from North America’s largest corporate and public pension funds as well as foundations, endowments and those offering the latest investment strategies on the marketing For more information contact: emailus@marcusevans.com

1. Creating Sustainable Funds
to Handle Unforeseen
Investment Risks
framework and mission. Traditional long- previously thought. We will never be
only equities are being ignored given able to control all risks but a strong
the lack of returns but hold extremely framework is very helpful.
promising pockets of opportunity.
Within the credit markets there are Secondly, knowledge is the best risk
dislocations showing potential for management tool in the endowment
secured loans and within the real assets space. Avoid the trendy flavors of the
there are many interesting monetary month; if you do not understand the
inflationary hedges. investment, then it is not for you. We
must fully comprehend every dollar
There is no silver bullet. If CIOs do their being committed, how the investments
homework, they will find promising are being managed and who is
areas to invest. There are multiple roads managing them.
Interview with: David Holmgren, to get to the same destination. We are
Chief Investment Officer, Hartford looking for the road that best aligns with How should investors select
Healthcare the policy framework we have mapped managers?
out.
Very carefully. It is a rough environment
“Knowledge is the finest risk and investors should be cautious as
management tool in the endowment pressure builds to generate returns.
space,” says David Holmgren, Chief CIOs serve a fiduciary role and must
Investment Officer, Hartford Healthcare. Better alignment improve due diligence across the board.
We will never be able to control all risks, The manager sourcing game is a lot
so knowing our limitations prevents
becoming prey from stagnant
to the portfolio harder nowadays and some of the
shortcuts that have traditionally been
approaches to safety. Our ultimate job
as Chief Investment Officers (CIOs)
and endowment’s taken are no longer tolerated. I am
biased towards active management and
is not to create funds but to create
sustainably, he adds.
mission within manager selection protocol I feel
strongly about qualitatively measuring
A speaker at the upcoming marcus
is crucial up the caliber of the management.
evans Foundations & Endowments What is your outlook for the future?
Investment Summit Spring 2012
in Wheeling, Illinois, July 23-25, What risk management strategies The endowments space is rather
Holmgren discusses manager selection, would you recommend? competitive. The top quartile performers
obtaining higher returns and the will be those that are the most self-
fiduciary role of CIOs. First off, investors must get back to the aware; those without blinders will best
basics. Are all internal policies and navigate in today’s turbulent investment
Given the low rates in the market, procedures up to best practices? Have environment.
where are investors able to obtain valuation systems been checked
some return? recently? Have holdings been stress Better alignment to the portfolio and
tested recently? We must remove the endowment’s mission is crucial. CIOs
There are attractive investment areas old rigid control mentalities and must re-address from the ground up
that can be sourced for any institutional understand that the market is a lot wha t be s t prac t i ce s m ea n an d
investor depending on their fund’s more broad and intangible than continually build upon it.

2. About the Foundations and Endowments Investment Summit
The Investment Network -
Spring 2012
marcus evans Summits group
delivers peer-to-peer information This unique forum will take place at the Westin Chicago North Shore, Wheeling,
on strategic matters, professional Illinois, July 23-25, 2012. Offering much more than any conference, exhibition or
trends and breakthrough trade show, this exclusive meeting will bring together esteemed industry thought
innovations. leaders and solution providers to a highly focused and interactive networking event.
The Summit includes presentations on the rebounding investment market,
developing innovative asset allocation strategies and forging groundbreaking tactics
for the future.
www.foundations-endowmentssummit.com
Please note that the Summit is a
closed business event and the
Contact
number of participants strictly
limited. Stacey Melvin, Journalist, marcus evans, Summits Division
Tel: + 357 22 849 400
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To view the web version of this interview please click here: www.foundations-endowmentssummit.com/DavidHolmgren