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For questions about OCCF’s investment portfolio contact:
Tracy Branson Vice President Finance & Administration 949.553.4202 ext. 33
Investment Returns for the 12 months ended December 31, 2009: 28.9%
Donor Access to Fund InformationDonor advisors receive quarterly statements about their fund detailing financial activity, including contributions, grants and investment earnings. Donors can access their fund information anytime simply by registering on our web site.OversightThe Board of Governors is responsible for prudent investment management. It establishes guidelines for the investment portfolio, approves asset allocation and reviews performance. The Investment Committee carries out the board’s investment strategy with the support of an independent investment consultant, Beacon Pointe Advisors, headquartered in Newport Beach.
Financial ReportingOCCF is audited annually by Moss Adams LLP. Click to access our audited financial statements, IRS Form 990 or 2009 annual report (interactive version or PDF).
Investment Committee
Hyla Bertea Former Director, Sempra Energy
Jeffrey A. Dankberg Partner, Deloitte LLP
Richard Gadbois President, Mullin Asset Management
Timothy J. Kay Partner, Snell & Wilmer
Andrew Policano Dean, The Paul Merage School of Business University of California, Irvine