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Mission statement

The Investment Committee shall advise and assist the Board of Directors on matters relating to IEEE investments.

The IEEE Investment Committee shall be appointed by and shall report to the Board of Directors.

The Investment Committee shall meet and act pursuant to such rules as it shall determine, but no report or recommendation shall be implemented without the approval of the Treasurer.

The Investment Committee may recommend to the Board of Directors the appointment of one or more asset managers who shall have the authority to invest, manage, or control IEEE assets subject to the terms of the their appointment, and to restrictions and specifications therein.

 

Meeting information

The dates of the upcoming Investment Committee meetings are as follows:

Date(s)  Location
 9 - 10 March 2017  La Jolla, CA, USA
 17 August 2017  IEEE Offices, New York, NY, USA
 5 - 6 October 2017  Kiawah Island, SC, USA

 

 
 

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Investment guidelines

The Investment Operations Manual includes details on Investment Committee's operations and guidelines. 

The Investment Guidelines outline retirement fund guidelines and objectives. 

The Investment Committee Charter contains details on administration, objectives, duties, rotation plans for Members-at-Large and Chair, and the Conflict of Interest Statement. 

The Operational Cash Fund Investment Guidelines provide a framework for management of IEEE Operational Cash Fund assets. 

 
 

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Committee roster

  • Richelle Sugiyama, Chair
  • Garrett Walls, Vice Chair
  • Tony Dote, Jr., Member at Large
  • John Jenks, Member at Large
  • Deborah Imondi, Member at Large
  • Thomas Lee, Member at Large
  • William Lee, Member at Large
  • Ash Williams, Member at Large
  • Pedro Ray, IEEE Board Rep
  • John Walz, IEEE Treasurer
  • Melba Crawford, IEEE TAB Rep
  • Pedro Ray, IEEE Foundation Treasurer/Corresponding Member

Staff

Thomas R. Siegert, CFO, Finance and Administration
Email: t.siegert@ieee.org

Staff Support 

Thomas Lynch, Sr. Staff Director, Financial Services
Phone:  +1 732 562 5388            Email: t.lynch@ieee.org

Suzanne Stiles, Staff Secretary, Sr. Manager, Financial Control & Compliance
Phone: +1 732 562 5322             Email: s.stiles@ieee.org

 
 

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