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Home > About IEEE > Volunteers > Committee > Investment
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 |
| 6 March 2012 to 7 March 2012 | Ojai Valley Inn, Ojai, CA |
| August 2012 (dates to be confirmed) | NJ (Location to be determined) |
| 2 October 2012 to 3 October 2012 | The Breakers, Palm Beach, FL |
Investment guidelines
The Investment Operations Manual includes details on Investment Committee's operations and guidelines.
View Investment Operations Manual (PDF, 169KB)
The Investment Guidelines outline long term investment fund and retirement fund guidelines and objectives.
View Investment Guidelines (PDF, 127 KB)
The Investment Committee Charter contains details on administration, objectives, duties, rotation plans for Members-at-Large and Chair, and the Conflict of Interest Statement.
View Investment Committee Charter (PDF, 76 KB)
The Operational Cash Fund Investment Guidelines provide a framework for management of IEEE Operational Cash Fund assets.
View the Operational Cash Fund Investment Guidelines (PDF, 38 KB)
Committee roster
- Marv Damsma, Chair
- Sally Dungan, Vice Chair
- Christopher Li, Member at Large
- Stanley P. Mavromates, Jr., Member at Large
- Melody L. McDonald, Member at Large
- Robert Storer, Member at Large
- Richelle Sugiyama, Member at Large
- MaryEllen Zellerbach, Member at Large
- Peter Staecker, IEEE Board Rep
- Harold Flescher, IEEE Treasurer
- John T. Barr, IEEE TAB Rep
- Joe Lillie, IEEE Foundation Treasurer/Corresponding Member
Staff
Email Tom Siegert, Staff Executive, Finance and Administration/CFO
Staff Support
Email Thomas Lynch, Staff Director, Financial Services Phone: +1 732 562 5388
Email Suzanne Stiles, Staff Secretary, Sr. Manager, Financial Control & Compliance Phone: +1 732 562 5322
Email Bettina Edwards, IEEE Staff, Administrator, Financial Operations Phone: +1 732 562 5325
