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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
4–5 March 2014Terranea Resort, Rancho Palos Verdes, CA
14 August 2014Affinia Shelburne/NY Office
6-7 October 2014Ritz Carlton Amelia Island
 
 

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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

  • Mary Ellen Zellerbach, Chair
  • Richelle Sugiyama, Vice Chair
  • Marv Damsma, Member at Large
  • John Jenks, Member at Large
  • Deborah Imondi, Member at Large
  • Robert Storer, Member at Large
  • Thomas Lee, Member at Large
  • Garrett Walls, Member at Large
  • Deborah Cooper, IEEE Board Rep
  • John T. Barr, IEEE Treasurer
  • Al Dunlop, IEEE TAB Rep
  • Paul Cheung, IEEE Foundation Treasurer/Corresponding Member

Staff

Thomas R. Siegert, CFO, Finance and Administration
E-mail: t.siegert@ieee.org

Staff Support 

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

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

Bettina Edwards, IEEE Staff, Administrator, Financial Operations
Phone: +1 732 562 5325             E-mail: b.edwards@ieee.org

 
 

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