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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 |
| 6–7 March 2012 | Ojai Valley Inn, Ojai, CA, USA |
| 14 August 2012 | IEEE Offices, NY, NY, USA |
| 9–10 October 2012 | The Breakers, Palm Beach, FL, USA |
Investment guidelines
The Investment Operations Manual includes details on Investment Committee's operations and guidelines.
View Investment Operations Manual (PDF, 282 KB)
The Investment Guidelines outline long-term investment fund and retirement fund guidelines and objectives.
View Investment Guidelines (PDF, 125 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, 67 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, 37 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
- Don Wright, IEEE Board Rep
- Harold Flescher, IEEE Treasurer
- John T. Barr, IEEE TAB Rep
- Joe Lillie, IEEE Foundation Treasurer/Corresponding Member
Staff
E-mail Tom Siegert, Staff Executive, Finance and Administration/CFO
Staff Support
E-mail Thomas Lynch, Sr. Staff Director, Financial Services
Phone: +1 732 562 5388
E-mail Suzanne Stiles, Staff Secretary, Sr. Manager, Financial Control & Compliance
Phone: +1 732 562 5322
E-mail Bettina Edwards, IEEE Staff, Administrator, Financial Operations
Phone: +1 732 562 5325
