Overall Rating Silver - expired
Overall Score 60.06
Liaison Margaret Lo
Submission Date Aug. 2, 2011
Executive Letter Download

STARS v1.0

Ball State University
PAE-16: Committee on Socially Responsible Investment

Status Score Responsible Party
Complete 2.00 / 2.00 David Bahlmann
President/CEO BSU Foundation
Ball State Foundation
"---" indicates that no data was submitted for this field

Does the institution have a committee on investor responsibility or similar body that meets the criteria for this credit?:

The charter or mission statement of the CIR or other body or a brief description of how the CIR is tasked to address social and environmental concerns :

An Investment Committee is elected by the Board of Directors at its annual meeting. In addition to other duties assigned to it by the Board of Directors, the Investment Committee is responsible for deciding how investments will be managed; making asset allocation decision; making direct investments; selecting the investment managers; reviewing the investment portfolio performance; and providing periodic reports to the Board on investment operations and results.

Members of the CIR, including affiliations:

Investment Committee Members

A. Umit Taftali: Suna Kirac (Koc) Family Office
Vice Chair:

Stefan S. Anderson CEO, First Merchants
Kelli S. Burrill Retired, Accountant
Peter F. Campanella Chairman of the Board for Queensbourough Community College Foundation
R. Wayne Estopinal BSU Board Member and Architect
John C. Gaylor Founder Gaylor Group, Inc.
Jo Ann M. Gora President of BSU
Randall B. Howard Vice President for Business Affairs and Treasurer, BSU
Hollis E. Hughes, Jr. BSU Board Member and CEO of United Way of St. Joseph County, Inc.,
Thomas Kinghorn Special advisor to the President of BSU
Paul L. Kozel President and Treasurer of Chesterfield Management
James C. Lintzenich Private investor.
Matthew J. Momper President of Momper Insulation
Randall E. Pond Vice president of Operations, Processes and Systems at Cisco Systems, Inc.
Michael P. Smith Executive director of the Media Management Center
C. Ken White CEO of Cornerstone Restructuring LLC
John E. Worthen Past President of BSU

Ex Officio:
J. Richard Emens Partner with Emens & Wolper Law Firm, Columbus, Ohio

Non-Voting Members:
Kent "Oz" Nelson Retired President and CEO of UPS
Anthony L. Schneider Managing Director Schneider Huse & Assoc. Inc.

Jerry Woodham

David W. Bahlmann
Tracy L. Curtis
Thomas B. Heck

The website URL where information about the committee is available:
Data source(s) and notes about the submission:

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