Journal Trust Fund & Investment Committee

Oversees investment — including, but not limited to, the 2nd Century Fund, the Bensley Trust Fund, and the Basmajian/Williams & Wilkins Award and Langman Award accounts — to ensure that these funds are invested according to policy and are used as required for the purposes for which they were established.


  • The committee typically conducts its business via phone and written communication.
  • The committee meets with the investment advisor via quarterly conference calls, at minimum, to:
                 Review past, present, and prospective economic climate in relation to the investment strategy of each investment manager.
                 Review the investment strategies being used to fulfill the stated objectives.
                 Evaluate the risk levels of the securities represented in the portfolios.
                 Review trends in performance levels in relation to stated objectives.
                 Review quarterly written reports prepared by the investment advisor.
  • Additional contact will take place on an as-needed basis, either by phone or written communication.


  • Be an active member in good standing
  • Provide a CV and brief synopsis of why you are interested in serving on this committee and how you might contribute to addressing its responsibilities
  • Additional information, such as a letter of reference, may be requested



NameCompanyThru Date
Margaret McNultyIndiana University School Medicine12/31/2023


NameCompanyThru Date
Julia BoughnerUniversity of Saskatchewan12/31/2025
Raj EttarhCalifornia University of Science and Medicine4/1/2027
Geoff GuttmannTexas Tech University Health Sciences Center El Paso12/31/2024
David MortonUniversity of Utah12/31/2025


The committee shall hold quarterly conference calls and at such other times as the business of the Association may require.


The chair will report to the Board at its spring and fall meetings.


  • This committee shall consist of 4 members, plus the Secretary/Treasurer.
  • Members serve for 3 years; the chair serves for 2 years and sits on the Finance Committee.

Application Process

  • Applications are solicited annually through a Call for Volunteers
  • Applications are reviewed by the committee chair and Executive Committee; scores, demographics, needs of the committee, and comments from the reviews are taken into consideration when choosing new members
  • New committee members are chosen, and then reviewed by the Nominating Committee
  • The new committee members are approved by the full Board of Directors
  • After Board approval, the full committee is approved by the membership by vote.