Journal Trust Fund & Investment Committee

In alignment with the Strategic Plan and its priorities, the 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 must fulfill all responsibilities and committee activities while complying with the association’s Code of Conduct and Ethics, and all other policies in place at the time of service.

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Responsibilities

  • The committee typically conducts its business via phone, video conference, and written communication.
  • The committee meets with the investment advisor via quarterly video conferences, 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.

Qualifications

  • Be an active member in good standing.

Roster

Chair

NameCompanyThru Date
Jennifer McBrideUT Southwestern Medical Center3/31/2028

Members

NameCompanyThru Date
Raj EttarhCalifornia University of Science and Medicine4/1/2027
Jason MussellLouisiana State University - New Orleans3/31/2029
Irina NizamutdinovaUniversity of the Incarnate Word3/31/2027
Matthew VilburnUniversity of Nebraska Medical Center3/31/2029

Reporting

  • The Committee Chair makes a report to the Board at least once a year.

 

Schedule

  • The Committee shall hold quarterly video conferences and at such other times as the business of the Association may require.

Composition

  • 4 members,including the chair, plus the Secretary/Treasurer.
  • Committee members serve 3-years terms, and the chair serves a 2-year term, and sits on the Finance Committee.

Appointment Process

  • Per the Bylaws: The Board shall nominate, for approval by the Members, a Journal Trust Fund & Investment Committee. The Secretary-Treasurer shall serve as a member of such Committee.
  • Applications are solicited annually through a Call for Volunteers.
  • Applications are reviewed by the Executive Committee; scores, demographics, needs of the committee, and comments from the chair are taken into consideration when choosing new members.
  • New committee members are chosen and are then approved by the full Board of Directors.
  • After Board approval, notifications are sent out. Feedback is given if requested by the applicant.
  • The full committee is approved by the membership by vote.