Michael R Sharp, CEO of Bosque Financial, Inc. will be responsible for the follwing duties to the endowment.
•Maintain in-depth daily knowledge of the securities markets and individual securities as well as portfolio management products, including the rationale for underlying holdings, sector and asset allocation decisions.
•Understand and discuss performance results. Maintain current understanding of market developments specific to the product and proactively communicate related information to the Endowment Supervisory Board.
•Prepare and present endowment reports as needed. Deliver clear presentations on the markets, Investment products, process, strategy, performance and outlook. Participate in new business presentations and reporting meetings for board members and benefactors.
•Working with marketing, participate in initiatives and campaigns to better inform and service the board's benefactor base with respect to the endowment.
