Lisa Schneider, CFA, and Martin Jaugietis, CFA

Lisa Schneider, CFA, is managing director and head of Russell Investments's Nonprofit and Healthcare Systems. In this capacity, she is responsible for leading the organization’s efforts in developing and delivering strategic advice and investment management solutions for nonprofit and healthcare clients and prospects. Lisa has a long history with Russell Investments in a number of analytical and client service roles, having joined the firm in 1988. Martin Jaugietis, CFA, is a managing director and client portfolio manager for Russell Investments, in the multi-asset team within the investment division. He works directly with some of the firm’s largest and most sophisticated clients to develop custom total portfolio solutions, represents the firm externally in the marketplace, and is a lead contributor to the further development and refinement of Russell’s multi-asset capabilities, working alongside research analysts, portfolio managers, and strategists across all asset classes. Martin has almost 20 years of experience as an advisor, business leader, and investor and a skill set that covers a wide range of asset management functions. He led the team that created the Barclays-Russell LDI Index Series and was named one of the “World’s 25 Most Influential Investment Consultants” by aiCIO magazine in 2012.

Helping Your Nonprofit Find the Elusive CPI + 5% Investment Return Goal

Posted by Lisa Schneider, CFA, and Martin Jaugietis, CFA on Sep 26, 2017 11:39:03 AM

This post is one in a series written by individuals who are presenting sessions at the BoardSource Leadership Forum taking place in Seattle, October 18-20. BoardSource thanks Russell Investments for its support of the conference and for sharing its expertise with our participants.

For at least...


Topics: BoardSource Leadership Forum, financial oversight

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