Get to know Strategic Investment Group

The Trustees of the Jewish Community Foundation are pleased to introduce Strategic Investment Group (SIG) as the manager of our investment pools in the place of Hirtle Callaghan & Co. SIG, based in Arlington, VA, has $36 billion under management and was selected as part of a deliberate and thoughtful process conducted by the Foundation’s Investment Committee which is chaired by Jim Klein. SIG is structured to serve as our Outsourced Chief Investment Officer (OCIO), a model previously employed and endorsed whole-heartedly by the Investment Committee. 
 
“All of us on the Investment Committee feel very good about the thoroughness of the process taken to reach this decision,” says Klein. “Among a number of very qualified and impressive OCIO firms, Strategic Investment Group had the most attractive combination of firm stability and focus, evolved investment process, and communication skills from the primary investment strategist to the main relationship contact. SIG is a great fit in terms of its flexibility in addressing our specific investment needs, especially as we begin to extend our breadth of donor investment options.”
 
The SIG Team
 
Eric J. Bendickson, CFA  |  Co-Chief Investment Officer
• Co-Chief Investment Officer, focused on asset allocation and strategy.
• Prior to joining Strategic, he was with the World Bank and Overseas Private Investment Corporation.
• Master’s degree in International Business and Finance from the George Washington University School of Government and Business Administration, and a B.A. in Economics from Colorado College.
• Years with Strategic: 26. Years in Industry: 29.
 
 
 
Ronald L. Klotter, CFA  |  Managing Director
• Managing Director, co-manager of the Relationship Management team, and serves as lead relationship manager with several of Strategic’s clients.
• Prior to joining Strategic, he held senior positions in the investment management industry with Wellington Management Company and Invesco. His most recent position was manager of the Midwest practice of RVK.
• Extensive experience with endowments, foundations, and retirement plans.
• M.B.A. from the Kellogg Graduate School of Management at Northwestern University, and a B.S. in Finance from Miami University (Ohio).
• Years with Strategic: 2. Years in Industry: 32.
 
 
Christopher Pond, CFA  |  Director
• Responsible for relationship management and the Manager Development Program.
• While pursuing his M.B.A., he worked as an intern at Cambridge Associates, and prior to that he was a Financial Advisor at Legg Mason.
• M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia and a B.S. in Commerce from the McIntire School at the University of Virginia.
• Years with Strategic: 8. Years in Industry: 13.
 
 
 
For more information contact Kevin Taylor, JCF CFO, at 913-327-8134.

 

Stay Connected

Sign Up for Emails & Newsletters

CAPTCHA
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
Image CAPTCHA
Enter the characters shown in the image.

Jewish Community Foundation of Greater Kansas City   |   5801 West 115th Street, Suite 104   |   Overland Park, Kansas 66211   |   913.327.8245   |   info@jcfkc.org

The Jewish Community Foundation of Greater Kansas City and our website, www.jcfkc.org, serve as a resource to help donors achieve their charitable and planned giving goals. We do not provide legal, tax, investment or other professional advice. For such advice, please contact your attorney or other professional advisor.

Privacy PolicyDesigned and Hosted by Digital Lagoon