Our process is guided by a team of dedicated professionals who volunteer as members of our Investment Committee. The committee implements a strategy set by the Board of Governors with the guidance of Cambridge Associates investment advisors. The committee ensures that OCCF maintains a diversified portfolio of assets designed to maximize returns while minimizing risk. The Board approves asset allocation and reviews quarterly performance.

Investment Committee

Michael Berchtold, Chair
CEO, Berchtold Capital Partners

Vicki Booth
President, Ueberroth Family Foundation

Wendy Cupps
Co-Founder and Trustee, Golden Eagle Foundation

Richard Gadbois
Argyle Street Management Limited

Paul Heeschen
Managing Partner, Heeschen & Associates

Kristen Monson
Trustee, UCI Foundation

Greg Palmer
Managing Partner, GPalmer & Associates

Andrew Policano, Ph.D.
Professor Emeritus and Former Dean, The Paul Merage School of Business, University of California, Irvine

Paul Westhead
Managing Director, Rimrock Capital Management, LLC