Assistant Professor | Graduate Director (Master of Science in Management: Operational Excellence) | Executive Director (Kennametal Center for Operational Excellence)
Board meetings, strategic plans, and buyer signals from Lisa Tatone’s organization
Feb 15, 2026·StrategicPlan
Board
Saint Vincent College Investment Strategy
This document details the investment and distribution strategy for Saint Vincent College's endowment. The primary objective is to preserve and grow the endowment's inflation-adjusted value in perpetuity, generating returns that exceed annual spending plus inflation, to support the College's long-term strategic priorities, scholarships, student programs, and academic initiatives. The strategy emphasizes a long-term, globally diversified investment approach with allocations to equities, fixed income, and selective alternative investments. Key components include adopting a 'total return' concept for distributions (3% to 7% of a three-year rolling average), leveraging commingled funds for efficiency and access to specialized managers, and implementing robust governance and oversight through the Board of Trustees and Investment Committee.
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The 2021-2026 Strategic Plan for Saint Vincent College prioritizes integrating its Catholic, Benedictine, and liberal arts mission across the community. Key areas of focus include extending hospitality and connectedness, incorporating the presence of Benedictines and other religious to enhance community and mission implementation, and advancing the College's motto of "Veri Iustique Scientia Vindex" (knowledge is the guardian of truth and justice). The plan emphasizes academic excellence through curriculum integration, new program development, and global learning opportunities. Student success is a priority, focusing on holistic development, fostering belonging, and supporting a transformative student experience. Institutional sustainability is addressed through financial stability, reducing dependence on unfunded financial aid, and strengthening environmental sustainability. The overarching goal is to cultivate a community that values the sanctity of human life, pursues truth, and serves the common good.
Apr 22, 2021·BoardMeeting
Board
Saint Vincent Alumni Council Meeting Minutes
The meeting included discussions and decisions on several key areas. The council approved the extension of terms for all members and executive officers due to the impact of the COVID-19 pandemic. New members were appointed, and updates were provided on the Career Center and Alumni Office activities, including the Alumni and Friends Golf Outing. Committee reports covered updates from the Executive Committee, Secretary, Treasurer, Membership Committee, Student/Alumni Networking Outreach Committee, Fr. Gilbert Scholarship Committee, Homecoming Liaison, Prep Reunion Liaison, and Core Curriculum Committee. The new business included a discussion on the Alumni of Distinction and Athletic Hall of Fame selection process.
Aug 1, 2020·BoardMeeting
Board
Saint Vincent Alumni Council Meeting Minutes
The meeting included discussions on changes within the Alumni Relations Office, the election of council members, and collaboration between the Career and Professional Development Center and the council. Updates were provided on the Student First and Forward, Always Forward Capital Campaigns, as well as upcoming events like Homecoming and the Bearcat Open. Committee reports covered topics such as the Executive Committee's work, the use of technology for distributing minutes, the Treasurer's update on council member contributions, and the Student/Alumni Networking Outreach Committee's progress on the Alumni Council Directory. The Fr. Gilbert Scholarship Committee discussed fundraising ideas, and there were updates on the Prep Reunion schedule and constitutional amendments under consideration.
Extracted from official board minutes, strategic plans, and video transcripts.
