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Montgomery Bell Academy Pension Plan
The Montgomery Bell Academy Pension Plan was established in 1966 alongside the school. William F. Carpenter has chaired the Board of Trustees for multiple...
Montgomery Bell Academy Pension Plan
The Montgomery Bell Academy Pension Plan was established in 1966 alongside the school. William F. Carpenter has chaired the Board of Trustees for multiple terms while also serving as former CEO of LifePoint Health. The plan deploys assets across buyout, distressed debt, early-stage venture, and fund-of-funds strategies. Named trustees include Richard Fitzgerald of CapitalSpring and Pete DeLay of Lynwood Ventures. Geographic exposure centers on North America with secondary activity in Europe through co-investors. The plan covers roughly 10 million USD in assets under the oversight of the Endowment Investment Committee. Additional offices are not maintained. William F. Carpenter III currently chairs the board and FirstBank. Trustee composition ties investment decisions directly to the school's operating leadership rather than external CIOs or multi-client platforms.
General information
Firm type
Pension Fund
Year founded
1966
Location
Region
North America
Country
United States
City
Nashville
Corporate office
Nashville, TN, United States
Principals
Richard Fitzgerald
Member of the Endowment Investment Committee
William F. Carpenter
Chairman of the Board of Trustees
William F. Carpenter III
Chair of the Board of Trustees
Frequently asked questions
Who runs investment decisions at Montgomery Bell Academy Pension Plan?
Richard Fitzgerald and other trustees on the Endowment Investment Committee review allocations. William F. Carpenter III chairs the board that oversees the committee.
Does Montgomery Bell Academy Pension Plan participate in fund commitments or only direct deals?
The plan uses both fund-of-funds vehicles and direct co-investments. Strategy tags include buyout, distressed debt, and early-stage venture.
Where does the underlying wealth come from?
Assets originate from employee contributions to the 403(b) program at Montgomery Bell Academy.
What investment stages does Montgomery Bell Academy Pension Plan typically target?
The plan targets early-stage seed through expansion and late-stage opportunities along with distressed situations.
How is Montgomery Bell Academy Pension Plan related to the school?
The plan exists solely to provide retirement benefits to employees of Montgomery Bell Academy.
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