Your organization manages significant capital: cash reserves, benefit plan assets, and strategic investments. A formal investment committee, chaired by Robert Mowry, puts a clear process, independent judgment, and board-ready reporting behind every decision.
Policy-driven treasury management preserves liquidity and principal, so the cash set aside for clinical and operating milestones is there when you need it.
Defined return objectives, risk limits, and allocation ranges reduce reactive decisions and put idle capital to work within guardrails you have approved.
Written policy, meeting minutes, and regular reporting give directors, auditors, and investors clear visibility into how capital is governed.
For pension and benefit plan assets, a documented committee process with recorded rationale supports prudent, defensible oversight.
Pre-agreed criteria for venture, co-investment, and strategic stakes let management move quickly on opportunities without improvising the process each time.
An experienced chair from outside day-to-day operations challenges assumptions and brings pattern recognition from across the life sciences ecosystem.
Investment policy for operating cash and runway capital: liquidity tiers, approved instruments, counterparty limits, and maturity targets aligned to your funding milestones.
Oversight of plan investments, funding status, advisor and manager performance, and the documentation that supports fiduciary responsibility.
Investment thesis, approval criteria, co-investment terms, and portfolio review for venture stakes and strategic minority positions.
The investment policy statement, performance reporting against policy, and concise updates for the board and audit committee on a set cadence.
Standing up a committee does not need to be a heavy lift. The work is front-loaded into a focused design phase, after which the committee runs on a predictable rhythm with Robert as chair.
Management stays in control of operations. The committee adds structure, challenge, and a record of decisions, so capital is governed with the same care as the science it funds.
Meeting cadence is set to fit your organization, with quarterly meetings a common starting point. Every engagement begins with a confidential conversation about your capital and your governance needs.
Start the ConversationA committee is only as good as the person running it. Robert Mowry brings the judgment to ask the right questions and the discipline to keep decisions on policy.
Robert Mowry brings decades of financial leadership within the life sciences ecosystem, guiding companies from early-stage capital formation through IPO readiness, board governance transitions, and long-term enterprise value creation. His experience spans corporate venture capital, pension management, and strategic financial operations across biotech and healthcare.
Through Del Mar Life Sciences, Robert chairs and builds investment committees for organizations that want their capital governed with rigor, and he also convenes a private network of senior financial executives.
A defined project to assess your situation, draft the charter and investment policy, and prepare the committee for its first meeting.
Robert serves as chair of your investment committee, running meetings, challenging proposals, and reporting to the board on an ongoing basis.
An independent review of an existing committee, policy, or process, with specific recommendations to tighten governance and reporting.
Capital deserves the same rigor as the science it funds. An investment committee turns good intentions into a repeatable process: clear objectives, defined risk, and real accountability to the board.
If you are considering an investment committee for your organization, or want an independent view on the one you have, tell us a little about your situation. Robert reviews every inquiry personally.