HomeMy WebLinkAboutMinutes - 2016.11.17 - 33016OAKLAND COUNTY EMPLOYEES'
RETIREMENT AND DEFERRED COMPENSATION BOARD
INVESTMENT SUB-COMMITTEE MINUTES
The Oakland County Employees' Retirement and Deferred Compensation Board
Investment Sub-Committee meeting was held November 17, 2016 at 10:30 a.m. in
the Royal Oak Conference Room, Executive Office Building.
Members Present: James H. VanLeuven, Jr.
Andy Meisner
Joseph Rozell
Laurie Van Pelt
Others Present: Rhonda Van Tiflin, Human Resources
Natalie Neph, Treasurer’s Office
Ed Schwartz, Gregory J. Schwartz & Company
David Bruehan, Gregory J. Schwartz & Company
Janette Schad, Gregory J. Schwartz & Company
Ben Jones, Gregory J. Schwartz & Company
Ken Wedemeyer, ICMA-RC
John Byrne, Prudential
John Turk, Prudential
Chris Kuhn, The Bogdahn Group
Peter Brown, The Bogdahn Group
1. Meeting was open for public comment. No one spoke.
2. Gregory J. Schwartz & Company presented a 401(a) and 457(b) Plans
Performance Review to the Sub-Committee.
3. The Bogdahn Group presented an Asset Allocation Study – Part 1 to the Sub-
Committee.
4. Moved by Meisner, seconded by Rozell, to adjourn the meeting at 11:45 a.m.
Motion carried.
The next meeting is scheduled for Tuesday, December 6, 2016 at 9:30 a.m.
Respectfully submitted,
_______________________________ ______________________________
James H. VanLeuven, Jr., Chairperson Rhonda Van Tiflin, Assistant Secretary