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HomeMy WebLinkAboutMinutes - 2021.12.16 - 35160OAKLAND COUNTY EMPLOYEES’ RETIREMENT AND DEFERRED COMPENSATION BOARD MINUTES The Oakland County Retirement and Deferred Compensation Board meeting was held December 16, 2021 at 1:44 p.m. in the West Conference Room of the L. Brooks Patterson Building. I. Call to Order/ Roll Call Members Present: James VanLeuven, Jeff Phelps, Gwen Markham, Dave Woodward, Kyle Jen Members Absent: Joseph Rozell, Lauri Siskind, Robert Wittenberg, Brian Partogian with notice Others Present: Carly Webster, Human Resources Kelly Pena, Human Resources Aaron Castle, VanOverbeke, Michaud & Timmony, P.C. Louise Gate, GRS Chris Kuhn, AndCo Peter Brown, AndCo II. Approval of the Agenda A. Moved by Markham, seconded by Jen to approve the agenda as submitted. Motion carried. III. Public Comment IV. Regular Agenda A. Moved by Markham, seconded by Woodward to approve the minutes of November 18, 2021. Motion carried. B. Moved by Woodward, seconded by Markham to approve the closed session minutes of November 18, 2021. Motion carried. C. Retirements 1. Moved by Phelps, seconded by Jen to approve the following Defined Benefit applications. Motion carried. Name Department Effective Wendy Conklin IT 2/1/2022 Sandra Davies-Webster Health 1/22/2022 Debra Nolen IT 2/1/2022 Susan Wells Parks & Rec 1/7/2022 2. Moved by Woodward, seconded by Markham to approve the following Defined Contribution applications. Motion carried. Name Department Effective Ivy Chism Children's Village 12/31/2021 Neil Cooper FM&O 12/18/2021 Michael McCabe Sheriff's Office 1/1/2022 Dale Miller Sheriff's Office 1/1/2022 Oakland County Employees’ Retirement and Deferred Compensation Board Minutes December 16, 2021 Page 2 Sandra Pulk Deferred 12/30/2021 Jonathan Stewart FM&O 11/23/2021 J David VanderVeen County Executive’s Office 1/15/2022 Kathy Williams Health 12/31/2021 3. Moved by Jen, seconded by Markham to approve the following Defined Contribution Non-Duty Death application. Motion carried. Shawn Lantzy WRC 11/16/2021 V. Reports A. Chris Kuhn and Peter Brown of AndCo Consulting presented the following reports and provided comments summarizing highlights contained in each: • Oakland County Employees’ Retirement System (ERS) Investment Performance Review Period Ending September 30, 2021 • Oakland County Employees’ Retirement System (ERS) Monthly Flash Report Period Ending October 31, 2021 • Oakland County Employees’ Retirement System (ERS) Asset / Manager Summary Period Ending December 7, 2021 • Oakland County Employees’ Retirement System (ERS) Investment Performance Review for Alternative Investments Period Ending June 30, 2021 Moved by VanLeuven, seconded by Phelps to terminate both the Nuance and Great Lakes Advisors (GLA) portfolios and to use BTIG to transition the Nuance funds to Fidelity MidCap Value Index Fund (FIMVX) and the GLA funds to the Fidelity Midcap Index Fund (FSMDX), as recommended by AndCo. Motion carried. B. Moved by Phelps, seconded by Markham to receive and file the minutes of the November 30, 2021 Environmental, Social and Governance (ESG) ad hoc committee. Motion carried. C. Moved by Phelps, seconded by Woodward to receive and file the December 2021 Administrator’s Report. Motion carried. D. Aaron Castle of VanOverbeke, Michaud & Timmony, P.C. (VMT) provided an update on legal matters. Moved by Phelps, seconded by Jen to receive and file the December 2021 update on securities litigation by Miller Law Firm and the Legal Report. Motion carried. The trustees unanimously agreed that Aaron Castle of VMT should investigate the securities litigation claim for Citrix Systems, Inc. and take action before the deadline of January 18, 2021, if the recommendation is to pursue the claim. Moved by Woodward, seconded by Phelps to authorize legal to pursue a new IMA with Leeward, effective as of the date that Leeward officially takes over management of the accounts from LMCG. Motion carried. VI. Unfinished Business A. The trustees discussed the Citizen Member Appointment. The press release will go out December 20, 2021 for interviews to be conducted by the Investment Subcommittee on January 18, 2021. Oakland County Employees’ Retirement and Deferred Compensation Board Minutes December 16, 2021 Page 3 VII. New Business A. Moved by Woodward, seconded by Markham to receive and file the GASB No. 67 Real Return Disclosure, provided by AndCo. Motion carried. VIII. Trustee Comment A. Chairperson VanLeuven noted the next meeting of this Board – Thursday, January 20, 2022 B. Chairperson VanLeuven adjourned the meeting without objection at 2:38 p.m. Respectfully submitted, __________________________________ __________________________________ James H. VanLeuven, Jr., Chairperson Carly Webster, Secretary