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HomeMy WebLinkAboutMinutes - 2022.04.28 - 35543 OAKLAND COUNTY VEBA BOARD MINUTES The Oakland County Voluntary Employees’ Beneficiary Association (VEBA) Board meeting was held April 28, 2022 at 2:55 p.m. in West Conference Room of the L. Brooks Patterson Building. I. Call to Order/ Roll Call Members Present: James VanLeuven, Jeff Phelps, Joe Rozell, Dave Woodward, Kyle Jen, Gwen Markham, Brian Partogian Members Absent: Robert Wittenberg, Dion Stevens with notice Others Present: Carly Webster, Human Resources Kelly Pena, Human Resources Karen Skupin, 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 Van Leuven, seconded by Jen to approve the agenda as submitted. Motion carried. III. Public Comment None IV. Regular Agenda A. Moved by Markham, seconded by Van Leuven to approve the minutes of March 17, 2022. Motion carried. 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) VEBA Monthly Flash Report Period Ending March 31, 2022 • Oakland County Employees’ Retirement System (ERS) VEBA Asset / Manager Summary Period Ending April 14, 2022 Moved by Van Leuven, seconded by Woodward to authorize Loomis Sayles to invest assets of the VEBA in the New Hampshire Investment Trust (NHIT) CLO Trust, pending legal review. Motion carried. Moved by Van Leuven, seconded by Woodward to terminate Pictet EAFE Equity, hire and allocate 3.5% to HGK International Equity, allocate 3% to the Fidelity International Index fund and reduce the allocation to Lazard to 3.5%, pending legal review. Motion carried. Oakland County VEBA Board Minutes March 17, 2022 Page 2 Moved by Van Leuven, seconded by Woodward to hire ABS Emerging Market Strategy with a 2.5% allocation, funded by reducing the allocation to the ABS Long/Short fund to 2.5%, pending legal review. Motion carried Moved by Markham, seconded by Woodward to accept the language proposed by AndCo, officially denouncing the actions taken by Russia against Ukraine and supporting the effort to divest the assets from investments in Russian securities, that will be sent to investment managers on board letterhead. Motion carried. B. Aaron Castle of VanOverbeke, Michaud & Timmony, P.C. (VMT) provided a verbal update on legal matters. VI. Unfinished Business None VII. New Business A. Moved by Phelps, seconded by Jen to approve the VanOverbeke, Michaud & Timmony, P.C. Invoices No. 111314 and 111315 in the combined amount of $3,940.50 for legal services. Motion carried. VIII. Trustee Comment A. Chairperson Rozell noted the next meeting of this Board – Thursday, May 12, 2022 IX. Without objection, Chairperson Rozell adjourned the meeting at 3:00 p.m. Respectfully submitted, __________________________________ ____________________________________ Joseph Rozell, Chairperson Carly Webster, Secretary