HomeMy WebLinkAboutAgendas - 2025.10.23 - 42919
MEMBERS
Chairperson
JOSEPH ROZELL
Employee Member
Vice-Chairperson
JEFFREY PHELPS
Employee Member
Treasurer
ROBERT WITTENBERG
JAMES VAN LEUVEN, JR.
Retiree Member
_______________________
Secretary
CARLY WEBSTER
Assistant Secretary
KELLY PENA
Legal Counsel
AARON CASTLE
VMT Law.
OAKLAND COUNTY RETIREMENT AND DEFERRED
COMPENSATION BOARD
2100 PONTIAC LAKE RD, 41 W, WATERFORD MICHIGAN 48328-0440
INVESTMENT SUBCOMMITTEE
Agenda for October 23, 2025, at 9:00 a.m.
Committee Room A, Board of Commissioners Building
1. Call to Order/Roll Call
2. Approval of the Agenda
3. Public Comment
4. Regular Agenda
5. Reports
6. Unfinished Business
a. Request for Proposal – DB/VEBA Investment Consultant
i. CAPTRUST Financial Advisors
ii. Dahab Associates
iii. Graystone Consulting from Morgan Stanley
iv. Mariner Institutional
v. Verus Advisory
7. New Business
8. Trustee Comment
9. Adjournment
DEFINED BENEFIT, CONTRIBUTION AND DEFERRED COMPENSATION PLANS