HomeMy WebLinkAboutAgendas - 2025.11.19 - 42921
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 November 19, 2025, at 9:00 a.m.
Canvasing Room - Elections
West Wing 1200 N. Telegraph 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
Interviews
i. Graystone Consulting from Morgan Stanley
ii. Mariner Institutional
iii. Verus Advisory
7. New Business
8. Trustee Comment
9. Adjournment
DEFINED BENEFIT, CONTRIBUTION AND DEFERRED COMPENSATION PLANS