HomeMy WebLinkAboutAgendas - 2026.03.26 - 42928
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 March 26, 2026, at 11:00 a.m.
West Oakland Conference Room
County Executive Building
2100 Pontiac Lake Rd Waterford, MI 48328
1. Call to Order/Roll Call
2. Approval of the Agenda
3. Public Comment
4. Regular Agenda
5. Reports
a. Legal Report
6. Unfinished Business
7. New Business
a. Equal Weight Investments Search Book
b. Specialty Investments Search Book
c. Marathon Asset Management Fund
8. Trustee Comment
9. Adjournment
DEFINED BENEFIT, CONTRIBUTION AND DEFERRED COMPENSATION PLANS