HomeMy WebLinkAboutAgendas - 2026.07.17 - 43151
MEMBERS
Chairperson
JOSEPH ROZELL
Employee Member
Vice-Chairperson
JAMES VAN LEUVEN, JR.
Retiree Member
Treasurer
ROBERT WITTENBERG
County Executive
DAVID COULTER
Designee
BRIAN J. LEFLER
DION STEVENS
Citizen 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 July 17, 2026, at 9:00 a.m.
West Oakland Conference Room
County Executive Building
2100 Pontiac Lake Rd., MI 48328
1. Call to Order/Roll Call
2. Approval of the Agenda
3. Public Comment
4. Regular Agenda
5. Reports
6. Unfinished Business
7. New Business
a. Investment Policy Statement
b. DC Consulting Services Request for Proposal Review
i. CAPTRUST Financial Advisors
ii. Graystone Consulting
iii. Innovest
iv. Retirement Plan Advisors
8. Trustee Comment
9. Adjournment
DEFINED BENEFIT, CONTRIBUTION AND DEFERRED COMPENSATION PLANS