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HomeMy WebLinkAboutMinutes - 2026.07.17 - 43152OAKLAND COUNTY EMPLOYEES' RETIREMENT AND DEFERRED COMPENSATION BOARD INVESTMENT SUB -COMMITTEE MINUTES A meeting of the Oakland County Employees' Retirement and Deferred Compensation Board Investment Sub -Committee was held on July 17, 2026, at 9:03 a.m. in the West Oakland Conference Room in the County Executive Building. I. Call to Order/ Roll Call Members Present: Joseph Rozell, James Van Leuven, Robert Wittenberg, Brian J. Lefler, Dion Stevens Members Absent With Notice: Others Present: Carly Webster, Human Resources Kelly Pena, Human Resources Aaron Castle, VMT Law Michael Swain, OCERS/VEBA Trustee John Krakowiak, Graystone Erik Burger, Graystone Amy Cole, Graystone II. Approval of the Agenda A. Moved by Van Leuven, seconded Wittenberg to approve the agenda as submitted. Motion carried. III. Public Comment None IV. Regular Agenda None V. Reports None VI. New Business A. John Krakowiak, Amy Cole and Erik Burger with Graystone Consulting presented an Asset Allocation Analysis and proposal for changes in the Investment Policy Statement. Changes in small/mid caps, benchmarks and differences in proposals were discussed. Graystone will present at the July 231d OCERS regular board meeting the updated Investment Policy Statement and supportive rebalancing documentation. Moved by Van Leuven, seconded by Lefler to recommend Proposal 1 as reflected in the provided Investment Policy Statement, with minor edits as discussed. Motion carried. Discussion regarding having money managers present and provide updates to the OCERS and VEBA boards was held. Graystone will create a list of managers for the board to review. Investment Sub -Committee Minutes Oakland County Employees' Retirement and Deferred Compensation Board July 17, 2026 Page 2 B. Graystone Consulting left the meeting prior to discussion of the DC Consulting Services Request for Proposals received. The proposals from CAPTRUST Financial Advisors, Graystone Consulting, Innovest and Retirement Plan Advisors were reviewed and discussed, including questions regarding customer service and education for Oakland County employees. Aaron Castle of VMT Law will prepare for the August 7th Investment Subcommittee Meeting a resolution regarding received proposals and the various points discussed at today's meeting, along with a summary of responses for further review with the Investment Subcommittee. No further action was taken at this time. VII. Unfinished Business None VIII. Trustee Comment A. Chairperson Rozell and Trustee Lefler updated the Investment Subcommittee Board on the Board of Commissioners approval of the VESIP. B. Chairperson Rozell adjourned the meeting without objection at 10:36 a.m. Joseph Rozell, Chairperson Respectfully submitted, 6uLe.,,,AAY19341-c /Li Carly'/ebster,t ecretary