Loading...
HomeMy WebLinkAboutMinutes - 2026.04.21 - 43155OAKLAND 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 April 21, 2026, at 11:04 a.m. in the Canvasing Room in the Elections Division in the West Wing of the Courthouse. Call to Order/ Roll Call Members Present: Joseph Rozell, Robert Wittenberg, James Van Leuven Members Absent With Notice: Others Present: Carly Webster, Human Resources Kelly Pena, Human Resources Aaron Castle, VMT Law John Krakowiak, Graystone Erik Burger, Graystone Brian J. Lefler, OCERSNEBA Trustee Dion Stevens, OCERSNEBA Trustee John ForelU, Boston Partners William Supple, Boston Partners Jeffrey Wardiow, DeRoy & Devereaux Karl Knas, DeRoy & Devereaux Sarah Schattner, DeRoy & Devereaux II. Approval of the Agenda A. Moved by Van Leuven, seconded Wittenberg to approve the agenda as amended, switch Unfinished Business and New Business order on agenda. Motion carried. III. Public Comment None IV. Regular Agenda None V. Reports None VI. New Business A. John Forelli and William Supple, representatives from Boston Partners, presented on Large Cap Value. The fund portfolio, performance returns, company structure, and fees were discussed. B. Jeffrey Wardlow, Karl Knas, and Sarah Schattner, representatives from DeRoy & Devereaux presented on All Cap Value. The fund portfolio, performance returns, company structure, and fees were discussed Moved by Van Leuven, seconded by Wittenberg to recommend to the OCERS and VEBA Boards to invest 2/3 with Boston Partners and invest 1/3 with DeRoy & Devereau, funds will be moved from State Street S&P 500 Equal Weight, subject to legal review. Motion carried. VII. Unfinished Business Aaron Castle of VMT Law presented the revised Defined Contribution Investment Consulting Services Request for Proposal. Oakland County Employees' Retirement and Deferred Compensation Board April 21, 2026 Page 2 VIII. Trustee Comment A. Chairperson Rozeli adjourned the meeting without objection at 1:47 p.m. Respectfully submitted, Carly Webster ', Secretary