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HomeMy WebLinkAboutMinutes - 2026.03.26 - 43156 OAKLAND 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 March 26, 2026, at 11:00 a.m. in the West Oakland Conference Room at the County Executive Office. I. Call to Order/ Roll Call Members Present: Joseph Rozell, Jeffrey Phelps, Robert Wittenberg, James Van Leuven Members Absent With Notice: Others Present: Carly Webster, Human Resources Kelly Pena, Human Resources Aaron Castle, VMT Law Erik Burger, Graystone Brian J. Lefler, OCERS/VEBA Trustee Dion Stevens, OCERS/VEBA Trustee II. Approval of the Agenda A. Moved by Van Leuven, seconded Phelps to approve the agenda as submitted. Motion carried. III. Public Comment None IV. Regular Agenda None V. Reports A. Aaron Castle of VMT Law presented his Investment Subcommittee Legal Report. The Defined Contribution Investment Consulting Services Request for Proposal was discussed. Moved by Phelps, seconded by Van Leuven, to receive and file the legal report. Motion carried. VI. Unfinished Business None VII. New Business A. Erik Burger presented a review of the 2025 4Q DB Plan Quarterly Performance report as of December 31, 2025, the 2025 4Q VEBA Plan Quarterly Performance report as of December 31, 2025, Equal Weight Investment Search Book and an Infrastructure Manager Search Book. Moved by Van Leuven, seconded by Wittenberg to interview Boston Partners at 11am on Tuesday April 21st and DeRoy & Devereau at 12pm on Tuesday April 21st for All Cap/Large Cap Value managers. Motion carried. Investment Sub-Committee Minutes Oakland County Employees’ Retirement and Deferred Compensation Board March 26, 2026 Page 2 Moved by Van Leuven, seconded by Wittenberg to recommend to the OCERS and VEBA Boards to add Lazard Global to the investment lineup. Motion carried. B. Moved by Van Leuven, seconded by Wittenberg to not respond to the Marathon Asset Manager change in ownership. Motion carried. VIII. Trustee Comment A. Chairperson Rozell adjourned the meeting without objection at 11:59 a.m. Respectfully submitted, ________________________________ ________________________________ Joseph Rozell, Chairperson Carly Webster, Secretary