Agenda
Packet
Minutes
The Retirement Board May Discuss And Take Action On The Following:
- Pledge of Allegiance.
- Accept comments from the public.
- Presentations regarding Investment Strategy Development.
| Time |
Topic |
Presenter |
| 9:00 – 9:15 |
Introduction to Day 2 |
E. Hoffman |
| 9:15 – 10:15 |
Understanding the Role of Asset Classes in an Institutional Investment Portfolio |
E. Hoffman |
| 10:15 – 10:30 |
Break |
|
| 10:30 – 12:00 |
Investment Strategy Selection Stage 1: Asset/Liability Study |
S. Whalen |
| 12:00 – 12:45 |
Lunch |
|
| 12:45 – 1:45 |
Investment Strategy Selection Stage 2: Enterprise Risk Tolerance Assessment |
S. Whalen |
| 1:45 – 2:00 |
Break |
|
| 2:00 – 3:30 |
Investment Strategy Selection Stage 3: Model Evaluation |
E. Hoffman |
| 3:30 – 4:00 |
Conclusion and Next Steps |
S. Whalen |
- Consider and take possible action to accept new target asset allocation.
- Miscellaneous
- Staff Report
- Outside Professionals’ Report
- Trustees’ comments
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