Investment Committee Retreat
Date & Time:
Thursday, September 10, 2020 - 13:00
Location:
Zoom Webinar
Committee:
Meeting:
September 10 and 11, 2020
Agenda:
Investment Committee Meeting
Zoom Webinar
Thursday, September 10, 2020
1:00 - 3:30 p.m. (EST)
Elizabeth McCoy, Chair
I. Welcome and Roll Call
II. Approval of Minutes - June 18, 2020
III. UK Endowment Overview Presented by: Todd Shupp
IV. FEG Education Session and Asset Allocation Study Presented by: Mike Aluise and Becky Wood, FEG
V. Proposed Changes to Endowment Investment Policy Presented by: Todd Shupp
VI. Break
VII. Endowment Manager Presentation Presented by: Libby Cantrill and Chase Haymond, PIMCO
VIII. Investment Staff Report Presented by: Todd Shupp and Nancy Rohde
IX. Performance Review and Market Update Presented by: Mike Aluise and Becky Wood, FEG
X. Other Business
II. Approval of Minutes - June 18, 2020
III. UK Endowment Overview Presented by: Todd Shupp
IV. FEG Education Session and Asset Allocation Study Presented by: Mike Aluise and Becky Wood, FEG
V. Proposed Changes to Endowment Investment Policy Presented by: Todd Shupp
VI. Break
VII. Endowment Manager Presentation Presented by: Libby Cantrill and Chase Haymond, PIMCO
VIII. Investment Staff Report Presented by: Todd Shupp and Nancy Rohde
IX. Performance Review and Market Update Presented by: Mike Aluise and Becky Wood, FEG
X. Other Business
Minutes:
Approved:
1
Reports: