Investment Committee Retreat
Date & Time:
Thursday, June 15, 2023 - 09:00
Location:
Gatton Student Center, Harris Ballroom
Committee:
Meeting:
June 15 and 16, 2023
Agenda:
Investment Committee Retreat
Gatton Student Center, Harris Ballroom
Thursday, June 15, 2023
9:00 a.m. - 12:00 p.m.
Chair: Ray Daniels
I. Welcome and Roll Call
II. Approval of minutes for February 16, 2023
III. CA Education Session and Risk Review
Eric Thornton and Drew Landry, Cambridge Associates
IV. UK Staff Presentation
Todd Shupp, Chief Investment Officer and Nancy Rohde, Investment Director
V. Break
VI. Endowment Manager Presentation: Wellington Management
David DuBard
VII. Investment Staff Report
Todd Shupp and Nancy Rohde
VIII. Performance Review and Market Update
Eric Thornton and Drew Landry, Cambridge Associates
IX. Other
X. Adjournment
Minutes:
Approved:
1
Reports:
2023-June IC Meeting Summary.pdf (101.8 KB)