Investment Committee Retreat

Investment Committee Retreat

Gatton College of Business and Economics, Woodward Hall

Thursday, September 13, 2018

9:00 a.m. - 3:30 p.m.

I. Welcome and Roll Call

II. Approval of minutes for June 21, 2018

III. Overview of UK Endowment Presented By: Susan Krauss & Todd Shupp

IV. FEG Education Session and Asset Allocation Study Presented By: Becky Wood & Mike Aluise

V. Break (10:45-11:00)

VI. Neuberger Berman Education Session Presented By: Kaci Boyer, Paul Daggett and Erik Knutzen

     A. Private Equity Overview/Update 

     B. Perspectives on Asset Allocation and Diversification

VII. Lunch and Senate Chamber Dedication (12:00 - 2:00)

VIII. Proposed Changes to Endowment Investment Policy Presented By: Todd Shupp

IX. Investment Staff Report Presented By: Todd Shupp

X. Performance Review and Market Update Presented By: Nolan Bean, Mike Aluise and Becky Wood

XI. Operating Fund Investments Presented By: Susan Krauss

XII. Other

     September Meeting Summary

XIII. Dismissal