Investment Committee Meeting

Investment Committee Meeting

Gatton Student Center, Harris Ballroom

Thursday, February 17, 2023

2:15 - 3:45 p.m.

Chair: Ray Daniels

I. Call to Order

II. Roll Call

III. Approval of Minutes - December 12, 2022

IV. Undergraduate Student Managed Investment Fund (SMIF) Presentation

     Quint Tatro, Student Managed Investment Fund (SMIF) Faculty Advisor; Grant Lee and J.T. Sparks, SMIF Students

V. Emerging Markets Equity Education Session

     A. Strategy Overview

     Eric Thornton, Cambridge Associates

     B. Manager Presentation

     Sujith Kumar, ARGA Investment Management

VI. Investment Staff Report

     Todd Shupp, Chief Investment Officer and Nancy Rohde, Senior Investment Analyst

VII. Performance Review and Market Update

     Eric Thornton and Drew Landry, Cambridge Associates

VIII. Other

     Meeting Summary

IV. Adjournment