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JOINT INVESTMENT COMMITTEE MEETING
FRIDAY, MARCH 11, 2022
VIRTUAL ZOOM MEETING
Friday, 10:00 AM to Noon

AGENDA

 

10:00 am 1. Call to Order
10:01 am 2. Approval of Agenda
10:03 am 3. Approval of Minutes
10:05 am 4. Fixed Income Portfolio Review (Jason Bilodeau & Amanda Abdella - Insight)

  • 12/31/21 Review, 2022 Economic Outlook
10:25 am 5. Review of Consolidated Portfolios (Dan Smereck)

  • 12/31/21 Review & Outlook
10:45 am 6. Committee Training – Re-Introduction to Asset Allocation (Dan Smereck)
11:10 am 7. SAA Peer Analysis for Risk Pools (Dan Smereck)

  • VLCT Trusts relative to SAA pooling clients
11:25 am 8. SWOT Investment Analysis (Dan Smereck)
11:40 am 9. Discussion and update on local investing (Ted Brady)
11:55 pm 10. Any Other Business
12:00 pm 11. Adjournment

Please feel free to join the meeting from your computer. Join Zoom Meeting

Board or Committee: 
VLCT Board of Directors
Board/Committee Meeting Date: 
Friday, March 11, 2022

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