VLCT Joint Investment Committee Meeting Agenda 2023 03-17

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. Review of Consolidated Portfolios (Dan Smereck, SAA)
   
   • 12/31/22 Review & 2023 Outlook

10:25 am

5. Committee Training – Macroeconomic Outlook for 2023 (Emin Hajiyev, Sr. Economist. Insight)

11:00 am

6. SAA Peer Analysis for Risk Pools (Dan Smereck, SAA)
   
   • VLCT Trusts relative to SAA pooling clients

11:15 am

7. Discussion and Update on local investing (Ted Brady)

11:45 am

8. Any Other Business

12:00 pm

9. Adjournment