Retirement Trust Board 8/20/2025

Board of Trustees · November 14, 2025

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Opening and pledge

8:26 → 10:29(2m 3s)

Chair called the meeting to order and led attendees in the Pledge of Allegiance.

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Speakers:Unidentified Speaker

The Board of Trustees met to receive investment manager presentations (Wellington, Kellum LLC), discuss quarterly and October performance, approve a $12 million asset rebalancing to meet the IPS, authorize an RFP to review investment policy, adopt a temporary leadership succession resolution, and form a selection committee to hire the next executive director.

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Transcript

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