Posted 10:27 a.m. Wednesday, Sept. 6, 2023
The following is the meeting agenda for September's Investment Subcommittee Meeting.
10:30 am 1. Welcome
10:35 am 2. Investment Policy Statement Review+* – Dan Pawlisch, Aon Investments USA Inc.
10:45 am 3. 2Q23 Capital Markets and Performance Review+ – Dan Pawlisch, Aon Investments USA Inc.
Leon Kung, Aon Investments USA Inc.
11:15 am 4. Lowest Cost Share Class Analysis+* – Dan Pawlisch, Aon Investments USA Inc.
Leon Kung, Aon Investments USA Inc.
11:30 am 5. Adjourn*
Next meetings: SRP Advisory Committee Meeting: November 3, 2023
Investment Subcommittee Meeting: First quarter 2024
+Attachment(s) *Action item
Times shown are estimates only.
For information, contact Rose Stephenson, rstephenson@uwsa.edu, 608-262-5564
