Board meetings, strategic plans, and buyer signals from Rob Schaller’s organization
Sep 11, 2025·BoardMeeting
Board
Commission Meeting
The meeting included discussions on geopolitical updates, focusing on the war in Ukraine, the situation in the Middle East, and dynamics in Asia. Key points covered the economic and strategic implications of the conflict in Ukraine, investment opportunities in Israel and the Gulf Arab states, and the growing alignment of China and Russia. Uncertainties such as tariff conflicts, the administration's engagement in international agreements, and the potential impact of rounding up illegal workers were also addressed.
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The meeting included discussions on adopting the proposed agenda and approving the minutes from the February 13, 2025 meeting. An educational presentation on commercial real estate was given by Kathleen McCarthy from Blackstone, focusing on market perspectives and decision-making insights. The presentation highlighted Blackstone's investment strategies, portfolio composition, and advantages in the real estate market, including a focus on logistics, residential assets, and data centers. The discussion also covered the impact of declining capital costs and reduced new construction on real estate values, as well as the resilience of cash flow in logistics and rental housing sectors.
Dec 12, 2024·BoardMeeting
Board
South Count Retirement System Investment Commission Commission Meeting
The meeting addressed the adoption of the agenda and approval of minutes from the September 12th meeting. Committee reports were given, including a summary of the Audit and Enterprise Risk Committee meeting. The CEO requested a shift in the commission meeting from March to February to better align with the receipt of actuarial evaluation information, aiming for adequate review time before the May 1st deadline for adopting the SIOP. The Chief Investment Officer presented a performance update, highlighting strong returns over the past three years relative to the policy benchmark, and noted a shift towards a lower risk appetite due to fully valued markets.
Jun 13, 2024·BoardMeeting
Board
South Side Retirement System Investment Commission Commission Meeting
The meeting included discussions and actions related to adopting the agenda, approving minutes from previous meetings, committee reports, and the CEO's report, which covered governance and legislative updates. The chief investment officer provided an investment performance update, including asset class performance, attribution, and risk assessment. Key topics included the plan's performance, cash flow impacts, asset allocation, and compliance with investment guidelines.
Extracted from official board minutes, strategic plans, and video transcripts.
