Merion Capital LLC

Jennison Associates (Boston, MA) *****POSTPONED DUE TO COVID-19*****
2020-03-26 11:00 - 12:00 (America/Detroit) | Jennison (Boston, MA), 1 International Place, Boston, MA, 02110, United States
*****POSTPONED DUE TO COVID-19*****
Tom Wolfe

Loomis Sayles (Boston, MA) ***POSTPONED DUE TO COVID-19***
2020-03-26 09:00 - 10:00 | Loomis Sayles (Boston, MA), 1 Financial Center, Boston, MA, 02111, United States
*****POSTPONED DUE TO COVID-19*****
Chris Lazzaro
Tom Schmidt

State Street (Boston, MA) *****POSTPONED DUE TO COVID-19*****
2020-03-25 - 2020-03-26 | State Street Boston, MA, 1 Lincoln St, Boston, MA, 02111, United States
*****POSTPONED DUE TO COVID-19*****
State Street Performance Analytics Boston, MA 25-26Mar2020
Leonard Robinson
Chris Maeda
Robert Moles
Dinner at Lumincello’s

BlackRock (San Francisco, CA)
2020-03-06 10:00 - 23:00 | BlackRock, San Francisco, CA, 400 Howard Streer, San Francisco, CA, 94105, United States
7:30 a.m. Tom Rose (NB)
10:00 a.m. Andrew Citron, Jonathan Karlson
Attending: Chris Ruppel

Loomis Sayles Trading Desk (Orinda, CA) (2020_16)
2020-03-06 08:30 - 21:30 | Loomis, Sayles & Company, L.P., 4 Orinda Way, Orinda, CA, 94563, United States
8:30 a.m.
Chris Lazzaro to send meeting personnel
Attending: Chris Ruppel

2019Q4 Investment Committee Meetings (Kalamazoo, MI)
2020-02-26 08:00 - 11:00 | Kalamazoo Community Foundation, 402 E Michigan Ave, Kalamazoo, MI, 49007, United States
8:00 a.m. County
KCO ERS RIC Packet 2019Q4 (69p)
9:00 a.m. Kalamazoo Community Foundation
KzCF FIC Packet 2019Q4 (106p) with AOIs
10:00 a.m. City
KCI ERS RIC Packet 2019Q4 (76p)
KCPC RIC Packet 2019Q4 (31p)
11:00 a.m. Kalamazoo Foundation of Excellence
No meeting of KFFE-ISC this quarter
Articles of Interest 2019Q4
AOIs 2019Q4 (6 articles, 42p)

As of 20200224@0945Attending: Randy Eberts, Chair; Sandi Doctor
Via phone: Robert Salisbury; Dan DeMent; Dean Bergy; Si Johnson; Jan Van Der Kley
For those attending the meeting by telephone this month, the KzCF has had a change in conference call instructions.
Call in number: 800-216-0770
Password: 826069#
If you have any issues, please call Susan’s cell phone at 269 352-5521

PNC (Kalamazoo, MI)
2020-02-25 13:30 - 14:30 | Zhang Financial, 5931 Oakland Drive, Kalamazoo, MI, 49024, United States
Anthony Buzzelli in Kalamazoo
Purpose: Improving PNC performance reporting for KzCF
Attending: Katie Richards, Rob McDougall, Chris Ruppel

2019 Actuary Review and 5 Year Experience Study GRS (KCI/KCO)
2020-01-14 05:00 - 20:00 | Radisson Hotel (Diamond Room), 100 W Michigan Ave, Kalamazoo, MI, 49007, United States
Jim Anderson

Booth Economic Outlook 2020
2020-01-10 11:00 - 14:00 | Kalamazoo, MI, United States
Booth Economic Outlook
Austan Goolsbee, Randall Krozner, Raghuram Rajan
Sheraton Grand Chicago 301 E. North water St., Chicago, IL 60611
11:00 am-2:00pm CT (including lunch)

2019Q3 Investment Committee Meetings
2019-12-04 08:00 - 12:00 | Kalamazoo Community Foundation, 402 E Michigan Ave, Kalamazoo, MI, 49007, United States
2019Q3 Investment Meetings (4Dec2019)
8:00 AM Kalamazoo County Employees’s Retirement System

9:00 AM Kalamazoo Community Foundation

10:00 AM City of Kalamazoo Employees’ Retirement System

11:00 AM Kalamazoo Foundation for Excellence

Fontana 2019 Fall Meeting
2019-10-21 16:00 - 17:00 | W.E. UpjohnFoundation, 300 S Westnedge Ave, Kalamazoo, MI, 49007, United States
Fontana Chamber Arts
2019Q2 and 2019Q3 Investment Reviews

HGUF Fall 2019 Meeting
2019-10-10 10:00 - 11:00 | The Park Club, 219 W. South St., Kalamazoo, MI, 49007, United States
Harold and Grace Upjohn Foundation
2019Q2 and 2019Q3 Investment Reviews

Fontana 2019 Fall Meeting
2019-09-21 16:00 - 17:00 | W.E. UpjohnFoundation, 300 S Westnedge Ave, Kalamazoo, MI, 49007, United States
Fontana 2019Q2 and 2019Q3 Investment Reviews

MAPERS 21-24Sep2019 Kalamazoo, MI (2019_25)
2019-09-21 09:00 - 2019-09-24 11:15 | Kalamazoo, MI, United States
2019_25
MAPERS 2019 Fall Conference Kalamazoo, MI 21-24Sep2019

KCI 2019Q2 Investment Review
2019-08-28 10:00 - 23:00 | Kalamazoo Community Foundation, 402 E Michigan Ave, Kalamazoo, MI, 49007, United States
Text

DFA Investment Seminar, Grand Rapids, MI
2019-08-27 10:45 - 13:30 | JW Marriott Grand Rapids, 4235 Louis Street NW, Grand Rapids, MI, 49503, United States
2019_24
Attending: Susan Springgate; Kelly Campbell; Dan DeMent; Dean Bergy; Chris Ruppel; other invitees (about 25 attendees)

KFFE Finance Committee
2019-08-23 10:00 - 12:30 | Kalamazoo, MI, United States
IPS for KFFE Board approved 22JUL2019
https://merioncapitol.wpengine.com/mp-files/kffe-ips-final-13p.pdf/

David Booth CFA Distiguished Speaker
2019-08-14 11:30 - 13:00 | The Standard Club, 320 S. Plymouth Ct., Chicago, IL, 60604, United States
Invited: ALL
Attending: Chris Ruppel

DFA Defined Contribution annual Conference
2019-08-01 08:00 - 15:30 | Gleacher Center 450 N. Cityfront Plaza Drive Chicago, IL 60611, 450 N. Cityfront Plaza Drive, Chicago, IL, 60611, United States
Due Diligence/Education
Invited: ALL
Attending: Chris Ruppel

BlackRock Due Diligence 25Jul2019 Kalamazoo, MI (2019_11)
2019-07-25 17:00 - 20:00 | BOLD, 6915 West Q Ave, Kalamazoo, MI, 49009, United States
EVENT:
BlackRock Attending: Andrew Citron
Kalamazoo Invitees: All
Kalamazoo Attendees: Sandi Doctor; Dean Bergy; Randy Eberts; Chris Ruppel
PURPOSE: Due Diligence
AGENDA:

Account Reviews
ETF-pros and cons
Social Investing

Print version:
