Dear ODV Members:

Here is the lineup of speakers from the three finalists for Outside Chief Investment Officer (OCIO), the standard industry term for an external portfolio manager. The interviews are scheduled for Wednesday, January 19, beginning after lunch.  A reminder that the executive summaries and supporting documentation for all three firms can be found in Dropbox in the ARRL 2022 ANNUAL BOARD MEETING under the folder titled “Investment Management Documents”.  If you have any questions, most of the IMC members will arrive at the Windsor Marriott by Tuesday afternoon.  Please feel free to ask us any questions before or after the presentations.

1:00PM – 2:10 PM CAPTRUST

Jon Strickland

Jason Stanicek

Sam Kirby

2:30 PM – 3:40 PM Fidelity Institutional Asset Management (FIAM)

Jim Zadrozny

Tom Duffy

Ian Johnson

4:00 PM – 5:10 PM Brown Advisory

Susan Traver

Dave Stepherson

Katelyn Estrich

73,

The Investment Management Committee (IMC)

Bill Morine, N2COP,Chairman

Kristen McIntyre, K6WX

Rick Niswander, K7GM, Treasurer

John Robert Stratton, N5AUS

Dale Williams, WA8EFK

David Minster, NA2AA (ex officio)