Investment Committee Retreat

Investment Committee Meeting

Gatton Student Center, Harris Ballroom

Thursday, June 12, 2025

9:00 a.m. - 12:00 p.m.

Chair: Elizabeth McCoy

I. Welcome and Roll Call

II. Approval of minutes - February 20, 2025

III. UK Staff Presentation

     Todd Shupp and Nancy Rohde

IV. Cambridge Associates Education Session and Risk Review

     Eric Thornton and Drew Landry, Cambridge Associates

V. Break

VI. Endowment Manager Presentation: Tola Capital

     Sheila Gulati, Tola Capital

VII. Investment Staff Report

     Todd Shupp and Nancy Rohde

VIII. Performance Report and Market Update

     Eric Thornton and Drew Landry, Cambridge Associates

IX. Other

     Investment Committee Retreat Summary

X. Adjournment