Paul Mokrzecki reappointed as Fifth Member of the board.

May 27, 2020: The Franklin Regional Retirement Board voted to reappoint the incumbent Fifth Member, Paul Mokrzecki, because his experience and relevant expertise greatly surpassed those listed by the other candidates enough that conducting interviews would not have yielded a better choice. The new term will begin July 1, 2020 and extend 5 years until June 30, 2025

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April 2020 Regular Board Meeting Minutes Uploaded

The minutes of the April 29, 2020 Board meeting have been uploaded to the 2020 minutes page. Click here to view.

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The Agenda for the Wednesday, May 27, 2020 regular Board meeting has been uploaded.

The Agenda for the Wednesday, May 27, 2020 regular monthly Board meeting has been uploaded.  Click here to view.

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Seeking applicants for position of Fifth Member of the Board

The position of Fifth Member of the Board of the Franklin Regional Retirement System is coming up for reappointment for July 1, 2020 for a five-year term. The incumbent, Paul Mokrzecki is interested in continuing, but other interested individuals can read about it at this web page: http://www.frrsma.com/applicants-for-fifth-member-of-the-board/

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April 1, 2020 Special Board Meeting Minutes Uploaded

The minutes of the April 1, 2020 Special Board meeting have been uploaded to the 2020 minutes page. Click here to view.

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March 25, 2020 Regular Board Meeting Minutes Uploaded

The minutes of the March 25, 2020 Board meeting have been uploaded to the 2020 minutes page. Click here to view.

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Agenda for the April 29, 2020 regular monthly meeting of the board has been uploaded.

The Agenda for the Wednesday, April 29, 2020 regular monthly Board meeting has been uploaded.  Click here to view.

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February 2020 Regular Board Meeting Minutes

The minutes of the February 26, 2020 Board meeting have been uploaded to the 2020 minutes page. Click here to view.

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Franklin Regional Retirement Board votes to hire Copeland Capital Management as a small cap manager.

On Wednesday, April 1, 2020 the Board interviewed three highly ranked investment managers vying to manage an allocation to small cap domestic equity and after moderate discussion the Board chose Copeland. By the numbers, and with good presentations all three were close competitors, and Copeland got the nod based on incrementally better numbers than two other fine managers with good numbers and approaches. All three of them provided compelling pitches as to how well they pair with the Board’s other small cap manager – Aberdeen – which was a goal communicated to the three.

The allocation will be funded sometime this summer.

The two competitors were Palisade Capital Management (Fort Lee, NJ), and Teton Advisors (Rye, NY).

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The Agenda for the Wednesday, April 1, 2020 Special Board meeting has been uploaded.

The Agenda for the Wednesday, April 1, 2020 Special Board meeting to interview investment managers for the Board’s allocation to small cap domestic equities has been uploaded.  Click here to view.

 

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