Board meetings, strategic plans, and buyer signals from David Kunin’s organization
Jun 30, 2026·BoardMeeting
Board
Local Investment Advisory Committee Meeting Minutes
The committee discussed legislative updates to the Invest in Vermont Program and proposed amendments to the Investment Policy, including revisions to audit requirements, the integration of Diversity, Equity, and Inclusion (DEI) standards, and the establishment of evaluation criteria for housing projects. The session included a review of portfolio performance, risk assessments, and an impact report. Additionally, the committee examined updated cash balance projections, assessed lending capacity for FY2027, and reviewed the draft 2026 Invest in Vermont Request for Proposals.
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The committee discussed and approved housing loan recommendations. The discussion covered total applications received, available lending capacity, and specific project funding allocations, including projects intermediated by the Vermont Housing Finance Agency and those not using an intermediary. Key topics included economic development impacts, project viability under partial funding scenarios, investment policy concentration limits, potential interest rate waivers for specific downtown revitalization projects, and future considerations regarding geographic distribution of investments.
Nov 21, 2025·BoardMeeting
Board
Local Investment Advisory Committee Meeting Minutes
The committee discussed 26 financing applications received in response to a recent RFP, totaling $89 million. Treasurer Pieciak proposed expanding available capacity to $37.5 million through reallocations and future-year commitments to address a $9 million funding gap. The committee reviewed ten projects, including those utilizing the Vermont Housing Finance Agency as an intermediary and others, to support workforce housing and economic development. Members voted to authorize the Treasurer's Office to enter negotiations with these projects and to report back with specific funding recommendations.
Nov 17, 2025·StrategicPlan
Board
State Of Vermont Municipal Employees' Retirement Plan Investment Policy Statement
This Investment Policy Statement provides guidance for the Vermont Municipal Employees' Retirement System Board of Trustees in administering the plan and prudently selecting investment alternatives. It outlines the structure for offering a broad range of cost-effective investment options across three tiers: Target Date Funds, Passively Managed Investment Options, and Actively Managed Investment Options, designed to allow participants to construct diversified portfolios. The document also details legal authority, board governance, vendor selection processes, risk management, fee analysis protocols, and policy review procedures.
Extracted from official board minutes, strategic plans, and video transcripts.
