DFX Intelligence
Board records
What the boards decided, were recommended, and were askedHow board records are readRead from the boards’ own minutes and meeting packets, each row with the stance the minutes give it. Approved is a vote or a commitment reported as made under delegated authority; recommended is staff or the consultant asking, with no vote in the record; proposed is an item presented for consideration. Every row carries the sentence that says so.A re-up prospect is arithmetic on the tape: the allocator holds Fund N, the manager has Fund N+1 open, and no commitment to it is on the graph; it is labelled an inference and says nothing about intent.Same manager, same series and name stem, the next number (or a later vintage), open now on the venture or private equity graph, and no commitment to it on this graph. Dated at the successor’s first Form D sale when there is one. A row retires by itself when a commitment to the successor lands.
- Mar 20, 2026opengeneral consultantinvestment systems roadmap consultant search
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staff have initiated an RFP process for an investment systems roadmap consultant to support future planning - Mar 20, 2026opengeneral consultantinvestment systems roadmap consultant search
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staff have initiated an RFP process for an investment systems roadmap consultant to support future planning. - Nov 21, 2025opengeneral consultantBoard-appointed investment consultant for the Combined Investment Fund search
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convene an Investment Committee meeting in October to hold interviews for the role of Board-appointed investment consultant for the Combined Investment Fund, and that the Investment Committee make a hiring recommendation to the Board for consideration at the November Board meeting - Oct 29, 2025opengeneral consultantBoard-appointed investment consultant for the Combined Investment Fund search
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Combined Investment Fund Combined Investment Fund Consultant RFP Finalists’ Kickoff Rebecca Shelton, PERA Investment Operating Officer; Joshua Neugebauer, PERA Assistant Director of Investment Administration; and Tyler Barondeau, PERA Investment Compliance and Performance Analyst reminded the committee of the RFP process and next steps. - Oct 29, 2025opengeneral consultantCombined Investment Fund Investment Consultant search
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The following firms shall be interviewed at the October Investment Committee meeting: • Aon Investments USA Inc., • Meketa Investment Group, • NEPC, LLC,
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Every plan, fund, manager and consultant in the board records behind this count, with the minutes cited on each.
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