Meeting Documents: (Click on the link to download PDF documents.)

• Investment Account Statement Bundle December 2022
• Financials July to December 2022
• Year-End Giving Summary
• Designated Funds Spreadsheets
• Investment Account Summary Spreadsheets

Meeting Information:

• The meeting will take place at the Zanesville Country Club in the Club Room.
• Meeting reminders will be emailed to the committee one month, one week, and one day before the meeting.
• The meeting should last 1 hour.
• Topics:
  • ZMA Operating Budget Mid-Year Review
  • ZMA Investment Policy changes -Highlighted changes in yellow.
    • Sample Investment Policies
  • RFQ for the Ayers Founders Trust, the Ayers Collection Fund, the Huntington Investment Fund, and the Anne Wright Fund
    • Sample RFQs

Please RSVP regrets only. Thank you!