SMIB Meeting Agenda September 23 2026

State of Michigan Investment Board Meeting

September 23, 2026

Agenda

1. 9:30 a.m. Call to Order and Opening Remarks
2. 9:35 a.m. Approval of the 6/24/26 SMIB Meeting Minutes
3. 9:40 a.m. Executive Summary & Performance for Periods Ending 6/30/26
4. 9:45 a.m. Asset Allocation Review
   1. Markets Review and Outlook
5. 9:50 a.m. Review of Investment Reports
   1. Domestic Equity – Update
   2. International Equity – Update
   3. Real Estate & Infrastructure – Receive and File
   4. Private Equity – Receive and File
   5. Real Return & Opportunistic – Receive and File
   6. Defined Contribution – Receive and File
   7. Fixed Income – Receive and File
   8. Absolute Return – Receive and File
6. 10:10 a.m. Guest Speaker: Adam Berger, Senior Managing Director
   1. Wellington Management Company
7. 10:55 a.m. Public Comment
8. 11:00 a.m. Closing Remarks ~ Adjournment

2026 Meeting Schedule

1. Wednesday, December 16, 2026
2. All meetings start at 9:30 a.m.