April 12, 2026
Q1 FY26 Quarterly Review
Portfolio rebalanced toward higher-yield fixed income; chapter house feasibility committee chartered; VSU endowment outreach scheduled for Q2.
- Presider
- Presiding Participant
- Recorder
- Recording Participant
- Attendees
- Presiding Participant · Assistant Presiding Participant · Recording Participant · Financial Participant
Agenda
- Approval of prior minutes
- Portfolio review (Q1 FY26)
- Chapter house feasibility committee charter
- VSU endowment outreach plan
- Education curriculum: Q2 syllabus
- Open floor
Discussion
Portfolio review
The Financial Participant presented the Q1 portfolio snapshot. Rebalancing toward higher-yield fixed income was approved unanimously, with the remainder of the public equities allocation held in low-cost index funds per the standing investment policy statement.
Chapter house feasibility
The body chartered a feasibility committee to scope a multi-year chapter house acquisition plan. Initial deliverable: a market study of properties within two miles of Virginia State University, due Q3 FY26.
VSU endowment outreach
The Presiding Participant will coordinate with VSU’s Office of Institutional Advancement to formalize the structure of the $1,000,000 pledge. Target: written memorandum of understanding by end of Q2 FY26.
Actions
- Recording Participant to publish Q1 portfolio snapshot to /transparency
- Financial Participant to draft revised IPS reflecting new fixed-income target
- Presiding Participant to schedule VSU advancement meeting