Loading...
HomeMy WebLinkAbout10-30-2025 IOC Minutes 1 Investment Oversight Committee Minutes October 30, 2025, 10:30 a.m. Conference Room 6 at City Hall, 990 Palm Street, San Luis Obispo Investment Oversight Committee Members Present: City Manager Whitney McDonald, Member Anni Wang, Chair Emily Jackson, Riley Kuhn, Emily Francis Investment Oversight Committee Members Absent: Member Debbie Malicoat City Staff Present: Administrative Assistant Michelle Karpovich _____________________________________________________________________ 1. CALL TO ORDER A Regular Meeting of the San Luis Obispo Investment Oversight Committee was called to order on October 30, 2025 at 10:30 a.m. in Room # 6 at City Hall, 990 Palm Street, San Luis Obispo, by Chair Jackson. 2. PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA Public Comment: --End of Public Comment-- 3. CONSENT 3.a CONSIDERATION OF MINUTES - MAY 29, 2025 INVESTMENT OVERSIGHT COMMITTEE MINUTES Motion By Member Wang Second By Riley Kuhn To approve the Investment Oversight Committee Minutes of May 29, 2025. 2 Ayes (4): City Manager Whitney McDonald, Member Wang, Riley Kuhn, and Chair Jackson Abstained (1): Emily Francis Absent (1): Member Malicoat CARRIED (4 to 0) 4. BUSINESS ITEMS 4.a PRESENTATION OF THE QUARTERLY INVESTMENT REPORT ON PORTFOLIO PERFORMANCE & ECONOMIC OUTLOOK Motion By Emily Francis Second By Riley Kuhn To approve the Quarterly Investment Report on Portfolio Performance and Economic Outlook for the second quarter. Ayes (5): City Manager Whitney McDonald, Member Wang, Chair Jackson, Riley Kuhn, and Emily Francis Absent (1): Member Malicoat CARRIED (5 to 0) 4.b ANNUAL REVIEW OF CITY INVESTMENT POLICY AND MANAGEMENT PLAN Justin Resuello with PFM Asset Management LLC, provided an update via PowerPoint presentation and responded to Committee inquiries. Public Comment: --End of Public Comment-- Motion By City Manager Whitney McDonald Second By Member Wang Committee directed staff to continue the item to the next meeting scheduled for November 20, 2025 and provided direction to staff to revise the City's Investment Policy and Management Plan as follows: 3 • Add the following industries to the list of the City’s investment exclusions: e-cigarettes, gambling, casinos, and racetracks. • Incorporate language to reflect recently signed legislation. Ayes (5): City Manager Whitney McDonald, Member Wang, Chair Jackson, Riley Kuhn, and Emily Francis Absent (1): Member Malicoat CARRIED (5 to 0) 5. COMMENT AND DISCUSSION 5.a STAFF UPDATES AND AGENDA FORECAST Chair Jackson provided updates. 6. ADJOURNMENT The meeting was adjourned at 11:40 a.m. The next Regular Meeting of the Investment Oversight Committee is scheduled for November 20, 2025. _________________________ APPROVED BY INVESTMENT OVERSIGHT COMMITTEE: 11/20/2025