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HomeMy WebLinkAbout08-18-2016 IOC Minutes  Minutes Investment Oversight Committee Thursday, August 18, 2016 Regular Meeting of the Investment Oversight Committee CALL TO ORDER A Regular meeting of the Investment Oversight Committee was called to order on Thursday, August 18, 2016, at 1:32 p.m. in the Council Hearing Room at 990 Palm Street, San Luis Obispo, California, by Chair Johnson. ROLL CALL Present: Committee Members Steve Barasch, Xenia Bradford; Katie Lichtig, Jan Marx; Vilma Warner, and Chair Derek Johnson Absent: None Others Present: Al Eschenbach, Independent Auditor and ex-officio member, and Monique Spyke, PFM Asset Management LLC (City’s Investment Advisor); Heather Goodwin, Deputy City Clerk PUBLIC COMMENT ON ITEMS NOT ON THE AGENDA None. 1. REVIEW OF INVESTMENT OVERSIGHT COMMITTEE MEETING MINUTES OF MAY 12, 2016 ACTION: MOTION BY COMMITTEE MEMBER MARX, SECOND BY COMMITTEE MEMBER WARNER, CARRIED (COMMITTEE MEMBERS BARASCH AND LICHTIG ABSTAINING) 4-0-2, to approve the Investment Oversight Committee Meeting minutes of May 12, 2016. 2. PRESENTATION OF THE QUARTERLY INVESTMENT REPORT ON PORTFOLIO PERFORMANCE Chair Johnson distributed the Quarterly Investment Report. City Investment Advisors Monique Spyke reviewed the contents of the report and summarized the portfolio’s performance. Committee questions followed. Public Comment: None. City of San Luis Obispo, Title, Subtitle    Investment Oversight Committee Minutes of August 18, 2016 Page 2   ---End of Public Comment--- ACTION: MOTION BY COMMITTEE MEMBER LICHTIG, SECOND BY COMMITTEE MEMBER MARX, CARRIED 6-0, to confirm the Quarterly Investment Report for the period ending June 30, 2016 is in compliance with the City’s Investment Policy. 3. DISCUSSION OF CASH FLOW AND CITY INVESTMENTS Chair Johnson provided an update to the City’s Cash Flow Analysis; reported that the City transferred 18 million dollars to PFM; noted that the committee will continue to review the overall cash on hand; stated that Committee Members Bradford and Warner will provide updates to the City’s Cash Flow and Investments at future committee meetings. Committee Member Barasch distributed hard copies of various newspaper articles, an email from FIN Facts entitled “Weekly Financing News from George Smith Partners,” Capitol One flyer, various financial charts, and an email from Nancy Campbell entitled “City of San Luis Safety Plan Side Fund Amount and/or CalPERS link.” Committee questions followed. Public Comment: None. ---End of Public Comment--- Following discussion, the Committee received and filed the Cash Flow Analysis Report. 4. DISCUSSION OF INVESTMENT OVERSIGHT COMMITTEE CALENDAR The Committee discussed the upcoming Investment Oversight Committee meeting dates.; stated that staff sent out the schedule of committee meetings for 2017, noting that the next committee meeting is scheduled for November 10, 2016. Chair Johnson made several announcements related to the committee’s membership; stated that Committee Member Warner is retiring with the City of San Luis Obispo on December 29, 2016; noted that his term as Interim Finance Director is ending. Stated that Committee Member Bradford will be appointed as Interim Finance Director by the next Committee meeting, highlighting that she serve as Chair at future Committee meetings. 5. ITEMS TO BE ADDRESSED AT A FUTURE MEETING No discussion. City of San Luis Obispo, Title, Subtitle    Investment Oversight Committee Minutes of August 18, 2016 Page 3   ADJOURNMENT The meeting was adjourned at 2:26 pm. APPROVED BY INVESTMENT OVERSIGHT COMMITTEE: 11/10/2016