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HomeMy WebLinkAbout11-10-2016 IOC Minutes Minutes Investment Oversight Committee Thursday, November 10, 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, November 10, 2016, at 1:37 p.m. in the Council Hearing Room at 990 Palm Street, San Luis Obispo, California, by Chair Bradford. ROLL CALL Present: Committee Members Steve Barasch, Derek Johnson, Vilma Warner, and Chair Xenia Bradford Absent: Mayor Marx, City Manager Lichtig Others Present: Al Eschenbach, Independent Auditor and ex-officio member, and Monique Spyke, PFM Asset Management LLC (City’s Investment Advisor); Kevin Christian, Recording Secretary PUBLIC COMMENT ON ITEMS NOT ON THE AGENDA Leslie Halls, San Luis Obispo, expressed opinion that the committee is doing a great job based on the rate of return on investments. Questioned where the City’s invests its money. 1. REVIEW OF INVESTMENT OVERSIGHT COMMITTEE MEETING MINUTES OF AUGUST 18, 2016 Committee Member Barasch requested clarification on the scope and purpose of the committee, noting that he had raised the question at the August 18, 2016 committee meeting. In response to committee inquiry, Independent Auditor Eschenbach commented and Assistant City Manager Johnson concurred that the purpose of the committee has historically been to review City’s portfolio on an ongoing basis to determine that the City is in compliance with the City Investment Management Policies. Chair Bradford noted that this will be added to a future agenda for consideration. ACTION: MOTION BY COMMITTEE MEMBER JOHNSON, SECOND BY COMMITTEE MEMBER WARNER, CARRIED 4-0, to approve the Investment Oversight Committee Meeting minutes of August 18, 2016. City of San Luis Obispo, Title, Subtitle Minutes - Investment Oversight Committee Minutes of November 10, 2016 Page 2 2. PRESENTATION OF THE QUARTERLY INVESTMENT REPORT ON PORTFOLIO PERFORMANCE Chair Bradford distributed the Quarterly Investment Report. City Investment Advisor Monique Spyke reviewed the contents of the report and summarized the portfolio’s performance. Committee questions followed. In response to the question during “Public Comment On Items Not On The Agenda” it was noted that earned income from the portfolio are reinvested back into the portfolio. Public Comment: None. ---End of Public Comment--- ACTION: MOTION BY COMMITTEE MEMBER JOHNSON, SECOND BY COMMITTEE MEMBER BARASCH, CARRIED 4-0, to confirm the Quarterly Investment Report for the period ending September 30, 2016 is in compliance with the City’s Investment Policy. 3. DISCUSSION OF CASH FLOW AND CITY INVESTMENTS Chair Bradford discussed the Cash Flow Analysis report. In response to Committee Member Barasch inquiry, Assistant City Manager Johnson reported that there are no Capital Investment Expenditures projected that will strain the cash flow and there are no changes planned for the current cash investments. Public Comment: None. ---End of Public Comment--- No action taken. 4. DISCUSSION OF INVESTMENT OVERSIGHT COMMITTEE CALENDAR Next meeting date: Thursday, February 16, 2017 at 1:30. City of San Luis Obispo, Title, Subtitle Minutes - Investment Oversight Committee Minutes of November 10, 2016 Page 3 5. ITEMS TO BE ADDRESSED AT A FUTURE MEETING Following discussion, the Committee agreed to discuss at a future meeting the difference between an Oversight Committee versus Advisory Committee status. ADJOURNMENT Prior to adjournment, the Committee thanked Committee Member Warner for her service on the committee. The meeting was adjourned at 2:19 pm. APPROVED BY INVESTMENT OVERSIGHT COMMITTEE: 02/16/2017