City of Fullerton

Meeting: Investment Advisory Committee on 2021-04-15 4:00 PM

Meeting Time: April 15, 2021 at 4:00pm PDT

Agenda Items

Select an Agenda Item to Comment on.

CALL TO ORDER

ROLL CALL

PUBLIC COMMENTS eComments are not read at the Committee meeting. eComments are forwarded to Committee Members and are part of the public record. Please see the agenda for instructions to address the Committee.

1. Selection of Investment Advisory Committee Chairperson - eComments are not read at the Committee meeting. eComments are forwarded to Committee Members and are part of the public record. Please see the agenda for instructions to address the Committee.

2. Approval of minutes from the regular meeting of January 21, 2021 eComments are not read at the Committee meeting. eComments are forwarded to Committee Members and are part of the public record. Please see the agenda for instructions to address the Committee.

3. Review of the City's Pension and OPEB Plan (115 Trust) Investment Portfolio. eComments are not read at the Committee meeting. eComments are forwarded to Committee Members and are part of the public record. Please see the agenda for instructions to address the Committee.

4. Review of Market Update and Current Investment Portfolio for the period ending March 31, 2021. eComments are not read at the Committee meeting. eComments are forwarded to Committee Members and are part of the public record. Please see the agenda for instructions to address the Committee.

5. Investment Policy Update and Discussion eComments are not read at the Committee meeting. eComments are forwarded to Committee Members and are part of the public record. Please see the agenda for instructions to address the Committee.

6. Discussion and Direction on Request for Proposals for Investment Advisory Services Process eComments are not read at the Committee meeting. eComments are forwarded to Committee Members and are part of the public record. Please see the agenda for instructions to address the Committee.

7. Discussion and Direction Transition Plan to Return to In-Person Meetings eComments are not read at the Committee meeting. eComments are forwarded to Committee Members and are part of the public record. Please see the agenda for instructions to address the Committee.

ADJOURNMENT