HomeMy WebLinkAboutInvestment Advisory Agenda 11/01/17MEETING OF THE INVESTMENT
ADVISORY/OVERSIGHT JOINT
COMMITTEE MEETING
Wednesday, November 1, 2017
3:00 p.m. - 4:00 p.m.
Finance Conference Room
Meeting called by: Robert Foley, Chair Facilitator: Robert Foley
Type of meeting: Quarterly Meeting Minutes taken by: Diane Hornsby
Attendees: Robert Foley, Ken Romero, Larry Sallinger (IAC)
Richard Rohm, Rick Otto, Will Kolbow (IOC)
Josephine Chan, Diane Hornsby (absent) (Stafl)
Please read: The attached
Please bring: The attached
----- Agenda Topics ----
1. Call to Order Robert Foley
2. Approval of Minutes, Meeting of August 2, 201 7 Robert Foley
3. Rate Summary October 2016- September 2017 Josephine Chan
4. Investment Portfolio Update Josephine Chan
5. Treasurer's Investment Reports for July, August, and September Josephine Chan
2017
6. Sales Tax Update WillKolbow
7. California Forecast: Sales Tax Trends and Economic Drivers Will Kolbow
8. City Update Rick Otto
9. Next Meeting Date- Wed., February 7, 2018 Robert Foley
10. Public Comment
11. Adjournment Robert Foley