HomeMy WebLinkAboutInvestment Advisory Agenda 11/06/19MEETING OF THE INVESTMENT
ADVISORY/OVERSIGHT JOINT
COMMITTEE MEETING
Wednesday, November 6, 2019
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, Larry Sallinger (IAC)
Richard Rohm, Rick Otto, Will Kolbow (IOC)
Josephine Chan, Diane Hornsby (Staff)
Please read: The attached
Please bring: The attached
Agenda Topics
1. Call to Order Robert Foley
2. Approval of Minutes, Meeting of August 7, 2019 Robert Foley
3. Rate Summary September 2018 - September 2019 Josephine Chan
4. Investment Portfolio Update Josephine Chan
5. Treasurer's Investment Reports for July, August, & September 2019 Josephine Chan
6. Sales Tax Update Will Kolbow
7. California Forecast: Sales Tax Trends and Economic Drivers Will Kolbow
8. City Update Rick Otto
9. Next Meeting Date - Wed., February 5, 2020 Robert Foley
10. Public Comment
11. Adjournment Robert Foley