HomeMy WebLinkAboutInvestment Advisory Board/Huntington Beach City Council JoinCITY i YHUNTINGTONxB."'
Investment Advisory hoard:
Per Municipal Code: Acts in an
advisory capacity to City Council
MEETINGS
INVESTMENT ADVISORY BOARD
*.Open to the
publie
per
uIli 1-- -Brown
i.r.. o_ Act
oMeeting dates for FY 2013714:
.October 17, 2013
January 16, 2014
April 22, 2014
Judy 17, 2014
FY 2013® 4, Members were as follows:
r; David Har Appointed b Joe Carchio
�5 Rob Sternberg_- - Appointed by Jim Katapodis
Dave
e Lyn Semeta - - Appointed by
e Rochelle Ruth - - Appointed by Connie Boardman
Jennifer Ha - -Appointed by Jill Hardy
Alan R Appointed by r
att Harper
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oCity's Investment Policy d
Compliance — No exceptions
ro
oConfirmed Liquidity Availability
oAppropriate New Investanents
oCurrent events, economic/
market conditions, governmental
regulation
INVESTMENT AI)VISORY BOARD
o Conclusions:
City Treasurer has adhered to
governmental regulations, and
Maintained and followed
Investment Policy Statement
guidelines and criteria:
Safety
Liquidity
Market Rate of Return