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INVESTMENT ADVISORY COMMITTEE AGENDA

Monday, April 24 at 10:00 a.m
Executive Conference Room, Level Three
Brea Civic & Cultural Center

CHAIR:
ALTERNATE
:
Mayor Pro Tem Christine Marick
Mayor Marty Simonoff

The Investment Advisory Committee Meeting will be held on Monday, April 24 at 10:00 a.m. and the public is welcome to attend. Written comments may be sent to the Administrative Services Department at arlenem@cityofbrea.net no later than 12:00 p.m. on Friday, April 21, 2023.  Any comments received via email will be summarized aloud into the record at the meeting.

The Investment Advisory Committee meeting agenda can be viewed on the City of Brea's website at https://www.ci.brea.ca.us/509/Meeting-Agendas-Minutes. Hard copies of the agenda packet are available via USPS with proper notice by calling (714) 990-7676. Materials related to an item on this agenda submitted to the Investment Advisory Committee after distribution of the agenda packet are available for public inspection in the Administrative Services Department located on the third floor of the Civic & Cultural Center at 1 Civic Center Circle, Brea, CA during normal business hours. Such documents may also be available on the City’s website subject to staff’s ability to post documents before the meeting.

 
 
             
CALL TO ORDER / ROLL CALL
 
1.   Matters from the Audience
 
CONSENT
 
2.   January 23, 2023 Investment Advisory Committee Regular Meeting Minutes - Approve.
 
DISCUSSION
 
3.   Review Quarterly Investment Report Period Ended March 31, 2023 from Chandler Asset Management - Presented by Daniel Delaney and Mia Corral Brown
 
4.   Monthly Report of Cash and Investments for the City of Brea for Period Ended December 31, 2022 - Receive and file.
 
5.   Schedule Next Meeting: July 24, 2023
 
 
 
Special Accommodations
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk’s Office at (714) 990-7757. Notification 48 hours prior to the meeting will enable City staff to make reasonable arrangements to ensure accessibility. (28 CFR 35.102.35.104 ADA Title II)

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