TENTATIVE:

SUBJECT TO

REVISION 

TOWN OF PALM BEACH
Town Manager's Office
Investment Advisory Committee

TOWN HALL
COUNCIL CHAMBERS-SECOND FLOOR
360 SOUTH COUNTY ROAD

AGENDA

May 19, 2023

2:30 PM

Welcome!
I.CALL TO ORDER AND ROLL CALL

Mr. Chris Storkerson, Chairman

Ms. Kathleen Anderson, Vice Chairman

Mr. Lloyd McAdams

Ms. Jaqueline de Sanctis

Ms. Annette Geddes

II.PLEDGE OF ALLEGIANCE
III.ANNUAL ELECTION OF CHAIRMAN AND VICE CHAIRMAN
IV.INTRODUCTION OF NEW MEMBER - ANNETTE GEDDES
V.APPROVAL OF AGENDA
VI.COMMUNICATIONS FROM CITIZENS
VII.APPROVAL OF THE MINUTES
A.Minutes of the February 17, 2023 Investment Advisory Committee Meeting
VIII.FLORIDA LEAGUE OF CITIES (FMvT)
A.Quarterly Performance Report
Jeff Bromley, Florida League of Cities and Jim Womack, Atlanta Capital
IX.PFM ASSET MANAGEMENT
A.

A.  Quarterly Performance Report

B. Benchmark Comparison

Scott Stitcher, PFM Asset Management
X.ANDCO CONSULTING –
A.A. Quarterly Performance Report
Dave West, CFA, AndCo Consulting
XI.OPEB TRUST FINANCIAL REPORT
A.OPEB Trust Financial Report
Robert Miracle, Deputy Town Manager
XII.INVESTMENT REPORT
A.March 2023 Investment Report
Amy Wood, Assistant Finance Director
XIII.QUARTERLY REPORT FOR OVERSITE OF ONE-CENT SURTAX
A.Quarterly Report for Oversite of One-Cent Surtax
Robert Miracle, Deputy Town Manager
XIV.ANY OTHER MATTERS
XV.ADJOURNMENT
XVI.NEXT MEETING
A.

Schedule for 2023 Meetings:

 

Friday, August 18, 2023 - 2:30 P.M.

Friday, November 17, 2023 - 2:30 P.M.

PLEASE TAKE NOTE:

Disabled persons who need an accommodation in order to participate in this meeting are requested to contact the Town 
Manager's Office at (561) 838-5410 or through the Florida Relay Service by dialing 1-800-955-8770 for voice callers 
or 1-800-955-8771 for TDD callers, at least two (2) working days before this meeting.