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Board reviews investment policy, designates training sources and officers as part of consent items
Summary
The board received the Annual Investment Review and approved related resolutions noting approved investment instruments, independent training sources and designation of investment officers; the items were included on the consent agenda and passed 7-0.
David Longoria presented the Annual Investment Review required by board policy, outlining approved types of instruments, the identity (not specified in the public transcript) of designated investment officers and recommended independent sources for investment training.
The board included two investment-policy items on the consent agenda: a resolution documenting the board's review of the investment policy and a resolution approving independent sources for investment training and the designation of investment officers. Those consent items passed as part of the 7-0 consent vote. The public transcript does not list the names of the designated investment officers or the independent training providers.
