Financial Review Committee Meeting - September 12, 2023

Dana Point Financial Review Committee · October 24, 2023

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49:36

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49:36

Opening and roll call

Presentation

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Chair and secretary opened the Financial Review Committee meeting and conducted roll call; all members present except Member Frost, who was noted absent for the record.

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The Dana Point Financial Review Committee heard a presentation from PFM Asset Management on alternative investment options including the California Asset Management Program (CAMP) and a separately managed core portfolio, and voted to direct staff to draft an updated investment policy to allow participation in the CAMP pool and related services.

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Transcript

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