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HomeMy WebLinkAbout2021 02 22 Awards/Presentations 100 - PFM Asset Management LLC presentation on the highlights of the most recent Quarterly Investment Report for the period ending 12/31/2020 • AWARDS AND PRESENTATIONS ITEM 100 , .M.,e,�d CITY COMMISSION AGENDA I FEBRUARY 22, 2021 REGULAR MEETING 1959 TITLE PFM Asset Management LLC presentation on the highlights of the most recent Quarterly Investment Report for the period ending 12/31/2020. SUMMARY Mr. Steven Alexander, managing director in the Orlando office of PFM Asset Management Group LLC, will provide a brief presentation on the highlights of the most recent Quarterly Investment Report for the period ending 12/31/2020. He serves on the Investment Policy Certification Committee for the Association of Public Treasurers of the United States, and has served as a Government Finance Officers Association (GFOA) Standing Advisor for the Treasury and Investment Management Committee. He is the vice chairman of the Stetson University Board of Trustees, and is a member of the Association of Governing Boards of Universities and Colleges. He served on the Board of Directors of the Advent Health Foundation Cardiovascular Institute, and currently serves on the Central Florida Coalition for the Homeless, Orlando Regional Chamber of Commerce and the Orlando Economic Partnership. PFM has been the City's investment management firm since February 2009. RECOMMENDATION No action required at this time. 1 RESUMES OF KEY PROFESSIONALS 0 PfM Steven Alexander, CTP, CGFO, CPPT, CEC Managing Director PFM Asset Management LLC Contact Steven Alexander is a managing director in the Orlando office and 300 S. Orange Avenue is responsible for creating and co-directing PFM's investment Suite 1170 advisory and treasury management business in the South. He Orlando, FL 32801 provides investment advisory services to a variety of organizations alexanders@pfm.com including local governments and nonprofits, as well as the multi- 407.406.5750 office asset class investment management services. He established the Specialties Trusted Advisor Certificate Training Program, in conjunction with Specialized Services,Asset the Crummer Graduate School of Business Rollins College. Management Currently, Steven serves on the Investment Policy Certification State & Local Governments, K- 12 Schools, Endowments & Committee for the Association of Public Treasurers of the United Foundations States, and has served as a Government Finance Officers Association (GFOA) Standing Advisor for the Treasury and Education Investment Management Committee. He is the vice chairman of the B.B.A. in Finance Stetson University Board of Trustees, and is a member of the Stetson University Association of Governing Boards of Universities and Colleges. He B.S. in Accounting served on the Board of Directors of the Advent Health Foundation Florida Southern College Cardiovascular Institute, and currently serves on the Central Professional Designations Florida Coalition for the Homeless, Orlando Regional Chamber of or Licenses Commerce and the Orlando Economic Partnership. FINRA Series 6 & 63 licenses Certified Treasury Professional Steven is a member of the International Business Honor Society (CTP) Beta Gamma Sigma and holds amini-MBA from Rollins College Certified Government Finance Officer(CGFO) Crummer Graduate School of Business. He completed the Certified Public Pension University of Notre Dame Mendoza College of Business Nonprofit Trustee (CPPT) Executive Management Program, Endowment Institute at Yale Certified Executive Coach University's School of Management, and Yale School of (CEC) Management Executive Education Investment Management Theory Started with PFM: 1996 and Practice. 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