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HomeMy WebLinkAbout2022 08 11 BOT Regular Meeting Minutes CITY OF WINTER SPRINGS, FLORIDA MINUTES BOARD OF TRUSTEES REGULAR MEETING AUGUST 11, 2022 CALL TO ORDER Chairperson David Withee called the Regular Meeting of Thursday, August 11, 2022 of the Board of Trustees to order at 5:33 pm in the Commission Chambers (City Hall, 1126 East State Road 434, Winter Springs, Florida 32708). Roll Call: Chairperson David Withee, present Vice-Chairperson Marco Santoro, present Board Member Michael Blake, present Board Member Arif Fareed, present Board Member Greg Smith, present Assistant City Clerk Tristin Motter, present A moment of silence was followed by the Pledge of Allegiance. Board Member Arif Fareed arrived at 5:34pm AWARDS AND PRESENTATIONS 100. Not Used INFORMATIONAL AGENDA 200. Not Used PUBLIC INPUT Chairperson Withee opened Public Input. No one addressed the Board. Chairperson Withee closed Public Input. CONSENT AGENDA 300) Approval of the Thursday, May 12, 2022 Board of Trustees Regular Meeting Minutes Cover Page 2022 05 12 BOT Regular Meeting Minutes CITY OF WINTER SPRINGS, FLORIDA MINUTES BOARD OF TRUSTEES REGULAR MEETING – AUGUST 11, 2022 PAGE 2 OF 3 P L A N N I N G A N D Z O N I N G B O A R D / L O C A L P L A N N I N G A G E N C Y R E G U L A R M E E T I N G | W E D N E S D A Y , J U N E 5 , 2 0 1 9 | P A G E 2 O F 3 "MOTION TO APPROVE THE MINUTES." MOTION BY BOARD MEMBER SMITH. SECONDED BY BOARD MEMBER FAREED. DISCUSSION. VOTE: SANTORO (AYE); WITHEE (AYE); SMITH (AYE); BLAKE (AYE); FAREED (AYE) MOTION CARRIED. PUBLIC HEARINGS AGENDA 400. Not Used REGULAR AGENDA 500) Quarterly Investment Return Report from AndCo Consulting 2022-06-30 Winter Springs General (Quarterly Report).pdf Mr. Dave West, Senior Consultant, AndCo Consulting, 4901 Vineland Road, Suite 600, Orlando, Florida began with the July Flash report and the asset allocation than moved into the June Quarterly report review. Discussions regarding the Market decline, the Bond market, and the inverted curvy regarding the SMP 500. Questions were asked about the yield curve and the progression. Further discussion continued on the equity market. Mr. West recommended getting back to style neutral for a long term strategy. Discussion ensued regarding the recommendation, the inverted curve, how it could potentially react and automatic rebalancing. Mr. West gave an overview of the July Quarterly Report beginning with rebalancing, the performance of each of the portfolios and looking at a value move on Brandywine. City Manager Shawn Boyle relayed to the Board what is happening in the City for the pension and discussion ensued. Mr. West gave the official recommendation is to move a million for Vanguard total protection fund to Cash. "MOTION TO LIQUIDATED A MILLION DOLLARS FROM THE VANGAURD TIPS ACCOUNT AND ADD TO CASH FOR CASH FLOW PURPOSES." MOTION BY BOARD MEMBER BLAKE. SECONDED BY VICE-CHAIRPERSON SANTORO. DISCUSSION. VOTE: SMITH (AYE); FAREED (AYE); WITHEE (AYE); BLAKE (AYE); SANTORO (AYE) MOTION CARRIED. Mr. West reviewed the July Flash report with the Board and recommended to liquate the Brandywine fund and move to the Total Market fund.