HomeMy WebLinkAbout2009 02 17 Regular 600 Memorandum from Dave West for Schedule~ TME
-BOGDAHN
GROUP
MEMORANDUM
FROM: Dave West, CFA
RE: Invitation to Interview
DATE: January 29, 2009
CLIENT: City of Winter Springs General Employees Pension Fund
The Pension Advisory Board for the City of Winter Springs General Employees Pension
Plan would like to interview your firm. We will be interviewing candidates for the domestic
equity all cap value space. The approximate allocation is $3 million (funding strategy
dependent). The board would require a representative from your firm to attend an annual
meeting, while reserving additional visitation requirements to address issues of major
concern.
Interviews are set for Tuesday, February 17th, 2009 at the following location:
City Hall, Council Chambers
1126 East State Road 434
Winter Springs, FI 32708
You have been allotted 20 minutes for your presentation and 10 minutes for a
question and answer session. The Bogdahn Group has provided the trustees with returns
and risk/reward information, and would like you to focus your presentation on your firm,
philosophy and management style, and your investment approach to the current market
environment.
Please send 12 hard copies of your presentation book by Friday February 6th to:
Danielle Harker, Deputy City Clerk
City of Winter Springs
(407) 327-5965
1126 East State Road 434
Winter Springs, Florida 32708
Please expedite an a-mail transmission of your presentation materials to
dharkerCcDwintersorina fl org and dayewC~boadahnarou com as well.
If you have any questions or scheduling issues please let me know as soon as possible. The
following presentation order has been set:
Time Manaoer
6:15 p.m. Anchor
6:45 p.m. Dalton Greiner Hartman Maher (DGHM)
7:15 p.m. Moody Aldrich
~~~ '"' WITHDREW
340 West Central Avenue • Suite 300 • Winter Haven, Florida 33880
Telephone (863)293-8289 • Facsimile (863) 292-8717
www.bogdahngroup.com