HomeMy WebLinkAbout2010 07 28 Other Memorandum Provided By The Bogdahn GroupDate: July 28, 2010
The following document was provided to the Board
of Trustees by Dave West with The Bogdahn Group
at the July 28, 2010 Special Meeting.
THE
BOGDAHN
GRoup
simplifying pour inseslinew and fielrrriarr decvsions
MEMORANDUM
FROM: Dave West, CFA
RE: Invitation to Interview
DATE: July 22, 2010
CLIENT: City of Winter Springs General Employees' Retirement Trust Fund
The Pension Advisory Board for the City of Winter Springs General Employees' Retirement
Trust Fund would like to interview your firm. We will be interviewing candidates for a Core
Real Estate mandate. The approximate allocation is anticipated to be $1 - $2 million
(funding strategy dependent). The Advisory 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 Wednesday, July 28 2010 at the following location:
City Hall, Council Chambers
1126 East State Road 434
Winter Springs, Florida 32708
You have been allotted 20 minutes for your presentation and 10 minutes for a question and
answer session. Bogdahn Consulting 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 15 hard copies of your presentation book by July 23 to:
Danielle M. Harker
Assistant to Kevin L. Smith, City Manager
City of Winter Springs
1126 East State Road 434
Winter Springs, Florida 32708
p: (407) 327 -5957
Please email your presentation materials to dharker @wintersi)rinasfl.ora , and
davew @bogdahngroup.com by July 22n for board member distribution.
If you have any questions or scheduling issues please let me know as soon as possible. The
following presentation order has been set:
Time Manacler
6:00 p.m. American Realty
6:45 p.m. Intercontinental Real Estate
7:15 p.m. Cornerstone Advisors
4901 Vineland Road �' Suite 600'' Orlando, Florida 32811
Telephone (866) 240 -7932 Facsimile (863) 292 -8717
www.bogdahngroup.com