BOARD MEETING DATE: December 13, 1996 AGENDA NO. 27

Report:

Investment Oversight Committee

Synopsis:

The Investment Oversight Committee met November 1, 1996 and discussed the issues detailed herein. The next meeting is February 7, 1997 at 12:00 noon in Conference Room CC8.

Recommended Action:

Receive and file this report.

Jon D. Mikels, Chairman
Investment Oversight Committee


Attendance: Present were Committee Chair Jon Mikels and Members Gary Burton and Barbara Steckel. Absent were Mee Lee, Jim Silva and Mary Simpson.

Investment Committee Discussion Items:

Quarterly Report of Investments: The committee reviewed and received and filed the quarterly investment report to Governing Board. ACTION: The Committee requested that staff obtain additional information from the Los Angeles County Treasurer regarding the investment policies and procedures concerning Bond Anticipation Notes.

Award Contract for Investment Consultant Services: The committee approved forwarding to the Governing Board at its November 8, 1996 meeting a recommendation to execute a contract for Investment Consultant Services with Sperry Capital Inc.

Review of Investment Reporting Requirements and Terminology: At its August meeting the Committee requested a briefing on investment terminology. A presentation covering the investment reports provided to the AQMD by Los Angeles County, and the terminology used in those reports was provided along with a glossary of investment terms.

Other Business: None

Public Comment: None

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