Investment Advisory Board

Investment Advisory Board City of Huntington Beach Thursday, July 23, 2026 2000 Main Street 5:00 PM - Regular Meeting Huntington Beach, CA 92648 AGENDA Civic Center, Council Chambers JASON SCHMITT, City Treasurer ALLEN SCHREIBER, Chair JOYCE ZACKS, Deputy City Treasurer DOUG MISTERLY, Vice-Chair COLIN STEVENS, Treasury Manager MARK ELLETT, Board Member JENNIFER MCCANN, Senior Administrative Assistant RICHARD JACKSON, Board Member MARTHA MORROW, Board Member MICHELLE SCHUETZ, Board Member A. CALL TO ORDER / PLEDGE OF ALLEGIANCE / ROLL CALL B. PUBLIC COMMENTS The City welcomes public comments on agendized or non-agendized items but please note that the Investment Advisory Board can take no action on this date, unless the item is agendized . Each speaker may have up to 3 minutes unless the volume of speakers warrants reducing the time allowance and cannot donate time to others. Individuals wishing to speak may do so in one of two ways: 1. In-Person: Fill out a Request to Speak form delivered to the Staff Liaison. Once the Chair opens Public Comments, participants will be called in the order forms are received. 2. In Writing: Submit written comments via email to jennifer.mccann@surfcity-hb.org by 2:00 PM on the day of the meeting. All written communications will be forwarded to the Investment Advisory Board and recorded as supplemental communication. C. APPROVAL OF MINUTES 26-570 C1. Investment Advisory Board Meeting Minutes of April 23, 2026 - approval requested Attachments: DRAFTED IAB Minutes 04.23.26 D. REVIEW OF Q4 2025-2026 QUARTERLY INVESTMENT REPORT Page 1 of 2 Investment Advisory Board AGENDA July 23, 2026 26-569 D1. Q4 2025-2026 Investment Report - Draft Attachments: Q4 FY2025-2026 Investment Report Summary Draft Version - FINAL City of Huntington Beach IAB Presentation 7-23-26 E. OVERVIEW OF SUPPLEMENTAL RETIREMENT PROGRAM F. BOARD MEMBER COMMENTS G. ADJOURNMENT The next regularly scheduled meeting of the Investment Advisory Board is Thursday, October 22, 2026 at 5:00 PM in the Council Chambers at the Civic Center, Huntington Beach, California. INTERNET ACCESS TO THE INVESTMENT ADVISORY BOARD AGENDA AND STAFF REPORT MATERIAL IS AVAILABLE PRIOR TO INVESTMENT ADVISORY BOARD MEETINGS AT: https://huntingtonbeach.legistar.com/ MEETING ASSISTANCE NOTICE: In accordance with the Americans with Disabilities Act, services are available to members of our community who require special assistance to participate in public meetings. If you require special assistance, 48-hour prior notification will enable the City to make reasonable arrangements for an assisted listening device (ALD) for the hearing impaired, American Sign Language interpreters, a reader during the meeting and/or large print agendas. Please contact the City Treasurer's Office at 714-536-5200 for more information, or request assistance from the recording secretary at the meeting. Page 2 of 2