Investment Committee

Ocala Investment Committee Agenda - Final Tuesday, May 3, 2022 Meeting Information WELCOME! Location We are very glad you have joined us for today’s meeting. If CSO Conference Room reasonable accommodations are needed for you to participate in 201 SE 3rd St this meeting, please call Maribel Lozada at (352) 629-8371, 48 Ocala, FL 34471 hours in advance so arrangements can be made. Online Via Teams: https://teams.microsoft.com/1/meetup-join/ APPEALS 19 Any person who decides to appeal any decision of the Ocala City Council with respect to any matter considered at this Time meeting will need a record of the proceeding, and for such 9:00 AM purpose, may need to ensure that a verbatim record of the Jay A. Musleh proceeding is made. City Councilman Peter Lee Interim City Manager Emory Roberts Jr. Director of Finance and Customer Service Finance Department Tammi Haslam Director of Budget Budget Department Raymond Bachik Accounting Manager Finance Department Peter Brill Assistant Director of Finance and Customer Service Finance Department Investment Committee Agenda - Final May 3, 2022 1. Call To Order 2. Introduction 3. Minutes Approval a. Minute Approval 4. Reports a. Seix Investment Advisor b. PFM Asset Management c. Sawgrass Asset Management d. CapTrust Asset Management 5. Overview - Internal Investment Report a. Internal Investment Report 6. Other Matters 7. Adjournment Page 1 of 1