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3 results for “investment portfolio” · agenda

  • reg meeting agenda jan 21 2025

    Jan 21, 2025

    ·Tampa, FL
    Agenda

    The City of Tampa General Employees' Retirement Fund Board of Trustees held a regular meeting agenda scheduled for Tuesday, January 21, 2025 at 1:30 P.M. The meeting included investment consultant reports on market performance and portfolio review as of December 31, 2024, a legal report, and administrative matters including retirement applications and approvals of quarterly invoices totaling approximately $476,575 from various investment managers and consultants (ACG, Dodge & Cox, Leeward, Loomis, and Wellington). The agenda also encompassed approval of minutes from the November 19, 2024 meeting, public comments, and administrative consent items including longevity retirement, deferred retirement, and DROP (Deferred Retirement Option Plan) applications.

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    employee retirementinvestment managementfund administrationpension applications
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  • Tampa

    Tampa, FL
    Agenda

    This is an agenda for the Tampa Board of Trustees Regular Meeting scheduled for July 19, 2022, at 1:30 p.m., chaired by Stephen Hill. The meeting will include presentations from U.S. Large Cap investment managers (Dodge & Cox and Loomis Sayles), a portfolio performance review for June 2022, consideration of liquidity needs, and approval of motions regarding disability policy revision, a retirement disability claim review, and board travel policy updates. The meeting will be held at the Julian B Lane Conference Room in Tampa, Florida, with options for remote participation via video conference or phone.

    AI summary

    board meetinginvestment portfoliodisability policytravel policyretirement benefits
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  • Agenda Tampa Fire & Police Pension Board

    Tampa, FL
    Agenda

    The Tampa Fire & Police Pension Board agenda for April 22, 2026 includes approval of prior meeting minutes, ratification of pension benefits, and admission of 18 new Tampa Fire Rescue hires to the pension fund contingent on medical clearance and provider documentation. An investment management presentation will be provided showing a portfolio market value of $3,545,140,513.75 with a 6.8% return for the quarter ended March 31, 2026, along with approval of legal services billing totaling approximately $8,150 for March 2026.

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    pension benefitsfire rescueinvestment managementlegal services
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