HomeMy WebLinkAbout2024-11-21; Investment Review Committee; Agendas
Council Chamber
1200 Carlsbad Village Dr.
Carlsbad, CA 92008
carlsbadca.gov
INVESTMENT REVIEW COMMITTEE
Regular Meeting
Nov. 21, 2024, 2 p.m.
Welcome to the Investment Review Committee Meeting
We welcome your interest and involvement in the city’s legislative process. This agenda includes
information about topics coming before the Investment Review Committee and the action recommended
by city staff. You can read about each topic in the staff reports, which are available on the city website.
How to watch
In Person
Online
City Council Chamber
1200 Carlsbad Village Drive
Watch the livestream at
carlsbadca.gov/watch
How to participate
If you would like to provide comments to the Committee, please:
Fill out a speaker request form, located in the foyer.
Submit the form to the Clerk before the item begins.
When it’s your turn, the Clerk will call your name and invite you to the podium.
Speakers have three minutes, unless the presiding officer (usually the chair) changes that time.
You may not give your time to another person but can create a group. A group must select a single
speaker as long as three other members of your group are present. All forms must be submitted
to the City Clerk before the item begins and will only be accepted for items listed on the agenda
(not for general public comment at the beginning of the meeting). Group representatives have 10
minutes unless that time is changed by the presiding officer or the Committee.
In writing: Email comments to treasury@carlsbadca.gov. Comments received by 8 a.m. the day
of the meeting will be shared with the Committee prior to the meeting. When e-mailing
comments, please identify in the subject line the agenda item to which your comments relate. All
comments received will be included as part of the official record.
Reasonable accommodations
Reasonable Accommodations Persons with a disability may request an agenda packet in appropriate
alternative formats as required by the Americans with Disabilities Act of 1990. Reasonable
accommodations and auxiliary aids will be provided to effectively allow participation in the meeting.
Please contact the City Manager’s Office at 442-339-2821 (voice), 711 (free relay service for TTY users),
760-720-9461 (fax) or manager@carlsbadca.gov by 9 a.m. on the Wednesday before the meeting to make
arrangements. City staff will respond to requests by 9 a.m. on Thursday, the day of the meeting, and will
seek to resolve requests before the start of the meeting in order to maximize accessibility.
Nov. 21, 2024 Page 2
CALL TO ORDER: 2 p.m.
ROLL CALL: Korach, Rocha, Haber, True.
PLEDGE OF ALLEGIANCE: Committee Chair Korach led the Pledge of Allegiance.
APPROVAL OF MINUTES:
Minutes of the Special Meeting held Oct. 24, 2024
ACTION: Minutes were approved as presented – 4/0.
PRESENTATIONS: None.
CONSENT CALENDAR: None.
PUBLIC HEARINGS: None.
DEPARTMENTAL REPORTS:
1. FISCAL YEAR 2024-25 FIRST QUARTER INVESTMENT REVIEW: Receive presentation of the
city’s investment portfolio for the first quarter of fiscal year 2024-25. (Staff contact: Katie
Schroeder, Treasury Department)
Recommended Action: Receive the presentation.
ACTION: Committee received the presentation.
COMMITTEE MEMBER COMMENTARY AND REQUESTS FOR CONSIDERATION OF MATTERS: This
portion of the agenda is for the Committee to make brief announcements, brief reports of their
activities and requests for future agenda items.
STAFF COMMENTS:
ADJOURNMENT: 2:10 p.m.