Minutes Investment Oversight Commission 4 23 08THE CITY OF
DUB E
Memorandum
TO: Members of City of Dubuque Investment Oversight Advisory Commission
FROM: Kenneth J. TeKippe, Finance Director ~~~.~~ ~~
RE: Un-approved Minutes of the April 23, 2008 Meeting of the Investment
Oversight Advisory Commission
DATE: April 24, 2008
Commission members Paul Lassance, Steve Reisdorf, Hiram Melendez, Virgil Blocker
and Gary Ruden were present. Ken TeKippe, Finance Director, and Jean Nachtman,
Assistant Finance Director, were also present.
1. The meeting was called to order at 3:00 p.m. in Conference Room A in City Hall by
Chairperson Paul Lassance. Finance Director Ken TeKippe, certified that the
meeting was in compliance with the Iowa open meetings law.
2. Paul Lassance moved that the minutes of the January 23, 2008 meeting be
approved with the comment relative to Treasuries made by Dubuque Bank and
Trust representatives removed. The motion was seconded by Steve Reisdorf and
approved unanimously.
3. Mr. Nick Zimmerman, Vice President Business Development and Michael
Maloney, Senior Portfolio Manager of US Bank introduced themselves and
indicated they have responsibility for city account previously handled by Kim
Keuter. Michael Maloney will attend the future annual investment management
review and offered to attend additional meetings if City desires. A handout was
distributed which provided information on performance, maturity distribution,
security type distribution and fixed income market outlook.
Michael stressed the high quality of assets in our portfolio and that there are no
safety worries. As of March 31, 2008, the cash percentage of the portfolio is
higher than bank prefers (34%). This is attributed to market conditions and low
yields for quality treasury securities. He plans to put funds to work as opportunities
exist over next few months, anticipate yields increasing. Normally should expect
closer to 1-2% cash. Inflation issues and the recent Bear Stearns buyout hurt
everyone. The Federal Fund rate dropped 75 basis points.
Y
Paul Lassance provided information to Nick and Michael on City involvement in
Iowa Trust Fund situation from several years ago and impact today on investment
policy and establishing commission.
Michael Maloney confirmed that US Bank is in compliance with the City's current
investment policy. Nick and Michael will meet with Ken and Jean to review current
investment policy since it is being updated.
4. Ken distributed investment return information for March 31, 2008, from the four
investment managers: Dubuque Bank and Trust, U.S. Bank, Dana Investment
Advisors and First Community Trust. Also distributed a recap of manager/
custodian annual fees based on March 31, 2008, market values. Information from
the four investment managers relative to the level of risk associated with our
investments was provided to the City Manager in March and a copy provided to the
commission.
5. The Commission reviewed the March 2008 quarterly investment reports prepared
by Jean Nachtman. There were no U.S. Treasuries in the current portfolio due to
returns. Recent interest rates for certificates of deposit acquired have been in the
2.50-2.60% range. A summary of 44 investment quotes for certificates of deposit
bids in the current fiscal year was distributed. U.S. Bank and Dubuque Bank and
Trust have been the successful bidders recently. The City recently received $7.8
million of property tax revenue that provided a source of funds to invest. Several
certificates will mature in late April and May and will be used to pay principal and
interest on bond issues (approximately $3 million due June 1). The City continues
to spend escrow and bond funds re-ative to new parking facility adjacent to the new
casino in the Port of Dubuque. Limited additional drawdowns on borrowings via
State Revolving Loan Fund (SRF) continue for water, stormwater and sanitary
sewer projects.
6. Virgil Blocker indicated that he will reapply for the commission. Virgil's current
term expires July 1, 2008.
7. There was no communication from the public, commission or staff to report
according to Ken.
8. The next meeting of the Commission is scheduled for Wednesday, July 23, 2008,
at 3:00 p.m. in City Hall. A representative from U.S. Bank will be invited to the
meeting. A schedule of meeting dates and representatives for the next year was
distributed.
9. Gary Ruden moved that the meeting adjourn. The motion was seconded by Virgil
Blocker and approved unanimously. The meeting adjourned at 3:50 p.m.