City of Brea

Investment Advisory Committee

Monday, April 28, 2025, 10:00 AM

EXECUTIVE CONFERENCE ROOM - 3RD FLOOR

1 Civic Center Circle, Brea,CA 92821

CHAIR:  Council Member Christine Marick

ALTERNATE: Council Member Marty Simonoff

The Investment Advisory Committee Meeting will be held on Monday, April 28, 2025 at 10:00 a.m. and the public is welcome to participate. Written comments may be sent to the Administrative Services Department at debbied@cityofbrea.gov no later than 2:00 p.m. on Thursday, April 24, 2025. Any comments received via email will be summarized aloud into the record at the meeting.

The Investment Advisory Committee meeting agenda can be viewed on the City of Brea's website at https://www.ci.brea.ca.us/509/Meeting-Agendas-Minutes. Hard copies of the agenda packet are available via USPS with proper notice by calling (714) 990-7684. Materials related to an item on this agenda submitted to the Investment Advisory Committee after distribution of the agenda packet are available for public inspection in the Administrative Services Department located on the third floor of the Civic & Cultural Center at 1 Civic Center Circle, Brea, CA during normal business hours. Such documents may also be available on the City's website subject to staff's ability to post documents before the meeting.

In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk's Office at (714) 990-7757. Notification 48 hours prior to the meeting will enable City staff to make reasonable arrangements to ensure accessibility. (28 CFR 35.102.35.104 ADA Title 11)

1. CALL TO ORDER/ROLL CALL

1.A. Matters from the Audience

1.B. Attendees

2. CONSENT

2.A. Approval of Minutes 01-27-2025

3. DISCUSSION

3.A. Review Quarterly Investment Report for Period Ended March 31, 2025 from Chandler Asset Management - Presented by Daniel Delaney

4. NEXT MEETING:

Reminder: The next Investment Advisory Committee meeting is scheduled for Monday, July 28, 2025 at 10 a.m.

Date Posted: April 24, 2025