FROM: Robert Thompson, General Manager
Originator: Wally Ritchie, Director of Finance
SUBJECT:
title
INVESTMENT PERFORMANCE RESULTS
end
GENERAL MANAGER'S RECOMMENDATION
recommendation
RECOMMENDATION:
Information Item.
body
BACKGROUND
Insight Investment (Insight) serves as the Orange County Sanitation District’s (OC San) Investment Manager. Insight’s Senior Portfolio Manager Jason Celente, CFA, CTP and Senior Relationship Manager Thierno Sylla, CFA will be providing an informational presentation on the performance of OC San’s liquidity and long-term investment portfolios over the past year.
RELEVANT STANDARDS
• Ensure that investment proposals and decisions are based on clearly defined standards
• Comply with OC San’s Investment Policy
• Ensure the public’s money is wisely spent
ATTACHMENT
The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package:
• Presentation