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Police Pension Minutes 2014 11-10-14 Yorkville Police Pension Fund Board 804 Game Fann Road Yorkville, IL 60560 i (630) 553 -4340 5 OOPM on November 10 2014 Police Department Conference Room Minutes Attachments : Meeting Minutes for August 12, 2014 President/Secretary to sign Monthly Treasurer' s Report as of September 30, 2014 Bills for Payment Meeting Call to Order: 5 : 08pm by Vice President Greg Sibenaller Roll Call : Present: Ray Mikolasek, Greg Sibenaller, Rob Fredrickson, Joe Gillespie, Fred DuSell (5 : 17pm) Guests : Christy Coon, Great Lakes Advisors ; Thomas Radja, attorney; Dwight Ower, Mitchell, Vaught and Taylor; Larry DeBord, citizen; Jon Quigley, Great Lakes Advisors (via telephone 5 : 30pm-5 : 48pm) Citizen Comments : None Previous Meeting Minutes : August 12, 2014 Corrections/Approval I Motion to Approve : Joe Gillespie, 2nd Greg Sibenaller Ayes 3 Nays 0 I Communications : I Notice from IDOI for failure to submit Annual Statement IPPAC Winter Seminar, Dec 5 in Hoffinan Estates, 9am-4 : 30pm Monthly Treasurer' s Report: as of September 30, 2014 Motion to Approve : Joe Gillespie, 2nd Ray Mikolasek Ayes 3 Nays 0 Bills for Payment: MVT Management Fee : (Oct - Dec 2014) $ 2, 823 . 00 From Schwab Acct: 3137-9036 Ethics Training Reimbursement (Sibenaller) $ 175 . 00 Zabinski Consulting Services (Jul-Sep 2014) $ 475 . 00 Zabinski Consulting Services (IDOI Report) $ 15350 . 00 Collins and Radja: Attorney $ 750 . 00 Total Bills for Payment: $ 5 , 573 . 00 Motion to Approve : Joe Gillespie, 2nd Ray Mikolasek; Roll Call Vote: Ray Mikolasek, Aye; Greg Sibenaller, Aye, Joe Gillespie, Aye. i i Investments : i Progress Reports from Mitchell, Vaught, and Taylor. - A report on our fixed income portfolio from Mitchell, Vaught, and Taylor was given by Dwight Ower. Income for the quarter ended 3rd quarter 2014 was $ 14,245 less management fees of $2, 695 for a net of $ 11 ,550 with ending portfolio value of $3 ,226,439 . Mortgage backed and longer term bond issues outperformed shorter duration. Their strategy will continue to overweight quality corporate bonds and shorter term issues closer to our benchmarks . I i I Progress Reports from Great Lakes Advisors . -A report on our equity portfolio from Great Lakes Advisers was given by Christ Coon and John Quigley (teleconference) . Income of $48 , 732 . Beginning portfolio value was $2, 577, 088 and ending value of $2 750, 148 which includes net additions/withdrawals of $ 124,328,After a poor September the portfolio recovered somewhat in October but still trailed our benchmark by -1 .57 % return vs benchmark of 2 .37 % for a difference of . 80% Sony. They will be reducing cash in order to add to our equity positions for the next quarter. I Unfinished Business : New Business : i President Fred DuSell to appoint Ryan Goldsmith as Investment Chainnan - Ryan Goldsmith not present, pushed to February 2015 meeting Persormel Changes and Additions : Officer Dan Pleckham employment terminated 10-01 - 14 - case in arbitration, no action to be taken at this time i Additional Business : i Set 2015 meeting dates : Feb 10, May 11 (Monday), Aug 11 , Nov 10 Citizen Cormnents : Larry DeBord - comment on equity portfolio - suggested that board keep an eye on S&P 500 as it is outperforming our stocks . Next meeting: Feb 10, 2015 5 : OOpm i Motion to Adjourn : 5 : 55pm Greg Sibenaller, 2nd Joe Gillespie 4 Ayes 0 Nays i 2015 meeting dates : Feb 10, May 11 (Monday), Aug 11 , Nov 10 President Secretary i . i I i i i