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Investment Advisory Committee

April 22, 2026 ·5:30 PM Final ·5:30 PM Regular Session

Weimer Room 300 E. Chapman Avenue Orange, CA 92866

Agenda — 19 items

  1. 1 Welcome to the Investment Advisory Committee Meeting. Regular meetings of the City of Orange Investment Advisory Committee are held on the fourth Wednesday of January, April, July, and October at 5:30 p.m.
  2. 1 The Investment Advisory Committee of the City of Orange, California convened on April 22, 2026, at 5:30 p.m. in a Regular Meeting in the Weimer Room, 300 E. Chapman Avenue, Orange, California.
  3. 2 Agenda Information
  4. 3 The agenda contains a brief general description of each item to be considered. Written materials relating to an item on the agenda that are provided to the Investment Advisory Committee (IAC) after agenda packet distribution and within 72 hours before it is to consider the item will be made available for public inspection in the City Clerk’s Office located at 300 E. Chapman Avenue, Orange, during normal business hours; at the IAC meeting; and made available on the City's website.
  5. 4 Public Participation
  6. 5 Pursuant to Government Code Section 54954.3, members of the public may address the Investment Advisory Committee on any agenda items or matters within the jurisdiction of the governing body by using any of the following methods:
  7. 6 1) In-Person To speak on an item on the agenda, complete a speaker’s card indicating your name and address, and identifying the agenda item number or subject matter you wish to address. The card should be given to staff prior to the start of the meeting. General comments are made during the “Public Comments” section on the agenda. Public comments are limited to three (3) minutes per speaker, unless a different time limit is announced. 2) Written Public Comments Members of the public can submit their written comments electronically for the Committee's consideration by using the eComment feature on the Agenda page of the City's website at www.cityoforange.org. To ensure distribution to the Committee prior to consideration of the agenda, we encourage the public to submit written comments by 11:00 a.m. the day of the meeting. All written comments will be provided to the Committee Members for consideration and posted on the City’s website after the meeting. Please contact the City Clerk’s Office at (714) 744-5500 with any questions.
  8. 7 ADA Requirements: In compliance with the Americans with Disabilities Act, if you need accommodations to participate in this meeting, contact the Finance Department at (714) 744-2230. Notification at least 48 hours in advance of meeting will enable the City to make arrangements to assure accessibility to this meeting.
  9. 1. OPENING/CALL TO ORDER
  10. 1.1 PLEDGE OF ALLEGIANCE
  11. 1.2 ROLL CALL
  12. 10 page break
  13. 2. PUBLIC COMMENTS
  14. 3. COMMITTEE BUSINESS
  15. 3.1. Selection of Investment Advisory Committee Officers 26-0213 Approved Pass
  16. 3.2. Investment Portfolio Update for January, February, and March 2026 26-0212 Received and filed
  17. 4. CITY TREASURER ORAL REPORT
  18. 5. ADJOURNMENT
  19. 17 I, Sofia So, Executive Assistant for the City of Orange, hereby declare, under penalty of perjury, that a full and correct copy of this agenda was posted pursuant to Government Code Section 54950 et. seq., at the following locations: Orange Civic Center kiosk and Orange City Clerk's Office at 300 E. Chapman Avenue, Orange Main Public Library at 407 E. Chapman Avenue, and uploaded to the City's website www.cityoforange.org. Date posted: April 16, 2026