Investment Advisory Committee

Weimer Room 300 E. Chapman Avenue Orange, CA 92866

Agenda — 15 items

1. 1 The Investment Advisory Committee of the City of Orange, California convened on Wednesday, July 23, 2025, at 5:30 p.m. in the Weimer Room, 300 E. Chapman Avenue, Orange, CAlifornia.
2. 1. OPENING/CALL TO ORDER
3. 1.1 PLEDGE OF ALLEGIANCE
4. 1.2 ROLL CALL
5. 2. PUBLIC COMMENTS
6. 3. COMMITTEE BUSINESS
7. 3.1. Selection of Investment Advisory Committee Officers. 25-0393
8. 3.2. Review of the Proposed Financial Management Policies. 25-0394
9. 4. INVESTMENT ITEMS
10. 4.1. Annual Review and Approval of the Statement of Investment Policy for Fiscal Year 2025-26. 25-0395
11. 4.2. Investment Portfolio Update for January, February and March, 2025. 25-0396
12. 4.3. Investment Portfolio Update for April, May and June of 2025. 25-0440
13. 5. CITY TREASURER ORAL REPORT
14. 6. ADJOURNMENT
15. 21 I, Pamela Coleman, CMC, City Clerk 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: July 17, 2025