The C/CAG Finance Committee was established to provide oversight of the C/CAG investment portfolio. Per the C/CAG Investment Policy adopted on Oct 10, 2013:
“The portfolio should be analyzed not less than quarterly by the C/CAG Finance Committee, and modified as appropriate periodically as recommended by the Finance Committee and approved by the C/CAG Board, to respond to changing circumstances in order to achieve the Safety of Principal.”
The Finance Committee seeks to provide a balance between the various investments and maturities in order to give C/CAG the optimum combination of Safety of Principal, necessary liquidity, and optimal yield based on cash flow projections.
Notice for the August 23, 2023 C/CAG Finance Committee MeetingTime: 12:00 P.M. Noon Primary Location: San Mateo City Hall, 300 w. 20th Ave, San Mateo, CA 94403 (Conference Room C) Public Comment: Persons who wish to address the C/CAG Finance committee members at this meeting are asked to submit comments in writing to kwever@smcgov.org by 10:00 AM on Wednesday, August 23, 2023. Detailed information on how to submit comments is provided in the meeting agenda. Public comment during the meeting will also be accepted. Detailed information is in the meeting agenda. Join by Zoom: https://us02web.zoom.us/j/83817613505?pwd=K3dubzJUYTdWeHJqN0ZjNzFNYlI1Zz09 Meeting ID: 838 1761 3505 Password: 952306 Join by Phone: (669) 900-6833 Meeting ID: 838 1761 3505 Password: 952306 |
Upcoming Meetings
2023 Finance Committee Calendar
CCAG Investment Policy 2023 revised
| Meeting | Agenda |
|---|---|
November 29, 2023 | coming soon |
Past Meetings
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Kim Wever – kwever@smcgov.org (650) 599-1451
Committee Members
| Jurisdiction | Member |
| Belmont | Davina Hurt (C/CAG Chair) |
| Burlingame | Ricardo Ortiz (C/CAG Vice Chair) |
| Burlingame | Donna Colson (Committee Chair) |
| East Palo Alto | Carlos Romero |
| San Carlos | Adam Rak (Committee Vice Chair) |