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 February 15, 2023 C/CAG Finance Committee MeetingTime: 12:00 P.M. Noon Due to the regional shelter in place order stemming from COVID-19, C/CAG committee meetings will only be available via remote conferencing. The public may participate via a Zoom weblink and/or by phone; details are provided below. 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, February 15, 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/85239980927?pwd=THhhME0rQ3NwRHBqNHFDNFFPV0V2QT09 Meeting ID: 852 3998 0927 Password: 369094 Join by Phone: (669) 900-6833 Meeting ID: 852 3998 0927 Password: 369094 |
Upcoming Meetings
2023 Finance Committee Calendar
CCAG Investment Policy 2023 revised
Meeting | Agenda |
---|---|
April 26, 2023  | coming soon |
May 24, 2023  | coming soon |
August 23, 2023  | coming soon |
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) |