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 28, 2025, C/CAG Finance Committee Meeting.Time: 9:00 A.M. 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 7:00 AM on Thursday, August 28, 2025. 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 Webinar: TBD Zoom Webinar ID: TBD Password: TBD Join by Phone: TBD Zoom Webinar ID: TBD Password: TBD |
Upcoming Meetings
CCAG Investment Policy 2025 revised
| Meeting | Agenda | Zoom |
|---|---|---|
August 28, 2025 | coming soon | |
December 4, 2025 | coming soon | |
Past Meetings
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Sean Charpentier – scharpentier@smcgov.org
Kaki Cheung – kcheung1@smcgov.org
Committee Members
| Jurisdiction | Member |
| Burlingame | Donna Colson (Committee Chair) |
| East Palo Alto | Carlos Romero |
| San Bruno | Michael Salazar (C/CAG Vice Chair) |
| San Carlos | Adam Rak (C/CAG Chair; Committee Vice Chair) |
| Hillsborough | Marie Chuang |