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HomeMy WebLinkAbout2017-03-27 10:00AM WORKSHOPBRAZOS COUNTY BRYAN,TEXAS NOTICE OF MEETING AND AGENDA WORKSHOP SESSION BRAZOS COUNTY COMMISSIONERS COURT 2011 wAR 2 3 A 1i 56 tie: BRAZOS COUNTY COMMISSIONERS WILL MEET IN A WORKSHOP SESSION AS FOLLOWS. MEETING DATE. March 27, 2017 MEETING TIME. 10.00 AM MEETING PLACE Brazos County Administration Budding, 200 South Texas Ave., Suite 339, Bryan, Texas 1 Call to Order 2. Presentation and discussions with Public Financial Management regarding results In investments In the Other Post -Employment Benefits Trust. 3. Adjourn The &ams County Admnistration Building, 200 South Terns Ave , Suite 339, Bryan, Teras is Meelchair accessible F+andreap parking spaces are available any request for sign interpretive services must be made tvo vorkmg days before the meeting To make arrangements, please call (979) 361-4102 Vol.` Pg —�� MINUTES MARCH 27, 2017 BRAZOS COUNTY COMMISSIONERS COURT WORKSHOP SESSION Call to Order The Commissioners' Court of Brazos County, Texas met in a Workshop Session in Room 339 in the Brazos County Administration Building in Bryan, Brazos County, Texas, beginning at 10:00 a.m. on Monday, March 27, 2017 with the following members of the Court present: Duane Peters, County Judge, Presiding; Steve Aldrich, Commissioner of Precinct 1; Sammy Catalena, Commissioner of Precinct 2; Nancy Berry, Commissioner of Precinct 3; Irma Cauley, Commissioner of Precinct 4; In addition to the Commissioners' Court the following people were in attendance: Katie Conner, County Auditor; Amy Banks, Auditor's Office; Jennifer Salazar, Human Resources Director; Irene Jett, Budget Officer; Cheryl Coffman, Administrative Secretary. Judge Peters called the meeting to order and invited the County Auditor, Katie Conner to begin the meeting. Presentation and discussions with Public Financial Management regarding results in investments in the Other Post -Employment Benefits Trust. Ms. Conner stated that Brazos County has a contract with Public Financial Management Vaq:-potJ LLC (PFM) to manage the Other Post -Employment Benefits Trust. She stated that the County has invested $500,000. Ms. Conner introduced John Robinson with Public Financial Management. Mr. Robinson handed out copies of the Fourth Quarter Report and explained the report. Mr. Robinson said that they will make changes to the portfolio as the market indicates to be the most advantageous. Mr. Robinson said that they manage the portfolio conservatively. Mr. Robinson went over the report highlighting areas such as: the economy, domestic equity and fixed income. He said that they are starting to see the economy pick up and expects it to continue to do so. Mr. Robinson said that the County invested $500,000 and as of December 31, 2016 the Market Value is $505,859. He explained that several of the investments are in Mutual Funds. Commissioner Aldrich asked if they use ETF or Open Ended Funds. Mr. Robinson said they use Open Ended Funds. Commissioner Aldrich asked if they use Global Bond Funds. Mr. Robinson said that yes, they do have some Global Bond Funds. He went on to explain that they look at all areas and if they see an opportunity in a specific sector, then they will allocate funds into those sectors. Mr. Robinson also said that they are concerned over how changes in Congress will affect the market place, but still expects improvements in the economy. He said they look at it from a long term perspective instead of a short term perspective. Commissioner Aldrich asked about investing smaller amounts and would like to see a dollar cost averaging over a period of time. Mr. Robinson explained that you will have more manager fees and transaction costs with smaller amounts. He said that the bank as a trustee charges the fees. There being no further business to discuss the meeting was adjourned Adjourn The foregoing minutes of the Commissioners Court Workshop Session held March 27 2017, have been examined and are approved in open Court this the *91 day of AD(I' 2017, in Bryan, Brazos County, Texas. Qters County Judge Irma Cauley �/ Commissioner. Precinct 4 Attest Karefi McQueen County Clerk G ✓ Steve Aldrich Commissioner, Precinct I Commissioner, Precinct 3 vol. &Zj'/ Pg. _g,�_