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05-08-2003 Regular Meeting MIAMI SHORES VILLAGE GENERAL EMPLOYEE PENSION BOARD REGULAR MEETING MAY 8, 2003 1. CALL TO ORDER The regular meeting of the Miami Shores Village General Employee Pension Board was held on Thursday,May 8,2003 in the Conference Room of the Village Hall. The meeting was called to order at 8:10 A.M. 2. ROLL CALL In order for the record to reflect those present the roll was called with the following members present: Present Absent Jim McCoy, Chairman Mary Ross Agosta Tom Benton Ronald Platt Joseph Charles Richard Trumble Wendy Reiner Also Present: Steve Cypen,Pension Board Attorney Mark A.Malatak,Plan Administrator Lisa Keeley,Recording Secretary 6. CONSULTANTS REPORT-Merrill Lynch—Jeff Swanson Mr. Swanson gave a brief overview of the responsibilities of Merrill Lynch. The company acts as a consultant ensuring the investments are in compliance with the investment policies set by the Board. Mr. Swanson reviewed the investment manager's returns for the quarter ending March 31, 2003. The total market value of the fund was$6,279,160 a net decrease of$139,260. The fund ranked in the top eighteen percent compared to the public balanced public fund sample. Mr.Swanson indicated that both managers fell within the investment policy parameters although the market was uncertain. 3. APPROVAL OF MINUTES Mr.Charles moved for approval of the November 14,2002 and February 20,2003 minutes as submitted. Mr. Benton seconded the motion. The motion to approve passed unanimously. 4. APPROVAL OF PAYMENT WARRANT Mr. Charles moved for approval of payment warrant G No.03-3 and G No.03-3A as submitted. Mr.Benton seconded the motion which was passed unanimously. 5A. INVESTMENT MANAGER REPORT-Davis,Hamilton,Jackson&Associates-Janna Woods Ms.Woods reviewed the performance of the fund with a total market value of$3,264,879 as of March 31,2003. The return for the period was-0.5%;the equity return being-2.2%compared to the Russell 1000 Growth return of-1.1%and the fixed income return of 1.7%beating the Lehman Government/Corporation return of 1.6%. General Employee Pension Board May 8,2003 Page 2 5B. INVESTMENT MANAGER REPORT-The Boston Company-Carl O'Connell&Ryan Fitzpatrick Mr.O'Connell reported that the fund's total market value as of March 31,2002 was$3,079,090. The total return for the quarter was-2.1%;with a-4.5%return on equities compared to the Russell 1000 Value of-4.9%. Mr. Fitzpatrick reviewed the 1.3% fixed income return which was just below the 1.6% Merrill Lynch Government/Corporation return. 7. OTHER BUSINESS There was no other business. 8. ADJOURNMENT The May 8, 2003 regular meeting of the General Employee Pension Board was adjourned at 9:30 AM with a motion fro Mr. Benton seconded by Mr. Charles and unanimous in favor. ICC)COY Chairman Lisa Keeley,Recording Secretary