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09-01-2011 Regular Meeting r ' MIAMI SHORES VILLAGE` GENERAL EMPLOYEE PENSION BOARD MEETING The Miami Shores Village General Employee Pension Board and the Police Retirement Pension Board jointly met on Thursday,September 1,2011 at the C. Lawton McCall Community Center. The meeting was called to order at 8:25 AM with the following individuals present: GENERAL EMPLOYEE PENSION BOARD Tom Benton Jim McCoy Angela Dorney Betsy Heagle ` Averill Dorsett(arrived during the meeting) Absent from the General Employee Pension Board was Mary Ross Agosta and Hunt Davis. Also present were Elizabeth Keeley, Plan Administrator, Dave West from the Bogdahn Group, Kevin Joy with Heartland, and Steve Cypen, special counsel to the Pension Boards. ELECTION OF ACTING CHAIRPERSON Ms. Dorney moved to appoint Tom Benton as the Acting Chairperson. Mr. McCoy seconded the motion and the vote was unanimous in favor of the motion. APPROVAL OF THE MINUTES Ms. Dorney moved to approve the September 9, 2010, March 31, 2011 and June 2, 2011 minutes as submitted. Mr. McCoy seconded the motion and the vote was unanimous in favor of the motion. APPROVAL OF PAYMENT WARRANT: 2011-006 Ms. Estep advised the Board that the scheduled payments included in the warrant were all routine in nature. Ms. Dorney moved to approve payment of warrant#2011-006. Mr. McCoy seconded the motion and the vote was unanimous in favor of the motion. ACCEPTANCE OF THE 2009 ACTUARIAL EVALUATION REPORT As a follow-up to Mr. Palmquist's presentation of the actuarial report during the June 2, 2011 meeting, Ms. Dorney moved to accept the 2009 Actuarial Evaluation Report. Mr. McCoy seconded the motion and the vote was unanimous in favor of the motion. INVESTMENT MANAGER REPORT Mr. Kevin Joy from Heartland provided a brief report to the Board regarding the status of the investments held with Heartland. Mr.Joy indicated that the majority of fund managers see the volatility in the market as an opportunity to obtain stocks which may not normally be within reach. Mr.Joy y asked that the Board consider allowing Heartland to handle a small percentage of international stocks for companies headquartered outside of the U.S., indicating that he would submit a formal request in the near future. Following a brief discussion, the Board indicated that if a request is received,they would discuss and take action at the next Board Meeting. INVESTMENT CONSULTANT REPORT Mr. Dave West,the representative from The Bogdahn Group, provided an overview of the second quarter's events which influenced the market and the rate of returns. Mr.West also provided information regarding the performance of the various funds. The specific investment performances referenced are attached hereto and made a part hereof. ADJOURNMENT The General Employee Pension Board Meeting was adjourned at 9:30 AM. � N Tom Benton,Acting Chair Barbara A. Estep, MMC Village Clerk Miami Shores Village General Employees' Pension Fund Comparative Performance Trailing Returns As of June 30,2011 Quarter To Year Y ea rs Years Inception Date Jun-2011 _7" Total Fund Gross)` 017; (8 )`:..1 La l r(6l) 68 3.09 (85)'w.,4 25 (76) 4 13 (93) 07/01/2001``'` . . 20 23 ( ), , .. _ Total Fund Policy 0.89 (65) 11.44 (53) 21.69 (42) 5.83 (23) 5.28 (35) 4.63 (80) Difference -0.72 -0.33 -1.46 -2.74 -1.03 -0.50 All Public Plans-Total Fund Median 1.09 11.50 21.09 4.81 4.88 5.30 g � 106 2 55 3.170 .3.64* 07/Ol/2001�'• 9, a,. .-- 19 78 , Total Fund(Net) Total Fund Policy, 0.89 11.44 21.69 - 5.83 ' 5.28 4.63 -0.80 -0.75 -1.91 -3.28 -1.58 -0 99 Difference _ _ 1659 (64)30 52 L (60)x d 136 (87) 3 68T (53)` n'3 22 ,(76) 07/01/2001 Total Dome§t>Ic=Equity �� _• 3.4 Domestic Equity Policy -0.03 (65) 18.68 (47) 32.37 (41) 398 (50) 3.48 (60) 3.30 (75) Difference -1.62 -1.34 -1.85 -2.62 0.20 -0.08 Cap Core Equity(SA+CF) 0.49 18.29 31.26 3.94 3.82 3.93 IM U.S.Large Y Y_. �r-� -.-a- .�--��--- 07/01/2001 .�--- 2.27f(42). r 2.55 (22).:. S.Il ,(33) , 6 65 .(76) - v6 74 (62). ; 6.01,.(62) " Total'Fixedlncome , rc n -- - 6.01 (87) 5.29 (95) Total Fixed Policy 2.29 (39) 1.39 (76) 3.90 (81) 5.66 (93) Difference -0.02 1.16 1.21 0.99 0.73 0.72 IM U.S.Broad Market Core Fixed Income SA+CF 2.24 1.75 4.65 7.30 6.95 6.10 THE Returns for periods greater than one year are annualized. Returns are expressed as percentages. BOGDAHN 16 ` GROUP General Employee Warrant - No. 2011 - 006 For payment from the Village Pension Fund for General Employees in the Village of Miami Shores,Florida. To Chair and Administrator, or such other officers, who from time to time are duly designated and authorized by the Board of Trustees of said Fund, to sign checks, drafts or orders for the payment of money; You are hereby authorized by the Board of Trustees of the Miami Shores Village Pension Fund for General Employees in Miami Shores Village to pay the amounts listed below for services rendered to the said Board of Trustees,and to pay the persons named below,hereby certified by the Board of Trustees as being on the Pension list of said Board by circulation of this warrant, pensions from 06/01/11 to 08/31/11 inclusive, or for the period of time opposite the name of said persons. Name(Pensions,Benefits,Services Provided or Obligations) Amount To be paid by Trustee: Authorize payment to Aletheia Research and Management,Inc Quarterly management fees for the period 04/01/11—06/30/11 $ 3,839.90 Management fees for the period 07/01/11—07/25/11 $ 1,080.81 Authorize payment to Boston Company Quarterly management fees for the period 04/01/11 —06/30/11 $ 1,951.06 Authorize payment to Cutwater Asset Management Quarterly management fees for the period 04/01/11 —06/30/11 $ 1,491.04 Authorize payment to Heartland Advisors Quarterly management fees for the period 07/01/10—09/30/10 $ 2,637.00 Quarterly management fees for the period 10/01/10—12/31/10 $ 2,713.00 Quarterly management fees for the period 04/01/11 —06/30/11 $ 2,871.00 Authorize payment to Cypen&Cypen Legal Counsel Services through 06/02/11 Invoice date 06/02/11 $ 1,953.50 Legal Counsel Services through 06/20/11 Invoice date 07/06/11 $ 200.00 Authorize payment to Salem Trust Company Quarterly fee for period 04/01/11 —06/30/11 $ 1,378.71 Authorize payment to Gabriel Roeder Smith&Company Actuarial Services through 05/31/11 Invoice date 06/13/11 $ 3,883.00 Actuarial Services through 06/30/11 Invoice date 07/06/11 $ 3,883.00 For information only: Ratify previously authorized signature warrant 2011-005 Benefits Payable as a Result of Retirement—Charles Harber $ 1,135.00 l ~ Dated this I"day of September,2011 Approved by: / Tom Benton,Acting Chairperson As Chair of the Board of Trustees Village Pension Fund for General Employees in the Village of Miami Shores,Florida