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11-14-1990 Regular MeetingMIAMI SHORES VILLAGE PENSION BOARD MEETING NOVEMBER 14, 1990 The meeting of the Village of Miami Shores Pension Board was called to order by Vice Mayor Spahn at 7:32 a.m. The following were in attendance: Board Members: Also Present: Vice Mayor Herb Spahn Mayor Courtney (arrived at 8:30 a.m.) Sgt. Jack Ulmer Ms. Jeanne Bryant Ms. Gail Macdonald Mr. William Fann, Village Attorney Ms.Patricia Varney, Plan Administrator Mr. William Eickhoff, Eickhoff & Pieper Mr. Scott Givens, Ms. Anne Miseyko, NCNB Mr. David Newman, Ms. Karen Cole, Merril Lynch Mr. Wally Wilson and Mr. Larry Wilson, Wyatt Co. Absent: Mr. William Walker Mr. Steve Johnson 1. After discussion with Mr. Larry Wilson regarding the change of the actuarial evaluation date, Ms. Macdonald made a motion to change the actuarial evaluation date from January 1 to October 1. The motion was seconded by Ms. Bryant and was passed unanimously. 2. The proposed dates for Pension Board meetings for FY 91 were suggested to be: Thursday February 21, 1991 :_ Thursday May 16, 1991 Thursday August 22, 1991 Thursday November 21, 1991 All board members are to check their calendar and inform the Plan Administrator of any conflict of time. 3. Sgt. Ulmer made a motion to pay Eagle Asset Management In the amount of $2,173.57 for management fees for the period of 10/1/90 through 12/31/90. Ms. Macdonald seconded the motion and the motion passed unanimously. 4. Sgt. Ulmer made a motion to pay Eickhoff, Pieper and Willoughby In the amount of $4,902.11 for management fees for the period of 10/1/90 to 12/31/90. Ms. Bryant seconded the motion and the motion passed unanimously. 5. Ms. Macdonald made a motion to pay the Wyatt Company in the amount of $12,588 for actuarial services rendered for the period of 11/1/89 through 9/30/90. Ms. Bryant seconded the motion and the motion passed unanimously. 6. Ms. Macdonald made a motion to pay NCNB for Invoices in • the amounts of $6,938.10, $976.24, $1,802.61, $340.00, $1,005., and $260, totaling $11,321.95. Ms. Bryant seconded the motion and the motion passed unanimously. 7. Quarterly Investment Review Eickhoff, Pieper and Willoughby - Due to the market situation, performance in the third quarter was down by 13.6% compared to 13.7% indicated by S & P 500. Cash reserves Increased to 23% of the portfolio so as to position ourselves ready when the market returns. Eagle Asset Management - Performance in the third quarter was down by 16.2% with a negative return of 18.8% since Inception. Mr. Mort Millhauser explained the philosophy of the investment policy of Eagle. They focus on the cash flow of the company as they believe a company can still be strong although the earning ratio is low. Eagle has a cash reserve of 38%. NCNB --Mr. Scott Givens discussed the possibility of lifting the freeze on the Real Estate Fund by the end of December or early January 1991. A survey will be sent to all participants to obtain direction with respect to the purchase or sale of the Fund units if the Fund is reopened. Mr. Givens also indicated that' the fees will be reduced from 1.2% to 1.0% for 1991, 1.1% for 1992 and resume the regular schedule in 1993. NCNB will absorb a loss of 1.5 million dollars in fees. NCNB is also proposing a one-year notice requirement to withdraw from the fund; however, all Investors have to vote It un- animously. Merrill Lynch - Mr. David Newman expressed his concerns re- garding Eagle Asset Management performance and recommended that the Board should look into other alternatives. • Mr. Spahn made a motion that effective as of Wednesday November 14, 1990 Eagle Asset Management freeze the cash position with the dollar value of $313,000. Miami Shores Village will send a letter to Eagle Asset Instructing them to continue trading and that they consider the frozen cash position as part of the portfolio. The motion was seconded by Sgt. Ulmer and the motion passed unanimously. The Board instructed Merrill Lynch to submit proposals for new managers at the December 13 meeting, when the Real Estate portfolio will be discussed again. 8. Sgt. Ulmer made a motion to approve the minutes from the August 16, 1990 Pension Board meeting. Ms. Macdonald seconded the motion and the motion passed unanimously. 9. The meeting was add urned at 10:25 a.m. Gall Mr. enry Courtney, 'ayor • Li