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02-14-2008 Regular Meeting• MIAMI SHORES VILLAGE POLICE PENSION BOARD REGULAR MEETING FEBRUARY 14, 2008 1. CALL TO ORDER The regular meeting of the Miami Shores Village Police Pension Board was held on Thursday, February 14, 2008 in the Conference Room of the Village Hall. The meeting was called to order at 8:15 A.M. 2. ROLL CALL In order for the record to reflect those present, the roll was called with the following members present: Present JC Rodriguez Hunt Davis Lieutenant David McLeod Officer Clifford Vickers Currently 1 Vacant Seat Also Present: Steve Cypen, Pension Board Attorney Lisa Keeley, Interim Plan Administrator / Recording Secretary 3. APPROVAL OF MINUTES — November 8, 2007 • Mr. Cypen noted that on Page 1, Item 5, regarding the policies from the Investment Consultant should have added "to the Manager" at the end of the sentence. Also, on Page 2, Item 7, paragraph 1, the third sentence should end with "investment consultant", not manager. Same paragraph, last line, delete "bring the best results" and add "be in the best interest of the Board." • Mr. Davis moved for approval of the November 8, 2007 minutes as amended with a second from Lt. McLeod. The motion passed unanimously. 4. APPROVAL OF PAYMENT WARRANT — Police Warrant No. 2008 — 003 & 003A Lt. McLeod moved for approval of payment warrant Police Warrant No. 2008 — 003 as submitted. Mr. Davis seconded the motion which was passed unanimously. There was no motion on Warrant 2008-003A. 5. CUSTODIAN REPORT — Salem Trust — Karen Russo Mrs. Russo was introduced and reviewed the custodial functions of Salem Trust. She gave a briefoverview ofthe reporting system and indicated that there would be a new reporting software system utilized by Salem Trust effective 6/1/08. Mrs. Russo advised the Board of the on-line opportunity to view pension plan statement& It was the consensus of the Board to have a representative from Salem Trust attendmeetings annually to provide updates on the custodial functions. Police Pension Board February 14, 2008 Page 2 6. INVESTMENT CONSULTANT REPORT - Merrill Lynch — Trevor Smallwood Mr. Smallwood introduced himself and provided the quarterly returns for the plan. Mr. Smallwood reviewed the investment manager's returns for the quarter ending December 31, 2007. The total market value of the fund was $12,199,180, a net decrease of $88,270. The total fund returned -0.7% down less than the -0.8% return of the target index. The domestic equity portfolio return of -2.2% beat the Russell 100 return of -3.2%. The international equity portfolio returned 1.6% and outpaced the EAFE return of -1.7%. The bond portfolio beat the benchmark of 2.9% with a 3.2% return. The plan ranked in the top forty-three percent compared to the public balance fund sample. It was noted that for a second quarter, the equity portfolio was over the maximum investment allowed per the Miami Shores Village investment guidelines. Mr. Smallwood indicated he would speak with Troy Brown or Daniel Johnson of Merrill Lynch regarding this non-compliance and an answer would be forthcoming within a week. 7. DISCUSSION AND POSSIBLE ACTION REGARDING INVESTMENT CONSULTANT, MERRILL LYNCH Mrs. Keeley reviewed the list of Investment Consultants provided by Mr. Cypen and the FPPTA. Mr. Cypen recommended the Board send out an Request for Proposal to those firms on the list that were not affiliated with a "large wire house" that would have a consulting branch, but rather with independent consulting firms. The Board inquired as to which from his list would be his top three recommendations. He indicated that Milliman, Inc., • Burgess Chambers and Bogdahn Consulting would be his choices. He also added Mr. Jason Pulos of Asset Consulting Group (not on the list) and Dehab & Associates from the list would also be apropos. Mr. Cypen said all firms on the list, except the large wire houses, should receive a copy of the Request for Proposal. He strongly recommended the fine be an independent. A motion to commence the process to replace the current investment consultant, to instruct the Plan Administrator to send out the Request for Proposal, to appoint one person from the Board to a RFP committee to review submissions and make recommendations for a "short" list to the Board and to have a two person committee make final review and recommendation for the final three contenders to interview was made by Lt. McLeod. Mr. Davis seconded the motion which passed unanimously. • After a brief discussion, Lt. McLeod volunteered to sit on the one person RFP committee. 8. OTHER BUSINESS There was no other business. 9. ADJOURNMENT The February 14, 2008 regular meeting of the Police Pension Board was adjourned at 10:20 AM. Lisa Keeley, Recording Secretary *Due to technical difficulties, an audio record of this meeting is not available. • • • Police Warrant - No. 2008 - 003 For payment from the Village Pension Fund for Police Officer=s 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 Police Officer=s 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 ofsaid Board by circulation of this warrant, pensions from 11/08/07 to 02/14/08 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 The Boston Company Quarterly management fees for the period 10/01/07 —12/31/07 $10,197.10 Authorize payment to Aletheia Research and Management, Inc Quarterly management fees for the period 10/01/07 —12/31/07 $ 6,557.18 Authorize payment to Salem Trust Company Quarterly fee for period 10/01/07 —12/31/07 $ Amount not to exceed $2,000.00 Dated this 14th day of February, 2008 Approved by: JC Rodriguez, Chairperson As Chair of - of Trustees Village Pension Fund for Police Officer=s the Village of Miami Shores, Florida