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Minutes - 04/25/2013 - Firefighter's Pension Fund BoardMINUTES OF A REGULAR MEETING OF THE BOARD OF TRUSTEES OAK BROOK FIREFIGHTERS' PENSION FUND April 25, 2013 A regular meeting of the Board of Trustees of the Oak Brook Firefighters' Pension Fund was held on Thursday, April 25, 2013 at 9:00 a.m., at the Butler Government Center, West Wing Training/Conference Room located at 1200 Oak Brook Road, Oak Brook, 1L 60523, pursuant to notice, to conduct regular business. CALL TO ORDER BY PRESIDING OFFICER President Michael Erickson called the meeting to order at 9:05 a.m. ROLL CALL Upon roll call the following answered: Present: President Michael Erickson, Secretary John Fagan, Trustee Mark Fleishman, Trustee Timothy Schlindwein, Trustee George Kouba Absent: None Also Present: Treasurer Sharon Dangles; Village Trustee Don Adler; David Russell of Investment Performance Services, LLC (IPS); Robert Thompson and Amber Powers of MB Financial; Becky Davis of Lauterbach & Amen, LLP (L &A) PUBLIC COMMENT —No public was present and no comment was made. APPROVAL OF THE PRIOR MEETING MINUTES The Board reviewed the prior meeting minutes presented in the board meeting packet. A motion was made by Trustee Kouba and seconded by Trustee Schlindwein to approve the March 28, 2013 minutes as written. Motion carried by unanimous voice vote. REVIEW MONTHLY FINANCIAL REPORT The Board reviewed the financial report summary presented in the board meeting packet. For the two months ended 02/28/2013, the Fund had a net increase of $372,533.45, and the end of the period balance was $23,723,680.49. The Board reviewed the contributions report and had no questions. A motion was made by Trustee Fagan and seconded by Trustee Kouba to accept the 02/28/2013 financial report as presented by L &A. Motion carried by unanimous voice vote. PRESENTATION AND APPROVAL OF THE BILLS The Board reviewed the first quarter disbursements presented in the board meeting packet. A motion was made by Trustee Kouba and seconded by Trustee Schlindwein to approve the net payroll payouts and vendor payouts for January, February and March 2013 totaling $526,135.71 (see attached detail). AYES: Trustees Erickson, Fagan, Fleishman, Schlindwein and Kouba NAYS: None ABSENT: None INVESTMENT PERFORMANCE SERVICES Mr. Russell distributed the 03/31/2013 quarterly investment report and discussed the recent performance in the financial market with the Board. As of 03/31/2013, the Fund was up 3.4% for the quarter, and the ending market value was $23,983,432. The portfolio slightly underperformed the benchmark, which was up 3.8% for the quarter. Investment earnings were up $786,342, and the asset allocations were: domestic equity 37.8 %, international equity 15.2 %, total fixed income 42.7 %, and total cash 4.3 %. Mr. Russell indicated that the cash levels were a bit too high and recommended better options such as, mutual funds or the MB cash account for better returns. A motion was made by Trustee Kouba and seconded by Trustee Fagan to change the benchmark to have 2% cash as part of the fixed income allocation. AYES: Trustees Erickson, Fagan, Fleishman, Schlindwein and Kouba NAYS: None ABSENT: None Mr. Russell noted that management of the cash flow will be discussed, as any issues arise. Oak Brook Firefighters' Pension Fund Minutes of Meeting — April 25, 2013 Page 2 of 2 Mr. Russell discussed asset allocations versus the target allocations. The Board noted that alternative index construction methodologies would be a possible special meeting topic for additional training credit hours. Mr. Russell noted that the previous motion to reallocate $700,000 to the GTAA Blackrock fund had not happened yet. Mr. Russell distributed copies of the revised Appendix A & B to the investment policy statement. Ms. Davis will send a copy to the Illinois Department of Insurance (I1301) to be filed. The MB representatives distributed and reviewed the fixed income, cash and equivalent quarterly investment report with the Board. Cash flow and duration strategies were discussed. A motion was made by Trustee Fagan and seconded by Trustee Schlindwein to accept the investment report as presented. Motion carried by unanimous voice vote. INFORMATIONAL ITEMS AND UNFINISHED BUSINESS The Board discussed the final Foster and Foster 12/31/2012 Actuarial Valuation and assumptions. Ms. Dangles reported that the Village Board voted to use the Tim Sharpe 12/31/2012 actuarial valuation figures and determined that the Fire Pension Fund would receive $1,066,225 of the tax funds. The Board discussed the Fire Pension Board's statutory obligation to retain an actuary to make the tax contribution recommendation to the Village each year. The Board distributed and reviewed the 2012 IDOI Tax Levy /Actuarial Valuation report. A motion was made by Trustee Schlindwein and seconded by Trustee Kouba to accept the Foster and Foster 12/31/2012 Actuarial Valuation as presented. Motion carried by unanimous voice vote. The Board reminded trustees about the change of meeting dates for the July and October meetings. The Board discussed customized trustee training options. Mr. Russell offered to provide an hour long investment committee meeting that would qualify as additional trustee training credit. The Board agreed to hold this investment training one hour prior to the July 160' meeting. Ms. Dangles, Mr. Adler, Mr. Thompson, Ms. Powers and Mr. Russell left the meeting at 11:32 a.m. NEW BUSINESS The Board discussed payment of the IDOI Compliance fee invoice. A motion was made by Trustee Kouba and seconded by Trustee Fagan to authorize payment of the IDOI Compliance fee invoice upon receipt. AYES: Trustees Erickson, Fagan, Fleishman, Schlindwein and Kouba NAYS: None ABSENT: None CLOSED SESSION — The Board agreed there was no need to hold a closed session. ADJOURNMENT A motion was made by Trustee Kouba and seconded by Trustee Fagan to adjourn the meeting at 11:33 a.m. Motion carried by unanimous voice vote. Respectfully submitted, Michael Erickson, President John Fagan, Secretary Minutes prepared by Pension Services Administrator, Becky Davis