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Minutes - 11/19/2015 - Firefighter's Pension Fund BoardMINUTES OF A SPECIAL MEETING OF THE BOARD OF TRUSTEES OAK BROOK FIREFIGHTERS’ PENSION FUND November 19, 2015 A special meeting of the Board of Trustees of the Oak Brook Firefighters’ Pension Fund was held on Thursday, November 19, 2015 at 8:00 a.m., at the Butler Government Center, Upper Level Conference Room located at 1200 Oak Brook Road, Oak Brook, IL 60523, pursuant to notice, to conduct special business. CALL TO ORDER: President Michael Erickson called the meeting to order at 8:16 a.m. ROLL CALL: Upon roll call the following answered: Present: President Michael Erickson, Secretary John Fagan, Trustees Mark Fleishman, Timothy Schlindwein and George Kouba Absent: None Also Present: None PUBLIC COMMENT: There was no public comment. DISCUSS/APPROVE RESPONSES TO RFP FOR INVESTMENT CONSULTANT SERVICES: The Board reviewed and discussed seven (7) responses to their Request for Proposal for Investment Consultant Services from the following firms: Cantu Wells Fargo Graystone Sawyer Falduto IPS Lowry PNC The Board started with a general discussion about whether it needs a consultant, or whether it should manage funds on its own. The Board came to a consensus that it needs to retain advisory services for the following reasons: A. A reasonable person would expect that a board managing funds would seek professional investment advice; and B. The Board does not have broad or timely enough knowledge to assess market changes and make investment decisions accordingly. The Board then agreed on criteria to judge the competing firms: A. Level of Investment Advisor Control: The Board agreed that it would continue to maintain a non- discretionary advisor relationship. Meaning, that the Board will retain its fiduciary responsibility with respect to sale/purchase of specific mutual funds, asset class allocation, investment policy etc. while taking the advisor’s consul into account. B. Fees: The Board seeks to keep costs for advisor services reasonable. The current advisor, IPS, charges 15 basis points on the first 10M in assets, and 10 basis points beyond that. The Board agreed to consider this rate as a general baseline of comparison among advisors. C. Prior Experience with Police/Fire Pension Funds: Since the pension fund is uniquely constrained by statute in its investment options, the Board is seeking a firm with previous experience with police and fire pension funds in the State of Illinois. Cantu: Eliminated because they were seeking a discretionary relationship, and they have no experience with Illinois police or fire pension funds. Wells Fargo: Eliminated due to fees (30 basis point fee structure). Graystone: Eliminated due to fees (30 basis point fee structure). Oak Brook Firefighters’ Pension Fund Minutes of Meeting – November 19, 2015 Page 2 of 2 Sawyer-Falduto: Will be invited to interview on the basis of vast experience with Illinois police and fire pension funds; however, they are requesting a discretionary relationship. This will need to be discussed during the interview. IPS, the current advisor: Will be retained unless the interview process identifies a better fit for the Board. Lowry: Will be asked to interview due to previous experience with fire and police pension funds. Lowry is also reporting very good returns. The Board will attempt to determine during the interview what they are doing differently to generate those returns. PNC: Will be invited to interview due to their experience with Illinois police and fire pension funds. There were some concerns expressed that banks in general are not focused on the equities side of investing. A motion was made by Trustee Erickson and seconded by Trustee Schlindwein to direct Lauterbach & Amen to send emails to all candidates informing them of the Board’s decision, and inviting the eligible candidates for interviews on February 24, 2016 on the following schedule: 8:00 – 8:45: PNC Bank 9:00 – 9:45: Lowry 10:00 – 10:45: Sawyer-Falduto. Motion carried by unanimous by voice vote. CLOSED SESSION: There was no closed session. ADJOURNMENT: A motion was made by Trustee Erickson and seconded by Trustee Schlindwein to adjourn the meeting at 11:40 a.m. Motion carried by unanimous voice vote. Respectfully submitted, Michael Erickson, President; John Fagan, Secretary Date approved:____________ Minutes prepared by Pension Services Administrator, Cheryl Kessler