The Financial Investment and Advisory Committee (FIAC) was formed and is governed pursuant to City of Jacksonville Ordinances contained in Section 121, Part 5 (City of Jacksonville Ordinances 121.501-121.506). Their terms were staggered as a result of Ordinance 2017-564-E. Subsequent terms are for 3 years.

Click here for full text of City of Jacksonville Ordinance Section 121, Part 5.

Members

 Term Expiration

Eric "Brian" Smith Jr., CHAIRMAN 3-1-2022
Craig J. Lewis Sr.. SECRETARY 3-1-2020
Rob Kowkabany 3-1-2021
Tracey Devine 3-1-2021
Rodney VanPelt 3-1-2020


Please refer to our "Holiday & Meeting Schedule" page on our website for meeting dates and times as they are subject to change.

Meeting Date

Agendas

Meeting Summary

September 14, 2018 September 14 Agenda September 14 Summary; September 14 Book
August 10, 2018 August 10 Agenda August 10 Summary; August 10 Book
July 16, 2018 July 16 Agenda July 16 Summary; July 16 Book; HANDOUT - FIAC Annual Report; HANDOUT - Implementation
June 8, 2018 June 8 Agenda June 8 Summary; June 8 Book
May 18, 2018 May 18 Agenda May 18 Summary; May 18 Book
April 17, 2018 April 17 Update Agenda April 17 Summary
April 13, 2018 April 13 Agenda April 13 Summary; April 13 Book; HANDOUT - Flash Report; HANDOUT - Economic & Capital Market Update; HANDOUT - Asset-Liability Supplement
March 20, 2018 March 20 Update Agenda March 20 Summary; March 20 Book
March 9, 2018 March 9 Agenda March 9 Book; March 9 Summary; HANDOUT - Rebalancing Recommendation; HANDOUT - Flash Report; HANDOUT - Economic & Capital Market Update
February 9, 2018 February 9 Agenda February 9 Book; February 9 Summary; HANDOUT - Overview of Asset/Liability Process; HANDOUT - Flash Report; HANDOUT - Economic & Capital Market Update; HANDOUT - Asset-Liability Study Process
January 25, 2018
Manager Update
January 25 Update Agenda TSW Presentation; January 25 Summary
January 12, 2018 January 12
Agenda
January 12 Book; January 12 Summary; HANDOUT - FY16-17 Budget to Actual; HANDOUT - GRS Breakdown of Projected Sources of Funding; HANDOUT - Investment Policy Statement Draft; HANDOUT - WEDGE Memorandum
December 19, 2017 December 19 Workshop Agenda December 19 Summary; HANDOUT - Principal Global Investors
December 8, 2017 December 8 Agenda December 8 Book; December 8 Summary; Handout - Flash Report; Handout - Economic & Capital Market Update
November 9, 2017  November 9 Agenda November 9 Book; November 9 Summary
October 13, 2017 October 13 Agenda October 13 Book; Summit Strategies Memo; Ethics Presentation; October 13 Summary
September 14, 2017 September 14 Agenda September 14 Book; September 14 Summary
August 11, 2017 August 11 Agenda August 11 Book; August 11 Summary
July 14, 2017 July 14 Agenda July 14 Book; July 14 Summary
June 9,
2017
June 9 Workshop Agenda June 9 Book; June 9 Workshop Summary; Sawgrass Presentation
May 11, 2017 May 11 Agenda May 11 Book; May 11 Summary; Summit Strategies - Flash Report - April 30, 2017
April 21, 2017 April 21 Agenda April 21 Book; April 21 Summary; Updated Actuarial Impact Statement; Additional Actuarial Projections; Summit Strategies - Large Cap Growth Search; Money Manager Presentations
April 10, 2017 April 10, Special Meeting Agenda April 10 Book; April 10 Summary; Final Transcript
March 17,
2017
March 17 Special Meeting Agenda March 17 Summary (cancelled)
March 10,
2017
March 10 Agenda March 10 Book; March 10 Summary
February 10, 2017 February 10 Agenda February 10 Book
January 13, 2017 Cancelled Cancelled
December 9, 2016 December 9 Agenda December 9 Book; December 9 Summary
November 10, 2016 November 10 Book November 10 Summary; November 10 Book
October 14, 2016 October 14 Agenda October 14 Summary; October 14 Book
September 9, 2016 September 9 Agenda September 9 Meeting Summary; September 9 Book
August 12, 2016 Cancelled Cancelled
July 8, 2016 Cancelled Cancelled
June 10, 2016 June 10 Agenda June 10 Summary; Summit International Equity Search; Summit Transition Plan Summary
May 12, 2016 May 12 Agenda May 12 Summary
April 11, 2016 April 11 Workshop Agenda April 11 Workshop Summary
March 11, 2016 March 11 Agenda March 11 Summary
February 12, 2016 Feb 12 Agenda Feb 12 Summary
January 8, 2016 Jan 8 Agenda Jan 8 Summary
December 17, 2015 Dec 17 Special Meeting
Workshop Agenda
Dec 17 Special Meeting
Workshop Summary