Municipal investments and investment managers (Town of Bay Harbor Islands)
| Multi Request | Municipal investments and investment managers |
| Submitted | Aug. 20, 2018 |
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Communications
From: Beryl Lipton
To Whom It May Concern:
Pursuant to the Florida Sunshine Law, I hereby request the following records:
• A list of all Investment Management firms, Public Equity managers, public fixed-income account managers, or similar stock, bond, securities, and investment managers or management firms responsible for holdings, trading, or other manipulations of assets held by this agency or any division thereof.
• A list of all asset holdings by this agency or any division thereof, including any associated departments or funds. Please include all available segregable data, including, but not limited to, the company, the associated call symbol, the number of shares, and the value of said shares.
• All reports or responsive materials related to pension funds and other long term investments
• All filings provided to the Securities and Exchange Commission related to investments and holdings for any division under the responsibility of this jurisdiction for the period from January 1, 2014 through August 31, 2018.
If further clarification is necessary, please feel free to be in touch. I can be reached in the MuckRock office at 617-299-1832.
The requested documents will be made available to the general public, and this request is not being made for commercial purposes.
In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.
Thank you in advance for your anticipated cooperation in this matter. I look forward to receiving your response to this request within 10 business days.
Sincerely,
Beryl Lipton
From: Town of Bay Harbor Islands
Mr. Lipton,
Be advise that our office is in receipt of your public records request dated August 20, 2018.
Your request has been forward to the proper department for a response, if the record exist in the manner requested.
Should you have any questions, please feel free to contact our office.
Alba L. Chang, CMC
Deputy Town Clerk
Town Of Bay Harbor Islands
9665 Bay Harbor Terrace
Bay Harbor Islands, FL 33154
Tel. 305-866-6241
Fax 305-866-4863
Email: achang@bayharborislands-fl.gov<mailto:achang@bayharborislands-fl.gov>
Web: www.bayharborislands-fl.gov<http://www.bayharborislands-fl.gov/>
Email disclosure: Please note: Florida has a very broad public records law. Most written communications to or from local officials regarding town business are public records, and are available to the public and media upon request. Your e-mail communications may therefore be subject to public disclosure.
From: Town of Bay Harbor Islands
Dear Mr. Lipton,
Per your request dated August 20, 2018, please see the attach information pertaining to the investments firms and reports.
If you require any further assistance, please feel free to contact our office.
Alba L. Chang, CMC
Deputy Town Clerk
Town Of Bay Harbor Islands
9665 Bay Harbor Terrace
Bay Harbor Islands, FL 33154
Tel. 305-866-6241
Fax 305-866-4863
Email: achang@bayharborislands-fl.gov
Web: www.bayharborislands-fl.gov
Email disclosure: Please note: Florida has a very broad public records law. Most written communications to or from local officials regarding town business are public records, and are available to the public and media upon request. Your e-mail communications may therefore be subject to public disclosure.
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