Municipal investments and investment managers (Mayor of Orlando) • MuckRock

7 Communications
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Communications

From: Beryl Lipton

08/20/2018

Subject: Florida Sunshine Law Request: Municipal investments and investment managers (Mayor of Orlando)

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: Mayor of Orlando

08/21/2018

Subject: Your first record request #18-4944 has been opened.

Orlando

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Hi there

Your first Orlando record request (request number #18-4944) has been submitted.
It is currently unpublished and is not available for the general public to view.

As the requester, you can always see the status of your
request by signing into the Orlando Public Records
portal here.

If you haven't already activated your account,
click here to get started.
Once your account is activated, your request will be visible at the following link:
Request #18-4944.

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Questions about your request? Reply to this email or sign in to contact staff at Orlando. Technical support: See our <a href='https://www.nextrequest.com/support'>help page</a>

From: Mayor of Orlando

08/21/2018

Subject: [External Message Added] Orlando public records request #18-4944

Orlando

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Hi there

A message was sent to you regarding record request #18-4944:

Thank you for contacting the City of Orlando. We have received your request, however, we receive hundreds of requests each week. We will process your request in the order it was received. Once we begin to process your request we will notify you if the request will take more than 30 minutes.

Pursuant to City Policy, if producing the requested records will require more than 30 minutes of total staff time, we will provide an estimate of the labor costs to retrieve the records before we begin the work. City policy also requires that we collect a deposit before work begins on records requests when an estimate is $100 or more.

Please note that no fees are due now and we will notify you if we estimate it will require more than 30 minutes to retrieve the documents you requested.

Regards,

Records Management

400 S. Orange Avenue, 2nd Floor

Orlando, Florida 32801

records@cityoforlando.net

407.246.2148

From: Mayor of Orlando

08/22/2018

Subject: [External Message Added] Orlando public records request #18-4944

Orlando

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Hi there

A message was sent to you regarding record request #18-4944:

Beryl,

Can you please be more specific on what reports you are seeking for bullet point 3?

From: Beryl Lipton

08/22/2018

Subject: RE: Florida Sunshine Law Request: Municipal investments and investment managers (Mayor of Orlando)

Hi there,

Thank you so much for your message. I would be interested in any specific breakdowns related to pension funds or the like for employees or others associated with the City of Orlando. For example, in New Jersey, a separate financial report is created related to the Retirement Fund for state employees: https://www.state.nj.us/treasury/pensions/documents/financial/actuarial2017rev/2017pers.pdf. If the City of Orlando has any separate reports related to pension or retirement investing, I would be very interested in obtaining those.

Please let me know if further clarification is necessary or if you have any other questions with which I can help.

Thanks so much for your time.

Best wishes,
Beryl

From: Mayor of Orlando

08/28/2018

Subject: [External Message Added] Orlando public records request #18-4944

Orlando

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Hi there

A message was sent to you regarding record request #18-4944:

Hello,

Many of the records you are requesting are already publicly posted and readily available on the City of Orlando's website. This includes information like actuarial reports, summary of benefits, pension board meeting agencies and minutes, and policies. Here is a link to that specific page - http://www.cityoforlando.net/pension.

Additionally, you can learn more about the City of Orlando's pensions in the City's Comprehensive Annual Financial Report, available at http://www.cityoforlando.net/obfs/financial-reporting.

If you have any additional requests for records, please let us know.

From: Mayor of Orlando

09/06/2018

Subject: Your Orlando public records request #18-4944 has been closed.

Orlando

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Hi there

Record request #18-4944 has been closed.

Files

There are no files associated with this request.

Tracking #	18-4944
Multi Request	Municipal investments and investment managers