HomeMy WebLinkAbout03-24-2022 MinutesPOLICE PENSION BOARD
MINUTES OF SPECIAL MEETING
MARCH 24, 2022
Call to Order -- Chairman Tim Wood called the meeting to order at 5:02 p.m.
Roll Call
Present:
Board Members:
Mr. Puscher
Detective McDonough
Captain Wood
Ms. Ring
Also Present:
Bonni Jensen, Klausner, Kaufman, Jensen & Levinson, Attorney for the Board of
Trustees — Zoom
Ken Killgore, Plan Administrator
Andy Mcllvaine, Morgan Stanley — Zoom
Cynthia Watson, Human Resources Director
Barbara Brooke -Reese, MIS Manager
Janet Graham, Technical Writer
III. Vote to Excuse Absent Board Members — None
IV. Old Business
Chairman Wood asked if there was any objection to changing item B under Old Business
to item A and changing item A to item B. There was no objection by the Board members.
A. Consider Divestment of all Investments Holdings with Russian Exposure
Mr. Mcllvaine reviewed that at the last meeting the question was brought up as to whether
the international managers had any Russian exposure. Renaissance has actually
divested of their only Russian holdings in mid -January. Regarding the Highland
International Value Manager, they did have a small amount of Russian exposure of 2.15%
exposure to Russian companies. In doing the math, that means there is $21,520.00 of
the international value allocated to emerging markets, and it is only 2.15% of that. So the
only exposure to Russian companies is about $462.00. So it is veryminute. He contacted
Highland and asked, if the Pension Board wanted to get out of that market, could it be
done. Highland said yes. Mr. Puscher asked if there is any exposure other than the
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MINUTES OF SPECIAL MEETING OF MARCH 24, 2022
2.15% somewhere else that the Board is not aware of. Mr. Mcllvaine said not to his
knowledge. Ms. Ring asked what it would cost to sell the stock vs. staying in and taking
a loss on what happens with Russia. Mr. Mcllvaine said it would be very minute. After
discussion, it was the consensus of the Board members that the situation be left as is for
the time being.
B. Vote on Choice to Submit to the City Council for an Appointment to Replace
Paul Williamson as the Fifth Pension Board Trustee
Mr. Killgore stated that the City Clerk's office has recruited three applicants for this
position. Those three applicants are here tonight to introduce themselves and speak to
their experiences and histories.
Douglas Schara introduced himself and reviewed his history and experience, as did Mr.
Marshall and Mr. Reeves following which there was discussion among the Board
members. Mr. Puscher asked if each applicant understands that this position is a fiduciary
position on the Board. All stated they understood what a fiduciary is, and all three have
held fiduciary positions. After general discussion by the Board, Chairman Wood called
for nominations. Mr. Marshall was nominated by Ms. Ring. There was no second. Mr.
Reeves was nominated by Detective McDonough, seconded by Mr. Puscher. Mr. Killgore
explained that the Board's job is to recommend a candidate to City Council, and the City
Council then decides to appoint that candidate or not. Ms. Jensen clarified that the
candidate will not be in service until City Council appoints him. Chairman Wood called
for a vote.
Roll Call
Ms. Ring — No
Chairman Wood — Yes
Detective McDonough — Yes
Mr. Puscher — Yes
Vote was 3-1 in favor. Motion passes.
Chairman Wood thanked everyone who applied.
VI. Public Input — None
VII. New Business — None
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MINUTES OF SPECIAL MEETING OF MARCH 24, 2022
VIII. Leaal Uodates -- None
IX. Board Member Reports and Comments
Mr. Puscher stated he would be attending the classes regarding trustees. Mr. Killgore
said he will take care of registering Mr. Puscher if he sends Mr. Killgore all his information.
Mr. Killgore said registration does not begin until April, and he will monitor that.
Captain Wood stated that he did speak with Ireland's uncle (regarding the Grimmich
matter). The uncle has been having some communication with Ireland. Ms. Jensen said
that Ireland will need to reach out to one of the Board members. Ms. Jensen also stated
that distribution needs to be made within five years of Mr. Grimmich's death. If the Board
happens to be in the position to make the distribution, the hearing will need to be held on
the forfeiture of the benefits. If Jack and Ireland waive their rights to a benefit, we can
pay them a refund of contributions and can avoid going through a forfeiture proceeding.
After five years, a forfeiture proceeding will have to be held. Ms. Jensen said she believes
the five-year deadline is at the end of this year. She will verify that. She stated that both
beneficiaries must agree on how they want the distribution to be made. She also said
that she will attempt to contact Jack's mother before the next Board meeting.
X. Plan Administrator Reports and Comments -- None
XI. Next Scheduled Quarterly Meetina: June S. 2022
XII. Adjournment
There being no further business, Chairman Wood adjourned the meeting at 5:35 p.m.
By: Date: 6IZL/Z7-
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