Investment Advisory Board  
Thursday, July 23, 2026  
5:00 PM - Regular Meeting  
AGENDA  
City of Huntington Beach  
2000 Main Street  
Huntington Beach, CA 92648  
Civic Center, Council Chambers  
JASON SCHMITT, City Treasurer  
ALLEN SCHREIBER, Chair  
DOUG MISTERLY, Vice-Chair  
MARK ELLETT, Board Member  
JOYCE ZACKS, Deputy City Treasurer  
COLIN STEVENS, Treasury Manager  
JENNIFER MCCANN, Senior Administrative Assistant  
RICHARD JACKSON, Board Member  
MARTHA MORROW, Board Member  
MICHELLE SCHUETZ, Board Member  
A. CALL TO ORDER / PLEDGE OF ALLEGIANCE / ROLL CALL  
B. PUBLIC COMMENTS  
The City welcomes public comments on agendized or non-agendized items but please note that  
the Investment Advisory Board can take no action on this date, unless the item is agendized .  
Each speaker may have up to 3 minutes unless the volume of speakers warrants reducing the  
time allowance and cannot donate time to others.  
Individuals wishing to speak may do so in one of two ways:  
1. In-Person: Fill out a Request to Speak form delivered to the Staff Liaison. Once the Chair  
opens Public Comments, participants will be called in the order forms are received.  
2. In Writing: Submit written comments via email to jennifer.mccann@surfcity-hb.org by 2:00 PM  
on the day of the meeting. All written communications will be forwarded to the Investment  
Advisory Board and recorded as supplemental communication.  
C. APPROVAL OF MINUTES  
26-570  
C1. Investment Advisory Board Meeting Minutes of April 23, 2026 -  
approval requested  
DRAFTED IAB Minutes 04.23.26  
Attachments:  
D. REVIEW OF Q4 2025-2026 QUARTERLY INVESTMENT REPORT  
26-569  
D1. Q4 2025-2026 Investment Report - Draft  
Attachments: Q4 FY2025-2026 Investment Report Summary Draft  
Version - FINAL  
City of Huntington Beach IAB Presentation 7-23-26  
E. OVERVIEW OF SUPPLEMENTAL RETIREMENT PROGRAM  
F. BOARD MEMBER COMMENTS  
G. ADJOURNMENT  
The next regularly scheduled meeting of the Investment Advisory Board is Thursday,  
October 22, 2026 at 5:00 PM in the Council Chambers at the Civic Center, Huntington  
Beach, California.  
INTERNET ACCESS TO THE INVESTMENT ADVISORY BOARD AGENDA AND STAFF REPORT  
MATERIAL IS AVAILABLE PRIOR TO INVESTMENT ADVISORY BOARD MEETINGS AT:  
https://huntingtonbeach.legistar.com/  
MEETING ASSISTANCE NOTICE:  
In accordance with the Americans with Disabilities Act, services are available to members of our  
community who require special assistance to participate in public meetings. If you require special  
assistance, 48-hour prior notification will enable the City to make reasonable arrangements for an  
assisted listening device (ALD) for the hearing impaired, American Sign Language interpreters,  
a reader during the meeting and/or large print agendas. Please contact the City Treasurer's  
Office at 714-536-5200 for more information, or request assistance from the recording secretary  
at the meeting.