Investment Advisory Committee receives quarterly investment portfolio update and files report | 300 E. Chapman | TheCommon

Summary

Investment Advisory Committee receives quarterly investment portfolio update and files report

OrangeOct 22, 20252 min read

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The City of Orange Investment Advisory Committee met October 22, 2025 at 5:30 p.m. in the Weimer Room. Present were Vice Chair Richard Madrigal, Paul Mittmann, Jordan Prell, and Adam Carr; Chair Mark Mittmann was absent. City Treasurer Garrett Smith reviewed market fluctuations and invited Karl Meng of Chandler Asset Management to present background information. The Committee received and filed the investment portfolio update for July–September 2025. No public comments were made. The meeting adjourned at 6:36 p.m.; the next regular meeting is scheduled for January 28, 2026 at 5:30 p.m.

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Investment Advisory Committee

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Key decisions

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Received and filed the Investment Portfolio Update for July, August, and September 2025.
Accepted presentation/background information from Karl Meng, Portfolio Strategist of Chandler Asset Management.
No City Treasurer oral report was given.
No public comments were received.
Set next regular IAC meeting for January 28, 2026 at 5:30 p.m. in the Weimer Room.

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Meeting information

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Investment Advisory Committee

Oct 22, 2025, 12:00 AMWeimer Room 300 E. Chapman Avenue Orange, CA 92866scheduled

5:30 PM Regular Session

Agenda

Welcome to the Investment Advisory Committee Meeting. Regular meetings of the City of Orange Investment Advisory Committee are held on the fourth Wednesday of January, April, July, and October at 5:30 p.m.
Agenda Information
The agenda contains a brief general description of each item to be considered. Written materials relating to an item on the agenda that are provided to the Investment Advisory Committee (IAC) after agenda packet distribution and within 72 hours before it is to consider the item will be made available for public inspection in the City Clerk’s Office located at 300 E. Chapman Avenue, Orange, during normal business hours; at the IAC meeting; and made available on the City's website.
Public Participation
Pursuant to Government Code Section 54954.3, members of the public may address the Investment Advisory Committee on any agenda items or matters within the jurisdiction of the governing body by using any of the following methods:
1) In-Person To speak on an item on the agenda, complete a speaker’s card indicating your name and address, and identifying the agenda item number or subject matter you wish to address. The card should be given to staff prior to the start of the meeting. General comments are made during the “Public Comments” section on the agenda. Public comments are limited to three (3) minutes per speaker, unless a different time limit is announced. 2) Written Public Comments Members of the public can submit their written comments electronically for the Committee's consideration by using the eComment feature on the Agenda page of the City's website at www.cityoforange.org. To ensure distribution to the Committee prior to consideration of the agenda, we encourage the public to submit written comments by 11:00 a.m. the day of the meeting. All written comments will be provided to the Committee Members for consideration and posted on the City’s website after the meeting. Please contact the City Clerk’s Office at (714) 744-5500 with any questions.
ADA Requirements: In compliance with the Americans with Disabilities Act, if you need accommodations to participate in this meeting, contact the Finance Department at (714) 744-2230. Notification at least 48 hours in advance of meeting will enable the City to make arrangements to assure accessibility to this meeting.
Welcome to the Investment Advisory Committee Meeting. Regular meetings of the City of Orange Investment Advisory Committee are held on the fourth Wednesday of January, April, July, and October at 5:30 p.m.
PLEDGE OF ALLEGIANCE
ROLL CALL
PUBLIC COMMENTS
NEW BUSINESS
Investment Portfolio Update for July, August, and September 2025
CITY TREASURER ORAL REPORT
ADJOURNMENT
Agenda Item
page break
OPENING/CALL TO ORDER
The Investment Advisory Committee of the City of Orange, California convened on Wednesday, October 22, 2025, at 5:30 p.m. in the Weimer Room, 300 E Chapman Avenue, Orange, California.

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