Board meetings, strategic plans, and buyer signals from Adam Lohne’s organization
Jul 30, 2026·BoardMeeting
Board
Fixed Income Investment Oversight Group Meeting Minutes
The meeting included a review of the stress test results for the second quarter, analyzing hypothetical scenarios such as interest rate fluctuations, credit events, and sector spread widening. The agenda covered a compliance recap for the second quarter, noting no new or open exceptions. Furthermore, the group performed an annual review of the Florida PRIME risk rankings relative to the Investment Policy Statement, resulting in the approval of current risk rankings and the confirmation of ongoing independent daily compliance testing.
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The board approved the fiscal sufficiency of several revenue bond issues, including those for the University of Florida dormitory projects, and Florida State University parking facility and dormitory projects. Additionally, the board requested approval for quarterly summary reports, the Global Governance Mandates Report, local government surplus funds compliance reviews, and revisions to investment policy statements for the Florida Prime and the Florida Retirement System. Other actions included approving changes to corporate governance proxy voting guidelines, proposing rule amendments for the Florida Hurricane Catastrophe Fund, adopting proposed budgets for several departments, and directing the incorporation of specific statutory requirements into board policies.
May 21, 2026·BoardMeeting
Board
Florida Hurricane Catastrophe Fund Advisory Council Agenda
The meeting will cover a financial market update and a presentation regarding the draft claims-paying capacity estimates, followed by a formal vote on these estimates. Additionally, the Chief Operating Officer will provide an update on hurricane season loss reimbursements, the financial status of the fund, and recent activities. The session will also include a review of the schedule and agenda for upcoming meetings.
Apr 29, 2026·BoardMeeting
Board
Fixed Income Investment Oversight Group Meeting Minutes
The meeting focused on the review of stress test results for the quarter ending March 31, 2026, noting a slight decrease in the net asset value due to geopolitical tensions affecting money market rates. The group evaluated the portfolio performance against various hypothetical events, including interest rate fluctuations, credit events, and spread widening in specific sectors. Additionally, a compliance recap for the quarter was provided, confirming that no new exceptions, open issues, or affected securities were reported.
Extracted from official board minutes, strategic plans, and video transcripts.
