ITEM TITLE:
Approval for Budgeted Travel for Permanent Fund Committee Member Mike Williams to Attend the Callan 2023 National Conference
SUBMITTED BY: Jordan Nelson, Finance Director
FISCAL NOTES:
Expenditure Required: $4,000
Unencumbered Balance: $5,000
Funding Source: 607-1050-46950; Permanent Fund - Misc Meetings Exp
RECOMMENDATION:
Approve
SUMMARY STATEMENT:
This is for travel authorization for Permanent Fund Committee Member at-Large Mike Williams to attend the 2023 Annual Conference hosted by the Permanent Fund’s portfolio advisor Callan, LLC.
Callan, LLC National Conference with workshops related to: Best Practices for Evaluating Managing Accounts, Opportunities in Private Assets, The Keys to Identifying Total Plan Costs, Market Intel, and more.
This travel authorization has been reviewed and forwarded with unanimous approval from the Permanent Fund Committee during their March 14th Quarter 4 meeting.
Expenses required reflect estimates, travel is paid on a reimbursement basis in accordance with the City’s Travel Policy.