Presentation, Discussion and Appropriate Action Regarding the Approval of Resolution R-1694 of the Board of Directors of the San Antonio River Authority Designating Investment Officer(s) and Resolution R-1695 of the Board of Directors of the San Antonio R

Staff Report & Agenda Item Details

R-1694 Board action is required to designate Investment Officer(s) and approve training sources utilized in fulfilling the requirements of the role. R-1695 The San Antonio River Authority (River Authority) is required to annually review, update and readopt an investment policy and establish an approved broker and dealer list to determine the firms that can be utilized by the River Authority to make investments. On December 09, 2024, the River Authority Board of Directors adopted the current version of Investment Policy FN 0003. The following documents are attached for review: Resolution R-1695 (investment policy) Redlined version for proposed revisions to Investment Policy FN 0003 Investment Policy FN 0003 (clean) Proposed revised broker/dealer list

This motion is scored as RESTRAINS_GOVERNMENT (Impact Weight: 2.5/10). Under the Bastiat Liberty Watchdog Index, voting YES on measures that cap or reduce ad valorem tax burdens, expand taxpayer exemptions, retire debt early, enforce competitive bidding caps, or remove regulatory/zoning barriers to private property rights earns a positive Pro-Liberty score.