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11 <br /> FL SAFE INVESTMENT SEMINAR 1* FLORIDA <br /> AGENDA INVESTMENT POOL <br /> DUBSDREAD COUNTRY CLUB ORLANDO - OCTOBER 28, 2015 <br /> SAFE <br /> 8:30a REGISTRATION,COFFEE&REFRESHMENTS <br /> 9:00a WELCOME <br /> Mark Mason I Chairman, FL SAFE <br /> Jeff Larson I Administrator, FL SAFE <br /> 9:15a ECONOMIC UPDATE <br /> John Huber I Senior Vice President,Chief Investment Officer, Prudent Man Advisors, Inc. <br /> 10:00a INVESTMENT POLICY OVERVIEW&CONSIDERATIONS— TIME FOR AN UPDATE? <br /> ISSUES FROM AN AUDITOR'S PERSPECTIVE <br /> Jeff Larson I Administrator, FL SAFE <br /> Andrew Laflin I Audit Partner,Clifton Larson Allen <br /> 11:30a BREAK <br /> 11:45+ MANAGING BANKING RELATIONSHIPS—SERVICES, FINANCINGS&INVESTMENTS <br /> Rene'O'Day I Vice-President,Sales and Relationship Management, PMA Financial Network, Inc. <br /> Elaine Edmunds I Administrative Services Director,City of St.Pete Beach <br /> 12:301) LUNCH-MUNICIPAL ADVISOR RULES&CONTINUING DISCLOSURE <br /> Lisa Olsen I Senior Vice President, DAC <br /> Michael Williams, Esq I Partner,Akerman LLC <br /> 1:30p OVERVIEW OF CASH FLOW ANALYSIS&APPLICATIONS <br /> DISCUSSION OF INVESTMENT OPTIONS FOR SMALLER GOVERNMENTS <br /> Fenil Patel I Senior Vice President, Investment Services, PMA Financial Network, Inc. <br /> Dan Carpenter I Finance Director,City of Indian Rocks Beach <br /> 2:301) BREAK <br /> i <br /> 2:451 INVESTMENT OPTIONS FOR LARGER GOVERNMENTS <br /> CASE STUDIES-SPECIAL FUNDS, PENSIONS&LONG TERM CAPITAL FUNDS <br /> Mark Mason Director of Financial Services,City of Tamarac <br /> John Huber Senior Vice President,Chief Investment Officer, Prudent Man Advisors, Inc. <br /> Michael Nguyen I Senior Vice President, Director of Investment Solutions, Prudent Man Advisors, Inc. <br /> I <br /> 4:301 CONCLUSORY COMMENTS I QUESTIONS <br /> SAFE rMPMAO <br /> NAker VAO CfiftonLarsonAllen 1111%10 Bank man D <br />