Police & Firefighters' Retirement Trust Fund Board Meeting: May 2026
City of Ocoee
05-06-2026 Agenda
This document is an agenda for the City of Ocoee Municipal Police Officers’ & Firefighters’ Retirement Trust Fund Board of Trustees quarterly meeting. The meeting is scheduled for Wednesday, May 6, 2026, at 1:00 PM in the City Hall Commission Chambers, located at 1 N. Bluford Avenue, Ocoee, FL 34761. The agenda includes approval of minutes, new business items such as financial disclosure reminders, reports from various consultants and investment managers (Foster & Foster, Brandywine Global, Capital Dynamics, Mariner Institutional, Jones Walker, LLP), updates on old business including plan restatements, consent agenda items for paid and new invoices, and staff reports. A specific item mentioned under Staff Reports is the 'PF-11 project'. The agenda also lists upcoming educational opportunities: the FPPTA 42nd Annual Conference from June 28-July 1, 2026, at the Renaissance Orlando, and the FPPTA Trustee School from September 27-30, 2026, at Rosen Shingle Creek, Orlando. The next meeting is scheduled for August 5, 2026.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda
- Address:
- 1 N. Bluford Avenue, Ocoee, FL 34761
- Applicant:
- City of Ocoee Municipal Police Officers’ & Firefighters’ Retirement Trust Fund Board of Trustees
1. Financial disclosure form 1 reminder
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
1. Foster & Foster, Doug Lozen, Board Actuary
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
1. Foster & Foster, Tiffany Fair, Plan Administrator
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
1. January 28, 2026, quarterly meeting
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
1. Paid invoices for ratification
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
1. Update on Plan Restatement
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
2. Brandywine Global, Michael Fleisher & Joseph Larkin, Investment managers
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
2. March 17, 2026, special meeting
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
2. New invoices for payment approval
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
2. Update on Police Share Plan
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
3. Capital Dynamics, Alexander Hahn, Investment manager
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
3. Fund activity report for the period January 22, 2026 – April 29, 2026
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
4. Mariner Institutional, Brad Hess, Investment Consultant
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
5. Jones Walker, LLP, Pedro Herrera, Board Attorney
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
IX. TRUSTEES’ REPORTS, DISCUSSION, AND ACTION
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
V. REPORTS (ATTORNEY/CONSULTANT)
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
a. 2025 State annual report update
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
a. Dynamic Large Cap Value Equity
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
a. Legislative update
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
a. October 1, 2025, Actuarial valuation report
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
a. Private Equity Secondaries fund review
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
a. Quarterly report as of March 31, 2026
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
a. Warrants #18, 19, 20
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
b. Cybersecurity support program
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
b. PF-11 project
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
b. Recoup of benefit payments
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
c. Updated Operating Rules & Procedures
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
c. Valley Bank purchase card update
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
d. Educational opportunities
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
i. FPPTA 42nd Annual Conference, June 28-July 1, 2026, Renaissance, Orlando
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
ii. FPPTA Trustee School, September 27-30, 2026, Rosen Shingle Creek, Orlando
Police & Firefighters' Retirement Trust Fund Board Meeting listed this item on its agenda for 2026-05-06 in City of Ocoee. The posted record gives the item title and nothing else, so there is no site, no size and no applicant on file for it yet. Local businesses that want to follow it can open the official agenda link above and watch for the fuller write-up the body posts as the meeting gets closer.
- Board:
- Police & Firefighters' Retirement Trust Fund Board Meeting
- Date:
- 2026-05-06
- Type:
- Agenda_item
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