General Pension Board of Trustees Meeting
City of Pensacola
Latest meetings
5.13.26 General Pension Board Agenda
This document is an agenda for the General Pension Board of Trustees meeting on May 13, 2026. The agenda includes approval of minutes, officer and member reports, money managers' reports, a money monitor's report, an attorney's report, an administrator's report, unfinished business regarding potential benefit changes, and new business which includes approval of payments for management fees to several firms (Advent Capital Management, LLC; DePrince, Race and Zollo, Inc.; Fiduciary Management, Inc.; Frontier Capital Management; Integrity Fixed Income, Inc.; Polen Capital; Sawgrass Asset Management; SSI Investment Management; Vulcan Value Partners, LLC) and invoices from Leuctman Law and Foster & Foster. It also includes approval of a DROP Notice of Pension for Tommie M. Frye and a Widow's Notice of Pension for Barbara A. Martin. Information items include a memorandum on the General Pension Cost of Living Increase. No specific construction projects or development opportunities are mentioned.
- Board:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda
- Address:
- Hagler/Mason Conference Room, Second Floor, City Hall
5.13.26 General Pension Board Agenda Packet
The General Pension Board of Trustees meeting on May 13, 2026, will include approval of payments for management fees to several firms, including Advent Capital Management, LLC ($12,298.84), DePrince, Race and Zollo, Inc. ($8,415.90), Fiduciary Management, Inc. ($7,695.00), Frontier Capital Management ($11,033.67), Integrity Fixed Income, Inc. ($27,247.29), Polen Capital ($11,497.71), Sawgrass Asset Management ($11,565.79), SSI Investment Management ($11,770.00), and Vulcan Value Partners, LLC ($10,782.16). The board will also consider approval of invoices from Leuctman Law ($4,245.00) and Foster & Foster ($26,300.00), as well as a DROP Notice of Pension for Tommie M. Frye and a Widow's Notice of Pension for Barbara A. Martin. A memorandum regarding a General Pension Cost of Living Increase is also on the agenda.
- Board:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_packet
- Address:
- Hagler/Mason Conference Room, Second Floor, City Hall
- Applicant:
- General Pension Board of Trustees
II. DETERMINATION OF A QUORUM
General Pension Board of Trustees Meeting listed this item on its agenda for 2026-05-13 in City of Pensacola. 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:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
II. DETERMINATION OF A QUORUM
General Pension Board of Trustees Meeting listed this item on its agenda for 2026-05-13 in City of Pensacola. 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:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
P. Cheryl Jackson, Trustee
General Pension Board of Trustees Meeting listed this item on its agenda for 2026-05-13 in City of Pensacola. 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:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
P. Cheryl Jackson, Trustee
General Pension Board of Trustees Meeting listed this item on its agenda for 2026-05-13 in City of Pensacola. 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:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
V. MONEY MANAGERS' REPORTS (review of quarterly performance for period ending March 31, 2026)
General Pension Board of Trustees Meeting listed this item on its agenda for 2026-05-13 in City of Pensacola. 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:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
V. MONEY MANAGERS' REPORTS (review of quarterly performance for period ending March 31, 2026)
General Pension Board of Trustees Meeting listed this item on its agenda for 2026-05-13 in City of Pensacola. 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:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
VI. MONEY MONITOR'S REPORT (review of quarterly performance for period ending March 31, 2026)
General Pension Board of Trustees Meeting listed this item on its agenda for 2026-05-13 in City of Pensacola. 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:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
VI. MONEY MONITOR'S REPORT (review of quarterly performance for period ending March 31, 2026)
General Pension Board of Trustees Meeting listed this item on its agenda for 2026-05-13 in City of Pensacola. 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:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
VII. ATTORNEY'S REPORT
General Pension Board of Trustees Meeting listed this item on its agenda for 2026-05-13 in City of Pensacola. 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:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
VII. ATTORNEY'S REPORT
General Pension Board of Trustees Meeting listed this item on its agenda for 2026-05-13 in City of Pensacola. 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:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
a. Approval of payment of invoices for management fees for the period ending March 31, 2026,
This agenda item concerns the approval of payments for management fees for the period ending March 31, 2026. The payments are to be made to several investment management firms. The item is currently under review by the General Pension Board of Trustees of the City of Pensacola, Escambia. This process involves reviewing and approving invoices for services already rendered. No new construction or development is described in this item. Therefore, there are no direct contracting or supply opportunities for local businesses at this time.
- Board:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
a. Approval of payment of invoices for management fees for the period ending March 31, 2026,
The General Pension Board of Trustees for the City of Pensacola, Escambia is reviewing payments for management fees. This review is part of the board's regular financial oversight. The payments are for services rendered through March 31, 2026. The board will consider approving payments to several investment management firms. This item is currently under review by the board. The work involves financial management and administrative tasks related to pension fund operations. This process includes reviewing invoices and approving payments. Local businesses involved in financial services and administrative support may find opportunities. Engaging early could provide insight into future needs as the pension board continues its operations.
- Board:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
- Applicant:
- Advent Capital Management, LLC
a. April 8, 2026 meeting
General Pension Board of Trustees Meeting listed this item on its agenda for 2026-05-13 in City of Pensacola. 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:
- General Pension Board of Trustees Meeting
- Date:
- 2026-05-13
- Type:
- Agenda_item
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