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Highlights from JANUARY 2013 MeeTing
submitted by Glen Phares

The following items were discussed at the January meeting. The CRA Investment Committee meets annually with our investment advisors to review the financial outlook of our industry and plan for the financial needs of the CRA.

 

Mr. Sterling A. Dalatri joined us in Palm Springs on behalf of Morgan Stanley. We also welcomed Jeff Roberts from City Rentals as our newest committee member.

 

The committee discussed our current investment strategy and agreed that the current policy is serving us well and creating financial stability and flexibility to meet the needs of the association.

 

The investment committee meets annually. Our next meeting is scheduled for January of 2014.

 

Your feedback is appreciated. If you have any questions for the Insurance Committee please feel free to contact the CRA or myself.

 

 

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