INVESTMENT POLICY ADVISORY COMMITTEE
AGENDA

August 22, 2011
Please Note Change in Meeting Room   -    Media Room, 1st Floor, City Hall
1841 Argyle Street, Halifax
12:00 p.m. to 2:00 p.m.

1. CALL TO ORDER

2. APPROVAL OF MINUTES – May 16, 2011

3. APPROVAL OF THE ORDER OF BUSINESS AND APPROVAL OF ADDITIONS AND DELETIONS

4. BUSINESS ARISING FROM THE MINUTES
4.1 Annual Investment Policy Review

5. REPORTS
5.1 Treasurer's Report - Quarter Ending June 30, 2011
5.2 Draft Investment Policy Advisory Committee Report to the Audit & Finance Committee for Quarter Ending June 30, 2011
5.3 Ontario Infrastructure Projects

6. ADDED ITEMS

7. NEXT MEETING DATE - To Be Determined

8. ADJOURNMENT

---

Information Items

6.1 MarketWatch Commentary “The second side of the financial storm” – Todd Harrison
6.2 Bloomberg Commentary “Coming Lobbyist Brawl May (Really) Fix Our Taxes”
Jonathan Alter
6.3 Bloomberg Commentary “The Economy Can’t Grow With Debt” – Carmen
Reinhart and Kenneth Rogoff

6.4 IceCap Asset Management Ltd. “July 2011 – The Unbearable Lightness of
Idiocy”
6.5 Hoisington Investment Management Company “Quarterly Review and Outlook
Second Quarter 2011”
6.6 MarketWatch Commentary “Why housing is in a depression” – Brett Arends
6.7 RBC Capital Markets “The Daily Deck”