INVESTMENT POLICY ADVISORY COMMITTEE

AGENDA

Thursday, August 19, 2010
Trophy Room
2nd Floor, City Hall, 1841 Argyle Street
Halifax, NS
12:00 - 2:00 p.m.

1. CALL TO ORDER

2. APPROVAL OF MINUTES - May 20, 2010

3. APPROVAL OF AGENDA AND APPROVAL OF ADDITIONS AND DELETIONS

4. BUSINESS ARISING FROM THE MINUTES

5. NEW BUSINESS

5.1 Treasurer’s Report - Quarter Ending June 30, 2010
5.2 Draft Investment Policy Advisory Committee Report to Council for Quarter Ending June 30, 2010

6. INFORMATION ITEMS / OPTIONAL READING

6.1 MarketWatch Commentary - “Liquidate, liquidate, liquidate” - David Stockman
6.2 Bloomberg Report “Shadow Banking Debt Still Tops Regular Banks’, Fed Report Says” - Christine Richard
6.3 Bloomberg Businessweek Report “Where China Hides Its Debt” - Dexter Roberts
6.4 Bloomberg Commentary “For Good Economic Forecasts, Try Flipping a Coin” - Caroline Baum
6.5 MarketWatch Commentary “The Biggest Lie About U.S. Companies” - Brett Arends
6.6 GMO White Paper “Reflections on the Sovereign Debt Crisis” - Edward Chancellor

7. NEXT MEETING DATE - To Be Determined

8. ADJOURNMENT