The second nominated candidate, Sal Kureh, is a Partner with Capata CPA. He is responsible for the effective planning, execution and delivery of their accounting, audit and business advisory services. He has more than 15 years of experience and worked at a Big Four accounting firm and in private industries as a CFO. He graduated with honors from the California State Polytech University, San Luis Obispo and is a currently licensed CPA.

David Carlson, is the President for DMC Companies for over 20 years. In addition, Mr. Carlson has recently retired from the County of Orange Audit Oversight Committee having served more than 20 years, ten of which he was the Chair. He has a Bachelor of Science in Mathematics, a Masters of Science in Industrial Administration and a Ph.D. in Engineering, all from the University of Michigan, where he also did post-doctoral work in Financial Policy and taught Computer Systems Analysis & Design. His career in private industry has involved managing about $4 billion in technology and internal controls. He served in the U.S. Army and is a veteran of the Vietnam era.

1. Annual Compliance Audits (Cal Govt. Code 27134) Agreed Upon Procedures Related to Investment Compliance Fiscal Year Ended June 30, 2020 (Issued October, 2021) 2. Quarterly Compliance Monitoring (TOC Directive) Compliance Monitoring of the Treasurer’s Investment Portfolio for the Quarter Ended September 30, 2019 (Issued January 9, 2020) Compliance Monitoring...

1. Annual Compliance Audits (Cal Govt. Code 27134) Agreed Upon Procedures Related to Investment Compliance Fiscal Year Ended June 30, 2022 (Issued March 27, 2023) 2. Quarterly Compliance Monitoring (TOC Directive) Compliance Monitoring of the Treasurer’s Investment Portfolio for the Quarter Ended September 30, 2021 (Issued January 18, 2022) Compliance...

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FY 2023-24 FY 2022-23 FY 2021-22 FY 2020-21 FY 2019-20 FY 2018-19

1. Annual Compliance Audits (Cal Govt. Code 27134) Agreed Upon Procedures Related to Investment Compliance Fiscal Year Ended June 30, 2019 (Issued September, 2021) 2. Quarterly Compliance Monitoring (TOC Directive) Compliance Monitoring of the Treasurer’s Investment Portfolio for the Quarter Ended September 30, 2018 (Issued January 19, 2019) Compliance Monitoring...

2023 1. January (17.27 MB) 2. February (21.34 MB) 3. March (17.59 MB) 4. April (16.47 MB) 5. May (16.57 MB) 6. June (17.65 MB) 7. July (16.49 MB) 8. August (16.46 MB) 9. September (17.57 MB) 10. October (11.81 MB) 11. November (7.49 MB) 12. December (7.39 MB)

Francine Scinto was unanimously appointed by the Orange County Board of Supervisors to the Treasury Oversight Committee on March 23rd, 2021 for her first term. She has been the Vice-President for Orange County Associates, Inc. since 1995. Ms. Scinto served six terms on the Tustin Unified School District Board, and served 12 years as a Trustee for the Pomona College Board, where she also was the Audit Committee Vice Chair. She has a Bachelor of Arts in English from Manhattanville College and a Masters of Business Administration from Columbia University Graduate School of Business.

Investment Pool Financial Statement Disclosures – FY 6-30-24 OCTP – Voluntary Pool Participants OCTP – School & Community College Districts Investment Pool Financial Statement Disclosure - FY 6-30-23 OCIP Investment Pool Financial Statement Disclosure - FY 6-30-22 OCIP Investment Pool Financial Statement Disclosure - FY 6-30-21 OCIP Investment Pool Financial...