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City of San Leandro Post-Retirement Healthcare Plan <br />Investment Guidelines Document – HighMark Capital Management, Inc. <br />(v. 7/20/2021 - RY) 7 <br /> Periodically reviewing the suitability of the investments, being available to meet with the <br />committee at least once each year, and being available at such other times within reason <br />at your request. <br /> Preparing and presenting appropriate reports. <br /> Informing the committee if changes occur in personnel that are responsible for portfolio <br />management or research. <br /> <br /> <br />Acknowledgement and Acceptance <br /> <br />I/We being the Plan Sponsor with responsibility for the account(s) held on behalf of the Plan <br />Sponsor specified below, designate Investment Manager as having the investment discretion and <br />management responsibility indicated in relation to all assets of the Plan or specified Account. If <br />such designation is set forth in the Plan/trust, I/We hereby confirm such designation as <br />Investment Manager. <br /> <br />I have read the Investment Guidelines Document, and confirm the accuracy of it, including the <br />terms and conditions under which the assets in this account are to be held, managed, and <br />disposed of by Investment Manager. This Investment Guidelines Document supersedes all <br />previous versions of an Investment Guidelines Document or investment objective instructions that <br />may have been executed for this account. <br /> <br /> <br /> <br /> July 27, 2021 <br />__________________________________________________ Date:________________ <br />Plan Sponsor: City of San Leandro <br /> <br /> <br /> <br /> <br /> <br />__________________________________________________ Date:________________ <br />Investment Manager: Randall Yurchak, CFA, Senior Portfolio Manager, (415) 705-7579 <br /> <br /> <br /> <br /> <br />