General Information

Government Type

State Agency

Entity

School and Institutional Trust Fund Office

Public Body

Board of Trustees

Notice Information

Add Notice to Calendar

Notice Title

2022 SITFO Summit

Notice Tags

Public Meetings

Notice Type(s)

Meeting

Event Start Date & Time

October 6, 2022 08:00 AM

Event End Date & Time

October 7, 2022 04:00 PM

Description/Agenda

SITFO Summit Agenda | October 6 & 7, 2022 Anchor Location: Grand Summit Hotel, 4000 Canyons Resort Dr, Park City, UT 84098 Webinar: Listed Below Day 1: Modernizing the Trusts & Executing the Vision (Past & Present) 8:00 am Breakfast 8:45 am Call Meeting to Order, Introductions 9:15 am Story of SITFO Charting past, present, and future of the organization, its resources, and portfolio design 10:30 am Break 11:00 am Industry Trends: Evolution of the Allocator Albourne to discuss allocator trends, past, present, and future 12:00 pm Lunch 1:00 pm Investment Beliefs Revisiting, revising, and compiling into an updated document 2:15 pm Investment Policy & Intergenerational Equity Clarifying and confirming return objectives and distribution policy 3:00 pm Break 3:30 - 5:30 pm Networking Activity 6:30 pm Friend of the Trusts Award Dinner Day 2: Supporting the Mission (Future) 8:00 am Breakfast 9:00 am Closed Session Discussion of Sale or Purchase of Identifiable Securities and Investment Funds (Utah Code Section 53D-1-304(6)) 11:00 am Break 11:15 am Investment Beliefs (action item) Finishing any discussion and finalizing with formal action 12:15 pm Lunch 1:15 pm Investment Policy & Intergenerational Equity (action item) Finishing any discussion and finalizing with formal action 2:15 pm Break 2:30 pm Closing Remarks

Notice of Special Accommodations (ADA)

In compliance with the Americans with Disabilities Act, individuals needing special accommodations (including auxiliary communicative aids and services) during this meeting should notify Symone Caldwell at 801-388-0622.

Notice of Electronic or Telephone Participation

October 6th: When: Oct 6, 2022 08:45 AM Mountain Time (US and Canada) Topic: 2022 SITFO Summit Day 1: Morning Session Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_UIN8uHRsS72LomAT0zEbBA When: Oct 6, 2022 01:00 PM Mountain Time (US and Canada) Topic: 2022 SITFO Summit Day 1: Afternoon Session Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_ePqGavS6T_O-tUrPblKR8A October 7th: When: Oct 7, 2022 09:00 AM Mountain Time (US and Canada) Topic: 2022 SITFO Summit Day 2: 'Closed' Morning Session Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_7-bHaK7mQ626BPPXzAoGnQ When: Oct 7, 2022 11:15 AM Mountain Time (US and Canada) Topic: 2022 SITFO Summit Day 2: Morning Session Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_-N-mOS3WQLuRu9JivDCvxQ When: Oct 7, 2022 01:15 PM Mountain Time (US and Canada) Topic: 2022 SITFO Summit Day 2: Afternoon Session Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_ZTkUMTK4TYaxbx5UsCMLNA After registering, you will receive a confirmation email containing information about joining the webinar.

Other Information

This meeting will be held as a hybrid, with both virtual and in person meeting options.

Meeting Information

Meeting Location

4000 Canyons Resort Dr,
White Pine 1
Park City, UT 84098
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Contact Name

Jess Rowe

Contact Email

jrrowe@utah.gov

Contact Phone

(385) 602-1403

Notice Posting Details

Notice Posted On

March 10, 2022 10:42 AM

Notice Last Edited On

December 06, 2022 05:44 PM

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