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SITFO Board Meeting

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General Information

Government Type
State Agency
Entity
School and Institutional Trust Fund Office
Public Body
Board of Trustees

Notice Information

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Notice Title
SITFO Board Meeting
Notice Tags
Public Meetings
Notice Type(s)
Meeting
Event Start Date & Time
September 9, 2025 09:00 AM
Event End Date & Time
September 9, 2025 04:00 PM
Description/Agenda
1. Open Session - Call the Meeting to Order (Start at 9:00 AM) (a) Administrative (i) Recap and Approval of Minutes from June 3, 2025, SITFO (action item) (ii) Land Trusts Protection and Advocacy Office Update, LTPAO (iii) Update on SITFO Summit, SITFO (b) Finance Committee Updates (i) Personnel Update, SITFO, Finance Committee (ii) FY25 Summary, SITFO, Finance Committee (iii) FYTD 26 Summary, SITFO, Finance Committee (c) Investments (i) Executive Summary, SITFO 2. Lunch (Start at 11:45 AM) 3. Closed Session (Start at 11:00 AM) (action item) (a) Investments (i) Defensive Asset Class Structure Review - As Authorized by Utah Code Section 53D-1-304(6), SITFO (b) Chief Investment Officer Review (i) As Authorized by Utah Code Section 52-4-205(1)(a), Trustees, CIO 4. Open Session (Start at 2:00 PM) (a) Adjourn (action item)
Notice of Special Accommodations (ADA)
ADA: In compliance with the Americans with Disabilities Act, individuals needing special accommodations (including auxiliary communicative aids and services) during this meeting should notify Jess Rowe at (385) 602-1403.
Notice of Electronic or Telephone Participation
When: Sep 9, 2025 09:00 AM Mountain Time (US and Canada) Topic: SITFO Board Meeting - Open Session Register in advance for this webinar: https://utah-gov.zoom.us/webinar/register/WN_xntS0sNpRYCr6MCkMHxFtQ Join from an H.323/SIP room system: H.323: 144.195.19.161 (US West) 206.247.11.121 (US East) 221.122.88.195 (Mainland China) 115.114.131.7 (India Mumbai) 115.114.115.7 (India Hyderabad) 159.124.15.191 (Amsterdam Netherlands) 159.124.47.249 (Germany) 159.124.104.213 (Australia Sydney) 159.124.74.212 (Australia Melbourne) 170.114.134.121 (Hong Kong SAR) 170.114.180.219 (Singapore) 64.211.144.160 (Brazil) 159.124.132.243 (Mexico) 159.124.168.213 (Canada Toronto) 159.124.196.25 (Canada Vancouver) 170.114.194.163 (Japan Tokyo) 147.124.100.25 (Japan Osaka) Meeting ID: 875 7134 4754 SIP: 87571344754@zoomcrc.com When: Sep 9, 2025 11:00 AM Mountain Time (US and Canada) Topic: SITFO Board Meeting - Open Session 2 Register in advance for this webinar: https://utah-gov.zoom.us/webinar/register/WN_cW6vTLfhSVCS4AhbT-Ul5Q Join from an H.323/SIP room system: H.323: 144.195.19.161 (US West) 206.247.11.121 (US East) 221.122.88.195 (Mainland China) 115.114.131.7 (India Mumbai) 115.114.115.7 (India Hyderabad) 159.124.15.191 (Amsterdam Netherlands) 159.124.47.249 (Germany) 159.124.104.213 (Australia Sydney) 159.124.74.212 (Australia Melbourne) 170.114.134.121 (Hong Kong SAR) 170.114.180.219 (Singapore) 64.211.144.160 (Brazil) 159.124.132.243 (Mexico) 159.124.168.213 (Canada Toronto) 159.124.196.25 (Canada Vancouver) 170.114.194.163 (Japan Tokyo) 147.124.100.25 (Japan Osaka) Meeting ID: 838 4087 0061 SIP: 83840870061@zoomcrc.com After registering, you will receive a confirmation email containing information about joining the webinar.

Meeting Information

Meeting Location
310 S Main St
STE 1250
Salt Lake City, UT 84101
Show in Apple Maps Show in Google Maps
Contact Name
Jess Rowe
Contact Email
jrrowe@utah.gov
Contact Phone
(385) 602-1403

Notice Posting Details

Notice Posted On
August 01, 2024 09:14 AM
Notice Last Edited On
September 08, 2025 01:57 PM

Download Attachments

File Name Category Date Added
GMT20250909-145204_Open Session 1 Recording.m4a Audio Recording 2025/09/09 04:24 PM
GMT20250909-194154_Open Session 2 Recording.m4a Audio Recording 2025/09/09 04:24 PM
2025-09-09 Board of Trustees Meeting Minutes Pending.pdf Meeting Minutes 2025/09/19 09:40 AM
SITFO Board Meeting 09-09-2025 Packet - PNW.pdf Public Information Handout 2025/09/08 02:50 PM
SITFO Board of Trustees Closed Meeting Sworn Statement by Chair.pdf Other 2025/09/09 04:14 PM


Board/Committee Contacts

Member Email Phone
Marlo Oaks moaks@utah.gov (801) 538-1042
Rahki Patel rakhipatel80@gmail.com (919) 395-0089
Bong Choi bong.choi@gmail.com (408) 623-3043
David Zucker dzucker@leadlapllc.com (847) 441-4160
Mark Siddoway mark.siddoway@cynosuregroup.com (801) 888-9576

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