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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, Bond
Event Start Date & Time
March 4, 2025 09:00 AM
Event End Date & Time
March 4, 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 December 2 & 3, 2024, SITFO - RYAN (Action Item) Attached, Exhibit A, pages 5-14 (ii) Administrative Rule, SITFO - RYAN (Action Item) Attached, Exhibit B, pages 15-22 (iii) Investment Consultant Review, SITFO - RAINEY (Action Item) Attached, Exhibit C, pages 23-25 (iv) Classification and Benchmark Updates, SITFO - HAYDEN (Action Item) Attached, Exhibit D, pages 26-36 (v) LTPAO Update, LTPAO - KIM (b) Finance Committee Updates, SITFO, Finance Committee - RYAN & RAINEY (i) Personnel Update (ii) FY 25 Budget QTD Review (iii) FY 26 Budget Approval (iv) Lease Expansion Slides Attached, Exhibit E, pages 37-43 (c) Performance and Risk Reporting (i) Executive Summary, SITFO - HAYDEN, RVK Attached, Exhibit F, pages 44-76 2. Closed Session (Action Item) (a) Investments - As Authorized by Utah Code Section 53D-1-304(6), SITFO, Albourne, RVK Attached, Exhibit G, pages 77-178 (b) Chief Investment Officer Review (i) As Authorized by Utah Code Section 52-4-205(1)(a), Trustees, CIO 3. Open Session (Start at 3:00 PM) (a) Compensation Changes, SITFO - RYAN (Action Item) (b) Adjourn (Action Item)
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 Jess Rowe at (385) 602-1403.
Notice of Electronic or Telephone Participation
You are invited to register for a Zoom webinar! When: Mar 4, 2025 09:00 AM Mountain Time (US and Canada) Topic: SITFO Board Meeting - Open Session 1 Register in advance for this webinar: https://utah-gov.zoom.us/webinar/register/WN_Vc3_10x3RjeJPD2Rr1orAQ 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: 891 3611 5185 SIP: 89136115185@zoomcrc.com After registering, you will receive a confirmation email containing information about joining the webinar. You are invited to register for a Zoom webinar! When: Mar 4, 2025 12:00 PM 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_ngvT9RlUQzefYTfZv38icA 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: 878 5099 2862 SIP: 87850992862@zoomcrc.com After registering, you will receive a confirmation email containing information about joining the webinar.

Meeting Information

Meeting Location
310 S Main St
Suite 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 09:16 AM
Notice Last Edited On
April 03, 2025 03:51 PM

Download Attachments

File Name Category Date Added
GMT20250304-155700_Recording.m4a Audio Recording 2025/03/05 11:43 AM
GMT20250304-212222_Recording.m4a Audio Recording 2025/03/05 11:44 AM
2025-03-04 Board of Trustees Meeting Minutes Approved.pdf Meeting Minutes 2025/06/03 04:08 PM
SITFO Board of Trustees Meeting March 2024 Agenda - PNW.pdf Other 2025/03/03 04:36 PM
Board Meeting 3 04 2025 Packet - PNW-compressed.pdf Other 2025/03/04 08:27 AM
03.04.2025 Statement Regarding Closed Meeting - Signed.pdf Other 2025/03/05 12:50 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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