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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
June 2, 2026 09:00 AM
Event End Date & Time
June 2, 2026 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 March 3, 2026 (action item) (ii) Board of Trustees Schedule for FY 27 & FY 28 (iii) Organizational Update, SITFO (iv) Advocacy Office Committee Appointment (action item) (v) Advocacy Office Update (vi) Trustee Annual Training, AG's Office (b) Compensation Committee Updates (i) Approval of Salary Ranges (action item) (c) Finance Committee Updates (i) FYTD 26 Summary, SITFO (ii) FY27 Budget Forecast, SITFO (d) Investments (i) Executive Summary - Performance and Risk Reporting 2. Closed Session (Start at 11:00 AM) (a) Investments (i) Income Asset Class Structure Review - As Authorized by Utah Code Section 53D-1-304(6), SITFO (ii) AI Update/Demo (b) Chief Investment Officer Review (i) As Authorized by Utah Code Section 52-4-205(1)(a), Trustees, CIO 3. Open Session (Start at 1:00 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
Zoom Instructions: When: June 2, 2026 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_woKfI-8OQ62XPVPQUwzGQg When: June 2, 2026 12:00 PM Mountain Time (US and Canada) Topic: SITFO Board Meeting - Open Session to Close Register in advance for this webinar: https://utah-gov.zoom.us/webinar/register/WN_M51MYLysQqK52DNaSEKWSQ

Meeting Information

Meeting Location
310 S Main St
STE 1250
Salt Lake City, UT 84101
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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 27, 2025 09:40 AM
Notice Last Edited On
May 26, 2026 05:25 PM

Download Attachments

Download Attachments
File Name Category Date Added
2026-06-02 Board of Trustees Meeting Public Notice Website Packet.pdf Public Information Handout 2026/05/26 05:25 PM


Board/Committee Contacts

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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