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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

Add Notice to Calendar

Notice Title
SITFO Board Meeting
Notice Tags
Public Meetings
Notice Type(s)
Meeting
Event Start Date & Time
September 1, 2026 09:00 AM
Event End Date & Time
September 1, 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 June 2, 2026 and July 10, 2026, SITFO (action item) (ii) Advocacy Office Update, Advocacy Office (iii) Update on SITFO Summit, SITFO (b) Finance Committee Updates (i) Personnel Update, SITFO, Finance Committee (ii) FY26 Summary, SITFO, Finance Committee (iii) FYTD 27 Summary, SITFO, Finance Committee (iv) FY28 Budget Appropriation Request (action item) (c) Investments (i) Executive Summary, SITFO 2. Lunch 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 (ii) AI Update/Demo (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
Open Session 1: https://utah-gov.zoom.us/webinar/register/WN_3UCEanZcQ2ax_z7h1gSEpg Open Session 2: https://utah-gov.zoom.us/webinar/register/WN_ijGaZM-2RcOg2HjFX8duAQ

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 09:43 AM
Notice Last Edited On
September 01, 2026 03:05 PM

Download Attachments

Download Attachments
File Name Category Date Added
2026 09 01 Board Meeting - Open to Close Recording.m4a Audio Recording 2026/09/01 03:05 PM
2026 09 01 Board Meeting Open Recording.m4a Audio Recording 2026/09/01 03:05 PM
2026 09 01 Board Meeting Open Packet.pdf Public Information Handout 2026/08/31 03:06 PM
Signed Statement Regarding Closed Meeting.pdf Public Information Handout 2026/09/01 03:04 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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