SITFO Board Meeting - Revision 4
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General Information
- Government Type
- State Agency
- Entity
- School and Institutional Trust Fund Office
- Public Body
- Board of Trustees
Notice Information
- Notice Title
- SITFO Board Meeting
- Notice Tags
- Public Meetings
- Notice Type(s)
- Meeting
- Event Start Date & Time
- June 4, 2024 09:00 AM
- Event End Date & Time
- June 11, 2024 04:00 PM
- Description/Agenda
- 1. Open Session - Call the Meeting to Order (Start at 9:00 AM) (a) Administrative (i) SITFO Staff Update, SITFO (ii) Recap and Approval of Minutes from March 5, 2024, incl SAA approval SITFO (action item) (iii) Land Trusts Protection and Advocacy Office Update, LTPAO (iv) Trustee Recognition, SITFO (v) Trustee Annual Training, AG's Office (vi) Summit Agenda - Draft, SITFO (b) Finance Committee Updates (i) FYTD 24 Summary, Finance Committee (ii) FY25 Forecast, Finance Committee (iii) FY26 Budget Approval, Finance Committee (action item) (c) Investments (i) Asset Allocation Process Update, SITFO (ii) Executive Summary - Performance and Risk Reporting, SITFO, RVK 2. Lunch (Start at 12:00 PM) 3. Closed Session (Start at 1:00 PM) (a) Investments (i) Income 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. 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 Symone Caldwell at sitfoadmin@utah.gov.
- Notice of Electronic or Telephone Participation
- NA
Meeting Information
- Meeting Location
-
310 S. Main Street
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
- January 30, 2023 12:55 PM
- Notice Last Edited On
- June 05, 2024 12:27 PM
Download Attachments
| File Name | Category | Date Added |
|---|---|---|
| SITFO Board of Trustees Closed Meeting Sworn Statement 06-04-2024.pdf | Other | 2024/06/05 12:13 PM |
Board/Committee Contacts
| Member | 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 |