SITFO Board Meeting - Revision 3
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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, 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 (action item ) (ii) Administrative Rule, SITFO (action item ) (iii) Investment Consultant Review SITFO (action item ) (iv) Classification and Benchmark Updates SITFO (action item ) (v) LTPAO Update, LTPAO (b) Finance Committee Updates (i) Personnel Update (ii) FY 25 Budget QTD Review, SITFO, Finance Committee (c) Performance and Risk Reporting (i) Executive Summary, SITFO, RVK (d) Manager Research (i) IMR Process Review 2. Closed Session (action item ) (a) Asset Class Structure Review - As Authorized by Utah Code Section 53D-1-304(6), SITFO, Albourne, RVK (b) Chief Investment Officer Review (i) As Authorized by Utah Code Section 52-4-205(1)(a), Trustees, CIO 3. Open Session (a) 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
- NA
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
- February 20, 2025 11:51 AM
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 |