SITFO Board Meeting - Revision 5
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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
- September 9, 2025 09:00 AM
- Event End Date & Time
- September 9, 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 June 3, 2025, SITFO (action item) (ii) Land Trusts Protection and Advocacy Office Update, LTPAO (iii) Update on SITFO Summit, SITFO (b) Finance Committee Updates (i) Personnel Update, SITFO, Finance Committee (ii) FY25 Summary, SITFO, Finance Committee (iii) FYTD 26 Summary, SITFO, Finance Committee (c) Investments (i) Executive Summary, SITFO 2. Lunch (Start at 11:45 AM) 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 (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
- NA
Meeting Information
- Meeting Location
-
310 S Main St
STE 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 09:14 AM
- Notice Last Edited On
- September 08, 2025 01:57 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 |