SITFO Board Meeting - Revision 2
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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
- March 3, 2026 09:00 AM
- Event End Date & Time
- March 3, 2026 09:00 AM
- Event Deadline Date & Time
- 03/03/26 04:00 PM
- Description/Agenda
- Tuesday, March 3, 2026 - 9:00 AM MT 1. Open Session - Call the Meeting to Order (Start at 9:00 AM) (a) Administrative (i) Recap and Approval of Minutes from December 4 & 5, 2025, SITFO (action item) (ii) LTPAO Update, LTPAO (iii) LTPAO Committee Appointment, SITFO (action item) (b) Finance Committee Updates, SITFO, Finance Committee (action item) (i) Personnel Update (ii) Updated Concur Approval Workflow (iii) FY 26 Budget QTD Review (c) Performance and Risk Reporting (i) Executive Summary, SITFO 2. Closed Session (action Item) (a) Investments - As Authorized by Utah Code Section 53D-1-304(6), SITFO, RVK (i) Asset Class Structure Review, SITFO (b) AI Update and Demo (c) Chief Investment Officer Review (i) As Authorized by Utah Code Section 52-4-205(1)(a), Trustees, CIO 3. Open Session (Start at 3:00 PM) (a) Adjourn
- 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
- Webinar Registration: https://utah-gov.zoom.us/webinar/register/WN_Eo8Y-_znQfaoMeL3YbmnGQ Webinar Registration (to close meeting): https://utah-gov.zoom.us/webinar/register/WN_8yQPyNMvTrCGqiSgTOAatw
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
- March 27, 2025 09:38 AM
- Notice Last Edited On
- March 02, 2026 06:08 PM
- Deadline Date
- March 3, 2026 04:00 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 |