SITFO Board Meeting - Revision 3
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 2, 2026 09:00 AM
- Event End Date & Time
- June 2, 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 March 3, 2026 (action item) (ii) Board of Trustees Schedule for FY 27 & FY 28 (iii) Organizational Update, SITFO (iv) Advocacy Office Committee Appointment (action item) (v) Advocacy Office Update (vi) Trustee Annual Training, AG's Office (b) Compensation Committee Updates (i) Approval of Salary Ranges (action item) (c) Finance Committee Updates (i) FYTD 26 Summary, SITFO (ii) FY27 Budget Forecast, SITFO (d) Investments (i) Executive Summary - Performance and Risk Reporting 2. Closed Session (Start at 11:00 AM) (a) Investments (i) Income 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 3. Open Session (Start at 1:00 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
- Zoom Instructions: When: June 2, 2026 09:00 AM Mountain Time (US and Canada) Topic: SITFO Board Meeting - Open Session 1 Register in advance for this webinar: https://utah-gov.zoom.us/webinar/register/WN_woKfI-8OQ62XPVPQUwzGQg When: June 2, 2026 12:00 PM Mountain Time (US and Canada) Topic: SITFO Board Meeting - Open Session to Close Register in advance for this webinar: https://utah-gov.zoom.us/webinar/register/WN_M51MYLysQqK52DNaSEKWSQ
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 09:40 AM
- Notice Last Edited On
- June 01, 2026 04:57 PM
Download Attachments
| File Name | Category | Date Added |
|---|---|---|
| 2026-06-02 Board of Trustees Meeting Public Notice Website Packet.pdf | Public Information Handout | 2026/05/26 05:25 PM |
| JeoPARODY OPMA 2026.pdf | Public Information Handout | 2026/06/01 10:23 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 |