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
- Event Start Date & Time
- September 1, 2026 09:00 AM
- Event End Date & Time
- September 1, 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 June 2, 2026 and July 10, 2026, SITFO (action item) (ii) Advocacy Office Update, Advocacy Office (iii) Update on SITFO Summit, SITFO (b) Finance Committee Updates (i) Personnel Update, SITFO, Finance Committee (ii) FY26 Summary, SITFO, Finance Committee (iii) FYTD 27 Summary, SITFO, Finance Committee (iv) FY28 Budget Appropriation Request (action item) (c) Investments (i) Executive Summary, SITFO 2. Lunch 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 (ii) AI Update/Demo (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
- Open Session 1: https://utah-gov.zoom.us/webinar/register/WN_3UCEanZcQ2ax_z7h1gSEpg Open Session 2: https://utah-gov.zoom.us/webinar/register/WN_ijGaZM-2RcOg2HjFX8duAQ
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 09:43 AM
- Notice Last Edited On
- August 31, 2026 03:06 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 |