April 24, 2024 Board of Retirement Meeting

SBCERS Board Room, 130 Robin Hill Road, Goleta, CA 93117
Last published on Apr 18, 2024 04:12 PM PDT
Agenda
Roll Call at 9:00 a.m.
Pledge of Allegiance
Public Comment
Minutes
Approval of the Minutes
1.
Consent
1.1.
Adopt Retirement Report
1.2.
Trustee Training Opportunities
1.3.
Monthly Investment Performance Analysis for Period Ended February 29, 2024
1.4.
Extension of Referee Jurisdiction—Bryan Nipper
2.
Disability Retirement – Closed Session
2.1.
Gloria Ortiz, Applicant for Service-connected Disability Retirement:
2.2.
Elizabeth Wilson, Applicant for Service-connected Disability Retirement:
2.3.
Receive and file Disability Retirement Monthly Status Report.
3.
Open Session
Investments
3.1.
Monthly Investment Performance Analysis for Period Ended March 31, 2024
3.2.
Board Education: Tax Relief at Source and Reclaim Updates
3.3.
Board Education: Private Equity Fund Basics
Break
3.4.
Capital Market Assumptions & Asset Allocation Study
Board
3.5.
CEO Operations Report
3.6.
Trustee Education Policy
3.7.
Trustee Travel Policy
3.8.
Compensation Earnable and Pensionable Compensation Policy
3.9.
Service Provider Selection Policy
Meeting adjourns.