Santa Barbara County Employees Retirement System
Last published on Oct 17, 2024 03:18 PM PDT
October 23, 2024 Board of Retirement Meeting
SBCERS Board Room, 130 Robin Hill Road, Suite 100, Goleta, CA 93117
Agenda
October 23, 2024 Board of Retirement Meeting Agenda
Roll Call
Pledge of Allegiance
Public Comment
Approval of the Minutes
September 25, 2024 Board of Retirement Meeting Minutes
1.
Consent
1.1.
Retirement Report
September 2024 Retirement Report
1.2.
Trustee Training Opportunities
Trustee Training Opportunities - October 2024
2.
Disability Retirement – Closed Hearing
2.1.
Gustave Roepke, Applicant for Non-Service-Connected Disability Retirement.
2.2.
Cristine McCarty, Applicant for Service-connected Disability Retirement.
2.3.
Receive and file the Monthly Disability Retirement Status Report.
3.
Open Session
Board
3.1.
CEO Operations Report
Operations Report - October 2024
September 2024 Benefits Statistics
RHR Financials
SACRS 2025 Legislative Proposals - Draft Language
3.2.
Preliminary Results of Actuarial Valuation
Preliminary Results of June 30, 2024 Actuarial Valuation - Cover Memo
Cheiron Presentation October 23, 2024 - Preliminary Valuation Results
3.3.
Discussion of System Trends
System Trends - Cover Memo
System Trends Presentation
Break
3.4.
Invitation to Bid (ITB) Request for Futures Overlay Strategy Management
Invitation to Bid Request for Futures Overlay Strategy Manager
3.5.
Monthly Investment Performance Analysis Period Ended September 30, 2024
Preliminary Monthly Investment Performance Analysis - SBCERS September 2024 - Cover Memo
Preliminary Monthly Investment Performance Analysis - September 2024
Meeting Concludes