Board of Retirement Educational Forum

Non-confidential materials distributed with the agenda packet and/or related to an item on this agenda submitted to SCERA after distribution of the agenda packet are available for public inspection at the location noted above during Planning Session hours.

ACCOMMODATION: If you have a disability which requires an accommodation, an alternative format, or requires 
another person to assist you while attending this meeting, please contact the Retirement Office at (707) 565-8100, at 
least 72 hours in advance to ensure arrangements are made.

DAY 1 AGENDA

9:15 am: Welcome and Introductions; Travis Balzarini, Board Chair, and Julie Wyne, Chief Executive Officer

9:15 am: Market & Economic Review; Jared Gross, JP Morgan

10:30 am: Break

10:45 am: Investment Manager Panel - Fixed Income (Reams, PIMCO, DoubleLine)

11:45 am: Investment Manager Panel - Equities (Systematic, Dodge & Cox)

12:45 pm: Lunch

2:00 pm: Legislative Update; Amy Brown, Arc Strategies

3:00 pm: Break

3:30 pm: Investment Manager Panel - Real Estate (JP Morgan, UBS Realty)

4:30 pm: End of Session

DAY 2 AGENDA

9:30 am: Investment Manager Panel - Farmland (UBS AgriVest, Fiera Comox)

10:30 am: Break

10:45 am: Geopolitical Outlook; Vance Serchuk, Executive Director, KKR Global Institute

12:15 pm: Lunch

1:30 pm: Investment Manager Panel - Infrastructure (Axium, IFM, KKR)

2:30 pm: Planning Session Wrap-up; Travis Balzarini, Board Chair, and Julie Wyne, Chief Executive Officer

2:30 pm: End of Session