2026 Board of Retirement Educational Forum

SCERA members, retirees, and the public are invited to attend the 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 location noted above during Educational Forum 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 for accommodation.

October 7, 2026 - Day One

9:00 am:  Breakfast

9:30 am:  Welcome and Introductions featuring Travis Balzarini, SCERA Board Chair, and Julie Wyne, SCERA Chief Executive Officer

9:30 am:  Market & Economic Review featuring Brian Levitt, Invesco

11:00 am:  Break

11:15 am:  Real Estate Investment Manager Panel featuring JP Morgan, UBS Realty, Invesco, and LaSalle

12:15 pm:  Lunch

1:30 pm:  Fixed Income Investment Manager Panel featuring DoubleLine, PIMCO, and Reams

2:30 pm:  Break

3:00 pm:  COLA and '37 Act Legislative Update featuring Julie Wyne, SCERA Chief Executive Officer

3:30 pm:  Equities Investment Manager Panel featuring Dodge & Cox and Systematic

4:30 pm:  End of Day 1 Session

October 8, 2026 - Day Two

9:00 am:  Breakfast

9:30 am:  Farmland Investment Manager Panel featuring UBS AgriVest and Fiera Comox

10:30 am:  Break

10:45 am:  Developments in California Wine Vineyards featuring Tony Correia, Licensed Rural Land Appraiser, The Correia Company

12:15 pm:  Lunch

1:30 pm:  Infrastructure Investment Manager Panel featuring Axium, IFM, and KKR

2:30 pm:  Educational Forum Wrap-Up featuring Travis Balzarini, SCERA Board Chair, and Julie Wyne, SCERA Chief Executive Officer

2:30 pm:  End of Educational Forum