San Bernardino County Employees' Retirement Assoc. - Meeting of BOARD OF RETIREMENT on 9/19/2019 at 8:50 AM

19-530

Wed, 08 Feb 2023 23:19:13 GMT

File #: 19-530
Ver.: 1
Agenda #: 1.
Type: Information Item
Title: Welcome & Opening Remarks Janice Rutherford, Board Chair Donald Pierce, Chief Investment Officer, SBCERA
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19-531

Wed, 08 Feb 2023 23:19:13 GMT

File #: 19-531
Ver.: 1
Agenda #: 2.
Type: Information Item
Title: Musings of an Old Wolverine Michael Levitt, Chief Executive Officer, Kayne Anderson Capital Advisors, L.P.
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19-532

Wed, 08 Feb 2023 23:19:13 GMT

File #: 19-532
Ver.: 1
Agenda #: 3.
Type: Information Item
Title: SBCERA Investment Plan & Update Allan Martin, Partner, NEPC Donald Pierce, Chief Investment Officer, SBCERA
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19-533

Wed, 08 Feb 2023 23:19:13 GMT

File #: 19-533
Ver.: 1
Agenda #: 4.
Type: Information Item
Title: The Challenges of Investing in Distorted Markets Gina Sanchez, Founder & Chief Executive Officer, Chantico Global
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19-534

Wed, 08 Feb 2023 23:19:13 GMT

File #: 19-534
Ver.: 1
Agenda #: 5.
Type: Information Item
Title: Investment Spotlight: Cattle Industry Jason Kellman, Managing Partner & Chief Investment Officer, Pinnacle Asset Management, L.P. Jordan Levi, Founder & Managing Member, Arcadia Asset Management Jake Abbott, Investment Officer, SBCERA
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19-535

Wed, 08 Feb 2023 23:19:13 GMT

File #: 19-535
Ver.: 1
Agenda #: 6.
Type: Information Item
Title: Optical Illusions in Investing Michael Thomas, Chief Investment Officer, Americas Institutional, Russell Investments (Retired) & Lecturer at the University of Washington Foster School of Business
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19-539

Wed, 08 Feb 2023 23:19:13 GMT

File #: 19-539
Ver.: 1
Agenda #: 7.
Type: Information Item
Title: Securitization: the Good, the Bad & the Ugly Tom Capasse, Managing Partner & Co-founder, Waterfall Asset Management
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