FROM: Don Pierce, Chief Investment Officer
SUBJECT: Informational: 2025 SBCERA Investment Forum
RECOMMENDATION:
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Trustee Education: Due Diligence with Kreischer Miller
Jennifer Kreischer, Director, Investment Industry Group, Kreischer Miller
Thomas Peters, Director, Investment Industry Group, Kreischer Miller
Todd Crouthamel, Director, Audit & Accounting, Kreischer Miller
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BACKGROUND:
See presentation.
BUDGET IMPACT:
None.
STRATEGIC PLANNING GOAL/OBJECTIVE:
Prudent Fiscal Management
STAFF CONTACT:
Don Pierce
ATTACHMENTS:
Exhibit A: Kreischer Miller Presentation