Meetings
The BART Investment Plans Committee meets once a month (see calendar below) to discuss investments, policy, and ongoing administrative issues relating to the Plans. The meetings are open to the public and Participants are encouraged to attend. (Persons wishing to address the Committee during the meeting must complete a Speakers Request Card when they enter that day's meeting so that they may be added to the agenda).
Meetings begin at 9 a.m. and continue until the agenda is completed. Select the appropriate links below to view agendas and minutes from previous meetings. View the Guest Speaker Card and Zoom instructions.
2024 Meeting Dates | Fund Manager | Agenda | Minutes |
---|---|---|---|
January 24, 2024 | Strategic Planning | View Agenda | |
February 28, 2024 | Galliard Capital Management | View Agenda | |
March 27, 2024 | SSgA | View Agenda | |
April 24, 2024 | Harding Loevner | ||
May 22, 2024 | Templeton | ||
June 26, 2024 | DoubleLine | ||
July 24, 2024 | William Blair | ||
August 28, 2024 | JP Morgan Chase | ||
September 25, 2024 | Westwood | ||
October 23, 2024 | Dodge & Cox | ||
November 20, 2024 | T. Rowe Price | ||
December 12, 2024 | Open |