Bay Area Rapid Transit: Retirement Plans

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January 19, 2021

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

Join from PC, Mac, Linux, iOS or Android:
Password: 790380

Meetings of the BART Investment Plans Committee
2021 Meeting Dates Fund Manager Agenda Minutes
January 27, 2021 Strategic Planning View Agenda View Minutes
February 24, 2021 Galliard Capital Management View Agenda View Minutes
March 24, 2021 SSgA View Agenda View Minutes
April 28, 2021 Harding Loevner View Agenda View Minutes
May 26, 2021 Templeton View Agenda View Minutes
June 30, 2021 DoubleLine View Agenda View Minutes
July 28, 2021 William Blair View Agenda View Minutes
August 25, 2021 JP Morgan Chase View Agenda View Minutes
September 22, 2021 Westwood View Agenda View Minutes
October 27, 2021 Dodge & Cox View Agenda  
November 17, 2021 T. Rowe Price    
December 15, 2021 Open    

Contact Your Representative

Ryan Bertrand
Ryan Bertrand,
Retirement Plans Specialist
(202) 759-7187
Patrick O'Mara
Patrick O'Marah,
Retirement Plans Specialist
(202) 759-7277
Ray Ortiz
Ray Ortiz,
Retirement Plans Specialist
(202) 759-7126