Bay Area Rapid Transit: Retirement Plans

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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).

The committee will meet on the Wednesdays listed below in Conference Room 2000 of 300 Lakeside Drive, Oakland (LKS20). 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

Below is the link for the Zoom IPC meeting on Wednesday, September 23, 2020.
https://us02web.zoom.us/j/82674368504?pwd=K1c4Q2V5TkF6ZTkrSGM1bUdEZnR4QT09
Meeting ID: 826 7436 8504
Passcode: 117257

Meetings of the BART Investment Plans Committee
2020 Meeting DatesFund ManagerAgendaMinutes
January 23, 2020 Strategic Planning View Agenda View Minutes
February 26, 2020 Galliard Capital Management View Agenda View Minutes
March 25, 2020 Harding Loevner View Agenda View Minutes
April 22, 2020 SSgA View Agenda View Minutes
May 27, 2020 William Blair View Agenda View Minutes
June 24, 2020 DoubleLine View Agenda View Minutes
July 22, 2020 Templeton View Agenda View Minutes
August 26, 2020 JP Morgan Chase View Agenda View Minutes
September 23, 2020 Westwood View Agenda
October 28, 2019 Dodge & Cox
November 18, 2020 T. Rowe Price
December 16, 2020 Open

Contact Your Representative

Susan Chang
Susan Chang,
Retirement Plans Specialist
(866) 620-6064
BARTretirement@icmarc.org
Ray Ortiz
Ray Ortiz,
Retirement Plans Specialist
(888) 883-8571
BARTretirement@icmarc.org
Joanne Holan
Joanne Holan,
CERTIFIED FINANCIAL PLANNERTM
(877) 313-8317
JHolan@icmarc.org