Bay Area Rapid Transit: Retirement Plans

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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.

Meetings of the BART Investment Plans Committee
2019 Meeting DatesFund ManagerAgendaMinutes
January 23, 2019 Strategic Planning View Agenda View Minutes
February 27, 2019 Galliard Capital Management View Agenda View Minutes
March 27, 2019 Harding Loevner View Agenda View Minutes
April 24, 2019 SSgA View Agenda View Minutes
May 22, 2019 William Blair View Agenda View Minutes
June 26, 2019 DoubleLine View Agenda View Minutes
July 24, 2019 Templeton View Agenda View Minutes
August 28, 2019 JP Morgan Chase View Agenda View Minutes
September 25, 2019 Westwood View Agenda View Minutes
October 23 2019 Dodge & Cox View Agenda View Minutes
November 19, 2019 T. Rowe Price View Agenda View Minutes
December 18, 2019 Open

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Contact Your Representative

Susan Chang
Susan Chang,
Retirement Plans Specialist
(866) 620-6064
Ray Ortiz
Ray Ortiz,
Retirement Plans Specialist
(888) 883-8571
Joanne Holan
Joanne Holan,
(877) 313-8317