Bay Area Rapid Transit: Retirement Plans

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BART Investment Plan Committee Meeting Agendas and Minutes Archives

Meetings of the BART Investment Plans Committee
2020 Meeting Dates Fund Manager Agenda Minutes
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 View Minutes
October 28, 2020 Dodge & Cox View Agenda View Minutes
November 18, 2020 T. Rowe Price View Agenda View Minutes
December 16, 2020 Open View Agenda View Minutes
2019 Meeting Dates Fund Manager Agenda Minutes
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 View Agenda View Minutes
2018 Meeting Dates Fund Manager Agenda Minutes
January 31, 2018 Strategic Planning View Agenda View Minutes
February 28, 2018 Galliard Capital Management View Agenda View Minutes
March 28, 2018 Harding Loevner View Agenda View Minutes
April 25, 2018 SSgA View Agenda View Minutes
May 23, 2018 William Blair View Agenda View Minutes
June 27, 2018 DoubleLine View Agenda View Minutes
July 25, 2018 Templeton View Agenda View Minutes
August 22, 2018 JP Morgan Chase View Agenda View Minutes
September 19, 2018 Westwood View Agenda View Minutes
October 24, 2018 Dodge & Cox View Agenda View Minutes
November 28, 2018 T. Rowe Price View Agenda View Minutes
December 19, 2018 Open View Agenda View Minutes
2017 Meeting Dates Fund Manager Agenda Minutes
January 25, 2017 Strategic Planning & White Label's View Agenda View Minutes
February 22, 2017 Strategic Planning & White Label's View Agenda View Minutes
March 22, 2017 Strategic Planning & White Label's View Agenda View Minutes
April 26, 2017 Strategic Planning & White Label's View Agenda View Minutes
May 25, 2017 Strategic Planning & White Label's View Agenda View Minutes
June 28, 2017 Strategic Planning & White Label's View Agenda View Minutes
July 26, 2017 Strategic Planning & White Label's View Agenda View Minutes
August 23, 2017 Strategic Planning & White Label's View Agenda View Minutes
September 20, 2017 Strategic Planning & White Label's View Agenda View Minutes
October 25, 2017 Strategic Planning & White Label's View Agenda View Minutes
November 15, 2017 Strategic Planning & White Label's View Agenda View Minutes
December 12, 2017 Strategic Planning & White Label's View Agenda View Minutes
December 22, 2017 Strategic Planning & White Label's View Agenda View Minutes
2016 Meeting Dates Fund Manager Agenda Minutes
January 27, 2016 Strategic Planning &
White Label's (RVK)
View Agenda View Minutes
February 24, 2016 Galliard Capital Management View Agenda View Minutes
March 30, 2016 Century Capital View Agenda View Minutes
April 27, 2016 Dodge & Cox View Agenda View Minutes
May 25, 2016 T. Rowe Price View Agenda View Minutes
June 22, 2016 PIMCO All Asset View Agenda View Minutes
July 27, 2016 Templeton View Agenda View Minutes
August 24, 2016 JP Morgan Chase View Agenda View Minutes
September 23, 2016 Westwood View Agenda View Minutes
October 26, 2016 DWS Scudder View Agenda View Minutes
November 16, 2016 OPEN
(Brokerage Report MissionSquare Retirement)
View Agenda View Minutes
December 21, 2016 OPEN View Agenda View Minutes
2015 Meeting Dates Fund Manager Agenda Minutes
January 28, 2015 Galliard Capital Management View Agenda View Minutes
February 25, 2015 Strategic Planning &
White Label's (RVK)
View Agenda View Minutes
March 25, 2015 Century Capital View Agenda View Minutes
April 22, 2015 Dodge & Cox View Agenda View Minutes
May 20, 2015 T. Rowe Price View Agenda View Minutes
June 24, 2015 PIMCO All Asset View Agenda View Minutes
July 22, 2015 Templeton View Agenda View Minutes
August 26, 2015 JP Morgan Chase View Agenda View Minutes
September 23, 2015 Westwood View Agenda View Minutes
October 28, 2015 DWS Scudder View Agenda View Minutes
November 18, 2015 OPEN
(Brokerage Report MissionSquare Retirement)
View Agenda View Minutes
December 16, 2015 OPEN View Agenda View Minutes
2014 Meeting Dates Fund Manager Agenda Minutes
January 22, 2014 Galliard Capital Management View Agenda View Minutes
February 19, 2014 Century Capital View Agenda View Minutes
March 26, 2014 Strategic Planning View Agenda View Minutes
April 23, 2014 Dodge & Cox View Agenda View Minutes
May 21, 2014 T. Rowe Price View Agenda View Minutes
June 25, 2014 PIMCO All Asset View Agenda View Minutes
July 23, 2014 Templeton View Agenda View Minutes
August 27, 2014 JP Morgan Chase View Agenda View Minutes
September 24, 2014 Westwood View Agenda View Minutes
October 22, 2014 DWS Scudder View Agenda View Minutes
November 19, 2014 Open View Agenda View Minutes
December 17, 2014 Open View Agenda View Minutes
2013 Meeting Dates Fund Manager Agenda Minutes
January 23, 2013 Strategic Planning View Agenda View Minutes
February 27, 2013 Galliard Capital Management View Agenda View Minutes
March 27, 2013 Century Capital View Agenda View Minutes
April 24, 2013 Dodge & Cox View Agenda View Minutes
May 22, 2013 T. Rowe Price View Agenda View Minutes
June 26, 2013 PIMCO All Asset View Agenda View Minutes
July 24, 2013 Templeton View Agenda View Minutes
August 28, 2013 JP Morgan Chase View Agenda View Minutes
September 25, 2013 Westwood View Agenda View Minutes
October 30, 2013 Scudder - RREEF View Agenda View Minutes
November 20, 2013 Open View Agenda View Minutes
December 18, 2013 Open View Agenda View Minutes
2012 Meeting Dates Fund Manager Agenda Minutes
January 25, 2012 Strategic Planning View Agenda View Minutes
February 22, 2012 Galliard Capital Management View Agenda View Minutes
March 28, 2012 Allianz RCM View Agenda View Minutes
April 25, 2012 Dodge & Cox View Agenda View Minutes
May 23, 2012 T. Rowe Price View Agenda View Minutes
June 27, 2012 PIMCO All Asset View Agenda View Minutes
July 25, 2012 Website Review View Agenda View Minutes
August 22, 2012 Century Capital Management View Agenda View Minutes
September 26, 2012 Westwood View Agenda View Minutes
October 16, 2012 Participant Day 2012  
October 24, 2012 Scudder - RREEF View Agenda View Minutes
November 28, 2012 Templeton View Agenda View Minutes
December 19, 2012 Open View Agenda View Minutes

2011 Meeting Dates Fund Manager Agenda Minutes
January 26, 2011 Open View Agenda View Minutes
February 23, 2011 Dwight Asset Management View Agenda View Minutes
March 23, 2011 Rainier View Agenda View Minutes
April 27, 2011 Dodge & Cox View Agenda View Minutes
May 23, 2011 Special Meeting View Agenda View Minutes
May 25, 2011 T. Rowe Price View Agenda View Minutes
June 9, 2011 Special Meeting View Agenda View Minutes
June 22, 2011 PIMCO All Asset View Agenda View Minutes
July 27, 2011 Templeton View Agenda View Minutes
August 24, 2011 Allianz RCM View Agenda View Minutes
September 28, 2011 Westwood View Agenda View Minutes
October 17-20, 2011 National Save for Retirement Week View Flyer  
October 26, 2011 Scudder - RREEF View Agenda View Minutes
November 21, 2011 Open View Agenda View Minutes
December 21, 2011 Open View Agenda View Minutes

2010 Meeting Dates Fund Manager Agenda Minutes
January 27, 2010 Dwight Asset Management View Agenda View Minutes
February 24, 2010 Strategic Planning View Agenda View Minutes
March 15, 2010 Rainier View Agenda View Minutes
April 28, 2010 Dodge & Cox View Agenda View Minutes
May 26, 2010 T. Rowe Price View Agenda View Minutes
June 22, 2010 PIMCO All Asset View Agenda View Minutes
July 28, 2010 Templeton View Agenda View Minutes
August 25, 2010 Allianz RCM View Agenda View Minutes
September 22, 2010 Westwood View Agenda View Minutes
October 27, 2010 Scudder - RREEF View Agenda View Minutes
November 23, 2010 Dwight Asset Management View Agenda View Minutes
December 20, 2010   View Agenda View Minutes
2009 Meeting Dates Fund Manager Agenda Minutes
January 28, 2009 Dwight Asset Management View Agenda View Minutes
February 25, 2009 Barclays Global Investors View Agenda View Minutes
March 25, 2009 Rainier View Agenda View Minutes
April 22, 2009 Dodge and Cox View Agenda View Minutes
May 27, 2009 T. Rowe Price View Agenda View Minutes
June 17, 2009 PIMCO All Asset View Agenda View Minutes
July 22, 2009 Templeton View Agenda View Minutes
August 26, 2009 Allianz RCM View Agenda View Minutes
September 23, 2009 Westwood View Agenda View Minutes
October 28, 2009 OPEN View Agenda View Minutes
November 18, 2009 Scudder - RREEF View Agenda View Minutes
December 16, 2009 OPEN View Agenda View Minutes
2008 Meeting Dates Fund Manager Agenda Minutes
January 23, 2008 Dwight Asset Management View Agenda View Minutes
February 27, 2008 Barclays Global Investors View Agenda View Minutes
March 26, 2008 Rainier View Agenda View Minutes
April 23, 2008 Dodge and Cox View Agenda View Minutes
May 28, 2008 T. Rowe Price View Agenda View Minutes
June 25, 2008 PIMCO All Asset View Agenda View Minutes
July 23, 2008 Templeton View Agenda View Minutes
August 27, 2008 Allianz RCM View Agenda View Minutes
September 18, 2008 Westwood View Agenda View Minutes
September 24, 2008 Westwood View Agenda View Minutes
October 22, 2008 NorthPointe Capital/Nationwide View Agenda View Minutes
November 25, 2008 Scudder - RREEF View Agenda View Minutes
December 17, 2008 NorthPointe Capital View Agenda View Minutes

Contact Your Representative

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