Agenda
WEDNESDAY | September 10
CONFERENCE LOCATION: Lakeview Terrace Room (unless noted otherwise)
3:00 PM – 5:00 PM Registration & Check In
6:00 PM – 9:00 PM Welcome Reception | Lakefront Taproom Restaurant
LOCATION: 28200 CA-189, Suite E-200, Lake Arrowhead, CA 92352
Refreshments & dinner will be served.
Shuttle Service Available at Hotel
Entrance
Departures are scheduled from 6:00 p.m. to 9:30 p.m. every 15
minutes.
THURSDAY | September 11
CONFERENCE LOCATION: Lakeview Terrace Room (unless noted otherwise)
7:45 AM – 4:00 PM Registration & Information
7:45 AM – 8:30 AM Breakfast
8:30 AM – 8:45 AM Welcome & Opening Remarks
Debby Cherney | CEO | SBCERA
8:45 AM – 9:00 AM Trustee & Staff Introductions
Marc Bracco | Board Chair | SBCERA
Jared Newcomer | Investment Committee Chair | SBCERA
9:00 AM – 10:00 AM Keynote Speaker: Looking for Anchors in the Midst of High & Uncertain Economic & Financial Fluidity
Mohamed El-Erian | Chair | Gramercy Funds Management
Moderator: Jake Abbott | Senior Investment Officer | SBCERA
10:00 AM – 10:15 AM Break
10:15 AM – 11:00 AM SBCERA Investment Plan & Update
Neil Sheth | Partner | NEPC
Donald Pierce | CIO | SBCERA
11:00 AM – 11:45 AM A Look Under the Hood
Gina Sanchez | Founder & CEO | Chantico Global
11:45 AM – 1:00 PM Lunch | Lakeside Lawn
1:00 PM – 1:45 PM Venture at a Crossroads: Growth, Liquidity & Opportunity
Lindsay Sharma | Managing Director | Industry Ventures
Moderator: Amit Thanki | Senior Investment Officer | SBCERA
1:45 PM – 2:00 PM Break
2:00 PM – 2:45 PM Investment Spotlight: Partners Group
Patrick Langan | Managing Director | Partners Group
2:45 PM – 3:00 PM Break
3:00 PM – 4:00 PM SBCERA SIO Panel
Moderator: Neil Sheth | Partner | NEPC
Amit Thanki | Senior Investment Officer | SBCERA
Jake Abbott | Senior Investment Officer | SBCERA
Thomas Kim | Senior Investment Officer | SBCERA
5:00 PM – 6:00 PM Reception | Lower-Level Pool
6:00 PM – 7:30 PM Dinner & Adjourn
FRIDAY | September 12 (SBCERA Trustees & Staff Only)
CONFERENCE LOCATION: Lakeview Terrace Room (unless noted otherwise)
8:00 AM – 8:30 AM Breakfast
8:30 AM – 10:30 AM Trustee Education: Due Diligence with Kreischer Miller
Jennifer Kreischer | Director, Investment Industry Group | Kreischer Miller
Thomas Peters | Director, Investment Industry Group | Kreischer Miller
Todd Crouthamel | Director, Audit & Accounting | Kreischer Miller
10:30 AM Adjourn