Agenda

Pod

WEDNESDAY | September 11

3:00 PM – 5:00 PM Registration & Check In 

CONFERENCE LOCATION: Lakeview Terrace Room (unless noted otherwise)

6:00 PM – 9:00 PM Welcome Reception & Remarks | Lakefront Taproom Restaurant

LOCATION: 28200 State Highway 189, Suite E-200, Lake Arrowhead, CA 92352

Marc Bracco | Board Chair | SBCERA

Jared Newcomer | Investment Committee Chair | SBCERA

Refreshments & dinner will be served.

Shuttle Service Available at Hotel Entrance
Departures are scheduled from 6 p.m. to 9:30 p.m. every 15 minutes.  

THURSDAY | September 12

CONFERENCE LOCATION: Lakeview Terrace Room (unless noted otherwise)

8:00 AM – 5:00 PM Registration & Information 

8:00 AM – 8:50 AM Breakfast 

8:50 AM – 9:00 AM Welcome & Opening Remarks 

Donald Pierce | CIO | SBCERA

Debby Cherney | CEO | SBCERA

9:00 AM – 10:00 AM Keynote Speaker: 2023 Pension Peer Study

Jonathan Cogan Director, Americas Institutional Business | BlackRock 

10:00 AM – 10:15 AM Break 

10:15 AM – 11:00 AM SBCERA Investment Plan & Update 

Sam Austin | Partner | NEPC

Donald Pierce | CIO | SBCERA

11:00 AM – 11:45 AM [TITLE TBD]

Gina Sanchez | Founder & CEO | Chantico Global

11:45 AM – 1:00 PM Lunch | Lakeside Lawn

1:00 PM – 1:45 PM [TITLE TBD]

David Brett | Partner & Head of Co-Investments | Adams Street Partners

Michael Taylor | Co-Investments | Adams Street Partners

1:45 PM – 2:00 PM Break 

2:00 PM – 2:45 PM Investment Spotlight GoldenTree Asset Management

Kathy Sutherland | CEO | GoldenTree Asset Management

Lee Kruter | Partner & Head of Performing Credit | GoldenTree Asset Management

2:45 PM – 3:00 PM Break 

3:00 PM – 4:00 PM Breakout Sessions SBCERA SIO Panel

Moderator: Gina Sanchez | Founder & CEO | Chantico Global
LOCATION: [TBD]

Amit Thanki | Senior Investment Officer | SBCERA
LOCATION: Acorn Room

Jake Abbott | Senior Investment Officer | SBCERA
LOCATION: [TBD]

Thomas Kim | Senior Investment Officer | SBCERA
LOCATION: [TBD]

4:00 PM – 5:00 PM Break

5:00 PM – 6:30 PM Reception | Lower-Level Pool

6:30 PM – 8:30 PM Dinner & Keynote Speaker 

Jarvis Hollingsworth | Vice Chairman | Irradiant Partners | Board Chair | Teachers Retirement System of Texas

FRIDAY | September 13 (SBCERA Trustees & Staff Only)

CONFERENCE LOCATION: Lakeview Terrace Room (unless noted otherwise)

8:00 AM – 8:30 AM Breakfast 

8:30 AM – 10:00 AM Trustee Education: SBCERA Overlay Program

Sam Austin | Partner | NEPC
Thomas Boyd |Portfolio Manager, Overlay Services | Russell Investments
Donald Pierce | CIO | SBCERA

10:00 AM – 10:15 AM Break

10:15 AM – 11:30 AM [TBD]

TBD | CIO | SBCERA

11:00 AM Adjourn & Boxed Lunch TO-GO

Log in