Agenda

WEDNESDAY | September 13

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 & Remarks | Lakefront Taproom Restaurant
LOCATION: 28200 State Highway 189, Suite E-200, Lake Arrowhead, CA 92352

Marc Bracco | Board Chair | SBCERA

Jean-Rene Basle | Vice Chair | 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 14

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 

Frances Donald | Global Chief Economist & Strategist, Multi-Asset Solutions Team | Manulife

Moderator: Thomas Kim | Senior Investment Officer | SBCERA

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 On The Verge Of Change 

Gina Sanchez | Founder & CEO | Chantico Global

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

1:00 PM – 1:45 PM Investment Spotlight: Real Estate 

Soultana Reigle | Managing Director | PGIM Real Estate

Clarke Michalak | Managing Director | PGIM Real Estate

1:45 PM – 2:00 PM Break 

2:00 PM – 2:45 PM Investment Counsel Panel 

Yuliya Oryol | Attorney & Partner | Nossaman

Barbara Hannah | Chief Counsel | SBCERA

Moderator: Jake Abbott | Senior Investment Officer | SBCERA

2:45 PM – 3:00 PM Break 

3:00 PM – 4:00 PM Breakout Sessions

Donald Pierce | Group 1
LOCATION: Stars Room

Amit Thanki | Group 2
LOCATION: Acorn Room

Jake Abbott | Group 3
LOCATION: Pinecone Room

Thomas Kim | Group 4
LOCATION: Evergreen Room

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 

Dr. Jeffrey Golden | Director | Burns & Allen Research Institute | Vice Dean | Research & Graduate Education | Cedars-Sinai Medical Center

FRIDAY | September 15 (SBCERA Trustees & Staff Only)

CONFERENCE LOCATION: Lakeview Terrace Room (unless noted otherwise)

8:00 AM – 8:30 AM Breakfast 

8:30 AM – 9:00 AM Trustee Education: Interest Crediting & Excess Earnings Benchmarking

​Debby Cherney |CEO | SBCERA
Amy McInerny |CFO | SBCERA

9:00 AM – 9:15 AM Break

9:15 AM – 10:00 AM Trustee Education: Attribution 

Donald Pierce | CIO | SBCERA

10:00 AM – 11:00 AM Trustee Education: Benchmarking 

Sam Austin | Partner | NEPC

11:00 AM Adjourn & Boxed Lunch TO-GO