Agenda

Pod

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

Log in