Meetings of the BART Investment Plans Committee
The BART Investment Plans Committee meets once a month (see calendar below) to discuss investments, policy and ongoing administrative issues relating to the Plans. The meetings are open to the public and Participants are encouraged to attend. (Persons wishing to address the Committee during the meeting must complete a Speakers Request Card when they enter that day’s meeting so that they may be added to the agenda).
In 2012, the committee will meet on the Wednesdays listed below in Conference Room 2000 of 300 Lakeside Drive, Oakland (LKS20). Meetings begin at 8:30 a.m. and continue until the agenda is completed. Select the appropriate links below to view agendas and minutes from previous meetings.
| 2012 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 25, 2012 | Strategic Planning | ||
| February 22, 2012 | Galliard Capital Management | ||
| March 28, 2012 | Allianz RCM | ||
| April 25, 2012 | Dodge & Cox | ||
| May 23, 2012 | T. Rowe Price | ||
| June 27, 2012 | PIMCO All Asset | ||
| July 25, 2012 | Templeton | ||
| August 22, 2012 | Century Capital Management | ||
| September 26, 2012 | Westwood | ||
| October 15 – 19, 2012 | National Save for Retirement Week | ||
| November 28, 2012 | Open | ||
| December 19, 2012 | Open |
- BART Emergency Withdrawal Meeting Schedule - the attached calendar provides the dates that the BART IPC will convene for purposes of reviewing requests for emergency hardships from the 457 Deferred Compensation Plan. Please refer to the BART Emergency Withdrawal form for further information.