BART Investment Plan Committee Meeting Agendas and Minutes Archives
| 2023 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 25, 2023 | Strategic Planning | View Agenda | View Minutes |
| February 22, 2023 | Galliard Capital Management | View Agenda | View Minutes |
| March 22, 2023 | SSgA | View Agenda | View Minutes |
| April 26, 2023 | Harding Loevner | View Agenda | View Minutes |
| May 24, 2023 | Templeton | View Agenda | View Minutes |
| June 28, 2023 | DoubleLine | View Agenda | View Minutes |
| July 26, 2023 | William Blair | View Agenda | View Minutes |
| August 23, 2023 | JP Morgan Chase | View Agenda | View Minutes |
| September 27, 2023 | Westwood | View Agenda | View Minutes |
| October 25, 2023 | Dodge & Cox | View Agenda | View Minutes |
| November 15, 2023 | T. Rowe Price | View Agenda | View Minutes |
| December 14, 2023 | Open | View Agenda |
| 2022 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 26, 2022 | Strategic Planning | View Agenda | View Minutes |
| February 23, 2022 | Galliard Capital Management | View Agenda | View Minutes |
| March 23, 2022 | SSgA | View Agenda | View Minutes |
| April 27, 2022 | Harding Loevner | View Agenda | View Minutes |
| May 25, 2022 | Templeton | View Agenda | View Minutes |
| June 22, 2022 | DoubleLine | View Agenda | View Minutes |
| July 27, 2022 | William Blair | View Agenda | View Minutes |
| August 24, 2022 | JP Morgan Chase | View Agenda | View Minutes |
| September 28, 2022 | Westwood | View Agenda | View Minutes |
| October 26, 2022 | Dodge & Cox | View Agenda | View Minutes |
| November 16, 2022 | T. Rowe Price | View Agenda | View Minutes |
| December 7, 2022 | Open | View Agenda | View Minutes |
| 2021 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 27, 2021 | Strategic Planning | View Agenda | View Minutes |
| February 24, 2021 | Galliard Capital Management | View Agenda | View Minutes |
| March 24, 2021 | SSgA | View Agenda | View Minutes |
| April 28, 2021 | Harding Loevner | View Agenda | View Minutes |
| May 26, 2021 | Templeton | View Agenda | View Minutes |
| June 30, 2021 | DoubleLine | View Agenda | View Minutes |
| July 28, 2021 | William Blair | View Agenda | View Minutes |
| August 25, 2021 | JP Morgan Chase | View Agenda | View Minutes |
| September 22, 2021 | Westwood | View Agenda | View Minutes |
| October 27, 2021 | Dodge & Cox | View Agenda | View Minutes |
| November 16, 2021 | T. Rowe Price | View Agenda | View Minutes |
| December 15, 2021 | Open | View Agenda | View Minutes |
| 2020 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 23, 2020 | Strategic Planning | View Agenda | View Minutes |
| February 26, 2020 | Galliard Capital Management | View Agenda | View Minutes |
| March 25, 2020 | Harding Loevner | View Agenda | View Minutes |
| April 22, 2020 | SSgA | View Agenda | View Minutes |
| May 27, 2020 | William Blair | View Agenda | View Minutes |
| June 24, 2020 | DoubleLine | View Agenda | View Minutes |
| July 22, 2020 | Templeton | View Agenda | View Minutes |
| August 26, 2020 | JP Morgan Chase | View Agenda | View Minutes |
| September 23, 2020 | Westwood | View Agenda | View Minutes |
| October 28, 2020 | Dodge & Cox | View Agenda | View Minutes |
| November 18, 2020 | T. Rowe Price | View Agenda | View Minutes |
| December 16, 2020 | Open | View Agenda | View Minutes |
| 2019 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 23, 2019 | Strategic Planning | View Agenda | View Minutes |
| February 27, 2019 | Galliard Capital Management | View Agenda | View Minutes |
| March 27, 2019 | Harding Loevner | View Agenda | View Minutes |
| April 24, 2019 | SSgA | View Agenda | View Minutes |
| May 22, 2019 | William Blair | View Agenda | View Minutes |
| June 26, 2019 | DoubleLine | View Agenda | View Minutes |
| July 24, 2019 | Templeton | View Agenda | View Minutes |
| August 28, 2019 | JP Morgan Chase | View Agenda | View Minutes |
| September 25, 2019 | Westwood | View Agenda | View Minutes |
| October 23 2019 | Dodge & Cox | View Agenda | View Minutes |
| November 19, 2019 | T. Rowe Price | View Agenda | View Minutes |
| December 18, 2019 | Open | View Agenda | View Minutes |
| 2018 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 31, 2018 | Strategic Planning | View Agenda | View Minutes |
| February 28, 2018 | Galliard Capital Management | View Agenda | View Minutes |
| March 28, 2018 | Harding Loevner | View Agenda | View Minutes |
| April 25, 2018 | SSgA | View Agenda | View Minutes |
| May 23, 2018 | William Blair | View Agenda | View Minutes |
| June 27, 2018 | DoubleLine | View Agenda | View Minutes |
| July 25, 2018 | Templeton | View Agenda | View Minutes |
| August 22, 2018 | JP Morgan Chase | View Agenda | View Minutes |
| September 19, 2018 | Westwood | View Agenda | View Minutes |
| October 24, 2018 | Dodge & Cox | View Agenda | View Minutes |
| November 28, 2018 | T. Rowe Price | View Agenda | View Minutes |
| December 19, 2018 | Open | View Agenda | View Minutes |
| 2017 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 25, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| February 22, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| March 22, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| April 26, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| May 25, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| June 28, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| July 26, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| August 23, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| September 20, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| October 25, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| November 15, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| December 12, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| December 22, 2017 | Strategic Planning & White Label's | View Agenda | View Minutes |
| 2016 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 27, 2016 | Strategic Planning & White Label's (RVK) |
View Agenda | View Minutes |
| February 24, 2016 | Galliard Capital Management | View Agenda | View Minutes |
| March 30, 2016 | Century Capital | View Agenda | View Minutes |
| April 27, 2016 | Dodge & Cox | View Agenda | View Minutes |
| May 25, 2016 | T. Rowe Price | View Agenda | View Minutes |
| June 22, 2016 | PIMCO All Asset | View Agenda | View Minutes |
| July 27, 2016 | Templeton | View Agenda | View Minutes |
| August 24, 2016 | JP Morgan Chase | View Agenda | View Minutes |
| September 23, 2016 | Westwood | View Agenda | View Minutes |
| October 26, 2016 | DWS Scudder | View Agenda | View Minutes |
| November 16, 2016 | OPEN (Brokerage Report MissionSquare Retirement) |
View Agenda | View Minutes |
| December 21, 2016 | OPEN | View Agenda | View Minutes |
| 2015 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 28, 2015 | Galliard Capital Management | View Agenda | View Minutes |
| February 25, 2015 | Strategic Planning & White Label's (RVK) | View Agenda | View Minutes |
| March 25, 2015 | Century Capital | View Agenda | View Minutes |
| April 22, 2015 | Dodge & Cox | View Agenda | View Minutes |
| May 20, 2015 | T. Rowe Price | View Agenda | View Minutes |
| June 24, 2015 | PIMCO All Asset | View Agenda | View Minutes |
| July 22, 2015 | Templeton | View Agenda | View Minutes |
| August 26, 2015 | JP Morgan Chase | View Agenda | View Minutes |
| September 23, 2015 | Westwood | View Agenda | View Minutes |
| October 28, 2015 | DWS Scudder | View Agenda | View Minutes |
| November 18, 2015 | OPEN (Brokerage Report MissionSquare Retirement) |
View Agenda | View Minutes |
| December 16, 2015 | OPEN | View Agenda | View Minutes |
| 2014 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 22, 2014 | Galliard Capital Management | View Agenda | View Minutes |
| February 19, 2014 | Century Capital | View Agenda | View Minutes |
| March 26, 2014 | Strategic Planning | View Agenda | View Minutes |
| April 23, 2014 | Dodge & Cox | View Agenda | View Minutes |
| May 21, 2014 | T. Rowe Price | View Agenda | View Minutes |
| June 25, 2014 | PIMCO All Asset | View Agenda | View Minutes |
| July 23, 2014 | Templeton | View Agenda | View Minutes |
| August 27, 2014 | JP Morgan Chase | View Agenda | View Minutes |
| September 24, 2014 | Westwood | View Agenda | View Minutes |
| October 22, 2014 | DWS Scudder | View Agenda | View Minutes |
| November 19, 2014 | Open | View Agenda | View Minutes |
| December 17, 2014 | Open | View Agenda | View Minutes |
| 2013 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 23, 2013 | Strategic Planning | View Agenda | View Minutes |
| February 27, 2013 | Galliard Capital Management | View Agenda | View Minutes |
| March 27, 2013 | Century Capital | View Agenda | View Minutes |
| April 24, 2013 | Dodge & Cox | View Agenda | View Minutes |
| May 22, 2013 | T. Rowe Price | View Agenda | View Minutes |
| June 26, 2013 | PIMCO All Asset | View Agenda | View Minutes |
| July 24, 2013 | Templeton | View Agenda | View Minutes |
| August 28, 2013 | JP Morgan Chase | View Agenda | View Minutes |
| September 25, 2013 | Westwood | View Agenda | View Minutes |
| October 30, 2013 | Scudder - RREEF | View Agenda | View Minutes |
| November 20, 2013 | Open | View Agenda | View Minutes |
| December 18, 2013 | Open | View Agenda | View Minutes |
| 2012 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 25, 2012 | Strategic Planning | View Agenda | View Minutes |
| February 22, 2012 | Galliard Capital Management | View Agenda | View Minutes |
| March 28, 2012 | Allianz RCM | View Agenda | View Minutes |
| April 25, 2012 | Dodge & Cox | View Agenda | View Minutes |
| May 23, 2012 | T. Rowe Price | View Agenda | View Minutes |
| June 27, 2012 | PIMCO All Asset | View Agenda | View Minutes |
| July 25, 2012 | Website Review | View Agenda | View Minutes |
| August 22, 2012 | Century Capital Management | View Agenda | View Minutes |
| September 26, 2012 | Westwood | View Agenda | View Minutes |
| October 16, 2012 | Participant Day 2012 | ||
| October 24, 2012 | Scudder - RREEF | View Agenda | View Minutes |
| November 28, 2012 | Templeton | View Agenda | View Minutes |
| December 19, 2012 | Open | View Agenda | View Minutes |
| 2011 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 26, 2011 | Open | View Agenda | View Minutes |
| February 23, 2011 | Dwight Asset Management | View Agenda | View Minutes |
| March 23, 2011 | Rainier | View Agenda | View Minutes |
| April 27, 2011 | Dodge & Cox | View Agenda | View Minutes |
| May 23, 2011 | Special Meeting | View Agenda | View Minutes |
| May 25, 2011 | T. Rowe Price | View Agenda | View Minutes |
| June 9, 2011 | Special Meeting | View Agenda | View Minutes |
| June 22, 2011 | PIMCO All Asset | View Agenda | View Minutes |
| July 27, 2011 | Templeton | View Agenda | View Minutes |
| August 24, 2011 | Allianz RCM | View Agenda | View Minutes |
| September 28, 2011 | Westwood | View Agenda | View Minutes |
| October 17-20, 2011 | National Save for Retirement Week | View Flyer | |
| October 26, 2011 | Scudder - RREEF | View Agenda | View Minutes |
| November 21, 2011 | Open | View Agenda | View Minutes |
| December 21, 2011 | Open | View Agenda | View Minutes |
| 2010 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 27, 2010 | Dwight Asset Management | View Agenda | View Minutes |
| February 24, 2010 | Strategic Planning | View Agenda | View Minutes |
| March 15, 2010 | Rainier | View Agenda | View Minutes |
| April 28, 2010 | Dodge & Cox | View Agenda | View Minutes |
| May 26, 2010 | T. Rowe Price | View Agenda | View Minutes |
| June 22, 2010 | PIMCO All Asset | View Agenda | View Minutes |
| July 28, 2010 | Templeton | View Agenda | View Minutes |
| August 25, 2010 | Allianz RCM | View Agenda | View Minutes |
| September 22, 2010 | Westwood | View Agenda | View Minutes |
| October 27, 2010 | Scudder - RREEF | View Agenda | View Minutes |
| November 23, 2010 | Dwight Asset Management | View Agenda | View Minutes |
| December 20, 2010 | View Agenda | View Minutes |
| 2009 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 28, 2009 | Dwight Asset Management | View Agenda | View Minutes |
| February 25, 2009 | Barclays Global Investors | View Agenda | View Minutes |
| March 25, 2009 | Rainier | View Agenda | View Minutes |
| April 22, 2009 | Dodge and Cox | View Agenda | View Minutes |
| May 27, 2009 | T. Rowe Price | View Agenda | View Minutes |
| June 17, 2009 | PIMCO All Asset | View Agenda | View Minutes |
| July 22, 2009 | Templeton | View Agenda | View Minutes |
| August 26, 2009 | Allianz RCM | View Agenda | View Minutes |
| September 23, 2009 | Westwood | View Agenda | View Minutes |
| October 28, 2009 | OPEN | View Agenda | View Minutes |
| November 18, 2009 | Scudder - RREEF | View Agenda | View Minutes |
| December 16, 2009 | OPEN | View Agenda | View Minutes |
| 2008 Meeting Dates | Fund Manager | Agenda | Minutes |
|---|---|---|---|
| January 23, 2008 | Dwight Asset Management | View Agenda | View Minutes |
| February 27, 2008 | Barclays Global Investors | View Agenda | View Minutes |
| March 26, 2008 | Rainier | View Agenda | View Minutes |
| April 23, 2008 | Dodge and Cox | View Agenda | View Minutes |
| May 28, 2008 | T. Rowe Price | View Agenda | View Minutes |
| June 25, 2008 | PIMCO All Asset | View Agenda | View Minutes |
| July 23, 2008 | Templeton | View Agenda | View Minutes |
| August 27, 2008 | Allianz RCM | View Agenda | View Minutes |
| September 18, 2008 | Westwood | View Agenda | View Minutes |
| September 24, 2008 | Westwood | View Agenda | View Minutes |
| October 22, 2008 | NorthPointe Capital/Nationwide | View Agenda | View Minutes |
| November 25, 2008 | Scudder - RREEF | View Agenda | View Minutes |
| December 17, 2008 | NorthPointe Capital | View Agenda | View Minutes |