Bay Area Rapid Transit: Retirement Plans

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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).

Meetings begin at 9 a.m. and continue until the agenda is completed. Select the appropriate links below to view agendas and minutes from previous meetings. View the Guest Speaker Card and Zoom instructions

Meetings of the BART Investment Plans Committee
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   
September 27, 2023 Westwood View Agenda  
October 25, 2023 Dodge & Cox    
November 15, 2023 T. Rowe Price  
December 14, 2023 Open  

Contact Your Representative

Ryan Bertrand
Retirement Plans Specialist
(202) 759-7187
Patrick O'Marah
Retirement Plans Specialist
(202) 759-7277
Ray Ortiz
Retirement Plans Specialist
(202) 759-7126