Reporting Period January 1, 2016 December 31, 2016
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1 BOARD MEMBER EDUCATION COMPLIANCE PURSUANT TO GOVERNMENT CODE SECTION Reporting Period January 1, 2016 December 31, 2016 Government Code Section , effective January 1, 2013, requires Trustees to receive at least 24 hours of Board member education during the first two years after becoming a trustee, and during each subsequent two year period. SBCERA Board Education and Training Policy No. 001 Trustees Education and Training Policy identifies the appropriate topics for Board member education. BRENDAN BRANDT CALAPRS General Assembly (March 6-7, Indian Wells, CA) SACRS Spring Conference (May 10-13, Costa Mesa, CA) 14 SBCERA Investment Forum (September 14-16, Lake Arrowhead, CA) SACRS Fall Conference (November 8-11, Indian Wells, CA) 3 TOTAL COMPLETED 39.4 ANTHONY DECECIO SACRS Spring Conference (May 10-13, Costa Mesa, CA) 9 ii Roundtable for Consultants & Institutional Investors (October 19-21, Chicago, IL) 16 TOTAL COMPLETED GLENN DUNCAN SBCERA Due Diligence (April 18-21, 2016 New York) 11.5 SACRS Spring Conference (May 10-13, 2016 Costa Mesa, CA) 13 SACRS Modern Investment Theory & Practice for Retirement Systems (July 17-20, 2016 Berkeley, CA) 27 SACRS Fall Conference (November 8-11, 2016 Indian Wells, CA) 6 TOTAL COMPLETED 57.5
2 LOUIS FIORINO ii Risk and Liquidity Forum (January 26-27, 2016 San Francisco, CA) 9 ii Global Real Assets Investment Forum (February 23-24, 2016 New York, NY) 18 CALAPRS General Assembly (March 6-8, 2016 Indian Wells, CA) SBCERA Due Diligence (March 23-24, 2016 Seattle, WA) Pension Bridge Annual (April 5-6, 2016 San Francisco, CA) 13.8 SBCERA Due Diligence (April 18-21, 2016 New York, NY) 11.5 ii Public Funds Roundtable (April 26-29, 2016 Los Angeles, CA) 17 SACRS Spring Conference (May 10-13, 2016 Costa Mesa, CA) 3 ii Redefining Fixed Income (May 17-18, 2016 New York, NY) 18 KKR Market Perspective (June 27, 2016 Palos Verdes, CA) 6 IMN Alpha Hedge West Conference (September 8-9, 2016 San Francisco, CA) 10.2 ii Delivering Alpha (September 13, 2016 New York, NY) 7 ii Roundtable for Consultants & Institutional Investors (October 19-21, 2016 Chicago, IL) 16 SBCERA Due Diligence (October 25, 2016 Los Angeles, CA) 3 SACRS Fall Conference (November 8-11, 2016 Indian Wells, CA) 12 TOTAL COMPLETED 187 HARRY HATCH SACRS Spring Conference (May 10-13, 2016 Costa Mesa, CA) 8 TOTAL COMPLETED 8
3 JARED NEWCOMER Trustee Orientation (January 6, 2016 SBCERA) 3 CALAPRS General Assembly (March 6-7, Indian Wells, CA) SACRS Spring Conference (May 10-13, 2016 Costa Mesa, CA) 11 CALAPRS Trustee Roundtable (June 10, 2016 San Jose, CA) 4.6 TOTAL COMPLETED 41 JANICE RUTHERFORD CALAPRS General Assembly (March 6-8, 2016 Indian Wells, CA) 9 SACRS Spring Conference (May 10-13, 2016 Costa Mesa, CA) 3 IFEBP International and Emerging Market (July 25-27, 2016 San Francisco, CA) 17 SBCERA Investment Forum (September 14-16, 2016 Lake Arrowhead, CA) 4 TOTAL COMPLETED 33 DAWN STAFFORD ii Global Real Assets Investment Forum (February 23-24, 2016 New York, NY) 18 CALAPRS General Assembly (March 6-7, 2016 Indian Wells, CA) SACRS Spring Conference (May 10-13, 2016 Costa Mesa, CA) 7 SACRS Fall Conference (November 8-11, 2016 Indian Wells, CA) TOTAL COMPLETED OSCAR VALDEZ TOTAL COMPLETED 10.25
4 LARRY WALKER Real Estate Research Council of Southern California Fourth Quarter Luncheon Meeting (March 16, 2016 Pomona, CA) 1.4 SACRS Spring Conference (May 10-13, 2016 Costa Mesa, CA) 11 Real Estate Research Council of Southern California Second Quarter Luncheon Meeting (August 31, 2016 Pomona, CA) 1.7 SACRS Fall Conference (November 8-11, 2016 Indian Wells, CA) TOTAL COMPLETED 57.1 NEAL WANER CALAPRS Advanced Principles of Pension Management for Trustees (January 27-29, 2016 Los Angeles, CA) 12 SBCERA Due Diligence (October 21, 2016 Los Angeles, CA) 3 SBCERA Due Diligence (October 25, 2016 Los Angeles, CA) 3 TOTAL COMPLETED VERE WILLIAMS ii Risk and Liquidity Forum (January 26-27, 2016 San Francisco, CA) 9 ii Evolving Fiduciary Obligations (February 16, 2016 Washington DC) 6.5 CALAPRS General Assembly (March 6-7, 2016 Indian Wells, CA) Pension Bridge Annual (April 5-6, 2016 San Francisco, CA) 13.8 SBCERA Due Diligence (April 18-21, 2016 New York, NY) 11.5 ii Redefining Fixed Income (May 17-18, 2016 New York, NY) 18
5 CALAPRS Trustee Roundtable (June 10, 2016 San Jose, CA) 4.6 Real Estate Research Council of Southern California Second Quarter Luncheon Meeting (August 31, 2016 Pomona, CA) 1.7 SACRS Fall Conference (November 8-11, 2016 Indian Wells, CA) 1 TOTAL COMPLETED 88.5
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