October 2023 - UC Davis
- Association Reports
- CUCRA Agenda
- Joint Agenda
- Announcement
Buffet breakfast available for in-person attendees
Welcome
Approval of Minutes (10/27/2022)
Patti Owen, Secretary
Chair's Report
Overview of written update from the Executive Committee
John Meyer, Chair
Vice Chair's Report
Nominations process for fall 2023
Call for volunteers: 2020-24 Retirees Survey
Sue Abeles, Vice Chair
Report on new member orientation
Marianne Schnaubelt
Sue Abeles
Travel program trends update
(in advance of finance report)
Sue Barnes
Treasurer's Report
Financial report as of 9/30/2023
Projections through 12/31/2023
Estimated revenue allocation for 2024
Proposed 2024 budget (discussion and approval)
John Dahl
Information Officer's Update
Bob Daly,
Information Officer
Conversation with UC Retirement System Investment Directors
Host: Eric Vermillion.
● UCRS Personnel Marco Merz
(Head of Defined Contribution),
● Arthur Guimaraes
(Chief Operating Officer),
● Satish Swamy
(Head of Fixed Income)
Overview of defined contribution programs with emphasis on fixed income options.
Feedback on hybrid meeting format; discussion of future meeting formats
Open forum on Association issues
Adjournment
(Grab and go boxed lunch are avialble for in-person attendees)
Download/View a PDF version of the CUCRA Agenda
CUCRA represents 9 University of California campuses and 3 University-managed DOE laboratories
cucra.ucsd.edu is hosted by UC San Diego