RETIREMENT BOARD CALENDAR SHEET Retirement Board Meeting of August 10, 2016
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1 COU SFERS San Francisco Employees Retirement System City and County of San Francisco Employees' Retirement System Office of the Executive Director RETIREMENT BOARD CALENDAR SHEET Retirement Board Meeting of August 10, 2016 To: Retirement Board From: Jay Huisk½k Executive Director Date: August 10, 2016 Agenda : Executive Director's Report Background: Jay Huish, Executive Director, will report on the following items: Administrative Update: > Letter dated August 5, 2016 from Ben Rosenfield, Controller, related to Board's July 2016 determination to provide retroactive Supplemental COLA payments to pre-november 6, 1996 retired members and continuants (Protect our Benefits case) Recommendation: This is a discussion item only. Attachments for Informational Purposes: Letter dated August 5, 2016 from Ben Rosenfield, Controller, regarding application of Charter Section A (d) to pre-november 6, 1996 retirees Forward Calendar Request for Proposal in Progress Blackout Period Pub/ic Retirement Conferences and Training Programs for SFERS Trustees listing prepared by Nossaman LLP 1145 Market Street, Fifth Floor San Francisco, CA
2 CITY AND COUNTY OF SAN FRANCISCO OFFICE OF THE CONTROLLER Ben Rosenfield Controller Todd Rydstrom Deputy Controller August 5, 2016 Jay Huish Executive Director San Francisco Employees Retirement System 1145 Market Street, 5th Floor San Francisco, CA Re: Application of Charter Section A (d) to Pre-November 6, 1996 Retirees Dear Mr. Huish: As the City Attorney informed the Members of the Retirement Board and other City officials in a memorandum dated July 15, 2016, the City Attorney's Office retained outside counsel to provide legal advice on Proposition C, enacted by the voters in November Outside counsel is preparing a legal memorandum on the applicability of the "full funding" requirement in Charter Section A (d) to system members who retired prior to November 6, I expect to receive that memorandum in a few weeks. When available, I will share the memorandum with the Retirement Board and other City officials. in the meantime, please keep me informed on the schedule for implementation of the Board Resolution to exempt the pre-november 6, 1996 retirees from Section A (d). I understand that no payments to retirees based on the Resolution are imminent. However, I would like to be sure that we have an opportunity to share the legal memorandum with the Board before any further action is taken. Very truiy yours, Controller City Hall 1 Dr. Canton B. Goodlett Place Room 316 San Francisco CA FAX
3 Q;ISFERS San Francisco Employees' Retirement System City and County of San Francisco Employees' Retirement System Office of the Executive Director To: Retirement Board From: Jay Huis Executive Director Date: August 10, 2016 Subject: Retirement Board Forward Calendar through September L._.S.... eplefiiuei.i.'i, uio tu.ommiuee uvueellng Approaches to ESG Investing - CaISTRS/CaIPERS Consideration of SFERS ESG Value Statement Staff Recommendation on Partial Divestment from Thermal Coal Investments 1U31) AM eptemner 14, LU1b Ketirement tioara Meeting Administration: Presentation and Approval of 2016 Strategic Plan Status Update on Current Strategic Plan Initiatives 1:00 PM Executive Director's Report Deferred ComDensation: SFDCP Manager Report Investments: Timeline for Deployment of Absolute Return Strategy Report on Investment Performance for the Quarter Ended June 30, 2016 Report on Managers Under Review Annual Report and Recommendation on Tobacco Divestiture Annual Report and Recommendation on Targeted Divestment in Sudan ClO Re September 21, 2016 Governance Committee Meeting (tentative) Board Evaluation Process - Third-party (Funston) Proposal Board Policy Review 11:00 AM
4 september 2]., LW.b investment committee meeting Asset Allocation Review Absolute Return Investment in China i.:uu i'ivi ucwuer.ll, Lu.LO MULIMMUFIL DUdIU ivieetirig Administration:.L.VU rivi Executive Director's Report Deferred Compensation: SFDCP Manager Report Investments: Asset Allocation Recommendation China Public Eauitv ClO Report October 19, 2016 Committee TBD Meeting 1:00 PM
5 fsfers San Francisco Employees' Retirement System City and County of San Francisco Employees' Retirement System Office of the Executive Director Retirement Board Meeting of August 10, 2016 To: Retirement Board From: Jay Huisk 4 <k Executive Director Date: August 10, 2016 RE: Request for Proposal in Progress Blackout Period List The following Requests for Proposals/Qualifications are currently open and subject to the Board's Blackout Policy: RFP for SFDCP Business Services RFP for Hedge Fund Consulting and Fund of Hedge Fund Services RFP for SFDCP Target Date Fund Manager RFP for Global Custody and Securities Lending Services 1145 Market Street, 51h Floor San Francisco, CA
6 PUBLiC RETIREMENT CONFERENCES AND TRAINING PROGRAMS FOR SFERS TRUSTEES (August 2016-May 2017) Date Sponsor Program Location August 21-23, 2016 National Public Pension Funding Forum New Haven, CT Conference of This program is provided to both members and non- Public NPERS members. It is intendedfor trustees and Employee administrators of state and local pension funds, as well as Retirement other in! crested parties. It is described by the sponsors as Systems follows. "The Public Pension Funding Forum will examine (NCPERS) the obstacles that stand in the way of closing [the] public pension funding gap and explore new solutions to overcome such obstacles, including better risk management in economic cycles, use of new and unproved debt instruments, and closing (ax loopholes. The overarching goal of/lw boruni is to inject some new thinking that might solve the funding challenges without dismantling public pensions, and hence enhance prosperiiyfhr all. Guest speaker: Robert.1, Shiller, Amnerican tv'obel Laureate, economist, academic, author. Sterling Professor of Economics (it Yale University and fellow at Yale School of Management 's International Center/br Finance, Sept. 22, 2016 Markets Group Pacific Institutional Real Estate Investor Forum San Francisco, CA Specialized one-day meeting Jbr Institutional real es/ate investors. The program is designed for public pensions, corporate pensions, endowments, foundations, insurance funds, investment consultants & hospital plans from California, Oregon and Washington. Sept , 2016 Council of Fall Conference Chicago, IL Institutional CII seeks to educate its members about best co/porute Investors (CII) governance practices. CII, in partnership with the CPA Institute, will host a one-do)' training course for pension fund trustees only, on Wednesday, September 28 This program will be held in conjunction with C/I's Pall Con/Crence, September Sept. 30, 2016 CaIAPRS Trustees' Roundtable Burbank, CA This program is provided 10 trustees of cal.4prs member retirement systems only, on a quarterly basis. The agenda is set by trustees to address topics of current interest to public retirement systems boards. LAP
7 Oct , 2016 Wharton, Investment Strategies & Portfolio Management Pub Philadelphia, PA Univ. of Penn. This program is intended for finance and investment professionals. However, it also provides comprehensive investment training that many j,ublic retirement system trustees have found to be usejiü, The program highlights the following.' manage investments more effective/v, apply practicaiframeworks and tools for better asset allocation, understand risks and opportunities offered by derivatives, hedge funds, real estate, and alternate investments, work more effectively with portfolio managers, and understand the concept of behavioral finance. October Nossaman, LLP Fiduciaries' Forum San Francisco, CA This program is intended Jar trustees, executive staff and inhouse counsel to cover some of the key legal issues of the year for public retirement systems. The topics this year include the Law of Vested Rights in CaliJbrnkt, Emerging Issues in Investment Fee Transparency and Conflict of Interest nationally, as well as Developments and Challenges in Open Meeting Laws and the Public Records Act. The substantive program begins in the afternoon on October 27, includes a dinner with a keynote speaker and concludes on October 28, after lunch, which also includes a speaker on a topic pertinent to pubic retirement systems in California. November 8-1I, SACRS Fall Conference indian Wells, CA 2016 This prograrnfocu.ses on the twenty county retirement systems in California governed by the County Employees' Retirement Law of1937. However, SA CRS also welcomes attendees from independent public retirement systems such as SFERS. This conference provides comprehensive training and networking opport unities for trustees, staff and others who are interested in public retirement systems in California. January 24, 2017 Institutional Risk & Liquidity San Francisco, CA Investor Forums This is an invitaf Ion-only conference for representatives of North American pension funds, endowments and foundations. Through panel sessions, discussion groups, and real-world case studies this year's Forum wilifocus on how the investment landscape of today is altering the way institutions allocate assets, construct portjblios, and ideni( and select the managers they need to reach their investment objectives. JR
8 March 4-7, 2017 CaIAPRS General Assembly Monterey, CA This program is provided to C'ALAPRS members only. It provides comprehensive training and networking opportunities for trustees, staff and other interested parties of all of the public retirement systems in California. May 8, 2017 Wharton Investment Strategies & Portfolio Management Philadelphia. PA (Ditto description of October 10-14, 2016 session above.) May 16-19, 2017 SACRS Spring Conference Napa, CA (Ditto description of November 8-11, 2016 session above.) May 20-21, 2017 NCPERS Trustee Education Seminar (TEDS) Hollywood, FL This a pre-conference program held in conjunction with the NPERS Annual Conference and Exhibition. TEDS is intended for new and novice trustees who are seeking a better understanding of their role and responsibilities as trustee of their pension fund. It also serves as a refr esher for experienced trustees interested in staying up-to-date. This two-day program provides an introduction to fiduciary responsibilities, creating a solid foundation of knowledge for those who have limited experience in pension plan trusteeship. Program content is designed to address the critical elements of trust fund management including, important topics such as investing, legal requirements and trustee ethics. May 21-24, 2017 NCPERS Annual Conference & Exhibition Hollywood, FL This program is provided for NCPERS membe,'s only. It is intendedfor new and experienced trustees, administrators, other pension staff, and other interested parties who are involved with public retirement systems nationally.
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