Contra Costa County Employees' Retirement Association

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Office Hours

Monday through Friday, 
8 a.m. to 5 p.m. 
The office is closed between 12 Noon and 12:30 p.m. for lunch.

The CCCERA office is located at;
1355 Willow Way
Suite 221
Concord, CA 94520
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Special Board Meeting
Investment Strategy Development Workshop - Day 1

Board meeting

Agenda
Packet
Minutes

The Retirement Board May Discuss And Take Action On The Following:

  1. Pledge of Allegiance.
  2. Accept comments from the public.
  3. Presentations regarding Investment Strategy Development.
Time Topic Presenter
9:00 – 9:15 Workshop Overview: Agenda/Objectives/Ground Rules S. Whalen
9:15 – 10:00 The Board’s Role: Understanding Fiduciary Boundaries H. Leiderman
10:00 – 10:30 The Importance of Guiding Principles: Developing a Statement of Investment Philosophy – Session I S. Whalen
10:30 – 10:45 Break  
10:45 – 11:45 What Can We Do Better?:  Identifying Institutional Investment Best Practices A. Monk
11:45 – 12:30 Lunch  
12:30 – 1:30 Historical Attribution: Investigating the Sources of CCCERA’s Investment Performance S. Whalen
1:30 – 2:15 Know Thyself: Behavioral Biases and Their Impact on the Investment Decision-Making Process S. Whalen
2:15 – 2:30 Break  
2:30 – 3:30 It All Starts Here:  Clearly Articulating Plan Goals and Constraints E. Hoffman
3:30 – 4:30 The Importance of Guiding Principles: Developing a Statement of Investment Philosophy – Session II S. Whalen
4:30 – 4:45 Re-cap of Day 1/Preview of Day 2 S. Whalen
  1. Miscellaneous
    1. Staff Report
    2. Outside Professionals’ Report
    3. Trustees’ comments

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CCCERA makes no representations or warranties, expressed or implied, with respect to the materials found at this site. It is intended for general information purposes only. In addition, CCCERA cannot and does not represent that the information on this website is current. While CCCERA has made every reasonable effort to offer the most current information possible, inadvertent errors can occur.

CCCERA is governed by California law as well as the Internal Revenue Code and various rules and regulations, all of which are complex and subject to change. In the event of any conflict between these governing authorities and the information on this website, the governing authorities have precedence. Site users are strongly encouraged to consult with a CCCERA representative about specific issues and not rely on the general information contained in this website.

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