Page 4 - DCAC Feb 2026 Files

COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Agenda for February 26, 2026

11. Discuss and Agree on NAGDCA Award Nominations 10:10am
(Armando Llanes, Kim Pearson)

Innovest

12. Presentation and Acceptance of Quarter 4 Investment Review (Tomas Jansson) 10:25am

13. Review and Approval of Investment Policy Updates (Rick Rodgers) 10:50am

14. Update on Innovest (Rick Rodgers) 11:00am

Break 11:10am

15. Fiduciary Education Session: Lessons From the Courtroom (Rick Rodgers) 11:20am

16. Legislative Updates (Tomas Jannson) 11:50pm

County

17. Discussion of NAGDCA and/or CPPC Participation (Jay Castellano) 12:00pm
A. CPPC August 18-21, Beaver Creek, CO
B. NAGDCA September 27-30, Orlando, FL

18. Appointment of Ad Hoc Selection Subcommittee for Investment Consultant RFP 12:20pm
(Jay Castellano)

19. Appointment of Ad Hoc Selection Committee for Audit Services RFP 12:25pm
(Jay Castellano)

20. Review and Discussion of Senate Bill 707 (Jay Castellano) 12:30pm

21. Deferred Compensation Operational Update (Kim Pearson) 12:30pm

INFORMATIONAL ITEMS 12:40pm

Empower
22. Presentation of 2025 Year In Review Letter (Eric Leavitt)

Innovest
23. INNOVIEWS, Winter 2025
24. Retirement Report, Winter 2025

County Staff
25. Upcoming Committee Meeting Dates
A. Thursday, May 28, 2026
B. Thursday, August 27, 2026
C. Tuesday, November 10, 2026
D. Tuesday, December 8, 2026

NEXT MEETING AGENDA ITEMS

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