Board of Administration Offsite Agenda - July 13-15, 2026

The Board of Administration considers recommendations from individual Board committees and hears other matters related to the administration of retirement benefits and investment management.

(Agenda items are provided in a PDF format, which require Adobe Reader 8 or higher to view.)

All times are approximate and for reference only. The Board of Administration may consider an item at an earlier or later time than set forth herein. Items designated for Information are appropriate for Action if the Board wishes to take action. Any Agenda Item from a properly noticed Committee meeting, held prior to this Board meeting, may be considered by the Board. The hour designated as the earliest starting time for this meeting is not intended to communicate the expected duration (or ending time) of the preceding meeting. Public comment may be taken on agenda items in accordance with applicable law. Public comment will not be taken on agenda items relating to the administrative adjudication of individual cases. There is a three-minute limitation on each public comment, unless otherwise directed by the Presiding Officer. (Cal. Code Regs. tit 2, § 552.1.) Members of the public may provide public comment via telephone by calling (800) 259-4105. In accordance with Government Code section 11123.2 (amended by Stats. 2025, ch. 222, § 1), Board members may participate remotely via teleconference.

Location:
Monterey Beach Hotel
2600 Sand Dunes Dr.
Monterey, CA 93940

Meeting Agenda for July 13, 2026

Webcast - access https://www.calpers.ca.gov/page/about/board/board-meetings/webcast

Agenda - Day One

TimeTopic
8:30 a.m.Welcome/Opening
Theresa Taylor, President, CalPERS Board of Administration
Marcie Frost, Chief Executive Officer, CalPERS
8:45 a.m.

Opening Comments/Update from Chief Investment Officer 

Presenter
Stephen Gilmore, Chief Investment Officer, CalPERS 

8:50 a.m.

Geopolitical Discussion (Board Education)

Presenter
Lionel C. Johnson, President, Pacific Pension & Investment Institute (PPI) 

9:50 a.m.

Global Public Equity Active Management Process (Board Education)

Presenters 
Simiso Nzima, Managing Investment Director, Global Public Equity, CalPERS
Steven Carden, Investment Director, Global Public Equity, CalPERS

Presentation

10:20 a.m.Break
10:35 a.m.

AI from the Asset Manager’s Perspective (Board Education)

Presenter
Robyn Grew, Chief Executive Officer, Man Group

11:35 a.m.Lunch
12:35 p.m.

The New Operating Environment (Board Education)

Presenters
Jared Cohen, President of Global Affairs & Co-head of the Goldman Sachs Global Institute
George Lee, Co-head of the Goldman Sachs Global Institute

1:05 p.m.

Closed Session – Goldman Sachs AI Investment Strategy Session (Government Code section 11126(c)(16))

Jared Cohen, President of Global Affairs & Co-head of the Goldman Sachs Global Institute
George Lee, Co-head of the Goldman Sachs Global Institute

3:05 p.m.Adjourn

Meeting Agenda for July 14, 2026

Webcast - access https://www.calpers.ca.gov/page/about/board/board-meetings/webcast

Agenda - Day Two

TimeTopic
8:30 a.m.Welcome/Opening
Theresa Taylor, President, CalPERS Board of Administration
Marcie Frost, Chief Executive Officer, CalPERS
8:45 a.m.

Action Item – Approval of New Health Maintenance Organization (HMO) Contract: Sutter Health Plan

Presenter 
Rob Jarzombek, Division Chief, Health Plan Research & Administration, CalPERS

Attachment

9:15 a.m.

Action Item – Approval of 2027 Health Maintenance Organization (HMO) & Preferred Provider Organization (PPO) Plan Premiums

Presenter
Rob Jarzombek, Division Chief, Health Plan Research & Administration, CalPERS

Presentation

Attachment

9:30 a.m.

2027 State Employer Annuitant Contribution Formulas & Amounts and Association Plan Premiums

Presenter
Rob Jarzombek, Division Chief, Health Plan Research & Administration

Attachment

9:40 a.m.

Clinical Quality and Behavioral Health: Driving Better Outcomes for Our Members (Board Education)

Presenters
Dr. Julia Logan, Chief Clinical Director, Clinical Policy and Programs Division, CalPERS
Dr. Elizabeth (Lisa) Albers, Medical Program Consultant, CalPERS Clinical Policy and Programs Division, CalPERS

Presentation

10:25 a.m.Break
10:40 a.m.

Contracting Agency Health Regions: Modeling and Stakeholder Outreach (Board Education) 

Presenters
Don Moulds, Chief Health Director, Health Policy and Benefits, CalPERS
Yesenia Croft, Chief, Health Account Management Division, CalPERS
Justin Ouellette, Actuarial Senior Analyst, Actuarial Office, CalPER

Presentation

11:40 a.m.

AI and Primary Care (Board Education)

Presenters
Don Moulds, Chief Health Director, Health Policy and Benefits, CalPERS
Dr. Julia Logan, Chief Clinical Director, Clinical Policy and Programs Division, CalPERS
Eric Schneider, MD, Harvard School of Public Health

Presentation

12:40 p.m.Lunch
1:40 p.m.

Fiduciary and Bagley-Keene Training (Board Education)

Presenters 
Tiffany Reeves, Partner, Faegre Drinker
Robert Carlin, Senior Attorney, Legal Office, CalPERS

Presentation - Bagley-Keene Open Meeting Act Training

3:10 p.m.Approval to Meet in Closed Session Pursuant to Government Code Section 11126(c)(18)(A)
3:10 p.m.

Closed Session - Fraud Security Roadmap (Government Code section 11126(c)(18)(A))

Presenter
Al Arboleda, Chief Information Security Officer, Information Security Office, CalPERS

4:25 p.m.Report Out on Fraud Security Roadmap
4:25 p.m.Adjourn

Meeting Agenda for July 15, 2026

Webcast - access https://www.calpers.ca.gov/page/about/board/board-meetings/webcast

Agenda - Day Three

TimeTopic
8:30 a.m.Welcome/Opening
Theresa Taylor, President, CalPERS Board of Administration
Marcie Frost, Chief Executive Officer, CalPERS
8:40 a.m.

Action Items - Proposed Decisions of Administrative Law Judges

Proposed Decisions

a. Santa Clara Valley Water District

b. Paula Lehn & Michael Alford (Evelyn L. Alford (dec.))

c. Harry S. Franklin

Petitions for Reconsideration

a. Edgardo Silva-Valdovinos

b. Nancy Prado

8:45 a.m.Action Item - Board Travel Approval
8:50 a.m.

2026 Stakeholder Perception Survey Results

Presenters
Brad Pacheco, Deputy Executive Officer, Communications & Stakeholder Relations, CalPERS
Simone Parker, Assistant Division Chief, Stakeholder Relations, CalPERS

Presentation

9:20 a.m.

2027-32 Strategic Plan Development Session (Board Education)

Presenters  
Doug Hoffner, Chief Operating Officer, Operations & Technology, CalPERS   
Sabrina Hutchins, Division Chief, Strategy, Projects & Data Analytics, CalPERS
Lara Caruthers, Assistant Division Chief, Strategy, Projects & Data Analytics, CalPERS
Michele Nix, Chief Financial Officer, CalPERS 
Stephen Gilmore, Chief Investment Officer, CalPERS
Don Moulds, Chief Health Director, Health Policy and Benefits, CalPERS
Kim Malm, Deputy Executive Officer, Customer Services and Support, CalPERS
Brad Pacheco, Deputy Executive Officer, Communications & Stakeholder Relations, CalPERS
Michelle Tucker, Chief Human Resources Officer, Human Resources Division, CalPERS
Shari Slate, Chief Diversity, Equity & Inclusion Officer, CalPERS

Presentation

Attachment - 2022-27 Strategic Plan

11:20 a.m.Break
11:35 a.m.

A Best Day at CalPERS (Board Education)

Presenters
Shari Slate, Chief Diversity, Equity & Inclusion, CalPERS 
Michelle Tucker, Chief Human Resources Officer, Human Resources Division, CalPERS
Stephenson Loveson, Chief Information Officer, Information Technology Services Branch, CalPERS
Kim Malm, Deputy Executive Officer, Customer Services and Support, CalPERS
David Rubio, Chief, Customer Education & Outreach Division
Dr. Julia Logan, Chief Clinical Director, Clinical Policy and Programs Division, CalPERS
Peter Cashion, Managing Investment Director, Sustainable Investments, CalPERS
Miguel Silva, Investment Manager, Sustainable Investments, CalPERS
Dallas Stone, Division Chief, CalPERS Operations Support Services Division, CalPERS

Presentation

1:05 p.m.Lunch
1:35 p.m.

Action Item - CalPERS Board, DEI Consulting Services Workplan Review

Presenters
Chanin Kelly-Rae, President, CEO, Chanin Kelly-Rae Consulting LLC
Miriam Hawkins, Sr. Data Analyst, Chanin Kelly-Rae Consulting LLC
Michael Washington, Sr. Consultant, Chanin Kelly-Rae Consulting LLC

Presentation

2:35 p.m.Adjourn

Location

Feckner Auditorium
Lincoln Plaza North
400 P Street
Sacramento, CA 95811

Security

For your safety, attendees are screened upon entering the auditorium.