Government Code Section 20100 (PDF), effective January 1, 2015, requires that CalPERS Board members receive a minimum of 24 hours of education within the first two years of assuming office, and for every subsequent two-year period in which they serve.

The CalPERS Board Member Education Policy (PDF) was amended in December 2014, to conform to the Government Code. The Policy applies to Board members and their designees.

The CalPERS Board Member Education Program Schedule outlines sessions offered each calendar year to meet the requirements of the Government Code and Board Member Education Policy. Program Schedules can be found on the Transparency and Accountability page.

Board Members

Current

Board Member/Designee Name:
Michael Bilbrey
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Elected)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
12/31/2017

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 9.00
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 9.75
Certificate of Achievement in Public Pension Policy n/a 6/12 - 6/16/2017 30.00 39.75
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 42.00
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 44.00
Parliamentary Training 7/19/2017 7/19/2017 2.00 46.00

Term ended as elected member on December 31, 2017.

Board Member/Designee Name:
John Chiang
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Ex Offcio, State Treasurer's Office)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 1.75
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 2.50
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 3.25
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 5.50
Fiduciary Training 1/19/2017 13/13/2017 2.00 7.50
Board Member/Designee Name:
Richard Costigan
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Ex Officio, State Personnel Board)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 9.00
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 9.75
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 12.00
Board Member/Designee Name:
Rob Feckner
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Elected)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 9.00
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 9.75
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 12.00
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 14.00
Parliamentary Training 7/19/2017 7/19/2017 2.00 16.00
California Health Care Summit n/a 9/12/2017 4.00 20.00
Board Member/Designee Name:
Richard Gillihan
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Ex Officio, California Human Resources)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 9.00
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 9.75
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 12.00
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 14.00
Parliamentary Training 7/19/2017 7/19/2017 2.00 16.00
International Centre for Pension Management Conference n/a 10/15 - 10/17/2017 8.50 24.50
Board Member/Designee Name:
Dana Hollinger
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Appointed, Insurance Industry Representative)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 7/25/2017 0.75 9.00
Diversity from the Corporate Perspective 5/10/2017 7/25/2017 0.75 9.75
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 12.00
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 14.00
Parliamentary Training 7/19/2017 7/19/2017 2.00 16.00
Board Member/Designee Name:
JJ Jelincic
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Elected)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
12/31/2017

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 9.00
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 9.75
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 12.00
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 14.00
Parliamentary Training 7/19/2017 7/19/2017 2.00 16.00
CalPERS Discount Rate Webinar n/a 2/6/2017 1.00 17.00
Private Equity Terms and Conditions Webinar n/a 2.21/2017 1.00 18.00
Council of Institutional Investors - Spring 2017 n/a 2/27 - 2/28/2017 11.50 29.50
Trustee Leadership Forum Webinar - Issues in Infrastructure Investing n/a 4/26/2017 1.00 30.50
70th CFA Institute Annual Conference n/a 5/21 - 5/24/2017 14.50 45.00
Trustee Leadership Forum n/a 6/4 - 6/5/2017 7.50 52.50
Trustee Leadership Forum Webinar (Impact of Fees on Investment Returns) n/a 7/13/2017 1.00 53.50
Nor Cal Trustees: Infrastructure & Common Issues n/a 8/24/2017 3.00 56.50
Yale Webinar - Value of Diversity on Boards n/a 9/6/2017 1.00 57.50
Council of Institutional Investors - Fall 2017 n/a 9/13 - 9/14/2017 8.75 66.25
Nor Cal Trustees: Human Capital & Common Issues n/a 9/30/207 3.00 69.25

Term ended as elected member on December 31, 2017.

Board Member/Designee Name:
Henry Jones
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Elected)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 9.00
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 9.75
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 12.00
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 14.00
Parliamentary Training 7/19/2017 7/19/2017 2.00 16.00
Council of Institutional Investors Pension Fund Trustee Training n/a 2/27/2017 2.50 18.50
Pacific Pension Investment Institute Winter Roudtable n/a 2/22 - 2/24/2017 16.00 34.50
National Association of Security Professionals n/a 6/26/2017 4.00 38.50
Pacific Pension Investment Institute Summer Roundtable n/a 7/26 - 7/28/2017 16.00 54.50
Pacific Pension Investment Institute Executive Seminar and Asia Roundtable n/a 11/6 - 11/10/2017 15.00 69.50
Board Member/Designee Name:
Ron Lind
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Appointed, UFCW5)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
1/31/2018

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 10.50
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 12.50
Parliamentary Training 7/19/2017 7/19/2017 2.00 14.50
Public Pension Trustees Fiduciary Conference n/a 10/3 - 10/4/2017 8.00 22.50

Term ended as appointed member on January 31, 2018.

Board Member/Designee Name:
Priya Mathur
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Elected)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 9.00
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 9.75
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 12.00
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 14.00
Parliamentary Training 7/19/2017 7/19/2017 2.00 16.00
Board Member/Designee Name:
Bill Slanton
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Appointed, SMUD)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 9.00
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 9.75
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 12.00
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 14.00
Parliamentary Training 7/19/2017 7/19/2017 2.00 16.00
Board Member/Designee Name:
Theresa Taylor
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Elected)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 0.75
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 1.50
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 3.75
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/19/2017 2.00 5.75
Parliamentary Training 7/19/2017 7/19/2017 2.00 7.75
Value-Based Insurance Design 1/18/2017 2/15/2017 1.75 9.50
Fiduciary Training 2017 1/19/2017 11/6/2017 2.00 11.50
Council of Institutional Investors - Fall 2017 n/a 9/13 - 9/14/2017 16.00 27.50
Board Member/Designee Name:
Betty Yee
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Member (Ex Officio, State Controller's Office)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 9.00
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 9.75
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 12.00
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 14.00
Parliamentary Training 7/19/2017 7/19/2017 2.00 16.00
Ceres Investor Network on Climate Risk n/a 4/25/2017 4.00 20.00
Ceres Plenary Panel: A Changing (Investment) Climate n/a 4/27/2017 1.50 21.50
Financing the 2030 Agenda: Role of the UN n/a 9/18/2017 1.00 22.50
Climate Change Roudtable n/a 9/18/2017 1.00 23.50
Sustainable Investment Forum n/a 9/19/2017 4.75 28.25
PRI-MSCI Climate Week Event n/a 9/20/2017 2.50 30.75
Forum on Financial Innovation for the SDG n/a 9/20/2017 3.00 33.75
UN Global Compact Leaders Summit 2017 n/a 9/21/2017 5.50 39.25
Influence Map Climate Week Event n/a 9/21/2017 1.50 40.75
PEI Alternative Insight Event n/a 10/5/2017 1.25 42.00

Past

Board Member/Designee Name:
Michael Bilbrey
Effective Date:
1/1/2015
Position:
Member (Elected)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Private Equity 11/16/2015 11/16/2015 4.00 12.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 14.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 15.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 15.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 17.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 20.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 22.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 24.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 26.00
Board Member/Designee Name:
John Chiang
Effective Date:
1/1/2015
Position:
Member (Ex Offcio, State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 10.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 11.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 11.50
Milken Institue Global Conference (five sessions) N/A 5/3/2016 - 5/4/2016 4.00 15.50
2016 NAST Legislative Treasury Management Training (five sessions) N/A 6/15/2016 4.25 19.75
RFK Compass Conference (10 sessions) N/A 6/28/2016 8.50 28.25
West Coast Investors' Forum N/A 7/14/2016 1.25 29.50
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 31.75
2016 NAST Annual Conference (four sessions) N/A 9/13/2016 4.00 35.75
Board Member/Designee Name:
Richard Costigan
Effective Date:
1/1/2015
Position:
Member (Ex Officio, State Personnel Board)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Fair Hearings/Office of Administrative Hearings 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 16.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 17.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 17.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 19.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 22.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 24.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 26.00
Board Member/Designee Name:
Rob Feckner
Effective Date:
1/1/2015
Position:
Member (Elected)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 16.00
Public Pensions Conference N/A 2/11/2016 6.00 22.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 23.00
Pension Bridge Conference N/A 4/5/2016 4.00 27.00
Wilshire Consulting Client Conference N/A 4/10/2016 - 4/11/2016 8.00 35.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 35.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 37.75
AAAIM 2016 National Conference N/A 6/1/2016 6.00 43.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 46.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 48.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 50.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 52.00
Board Member/Designee Name:
Richard Gillihan
Effective Date:
1/1/2015
Position:
Member (Ex Officio, California Human Resources)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 10.00
Risk and Compliance 5/17/2016 5/17/2016 2.25 12.25
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 14.50
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 16.50
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 18.50
Fair Hearings/Office of Administration Hearings 8/16/2016 12/15/2016 2.00 20.50
SASB Climate Change Report Presentation 3/14/2016 12/15/2016 1.00 21.50
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 12/15/2016 0.50 22.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 12/19/2016 2.00 24.00
Board Member/Designee Name:
Dana Hollinger
Effective Date:
1/1/2015
Position:
Member (Appointed, Insurance Industry Representative)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 16.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 17.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 17.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 19.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 22.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 24.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 26.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 28.00
Board Member/Designee Name:
JJ Jelincic
Effective Date:
1/1/2015
Position:
Member (Elected)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Council of Institutional Investors - Spring 2015 N/A 3/30/2015 - 4/1/2015 8.00 22.00
Council of Institutional Investors - Fall 2015 N/A 9/30/2015 - 10/2/2015 6.75 28.75
Bay Area Trustee Leadership Forum N/A 4/29/2015 3.00 31.75
Trustee Leadership Forum Webinar N/A 5/7/2015 1.00 32.75
Harvard Trustee Leadership Forum N/A 6/4/2015 10.00 42.75
Factor Investing Webinar N/A 6/24/2015 1.00 43.75
Private Equity Exclusive Conference N/A 7/20/2015 - 7/21/2015 12.00 55.75
CalPERS Diversity Conference N/A 9/10/2015 6.00 61.75
Fiduciary 2016 1/20/2016 1/20/2016 2.00 63.75
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 64.75
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 65.25
Risk and Compliance 5/17/2016 5/17/2016 2.25 67.50
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 69.75
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 71.75
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 73.75
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 75.75
Board Member/Designee Name:
Michael Bilbrey
Effective Date:
1/1/2015
Position:
Member (Elected)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Private Equity 11/16/2015 11/16/2015 4.00 12.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 1/25/2016 2.00 14.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 15.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 15.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 17.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 20.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 22.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 24.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 26.00
Mitigating Risk in an Infrastructure Portfolio (Grosvenor Conference) N/A 9/23/2016 0.75 26.75
Executive Seminar at PPI N/A 9/24/2016 12.00 38.75
Pension Fund Trustee Training (CII Conference) N/A 9/28/2016 5.00 43.75
Insights on Navigating the New Presidential Admininistration (NAIC Conference) N/A 10/4/2016 0.75 44.50
The State of the US Pension System (NAA Conference) N/A 10/6/2016 1.50 46.00
Fiduciary 2016 1/20/2016 12/29/2016 2.00 48.00
Board Member/Designee Name:
Ron Lind
Effective Date:
1/1/2015
Position:
Member (Appointed, UFCW5)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
NCPERS Conference N/A 5/2/2015 - 5/6/2015 10.00 13.50
US Retirement Security 7/14/2015 7/14/2015 3.50 17.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 18.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 20.00
Private Equity 11/16/2015 11/16/2015 4.00 24.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 26.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 27.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 27.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 29.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 32.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 34.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 36.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 38.00
Board Member/Designee Name:
Priya Mathur
Effective Date:
1/1/2015
Position:
Member (Elected)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 2/13/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 16.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 17.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 17.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 19.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 22.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 24.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 26.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 28.00
Board Member/Designee Name:
Bill Slanton
Effective Date:
1/1/2015
Position:
Member (Appointed, SMUD)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 16.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 17.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 17.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 19.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 22.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 24.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 26.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 28.00
Board Member/Designee Name:
Theresa Taylor
Effective Date:
1/1/2015
Position:
Member (Elected)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Orientation - New Board Member N/A 1/8/2015 - 1/9/2015 12.00 26.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 28.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 29.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 29.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 31.75
Board Member/Designee Name:
Betty Yee
Effective Date:
1/1/2015
Position:
Member (Ex Officio, State Controller's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2018 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Private Equity 11/16/2015 11/16/2015 4.00 12.00
Orientation - New Board Member N/A 1/7/2015 - 1/8/2015 12.00 24.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 26.00
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 27.00
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 27.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 29.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 32.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 34.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 36.00

Board Designees

Current

Board Member/Designee Name:
Danny Brown
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Designee (California Human Resources)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
n/a n/a n/a n/a n/a
Board Member/Designee Name:
Ralph Cobb
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Designee (California Human Resources)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
12/31/2017

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 10.50
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 12.50
Parliamentary Training 7/19/2017 7/19/2017 2.00 14.50

Term ended as designee on December 31, 2017.

Board Member/Designee Name:
Karen Greene-Ross
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Designee (State Controller's Office)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 2.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 4.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 6.25
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 8.25
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 9.00
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 11.25
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 13.25
National Coalition on Health Care n/a 9/12/2017 3.75 17.00
Board Member/Designee Name:
Katie Hagen
Two-year Period to Acquire 24 Hours:
3/30/2017 to 3/29/2019
Position:
Designee (California Human Resources)
Current Report As Of:
10/2/2017
Date Board Member/Designee Left Office:
10/2/2017

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 0.75
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 1.50
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 3.75
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 5.75
Parliamentary Training 7/19/2017 7/19/2017 2.00 7.75

October 2, 2017 - left office as designee.

Board Member/Designee Name:
Steve Juarez
Two-year Period to Acquire 24 Hours:
11/1/2016
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Achieving Diversity in the Boardroom and the C-Suite n/a 12/2/2016 7.00 7.00
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/17/2017 2.50 9.50
2018 ALM: Long Term Outlook for Returns 1/17/2017 1/17/2017 2.00 11.50
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 13.25
PPI Winter Roundtable: Business Not As Usual n/a 2/22 - 2/24/2017 6.00 29.25
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 30.00
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 30.75
Parliamentary Training 7/19/2017 7/19/2017 2.00 32.75
Board Member/Designee Name:
Eric Lawyer
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
5/26/2017

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Public Asset Class Roles, Segments, and Benchmarks 1/17/2017 1/31/2017 2.50 2.50
Value-Based Insurance Design 1/18/2017 2/2/2017 1.75 4/25
Statewide Collaboration through Smart Care CA: Low Back Pain n/a 3/14/2017 0.50 4.75
CalSTRS State Legislative Outlook Panel n/a 4/6/2017 1.00 5.75
The Changing Landscape of an Aging Society n/a 4/7/2017 0.50 6.25

May 26, 2017 - left office as designee.

Board Member/Designee Name:
Alan Lofaso
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Designee (State Controller's Office)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Value-Based Insurance Design 1/18/2017 1/18/2017 1.75 1.75
Fiduciary Training 2017 1/19/2017 1/26/2017 2.00 3.75
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 5.75
Parliamentary Training 7/19/2017 7/26/2017 2.00 7.75
National Coalition on Health Care n/a 9/12/2017 3.75 11.50
Health Affairs California Forum: Evaluating Delivery System Innovation n/a 3/22/2017 1.00 12.50
Health Affairs California Forum: On-the-Ground Look at Delivery System Innovation n/a 3/22/2017 0.75 13.25
Board Member/Designee Name:
Frank Moore
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary Training 2017 1/19/2017 1/19/2017 2.00 2.00
Use of Leverage in Strategic Asset Allocation 7/17/2017 7/17/2017 2.25 4.25
High and Low Value Care Across the Consumer, Provider, and Purchaser 7/18/2017 7/18/2017 2.00 6.25
Parliamentary Training 7/19/2017 7/19/2017 2.00 8.25
Public Asset Class, Roles, Segments, and Benchmarks 1/17/2017 2/2/2017 2.50 10.75
2018 ALM: Long Term Outlook for Returns 1/17/2017 2/10/2017 2.00 12.75
Value-Based Insurance Design 1/17/2017 11/14/2017 1.75 14.50
Proven Way to Drive Inclusion - Numbers Behind the Methods 5/10/2017 11/14/2017 0.75 15.25
Diversity from the Corporate Perspective 5/10/2017 11/14/2017 0.75 16.00
Board Member/Designee Name:
Lynn Pacquin
Two-year Period to Acquire 24 Hours:
9/1/2017-8/31/2019
Position:
Designee (State Controller's Office)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Council of Institutional Investors - Fall 2017 n/a 9/14/2017 9.00 9.00
Board Member/Designee Name:
Najia Rosales
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
6/13/2017

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 5/10/2017 0.75 0.75
Diversity from the Corporate Perspective 5/10/2017 5/10/2017 0.75 1.50

June 13, 2017 - left office as designee.

Board Member/Designee Name:
Matthew Saha
Two-year Period to Acquire 24 Hours:
7/31/2017 to 6/30/2019
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
2018 ALM: Long Term Outlook for Returns 1/17/2017 12/7/2017 2.00 2.00
Value-Based Insurance Design 1/18/2017 12/7/2017 1.75 3.75
Fiduciary Training 2017 1/19/2017 12/6/2017 2.00 5.75
Board Member/Designee Name:
Collin Wong-Martinusen
Two-year Period to Acquire 24 Hours:
1/1/2017 to 12/31/2018
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary Training 1/19/2017 12/5/2017 2.00 2.00
Proven Ways to Drive Inclusion - Numbers Behind the Methods 5/10/2017 12/8/2017 0.75 2.75
Diversity from the Corporate Perspective 5/10/2017 12/8/2017 0.75 3.50
Use of Leverage in Strategic Asset Allocation 7/17/2017 12/13/2017 2.25 5.75

Past

Board Member/Designee Name:
Grant Boyken
Effective Date:
1/1/2015
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
10/31/2016

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
US Retirement Security 7/14/2015 7/14/2015 3.50 5.50
Communications and Message Development 7/14/2015 7/14/2015 1.00 6.50
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 8.50
Private Equity 11/16/2015 11/16/2015 4.00 12.50
Fiduciary 2016 1/20/2016 1/20/2016 2.00 14.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 16.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 19.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 21.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 23.00
Board Member/Designee Name:
Ralph Cobb
Effective Date:
1/1/2015
Position:
Designee (California Human Resources)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2015 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 1/25/2016 2.00 10.00
Private Equity 11/16/2015 7/14/2016 4.00 14.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 16.00
Risk and Compliance 5/17/2016 5/17/2016 2.25 18.25
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 19.25
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 19.75
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 22.00
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 24.00
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 26.00
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 28.00
Board Member/Designee Name:
Christina Elliot
Effective Date:
3/16/2015
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
3/15/2017
Date Board Member/Designee Left Office:
6/30/2016

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 3/23/2015 2.00 2.00
US Retirement Security 7/14/2015 7/14/2015 3.50 5.50
Communications and Message Development 7/14/2015 7/14/2015 1.00 6.50
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 8.50
Private Equity 11/16/2015 11/16/2015 4.00 12.50
Fiduciary 2016 1/20/2016 1/20/2016 2.00 14.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 16.75
Board Member/Designee Name:
Karen Greene-Ross
Effective Date:
1/1/2015
Position:
Designee (State Controller's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 2/14/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2015 2/18/2015 1.50 3.50
Private Equity 11/16/2015 11/16/2015 4.00 7.50
Orientation - New Board Member N/A 1/7/2015 - 1/8/2015 12.00 19.50
Council of Institutional Investors - Spring 2015 N/A 3/30/2015 - 4/1/2015 6.50 26.00
Council of Institutional Investors - Fall 2015 N/A 9/30/2015 - 10/2/2015 5.50 31.50
Fiduciary 2016 1/20/2016 1/20/2016 2.00 33.50
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 34.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 36.75
Board Member/Designee Name:
Katie Hagen
Effective Date:
3/30/2015
Position:
Designee (California Human Resources)
Current Report As Of:
3/29/2017
Due Date to Acquire 24 Hours:
3/29/2017
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 2.00
Private Equity 11/16/2015 11/16/2015 4.00 6.00
Fiduciary 2016 1/20/2016 1/20/2016 2.00 8.00
Orientation - New Board Member N/A 2/18/2016 0.75 8.75
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 9.75
Wilshire Consulting Client Conference N/A 4/11/2016 9.00 18.75
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 19.25
Risk and Compliance 5/17/2016 5/17/2016 2.25 21.50
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 23.75
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 25.75
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 27.75
Board Member/Designee Name:
Steve Juarez
Effective Date:
11/1/2016
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
10/31/2018
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Achieving Diversity in the Boardroom and the C-Suite N/A 12/2/2016 7.00 7.00
Board Member/Designee Name:
Eric Lawyer
Effective Date:
1/1/2015
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 2/3/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2015 2/18/2015 1.50 3.50
US Retirement Security 7/14/2015 7/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 7/14/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Orientation - New Board Member N/A 1/7/2015 - 1/8/2015 9.75 23.75
Fiduciary Training (CalSTRS) N/A 6/11/2015 1.00 24.75
Acct. and Financial Reporting for Investments (CaSTRS) N/A 2/4/2015 0.75 25.50
Fiduciary Training 2016 1/20/2016 8/30/2016 2.00 27.50
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 28.50
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 29.00
Risk and Compliance 5/17/2016 5/17/2016 2.25 31.25
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 33.25
Board Member/Designee Name:
Alan Lofaso
Effective Date:
1/1/2015
Position:
Designee (State Controller's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 2/3/2015 2.00 2.00
US Retirement Security 7/14/2015 7/14/2015 3.50 5.50
Communications and Message Development 7/14/2015 7/14/2015 1.00 6.50
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 8.50
Private Equity 11/16/2015 11/16/2015 4.00 12.50
Orientation - New Board Member N/A 1/7/2015 - 1/8/2015 12.00 24.50
Fiduciary 2016 1/20/2016 12/2/2016 2.00 26.50
Risk and Compliance 5/17/2016 5/17/2016 2.25 28.75
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 30.75
Board and Committee Meeting Management 7/20/2016 8/8/2016 1.50 32.25
Board Member/Designee Name:
Frank Moore
Effective Date:
1/1/2015
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 2/3/2015 2.00 2.00
Funding and Risk Mitigation Workshop 2/18/2015 12/11/2015 1.50 3.50
US Retirement Security 7/14/2015 9/14/2015 3.50 7.00
Communications and Message Development 7/14/2015 12/11/2015 1.00 8.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 10.00
Private Equity 11/16/2015 11/16/2015 4.00 14.00
Fiduciary Training (CalSTRS) N/A 9/11/2015 1.00 15.00
Acct. & Financial Reporting for Investments (CalSTRS) N/A 9/11/2015 0.75 15.75
Fiduciary 2016 1/20/2016 1/27/2016 2.00 17.75
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 18.75
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 19.25
Risk and Compliance 5/17/2016 5/17/2016 2.25 21.50
2035 Vision - Investing in the Future 7/18/2016 8/5/2016 2.25 23.75
Board and Committee Meeting Management 7/20/2016 8/4/2016 2.00 25.75
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 27.75
Board Member/Designee Name:
Lynn Pacquin
Effective Date:
9/1/2015
Position:
Designee (State Controller's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 9/14/2015 2.00 2.00
Internal Controls, Financial Reporting, and Audits 9/17/2015 9/17/2015 2.00 4.00
Private Equity 11/16/2015 11/16/2015 4.00 8.00
Orientation - New Board Member N/A 10/6/2015 - 11/24/2015 3.50 11.50
Fiduciary 2016 1/20/2016 1/20/2016 2.00 13.50
SASB Climate Change Report Presentation 3/14/2016 3/14/2016 1.00 14.50
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 4/18/2016 0.50 15.00
Risk and Compliance 5/17/2016 5/17/2016 2.25 17.25
2035 Vision - Investing in the Future 7/18/2016 7/18/2016 2.25 19.50
Innovations in Healthcare 7/19/2016 7/19/2016 2.00 21.50
Board and Committee Meeting Management 7/20/2016 7/20/2016 2.00 23.50
Fair Hearings/Office of Administrative Hearings 8/15/2016 8/15/2016 2.00 25.50
CERES 2016 Conference and INCR Meeting N/A 5/3/2016 - 5/5/2016 16.00 41.50
Council of Institutional Investors - Fall 2016 N/A 9/28/2016 - 9/30/2016 18.00 59.50
Board Member/Designee Name:
Najia Rosales
Effective Date:
1/1/2015
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 1/22/2015 2.00 2.00
Fiduciary 2016 1/20/2016 7/22/2016 2.00 4.00
CalPERS Diversity Forum 2015 (three sessions) N/A 9/10/2015 2.75 6.75
2035 Vision - Investing in the Future 7/18/2016 12/2/2016 2.25 9.00
Board of Administration Strategic Planning Workshop N/A 12/9/2016 1.50 10.50
Strategic Planning Workshop N/A 12/9/2016 1.25 11.75
Navigating the Changing Fiduciary Landscape (County Auditors' Fall State Called Conference) N/A 12/16/2016 0.75 12.50
Asset Liability Management Workshop N/A 12/16/2016 1.75 14.25
CalPERS Diversity Forum 2015 (one session) N/A 12/19/2016 0.75 15.00
Innovations in Healthcare 7/19/2016 12/19/2016 2.00 17.00
CalPERS Diversity Forum 2015 (one session) N/A 12/20/2016 1.00 18.00
US Retirement Security 7/14/2015 12/20/2016 2.75 20.75
Communications and Message Development 7/14/2015 12/27/2016 1.00 21.75
Finance and Administration Committee Workshop N/A 12/27/2016 2.50 24.25
Board Member/Designee Name:
Collin Wong-Martinusen
Effective Date:
1/1/2015
Position:
Designee (State Treasurer's Office)
Current Report As Of:
12/31/2016
Due Date to Acquire 24 Hours:
12/31/2016
Date Board Member/Designee Left Office:
N/A

The table below lists hours of education completed by the Board member or designee named above for the period noted. Each Board member and designee has two years from their effective date to meet the requirement.

Educational Activity/Session Date Offered Date Attended or Viewed Hours Cumulative Hours
Fiduciary 2015 1/22/2015 2/12/2015 2.00 2.00
Private Equity 11/16/2015 2/18/2016 4.00 6.00
Fiduciary 2016 1/20/2016 8/16/2016 2.00 8.00
Risk and Compliance 5/17/2016 8/24/2016 2.25 10.25
Fair Hearings/Office of Administrative Hearings 8/16/2016 11/30/2016 2.00 12.25
Innovations in Healthcare 7/19/2016 12/1/2016 2.00 14.25
Diversity and Inclusion: Evidence on Corporate Performance Presentation 4/18/2016 12/5/2016 0.50 14.75
SASB Climate Change Report Presentation 3/14/2016 12/6/2016 1.00 15.75
2035 Vision - Investing in the Future 7/18/2016 12/7/2016 2.25 18.00
Communications and Message Development 7/19/2016 12/7/2016 1.00 19.00
Board and Committee Meeting Management 7/20/2016 12/9/2016 2.00 21.00
US Retirement Security 7/14/2015 12/23/2016 3.50 24.50