APFC Board of Trustees Annual Meeting - Day - 2

Agenda 

THURSDAY, OCTOBER 2, 2025 

8:30 a.m. MEETING RECONVENES

8:35 a.m. FUND PERFORMANCE (Board Education & Information)

 Greg Allen, Callan LLC

 Steve Center, Callan LLC 

10:00 a.m. PUBLIC MARKETS OVERVIEW (Board Education & Information)

 Jim Parise, Deputy CIO – Public Markets

10:30 a.m. BREAK

10:45 a.m. PRIVATE MARKETS OVERVIEW (Board Education & Information)

 Allen Waldrop, Deputy CIO – Private Markets 

11:15 a.m. ASSET CLASS UPDATE – PUBLIC EQUITIES (Board Education & Information)

Fawad Razzaque, Director of Investments – Public Equities

12:15 p.m. LUNCH

12:45 p.m. INCENTIVE COMPENSATION DISCUSSION (Information)

 Shannon McCain, Director of Human Resources

1:15 p.m. INVESTMENT ADVISOR COMMENTS (Information)

 Janet Becker-Wold

 John Skjervem

1:25 p.m. ADDITIONAL OPPORTUNITY FOR PUBLIC PARTICIPATION

1:35 p.m. ELECTION OF CORPORATE OFFICERS (Action)

 APPOINTMENT OF COMMITTEE ASSIGNMENTS

 

2:00 p.m. OTHER MATTERS (Action)

 2026 and 2027 Calendar of Board Meetings

Deven Mitchell, Chief Executive Officer 

2:15 p.m. TRUSTEE COMMENTS 

 FUTURE AGENDA ITEMS

2:30 p.m. ADJOURNMENT