Teachers' Retirement System of Louisiana Board of Trustees, LA
Recent Teachers' Retirement System of Louisiana Board of Trustees public meeting topics include budget & taxes.
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Recent meetings
Thu Jul 9, 2026
Teachers' Retirement System of Louisiana Board of Trustees
TRSL committees review investments, fees, and compliance ahead of board meeting
The Teachers' Retirement System of Louisiana Board of Trustees and its committees (ORP, Investment, Executive) are meeting July 9-10, 2026, to review quarterly investment performance, evaluate consulting firms, consider private market investments, and approve compliance audit reports. The full board will also vote on minutes from the June 4, 2026 meeting and receive committee reports.
- Annual evaluation of ORP consulting firm SageView Advisory Group
- Review of potential real assets and real estate investment Quantum Energy Partners IX, L.P.
- Presentation and approval of due-diligence recommendation for emerging markets equity manager
- Annual evaluation of general consulting firm Aon Investments
- Update to TRSL administrative rules on DROP and ORP for federal tax compliance
pensionsinvestmentsretirementteacherscomplianceauditfees
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
Notice: The Committee may vote to hold an Executive Session on any agenda item that is exempted from discussion at
an open meeting by R.S. 42:16
In accordance with the Americans with Disabilities Act, if special assistance is needed at any TRSL public meeting,
please notify the TRSL Board Secretary at 225-925-6454 or via email at [email protected], at least three business days prior
to the meeting.
Teachers’ Retirement System of Louisiana
Optional Retirement Plan (ORP) Committee
8401 United Plaza Blvd, Baton Rouge, LA 70809
8:30 a.m. - Thursday
July 9, 2026
Agenda
1. Roll Call
2. Quarterly Review (for period ended March 31, 2026)
a. Plan Summary and Notable Plan Topics
b. Capital Market Summary
c. Vendor Fund Performance Reviews
3. Service Standards, Participant Education, Fees, and Other Vendor
Considerations (Qualifies as Investment Education for Trustees)
4. Annual Evaluation of ORP Consulting Firm
a. SageView Advisory Group
5. Adjournment
Trustees: Assistant:
Dr. James Taylor, Chair Shameeka Kaufman
Dr. Tia Mills, Vice Chair
Neshelle Nogess
Dr. Kim Hunter Reed, Commissioner of Higher Education
Marcella Fisher
Mike Morgan
Tamara Ross
Notice: The Committee may vote to hold an Executive Session on any agenda item that is exempted from discussion at
an open meeting by R.S. 42:16
In accordance with the Americans with Disabilities Act, if special assistance is needed at any TRSL public meeting,
please notify the TRSL Boar …
Excerpt truncated on this listing page. Full text →
Thu Jun 4, 2026
Teachers' Retirement System of Louisiana Board of Trustees
TRSL board to approve audit plan, investment manager, and 2027 meeting dates
The Teachers' Retirement System of Louisiana Board of Trustees will meet on June 4, 2026, following committee meetings. The board will consider approving the annual audit plan for fiscal year 2026-2027, proposed 2027 meeting dates, changes to the Executive Committee charter, and a due-diligence recommendation for a U.S. investment grade fixed income core manager. Committees will also discuss legislation affecting TRSL, asset allocation parameters, and private market investments including ICG North American Credit Partners Fund III and Kayne Anderson Core Real Estate.
- Approval of the TRSL Annual Audit Plan for Fiscal Year 2026-2027
- Presentation and approval of proposed changes to Board Governance Manual Policy Number 100.10.3 (Executive Committee Charter)
- Presentation and approval of due-diligence recommendation for U.S. Investment Grade Fixed Income Core Manager
- Review of private market investments: ICG North American Credit Partners Fund III – Preferred Equity, L.P. and Kayne Anderson Core Real Estate, L.P.
- General discussion of 2026 Regular Legislative Session legislation affecting TRSL
teachers-retirementboard-of-trusteesauditinvestmentpensionlegislative-sessiongovernance
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
Notice: The Committee may vote to hold an Executive Session on any agenda item that is exempted from discussion at
an open meeting by R.S. 42:16
In accordance with the Americans with Disabilities Act, if special assistance is needed at any TRSL public meeting,
please notify the TRSL Board Secretary at 225-925-6454 or via email at [email protected], at least three business days prior
to the meeting.
Teachers’ Retirement System of Louisiana
Legislative Committee
8401 United Plaza Blvd, Baton Rouge, LA 70809
8:30 a.m. - Thursday
June 4, 2026
Agenda
1. Roll Call
2. General Discussion of 2026 Regular Legislative Session
a. Legislation Affecting TRSL
b. Legislation Monitored by TRSL
3. Adjournment
Trustees: Assistant:
Marcella Fisher, Chair Shameeka Kaufman
Sommer Purvis, Vice Chair
Dr. Tia Mills
Clyde Hamner
Amy Mathews, Treasurer’s Designee
Dr. Louis Voiron
Tamara Ross
Dr. Kim Hunter Reed, Commissioner of Higher Education
Senator Valarie Hodges, Senate Designee
Representative Annie Spell, House Appointee
Neshelle Nogess, Ex Officio
A: Dr. James Taylor
Phillip Oliver
Notice: The Committee may vote to hold an Executive Session on any agenda item that is exempted from discussion
at an open meeting by R.S. 42:16
In accordance with the Americans with Disabilities Act, if special assistance is needed at any TRSL public meeting,
please notify the TRSL Board Secretary at 225-925-6454 or via email at [email protected], at least three business …
Excerpt truncated on this listing page. Full text →
Thu May 7, 2026
Teachers' Retirement System of Louisiana Board of Trustees
TRSL board to discuss 2026 legislative session and review investments
The Teachers' Retirement System of Louisiana Board of Trustees and its committees will meet on May 7, 2026, to discuss the 2026 Regular Legislative Session, review investment performance, and consider changes to governance policies. The board will also approve minutes from the April 2026 meeting and receive committee reports.
- General discussion of 2026 Regular Legislative Session and legislation affecting TRSL
- Review of private market equity and debt investments, including JFL Equity Investors VII, L.P.
- Review of potential real assets and real estate investments, including TA Realty Value-Add Fund XIV, L.P.
- Presentation and review of revised Internal Audit Charter
- Review and approval of proposed schedule and election information for a special election for superintendents
retirementteachersinvestmentslegislationgovernanceelectionsaudit
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
Notice: The Committee may vote to hold an Executive Session on any agenda item that is exempted from discussion at
an open meeting by R.S. 42:16
In accordance with the Americans with Disabilities Act, if special assistance is needed at any TRSL public meeting,
please notify the TRSL Board Secretary at 225-925-6454 or via email at [email protected], at least three business days prior
to the meeting.
Teachers’ Retirement System of Louisiana
Legislative Committee
8401 United Plaza Blvd, Baton Rouge, LA 70809
10:00 a.m. - Thursday
May 7, 2026
Revised 05/06/2025
Agenda
1. Roll Call
2. General Discussion of 2026 Regular Legislative Session
a. Legislation Affecting TRSL
b. Legislation Monitored by TRSL
3. Adjournment
Trustees: Assistant:
Marcella Fisher, Chair Shameeka Kaufman
Sommer Purvis, Vice Chair
Dr. Tia Mills
Clyde Hamner
Amy Mathews, Treasurer’s Designee
Dr. Louis Voiron
Tamara Ross
Dr. Kim Hunter Reed, Commissioner of Higher Education
Senator Valarie Hodges, Senate Designee
Representative Annie Spell, House Appointee
Neshelle Nogess, Ex Officio
A: Dr. James Taylor
Phillip Oliver
Notice: The Committee may vote to hold an Executive Session on any agenda item that is exempted from discussion at
an open meeting by R.S. 42:16
In accordance with the Americans with Disabilities Act, if special assistance is needed at any TRSL public meeting,
please notify the TRSL Board Secretary at 225-925-6454 or via email at [email protected], at lea …
Excerpt truncated on this listing page. Full text →
Thu Apr 9, 2026
Teachers' Retirement System of Louisiana Board of Trustees
Quarterly retirement-plan reviews and governance updates dominate TRSL board meeting
The Teachers’ Retirement System of Louisiana (TRSL) Board of Trustees and its three committees meet April 9–10, 2026 in Baton Rouge. The Optional Retirement Plan (ORP) Committee will review quarterly performance through December 31, 2025 and discuss investment-lineup best practices. The Investment Committee will act on consent items including monthly performance reviews and manager portfolio reviews for Loomis Sayles, T. Rowe Price, and Hamilton Lane, plus potential real-asset and private-market investments. The Executive Committee will consider proposed changes to the Board Governance Manual and quarterly compliance audit reports. The Legislative Committee will discuss bills affecting TRSL and receive an overview of Permanent Benefit Increases.
- Quarterly review of Optional Retirement Plan (ORP) performance through 12/31/2025
- Consent agenda includes Loomis Sayles & Company and T. Rowe Price Large Cap Growth manager reviews
- Potential real-asset and private-market investments: ECP VI, L.P.; LS Power Fund VI, L.P.; Centerbridge Special Credit Partners V, L.P.; Francisco Partners VIII, L.P.
- Proposed changes to Board Governance Manual Policy No. 100.33 (Securities Litigation)
- Legislative discussion on bills affecting TRSL and Permanent Benefit Increase overview
retirement-fundsinvestment-committeegovernancelegislative-affairsquarterly-review
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
Notice: The Committee may vote to hold an Executive Session on any agenda item that is exempted from discussion at
an open meeting by R.S. 42:16
In accordance with the Americans with Disabilities Act, if special assistance is needed at any TRSL public meeting,
please notify the TRSL Board Secretary at 225-925-6454 or via email at [email protected], at least three business days prior
to the meeting.
Teachers’ Retirement System of Louisiana
Optional Retirement Plan (ORP) Committee
8401 United Plaza Blvd, Baton Rouge, LA 70809
10:00 a.m. - Thursday
April 9, 2026
Agenda
1. Roll Call
2. Quarterly Review (for period ended December 31, 2025)
a. Plan Summary and Notable Plan Topics
b. Capital Market Summary
c. Vendor Fund Performance Reviews
3. Investment Lineup Options and Best Practices (Qualifies as Investment
Education for Trustees)
4. Adjournment
Trustees: Assistant:
Dr. James Taylor, Chair Shameeka Kaufman
Dr. Tia Mills, Vice Chair
Neshelle Nogess
Dr. Kim Hunter Reed, Commissioner of Higher Education
Marcella Fisher
Mike Morgan
Tamara Ross
Notice: The Committee may vote to hold an Executive Session on any agenda item that is exempted from discussion at
an open meeting by R.S. 42:16
In accordance with the Americans with Disabilities Act, if special assistance is needed at any TRSL public meeting,
please notify the TRSL Board Secretary at 225-925-6454 or via email at [email protected], at least three business days prior
to the …
Excerpt truncated on this listing page. Full text →
Thu Mar 5, 2026
Teachers' Retirement System of Louisiana Board of Trustees
TRSL board reviews investment performance and governance changes
The Teachers’ Retirement System of Louisiana (TRSL) holds its Investment, Executive, and Legislative committees to review portfolio performance, discuss governance updates, and monitor state legislation affecting retirement benefits. The full Board will receive committee reports and receive a director’s update.
- Monthly investment performance review including global bonds managed by Brandywine Global and PIMCO
- Proposed changes to Board Governance Manual Policy No. 100.33 (Securities Litigation)
- Discussion of 2026 Regular Legislative Session bills affecting TRSL
- Review of potential real assets and real estate investments including Bell Partners Growth and Income Fund, L.P.
- Multi-asset credit manager review including Ares Management, LLC, HPS Investment Partners, LLC, and Brandywine Global Investment Management, LLC
investmentspensionsgovernancelegislationretirement
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
Notice: The Committee may vote to hold an Executive Session on any agenda item that is exempted from discussion at
an open meeting by R.S. 42:16
In accordance with the Americans with Disabilities Act, if special assistance is needed at any TRSL public meeting,
please notify the TRSL Board Secretary at 225-925-6454 or via email at [email protected], at least three business days prior
to the meeting.
Teachers’ Retirement System of Louisiana
Investment Committee
Louisiana School Employees’ Retirement System
8660 United Plaza Blvd, Baton Rouge, LA 70809
9:00 a.m. - Thursday
March 5, 2026
Agenda
1. Roll Call
2. Consent Agenda
a. Monthly Investment Performance Review
b. Public Market Investment Manager Portfolio Review
Global Bonds
i. Brandywine Global Investment Management, LLC
ii. Pacific Investment Management Company, LLC
3. Review of TRSL Investments
a. Investment Performance Summary
b. Capital Markets Update
4. Asset Allocation : Capital Market Assumption Fundamentals (Qualifies as
Investment Education for Trustees)
5. Private Market Investments
a. Private Market Update
b. Review of Potential Real Assets and Real Estate Investments
i. Bell Partners Growth and Income Fund, L.P.
6. Public Market Investments
a. Investment Manager Portfolio Review
Multi-Asset Credit
i. Ares Management, LLC
ii. HPS Investment Partners, LLC
iii. Brandywine Global Investment Management, LLC
Investment Committee
Agenda, March 5, 2026
Page 2
Notice: …
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Thu Feb 5, 2026
Teachers' Retirement System of Louisiana Board of Trustees
TRSL Board to review investment portfolios and board governance changes
The Teachers' Retirement System of Louisiana will hold a series of committee meetings to review investment performance and potential private market investments. The Executive Committee will consider changes to board governance policy, and the Legislative Committee will discuss the 2026 regular legislative session.
- Review of potential private market investments including GEI- Jade Investors – TL, L.P. and Crow Holdings Realty Partners Fund XI, L.P.
- Portfolio review of managers including Artisan Partners, Baillie Gifford, LSV Asset Management, and MFS Institutional Advisors
- Proposed changes to Board Governance Manual Policy No. 100.2 regarding membership, term, duration, and vacancy
- Discussion of pre-filed legislation and public notices for the 2026 Regular Legislative Session
- Oath of office for Mike Morgan, representing Colleges & Universities
investmentsgovernancelegislationpensionsboard-administration
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
Notice: The Committee may vote to hold an Executive Session on any agenda item that is exempted from discussion at
an open meeting by R.S. 42:16
In accordance with the Americans with Disabilities Act, if special assistance is needed at any TRSL public meeting,
please notify the TRSL Board Secretary at 225-925-6454 or via email at [email protected], at least three business days prior
to the meeting.
Teachers’ Retirement System of Louisiana
Elections Committee
Louisiana School Employees’ Retirement System
8660 United Plaza Blvd, Baton Rouge, LA 70809
9:00 a.m. - Thursday
February 5, 2026
Agenda
1. Roll Call
2. Oath of Office
a. Mike Morgan, Representing Colleges & Universities
3. Adjournment
Trustees: Assistant:
Nikki Landry, State Superintendent’s Designee, Chair Shameeka Kaufman
Amy Mathews, Treasurer’s Designee, Vice Chair
Nancy Keaton, Commissioner’s Designee
Dr. Kim Hunter Reed, Commissioner of Higher Education
Stephanie Meyer Underwood
Marco French
Tamara Ross
Clyde Hamner
A: Sommer Purvis
Marcella Fisher
Notice: The Committee may vote to hold an Executive Session on any agenda item that is exempted from discussion at
an open meeting by R.S. 42:16
In accordance with the Americans with Disabilities Act, if special assistance is needed at any TRSL public meeting,
please notify the TRSL Board Secretary at 225-925-6454 or via email at [email protected], at least three business days prior
to the meeting.
Teachers’ Retirement …
Excerpt truncated on this listing page. Full text →
Thu Jan 8, 2026
Teachers' Retirement System of Louisiana Board of Trustees
TRSL board reviews 2026 elections, investments, and legislative plans
The Teachers' Retirement System of Louisiana (TRSL) holds multiple committee meetings to review election results, investment performance, and 2026 legislative priorities. The Elections Committee will certify run-off results and approve the 2026 election schedule, while the Investment Committee reviews quarterly performance and potential new asset allocations. The Legislative Committee discusses 2026 session priorities, including phased retirement task force updates and investment gain legislation.
- Receive run-off election results for Colleges and Universities Special Election
- Review and approve 2026 election schedule for District 1, District 7, Retirees, Superintendents, and Colleges and Universities
- Presentation and approval of Solicitation for Proposals (SFP) for Optional Retirement Plan (ORP) Vendors
- Review of TRSL investments including Stonepeak Opportunities Fund II, L.P. and private market updates
- General discussion of 2026 Regular Legislative Session priorities and potential legislation
retirementinvestmentselectionslegislationpensions
📄 From the agenda
Extracted text of the official agenda document (automated extraction — may contain OCR/formatting errors).
Notice: The Committee may vote to hold an Executive Session on any agenda item that is exempted from discussion at an open
meeting by R.S. 42:16
In accordance with the Americans with Disabilities Act, if special assistance is needed at any TRSL public meeting, please notify
the TRSL Board Secretary at 225-925-6454 or via email at [email protected], at least three business days prior to the meeting.
Teachers’ Retirement System of Louisiana
Elections Committee
Louisiana School Employees’ Retirement System
8660 United Plaza Blvd, Baton Rouge, LA 70809
8:30 a.m. - Thursday
January 8, 2026
Revised 01/06/2026
Agenda
1. Roll Call
2. Oath of Office
a. Clyde Hamner, Representing Retirees
b. Sommer Purvis, Representing School Food Service Employees
c. Stephanie Meyer Underwood, Representing District 2
3. Receive Run-Off Election Results for Colleges and Universities Special Election
4. 2026 Election Review
a. Review and Approval of the Proposed 2026 Schedule of Elections for District 1,
District 7, Retirees, Superintendents, and Colleges and Universities
b. Review and Approval of Election Information for Upcoming Elections
5. Adjournment
Trustees: Assistant:
Nikki Landry, State Superintendent’s Designee, Chair Shameeka Kaufman
Amy Mathews, Treasurer’s Designee, Vice Chair
Nancy Keaton, Commissioner’s Designee
Dr. Kim Hunter Reed, Commissioner of Higher Education
Stephanie Meyer Underwood
Marco French
Tamara Ross
Clyde Hamner
A: Somme …
Excerpt truncated on this listing page. Full text →