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KERN COUNTY
EMPLOYEES' RETIREMENT ASSOCIATION
11125 River Run Blvd.
Bakersfield, CA 93311
(661) 381-7700 FAX (661) 381-7799
www.kcera.org
BOARD MEETING: 4th Wednesday of Each Month, 8:30 a.m
INVESTMENT MEETING: 2nd Wednesday of Each Month, 10:00 a.m
FISCAL YEAR: July 1 to June 30
ADMINISTRATOR: Anne M. Holdren, Executive Director
SYSTEM TRUSTEES
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Jackie Denney, CH
Michael Turnipseed, V CH
Norman Briggs
David Couch
Lance Horton
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Rick Kratt
Konrad Moore
Gayland Smith
Phil Franey, Alt.
Jordan Kaufman, Alt.
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| ASSISTANT ADMINISTRATOR: |
Gloria Dominguez |
| INTERIM ADMINISTRATIVE COORDINATOR: |
Josiah Vencel |
| CHIEF INVESTMENT OFFICER: |
Peter Tirp |
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| ASSISTANT INVESTMENT OFFICER: |
N/A |
| ACTUARY: |
The Segal Company |
| ATTORNEY: |
The Law Firm of Andrew L. Kjeldgaard |
| COUNTY COUNSEL: |
Martin Lee |
| AUDITOR: |
Brown Armstrong Accountancy Corp. |
| CUSTODIAN: |
Northern Trust |
| PENSION CONSULTANT: |
Wurts & Associates, Inc., Scott Whalen |
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| ACTIVE PARTICIPANTS: |
8,253 |
| BENEFIT PARTICIPANTS: |
6,756 |
| SOCIAL SECURITY: |
YES
General: 6,494
Safety: 1,759
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| FUND BALANCE: |
$2.8 Billion, as of 6/30/12 (Market) |
INVESTMENT COUNSEL
ALL EQUITIES
BlackRock
Capital Guardian
Columbia Mgmt.
Fisher Investments
J. P. Morgan Asset Mgmt.
Mellon Capital Mgmt.
PanAgora
PIMCO
Pyramis Global Advisors
T. Rowe Price
Total All Equity Assets: $1,388 Million
FIXED INCOME
Mellon Capital Mgmt.
Neuberger Berman
PIMCO
Western Asset Mgmt.
Total Fixed Income Assets: $907 Million
REAL ESTATE
LaSalle Investment Mgmt.
MKCERA Property
Total Real Estate Assets: $147 Million
OTHER
Abbott Capital
Blackstone Alternative Asset Mgmt.
K2 Summit Partners
Long Wharf Real Estate Partners
Pantheon
Total Other Assets: $431 Million
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