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MARIN COUNTY
EMPLOYEES' RETIREMENT ASSOCIATION
One McInnis Parkway, Suite 100
San Rafael, CA 94903
(415) 473-6147
FAX (415) 473-4179
www.mcera.org
BOARD MEETING: 2nd Wednesday of Each Month, 9:00 a.m.
FISCAL YEAR: July 1 to June 30
ADMINISTRATOR: Jeff Wickman
SYSTEM TRUSTEES
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James Phillips, CH
Maya Gladstern, V CH
Michael Smith, SEC, TREAS
Gerry Richardson
Sherry Sweet
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Bernadette Bolger
Gregory Brenk
Allen Haim
James Hufford
Roy Given (Alt. Treasurer)
Karen Wofford (Alt. Safety)
Sean Webb (Alt. Retiree)
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| ASSISTANT ADMINISTRATOR: |
Helen Moody |
| SECRETARY TO ADMINISTRATOR: |
Sharika Hemphill |
| CHIEF INVESTMENT OFFICER: |
N/A |
| ASSISTANT INVESTMENT OFFICER: |
N/A |
| ACTUARY: |
EFI Actuaries, Graham Schmidt |
| ATTORNEY: |
Ashley Dunning, Manatt Phelps & Phillips |
| COUNTY COUNSEL: |
Pat Faulkner |
| AUDITOR: |
Brown Armstrong |
| CUSTODIAN: |
State Street |
| PENSION CONSULTANT: |
Callan Associates |
| ACTIVE PARTICIPANTS: |
3,480 |
| BENEFIT PARTICIPANTS: |
2,335 |
| SOCIAL SECURITY: |
No |
| FUND BALANCE: |
$1.309 Billion (Market) |
INVESTMENT COUNSEL
ALL EQUITIES
Artisan Partners
BlackRock
Columbia Circle
DFA Value
Dodge & Cox
Eaton Vance
Morgan Stanley
Numeric
Pyramis
RCM Growth
Total All Equity Assets: $854 Million
FIXED INCOME
Clifton
Wellington
Western
Total Fixed Income Assets: $317 Million
REAL ESTATE
AEW Partners
ING Clarion
RREEF
Woodmont - Direct Ownership
Total Real Estate Assets: $130 Million
OTHER
Private Equity = $8 Million
With: ABBOTT ACE VI
Pathway PPEF 2008
Total Other Assets: $8 Million
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