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SAN MATEO COUNTY
EMPLOYEES' RETIREMENT ASSOCIATION
100 Marine Parkway, Suite 125
Redwood Shores, CA 94065-5802
(650) 599-1234
FAX (650) 591-1488
www.samcera.org
BOARD MEETING: Fourth Tuesday of Each Month except June and December
FISCAL YEAR: July 1 to June 30
ADMINISTRATOR: David Bailey
SYSTEM TRUSTEES
Margaret Jadallah, CH
Albert David, V CH
Lee Buffington, SEC/TREAS
Sandra Arnott, ASST. TREAS
Paul Hackleman
Natalie Kwan Lloyd |
Eric Tashman
David Spinello
Benedict Bowler
Lauryn Agnew
John Murphy (Alt. Ret)
Alma Salas (Alt. Safety)
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| ASSISTANT ADMINISTRATOR: |
Scott Hood |
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| CHIEF INVESTMENT OFFICER: |
Gary Clifton |
| ACTUARY: |
Nick Collier, Milliman, Inc. |
| ATTORNEY: |
N/A |
| COUNTY COUNSEL: |
Brenda Carlson, Chief Deputy County Counsel |
| AUDITOR: |
Andrew J. Paulden, Brown Armstrong |
| CUSTODIAN: |
State Street Global Advisors |
| PENSION CONSULTANT: |
Strategic Investment Solutions |
| ACTIVE PARTICIPANTS: |
5,492 |
| BENEFIT PARTICIPANTS: |
4,990 |
| SOCIAL SECURITY: |
General: Yes - Safety: No |
| FUND BALANCE: |
$1.81 Billion (Market Value) |
INVESTMENT COUNSEL
ALL EQUITIES
Artio Global Investors
Barrow Hanley
BlackRock
Chartwell
DE Shaw
Jennison Associates
Mondrian Investmetn Partners
T Rowe
The Boston Company
Total All Equity Assets: $1,161,610,568 Billion
FIXED INCOME
Aberdeen Asset
Angelo Gordon
Pyramis Global Advisors
Western Asset Mgmt.
Total Fixed Income Assets: $525,730,154 Million
REAL ESTATE
Invesco
Total Real Estate Assets: $109,210,472 Million
OTHER
Total Other Assets: $1.81 Billion
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