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SANTA BARBARA COUNTY
EMPLOYEES' RETIREMENT SYSTEM
3916 State Street, Suite 210
Santa Barbara, CA 93105
(805) 568-2940
(805) 560-1086 FAX
www.sbcers.org
BOARD MEETING: Fourth Wednesday of Each Month, 9:00 a.m.
Exceptions: Third Wednesday of November and December
FISCAL YEAR: July 1 to June 30
CEO: Vincent P. Brown
SYSTEM TRUSTEES
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Joni Gray, CH
Zandra Cholmondeley, V CH
Vanessa Patterson, SEC
Bernice James
Donald Kending
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Ward Rafferty
Julie McCammon
Al Rotella
Gail Marshal (Alt.)
Frederick Tan (Alt.)
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| ASSISTANT CEO: |
Lila Deeds |
| ADMINISTRATIVE PROFESSIONAL TO CEO: |
Thomas Bignell |
| INVESTMENT ANALYST: |
Eli Martinez |
| INVESTMENT COUNSEL: |
Harvey L. Leiderman - ReedSmith |
| ACTUARY: |
Karen SteffEn - Milliman |
| ATTORNEY: |
Alan Blakeboro - Reicker, Pfau, Pyle & McRoy |
| COUNTY COUNSEL: |
N/A |
| AUDITOR: |
Nasif, Hicks, Harris & Co. |
| CUSTODIAN: |
BNY Mellon |
| PENSION CONSULTANTS: |
Sarah Bernstein - Pension Consulting Alliance (PCA)
Paul Yett - Hamilton Lane
Eliza Bailey - Partners Group |
| ACTIVE PARTICIPANTS: |
5,298 |
| BENEFIT PARTICIPANTS: |
3,162 |
| SOCIAL SECURITY: |
General: Yes - Safety: No |
| FUND BALANCE: |
$1,581 Billion |
INVESTMENT COUNSEL
ALL EQUITIES
Alliance Capital Mgmt.
Batterymarch
Dimensional Fund Advisors
First Republic
Invesco
Lord Abbett
PanAgora
State Street Global Advisors
The Boston Company
Total All Equity Assets: $941 Million
FIXED INCOME
Artio Global
BNY Mellon Cash Investment Strategies
Reams
STW
Fixed Income Assets: $531 Million
REAL ESTATE
CBRE US Value 5
Rockwood Capital VIII
RREEF America II
Total Real Estate Assets: $33 Million
OTHER
Arden Asset Mgmt.
Private Equity
Treasurer's Investment Pool
Total Other Assets: $76 Million
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