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TULARE COUNTY
EMPLOYEES' RETIREMENT ASSOCIATION
136 N. Akers Street
Visalia, CA 93291
(559) 713-2900
FAX (559) 730-2631
www.tcera.org
BOARD MEETING: Second & Fourth Wednesday of Each Month, 8:30 a.m.
FISCAL YEAR: July 1 to June 30
ADMINISTRATOR: David Kehler
SYSTEM TRUSTEES
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Roland Hill, CH
Mike Bennett, V CH
Rita Woodard, TREAS
Gail Henry
Marc Lippincott
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Gary Reed
Mike Watson
Patricia Crawford
Phil Cox
Hiley Wallis (Alt.)
Shirley Van Wormer (Alt.)
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| ASSISTANT ADMINISTRATOR: |
Leanne Malison |
| SECRETARY TO ADMINISTRATOR: |
Rebecca Pendleton |
| CHIEF INVESTMENT OFFICER: |
David Kehler |
| ASSISTANT INVESTMENT OFFICER: |
Leanne Malison |
| ACTUARY: |
Buck Consultants |
| ATTORNEY: |
Manatt, Phelps, & Phillips |
| COUNTY COUNSEL: |
Barbara Grunwald |
| AUDITOR: |
Brown Armstrong |
| CUSTODIAN: |
BNY Mellon |
| PENSION CONSULTANT: |
Summit Strategies Group |
| ACTIVE PARTICIPANTS: |
4,436 |
| BENEFIT PARTICIPANTS: |
2,099 |
| SOCIAL SECURITY: |
Yes
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| FUND BALANCE: |
$761,209,112 Million (Market, As of 6/30/09) |
INVESTMENT COUNSEL
ALL EQUITIES
Alliance Bernstein
Lee Munder
Pyramis Global Advisors
Quantitative Mgmt. Assoc.
Robeco Investment Mgmt.
State Street Global Advisors
Waddell & Reed
William Blair & Company
Total All Equity Assets: $372,959,384 Million
FIXED INCOME
BlackRock Financial Mgmt.
State Street Global Advisors - TIPS
Western Asset Mgmt. Co.
Total Fixed Income Assets: $234,169,789 Million
REAL ESTATE
RREEF Separate Account
RREEF America II
TA Realty Associates
Total Real Estate Assets: $89,890,931 Million
OTHER
Private Equity: Pantheon Ventures, BlackRock Alternative Advisors
Hedge Funds: Aetos Capital; UBP
Future Overlay: The Clifton Group
Total Other Assets: $51,386,895 Million
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