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| Committee Minutes |
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| Treasurer Reports |
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| Richard White - President |
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 Richard A. White, Jr. is a 34-year veteran of law enforcement. He has been with the Orange County Sheriff-Coroner Department for more than 26 years, currently serving as a Sergeant in the Training Division where he has developed and taught advanced officer training courses.
Richard was recently overwhelmingly elected to his second term as the Safety Member representative on the Board of Retirement where his fiduciary responsibilities include the oversight and governance of the $7 billion dollar trust fund. He was recently re-appointed Chair of the 10-member Board of Retirement by a unanimous vote.
Richard holds a Master of Science Degree from the University of San Francisco in Human Resources and Organizational Development, where his academic research focused on police leadership. He holds a Bachelor of Science Degree from the University of Cincinnati in Criminal Justice and an Associate Degree in Police Science from the State University of New York at Farmingdale. Richard is a graduate of the P.O.S.T. Supervisory Leadership Institute and is a P.O.S.T. Master Instructor.
As a member of the OCERS Board of Retirement he has completed the Money Management Fundamentals Program at the University of Pennsylvania's The Wharton School, holds a Certificate in Public Plan Policy from the International Foundation of Employee Benefit Plans, completed the Fiduciary College at Stanford University of Law School and completed the Principles of Pension Management Course presented by the California Association of Public Retirement Systems.
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| Tim Barrett - Vice President |
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.jpg) Tim Barrett is the Executive Director/Chief Investment Officer for the San Bernardino County Employees’ Retirement Association (SBCERA), an over $6 billion multi-employer defined-benefit plan. Under Mr. Barrett’s direction, SBCERA was named Mid-Sized Public Plan of the Year for 2007 by Money Management Letter.
Mr. Barrett has been the Executive Director & Chief Investment Officer since 2001. Prior to this uppermost position, Mr. Barrett was the Investment Manager for SBCERA. He started with SBCERA in 1996 as the Project Manager, splitting his time between technology and investment work.
In addition to his director duties, Mr. Barrett shares his time and expertise with several professional groups including service on the European Strategic Partners Advisory Board of Standard Life Investments and the Lehman Brothers Secondary Opportunity Fund. He was recently elected Vice President of the State Association of County Retirement Systems (SACRS). Also, Mr. Barrett serves his community as a Board member on The Children's Fund.
Mr. Barrett earned both a BA in Business Administration (University of Montana) and a Master’s of Science in Financial and Tax Planning (San Diego State University). He also is a member of the CFA Institute and is a Charterholder of the respected CFA designation.
Mr. Barrett lives with his wife, Jo-Anna, and their two young sons in Highland, CA. He boasts his children and family as his top priorities and greatest pride.
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| Ray McCray - Past President |
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 Ray McCray is a graduate of local schools in Tracy, Delta College in Stockton, Whittier College in Southern California and has completed certificate courses at Wharton Business School, Kellogg Business School and Hass Business School.
Ray McCray was appointed by the Tracy City Council to serve the remaining term of the City Treasurer in 1995 and continues in that role as their elected Treasurer. He is a member of the California Municipal Treasurers Association. Ray was appointed by the San Joaquin County Board of Supervisors to serve on the County Employees' Retirement Board, he has served as its Chairman and was elected President of the State Association of County Retirement Systems (SACRS). Mr. McCray is a Director of the Merchant Services Credit Bureau, a board member of the Community Foundation of San Joaquin and San Joaquin County Schools' Foundation Board. Mr. McCray owns a consulting business in Stockton where he works with The Hartford on Institutional Deferred Compensation Plans. Mr. McCray has a Series 6 securities license and life and disability license.
Mr. McCray is married to the former Ellen Boothroyd of Tracy, a second grade teacher at New Jerusalem School, a rural public school. They have two children. Mr. McCray is a member of the Methodist Church and the Tracy Golf and Country Club. Mr. McCray is a former Tracy City Councilman, Community Action Council President (anti-poverty agency), Chamber of Commerce Director and a 2nd District Agricultural Association board member. Prior to his current employment Mr. McCray spent 14 years in banking, three years as an aide to the San Joaquin County Board of Supervisors and several years as a legislative assistant at the State Capital.
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| Darryl L. Walker - Secretary |
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 Darryl L. Walker is serving his second term on ACERA’s Board. He was elected as the inaugural Alternate Safety Board Trustee. In this capacity, Mr. Walker votes in the absence of other elected members, except the Retiree Trustee. This ensures elected member Board representation at all times. In May of 2008, Mr. Walker was elected to the SACRS Board of Directors.
During his tenure as Trustee, Mr. Walker has completed the CALAPERS Principles of Pension Management Program at Stanford Law School, the University of Pennsylvania Wharton School Pension and Investment Management Program, the National Conference on Public Employee Retirement Systems Trustee Educational Development Seminar and the SACRS – UC Berkley Haas School of Finance Public Pension Investment Management Program 2007.
As an Alameda County Deputy Probation Officer, Mr. Walker supervises high-risk offenders by linking them to social services, monitoring their compliance with the terms and conditions of their probation, and performing field supervision in conjunction with other law enforcement agencies. Prior to his current assignment in Supervision, Mr. Walker worked in the Probation Department’s Adult Investigations Unit. Previous positions include a workers compensation analyst, a teacher, and a Juvenile Institutional Officer. In the past Mr. Walker was also a sworn delegate of the Alameda County Central Labor Council.
Mr. Walker has served as the Fundraising Chairman of Parents of Children of African Descent and is a member of the Parent-Teacher Association budget committee at his children’s elementary school. A life-long sports enthusiast, he coaches youth basketball, baseball and soccer, and is passionate about fishing and trail running.
Mr. Walker earned a Bachelor of Science in Political Economy of Natural Resources from the University of California, Berkeley. He is a native San Franciscan, married, and is the father of three children.
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| Vanessa Patterson - Treasurer |
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Vanessa Patterson serves as Chair of the Board and Chief Financial Officer of Monarch Wealth Strategies. Ms. Patterson is responsible for the assessment of marketing opportunities and business development, in addition to financial advising.
Having started her career as an accountant in the non-profit sector, Ms. Patterson has continued to actively serve her local community. She serves as a Trustee for the Santa Barbara County Retirement Board, is a devoted member of Santa Barbara Rotary North, serves on the Board of Managers for the Santa Barbara Family YMCA, is chair of the Government Relations Council for the Santa Barbara Chamber of Commerce, and is on the Board of the UCSB Affiliates. Ms. Patterson volunteers to teach courses at the Non Profit Support Center as well.
Sonoma County native Ms. Patterson graduated with honors from the University of California, Santa Barbara with a Bachelor of Arts degree in Law and Society. In 2002, she earned her Master’s Certificate from Spain in International Sociology of Law at the International Institute for the Sociology of Law.
In 2010, Ms. Patterson obtained her designation as an Accredited Investment Fiduciary® (AIF®). She obtained her designation as an AAMS® (Accredited Asset Management Specialist) in 2005. Ms. Patterson also holds the following industry registrations as an LPL Wealth Consultant: General Securities Representative (Series 7), Uniform Combined State Law (Series 66), and California Life and Health Insurance License (California Insurance License #0F02869).
Recently, Ms. Patterson was named to the Pacific Coast Business Times “Top 40 Under 40” which takes into consideration career success, philanthropy and community spirit. When not working, Ms. Patterson enjoys playing the violin, which she has done for the past 27 years, and writing music.
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| Bob Helliesen - Affiliate Chair |
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 Bob is a principal with the San Francisco office of Milliman.
Bob began his career in 1969 as a security analyst with Mutual Benefit Life in Newark, NJ, and joined Crocker Investment Management, San Francisco in 1971 as a security analyst. In 1978, he became manager for both portfolio theory applications and security research computer development. In 1983, Bob joined Callan Associates as Vice President and Manager of Consulting support, where he was responsible for asset allocation analysis and analysis of investment managers’ investment processes using BARRA© systems.
Bob joined Doug Dorn in 1984 to form Dorn & Helliesen, which became Dorn, Helliesen & Cottle in 1993. As an owner and senior consultant at the firm, he has continued his consulting responsibilities in the San Francisco office of Milliman since January 2002.
Bob is a frequent speaker at industry conferences. Bob has earned the right to use the Chartered Financial Analyst (CFA) designation. In addition, he passed the CPA examination.
BA, Economics, Colgate University
MBA, Golden Gate University
SACRS Affiliate Chair
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