SAN BERNARDINO COUNTY
EMPLOYEES' RETIREMENT ASSOCIATION
348 West Hospitality Lane, 3rd Floor
San Bernardino, CA 92415-0014
(909) 885-7980 FAX (909) 885-7446
www.sbcera.org


BOARD MEETING: First Thursday of Each Month, 9:00 a.m.
FISCAL YEAR: July 1 to June 30
CEO: Gary A. Amelio



SYSTEM TRUSTEES

Brendan Brandt, CH
Louis Fiorino, V CH
Larry Walker, TREAS
Anthony DeCecio
Glenn Duncan

Dawn Stafford

Neal Waner
Vere Williams
Harry Hatch (Alt.)

   
EXECUTIVE ASSISTANT TO CEO: Carol Fenn
CHIEF INVESTMENT OFFICER: Donald Pierce
ACTUARY: Segal Consulting
CHIEF COUNSEL: Michael Calabrese
AUDITOR: Macias, Gini, & O'Connell, LLP
CUSTODIAN: State Street
PENSION CONSULTANT: NEPC
ACTIVE PARTICIPANTS:

19,497

BENEFIT PARTICIPANTS:

10,618

SOCIAL SECURITY:

No

FUND BALANCE: $8.227 Billion (Market)

 

 

INVESTMENT COUNSEL

ALL EQUITIES
Clough
Gramercy
Mondrian 
Passport
Select Equity
SSGA
Total All Equity Assets: $1,358 Million


FIXED INCOME
Alcentra
Angelo Gordon
Ashmore
Blue Bay

BeachPoint
Cairn
Declaration
GAM

GoldenTree
Gramercy
MacKay
Marathon
Mariner Tricadia
OakTree
Prudential
SSGA
Waterfall
York
Total Fixed Income Assets: $2,452 Million
 

REAL ESTATE
American Realty
Beacon Capital
Blackrock
Bryanston
CBRE
Filmore
Fortress
Guggenheim
INVESCO Realty
LaSalle
Morgan Stanley
Oaktree
ProLogis
Prudential
RREEF
Starwood
Square Mile
Tri Continential Capital
Walton Street
Total Real Estate Assets: $520 Million

 

OTHER
Cash $80.4 Million
Cash Overlay $450 Milliom
Commodities $148 Million
Alpha Pool $1,603.4 Million
Infrastructure $112.1 Million
Private Equity $1,223.2 Million
Timber $206.4 Million
Total Other Assets: $3,823.5 Million

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