SAN BERNARDINO COUNTY
EMPLOYEES' RETIREMENT ASSOCIATION
348 West Hospitality Lane, 3rd Floor
San Bernardino, CA 92415-0014
(909) 885-7980 FAX (909) 806-4309
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
Oscar Valdez, TREAS
Larry Walker, TREAS, Alt Ex-Officio
Janice Rutherford
Glenn Duncan

Dawn Stafford
Neal Waner
Vere Williams
Anthony DeCecio
Harry Hatch, Alt. Retired
Jared Newcomer, Alt. Safety

   
EXECUTIVE ASSISTANT TO CEO: Christa James
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:

19,938

BENEFIT PARTICIPANTS:

11,128

SOCIAL SECURITY:

No

FUND BALANCE: $8.227 Billion (Market)

 

 

INVESTMENT COUNSEL

ALL EQUITIES
Clough
Gramercy
Mondrian 
Passport
SSGA
TOBAM
Total All Equity Assets: $1,257 Million


FIXED INCOME
Alcentra
Angelo Gordon
Ashmore
BeachPoint
Blue Bay

Cairn
Declaration
GAM

GoldenTree
Gramercy
Halcyon
MacKay
Marathon
OakTree
Prudential
SSGA
Tricada
Waterfall
York
Total Fixed Income Assets: $2,670 Million
 

REAL ESTATE
American Realty
Apollo
Beacon Capital
Blackrock
Bryanston
CBRE
Filmore
Fortress
INVESCO
Morgan Stanley
Oaktree
Partners Group
Prudential
RREEF
Square Mile
Starwood
Tri-Continental Capital
Walton Street
Total Real Estate Assets: $531 Million

 

OTHER
Alpha Pool $1,562 Million
Cash $94.6 Million
Cash Overlay $3332.3 Million
Commodities $155.0 Million
Infrastructure $62.4 Million
Private Equity $1,200 Million
Timber $204.7 Million
Total Other Assets: $3,611 Million

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