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
Larry Walker, TREAS
Jared Newcomer
Anthony DeCecio

Glenn Duncan
Dawn Stafford
Neal Waner
Vere Williams
Harry Hatch (Alt.)

   
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
Select Equity
SSGA
Total All Equity Assets: $1,375 Million


FIXED INCOME
Alcentra
Angelo Gordon
Ashmore
BeachPoint
Blue Bay

Cairn
Declaration
GAM

GoldenTree
Gramercy
MacKay
Marathon
Mariner Tricadia
OakTree
Prudential
SSGA
Waterfall
York
Total Fixed Income Assets: $2,458 Million
 

REAL ESTATE
American Realty
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: $525 Million

 

OTHER
Alpha Pool $1,596 Million
Cash $84.8 Million
Cash Overlay $436.7 Million
Commodities $148 Million
Infrastructure $111.5 Million
Private Equity $1,239 Million
Timber $205.6 Million
Total Other Assets: $3,815 Million

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