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 Amelio



SYSTEM TRUSTEES

Dawn Stafford, CH
David Williams, V CH
Larry Walker, TREAS
Brendan Brandt
Glenn Duncan
Louis Fiorino

Donald Neely
Janice Rutherford
Neil Waner
Harry Hatch (Alt.)
Bret Henry (Alt.)

   
EXECUTIVE ASSISTANT TO CEO: Carol Fenn
CHIEF INVESTMENT OFFICER: Donald Pierce
ACTUARY: Segal
COUNTY COUNSEL: N/A
AUDITOR: Macias, Gini, & O'Connell, llp
CUSTODIAN: State Street
PENSION CONSULTANT: NEPC
ACTIVE PARTICIPANTS:

19,306

General: 17,155
Safety: 2,151

BENEFIT PARTICIPANTS:

9,736

SOCIAL SECURITY:

No

FUND BALANCE: $7.061 Billion (Market)

 

 

INVESTMENT COUNSEL

ALL EQUITIES
Batterymarch
Clough
Mondrian 
Passport
Select Equity
SSGA
Total All Equity Assets: $1,120.0 Million


FIXED INCOME
Alcentra
Angelo Gordon
Apollo
Ashmore
Blue Bay

BeachPoint
Cairn
Declaration
GoldenTree
MacKay
Marathon
OakTree
York
Total Fixed Income Assets: $1,898.5 Million
 

REAL ESTATE
American Realty
Beacon Capital
Bryanston
CBRE
Filmore
Fortress
Guggenheim
INVESCO Realty
LaSalle
Morgan Stanley
Oaktree
ProLogis
Prudential
RREEF
Starwood
Square Mile
The Tuckerman Group
Tri Continential Capital
Walton Street
Total Real Estate Assets: $483.9 Million

 

OTHER
Cash $617.0 Million
Commodities $168.1 Million
Hedge Funds $1,332.0 Million
Infrastructure $64.5 Million
Private Equity $1,183.6 Million
Timber $193.0 Million
Total Other Assets: $3,558.2 Million

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