San_Bernardino_County.gif

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
ADMINISTRATOR: Norm Ruggles



SYSTEM TRUSTEES

Dawn Stafford, CH
Larry Walker, TREAS
Brendan Brandt
Louis Fiorino
Donald Neely

Janice Rutherford
Neil Waner
David Williams
Harry Hatch (Alt.)
Bret Henry (Alt.)

   
SECRETARY TO ADMINISTRATOR: Carol Fenn
INTERIM CHIEF INVESTMENT OFFICER: Donald Pierce
ACTUARY: Segal
ATTORNEY: Lance Kjeldgaard, Kjeldgaard Law
COUNTY COUNSEL: N/A
AUDITOR: Macias, Gini, & O'Connell, llp
CUSTODIAN: State Street
PENSION CONSULTANT: NEPC
ACTIVE PARTICIPANTS: 19,520
BENEFIT PARTICIPANTS:

8,843

SOCIAL SECURITY:

No

FUND BALANCE: $6.125 Billion (Market)

 

 

INVESTMENT COUNSEL

ALL EQUITIES
Batterymarch
Castlerock
Clough
Mondrian
Oechsle
Passport
Select Equity
SSGA
Tradewinds
Total All Equity Assets: $957 Million


FIXED INCOME
Alcentra
Angelo Gordon
Ashmore
Blue Bay

BeachPoint
Cairn
Declaration
GoldenTree
Halcyon

MacKay
Marathon
OakTree
StoneTower
York
Total Fixed Income Assets: $1,454 Million
 

REAL ESTATE
American Realty
AMB Capital
Beacon Capital
Bryanston
CBRE
Guggenheim
INVESCO Realty
LaSalle
Morgan Stanley
Prudential
RREEF
Starwood
The Tuckerman Group
Tri Continential Capital
Walton Street
Total Real Estate Assets: $450 Million

 

OTHER

Cash $469 Million
Commodities $171 Million
Hedge Funds $1,229 Million
Infrastructure $58 Million
Private Equity $1,150 Million
Timber $187 Million
Total Other Assets: $3,364 Million

 
 

Alameda Contra Costa Imperial Kern Los Angeles Marin Mendocino Ventura Orange Sacramento San Bernardino Santa Barbara Merced Tulare San Joaquin San Diego Sonoma Stanislaus San Mateo

 
powered by MemberClicks