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

David Williams, CH
Brendan Brandt, V CH
Glenn Duncan
Louis Fiorino
Janice Rutherford

Dawn Stafford
Larry Walker
Neil Waner
Harry Hatch (Alt.)
Bret Henry (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:

19,401

General: 17,241
Safety: 2,160

BENEFIT PARTICIPANTS:

10,173

SOCIAL SECURITY:

No

FUND BALANCE: $7.562 Billion (Market)

 

 

INVESTMENT COUNSEL

ALL EQUITIES
Clough
Gramercy
Mondrian 
Passport
Select Equity
SSGA
Total All Equity Assets: $1,235.6 Million


FIXED INCOME
Alcentra
Angelo Gordon
Apollo
Ashmore
Blue Bay

BeachPoint
Cairn
Declaration
GoldenTree
Gramercy
MacKay
Marathon
OakTree
York
Total Fixed Income Assets: $2,289.6 Million
 

REAL ESTATE
American Realty
Beacon Capital
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: $463.5 Million

 

OTHER
Cash $657.7 Million
Commodities $150.6 Million
Alpha Pool $1,5488 Million
Infrastructure $53.3 Million
Private Equity $1,251.0 Million
Timber $203.1 Million
Total Other Assets: $3,818.5 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