San_Joaquin_County.jpg

 

SAN JOAQUIN COUNTY
EMPLOYEES' RETIREMENT SYSTEM
6 South El Dorado St., Suite 400
Stockton, CA 95202
(209) 468-2163
FAX (209) 468-0480
www.sjcera.org


BOARD MEETING: Second Friday of Each Month @ 9:00 a.m.
FINANCIAL BOARD MEETING: Fourth Friday of Each Month @ 9:00 a.m.
PLAN YEAR:  January 1 to December 31
CHIEF EXECUTIVE OFFICER:  Annette H. St. Urbain


SYSTEM TRUSTEES
 

Steve Bestolarides, CH
Lawrence Mills, V CH
Ray McCray, SEC
Shabbir Khan, TREAS
Michael Duffy

Cindy Garman
Michael Restuccia
Dave Souza
J.C. Weydert
Richard Callistro, Alt.

   
ASSISTANT CEO: Patricia Pabst        
SECRETARY TO  CEO: Melinda De Oliveria
CHIEF INVESTMENT OFFICER: Nancy Calkins  
ACTUARY: Cheiron - EFI Actuaries
ATTORNEYS: Haydel & Ornellas; Morrison & Foerster
COUNTY COUNSEL: Andy Eshoo
AUDITOR: Brown Armstrong, CPAs
CUSTODIAN: The Northern Trust Company
INVESTMENT CONSULTANTS: Strategic Investment Solutions, Inc./ Courtland Partners
ACTIVE PARTICIPANTS:

6,695
General:5,734   Safety:961        

BENEFIT PARTICIPANTS:

4,897
General:4,041   Safety:856

SOCIAL SECURITY: General: Yes  -  Safety: No
FUND BALANCE: $2,172 Million (Market)

  

INVESTMENT COUNSEL

ALL EQUITIES

BlackRock
Capital Prospects
Kleinwort Benson
Legato Capital Mgmt.
Research Affiliates, LLC
Total All Equity Assets: $772 Million

 

FIXED INCOME

Dodge & Cox Investment Managers
Doubleline
Mesa West Capital
Prima Capital Advisors
Stone Harbor Investment Partners
Total Fixed Income Assets: $533 Million

REAL ESTATE

Almanac Realty Securities VI

Colony Realtly Partners
EII Capital Mgmt.
Greenfield Acquisition Partners
INVESCO REIT
Legacy Partners
Miller Global Properties
Prologis
RREEF
Sarofim
Walton Street Capital
Total Real Estate Assets: $245 Million


OTHER

Bridgewater Associates
FX Concepts 
Marinus Opportunity
Medley Opportunity
Mount Lucas Mgmt.
Nothern Trust Company (Cash)
Schroder
The Clifton Group
Total Other Assets: $622 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