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SAN MATEO COUNTY
EMPLOYEES' RETIREMENT ASSOCIATION
100 Marine Parkway, Suite 125
Redwood Shores, CA 94065-5802
(650) 599-1234
FAX (650) 591-1488
www.samcera.org

 


 

BOARD MEETING: Fourth Tuesday of Each Month - 10 a.m.
FISCAL YEAR: July 1 to June 30
ADMINISTRATOR: David Bailey


SYSTEM TRUSTEES
 

Lauryn Agnew, CH
Paul Hackleman, V CH
Michal Settles, SEC
Sandie Arnott, TREAS
Albert David

Eric Tashman

David Spinello
Michal Settles
Natalie Kwan Lloyd
Benedict Bowler
Christopher Miller (Alt. Safety)
Alma Salas (Alt. Ret) 

   
   
ASSISTANT ADMINISTRATOR: Scott Hood  
SECRETARY TO ADMINISTRATOR:  Kristina Perez
CHIEF INVESTMENT OFFICER: Michael Coultrip
INVESTMENT ANALYST: Lilibeth Dames
ACTUARY: Nick Collier, Milliman, Inc.
ATTORNEY: Brenda Burns Carlson, Chief Legal Counsel
COUNTY COUNSEL: N/A
AUDITOR: Andrew J. Paulden, Brown Armstrong
CUSTODIAN: Northern Trust
PENSION CONSULTANT: Strategic Investment Solutions
ACTIVE PARTICIPANTS: 5,147
BENEFIT PARTICIPANTS: 5,647
SOCIAL SECURITY: General: Yes - Safety: No
FUND BALANCE: $3,153,741,283 Billion (as of 3/31/14) (Market Value)

 

 INVESTMENT COUNSEL

ALL EQUITIES
Baillie Gifford
Barrow Hanley
BlackRock
Brown Advisory
Chartwell
DE Shaw
Eaton Vance
Mondrian
Pyramis
The Boston Company 
Total All Equity Assets: $1,840,991,267 Billion


FIXED INCOME
Angelo Gordon
Brigade Capital Mgmt.
Brown Brothers Harriman
Franklin Templeton
Pyramis
Western Asset Mgmt.
Total Fixed Income Assets: $593,479,499 Million


REAL ESTATE
Invesco Real Estate
Total Real Estate Assets: $178,084,212 Million

OTHER
Commodities - SSGA/SSARIS
Hedge Fund: AQR
Private Equity: ABRY, Cevian, Emergence, General Catalyst, Great Hill Partners, New Enterprise, Regiment, Sheridan Production Partners, Sycamore, Third Rock Ventures, Warburg Pincus
Real Assets: Taurus
Risk Parity: AQR, PanAgora
Total Other Assets: $494,258,137 Million

Cash: $46,928,168 Million

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