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
CEO: Scott Hood


SYSTEM TRUSTEES
 

Paul Hackleman, CH
Michal Settles, V CH
Natalie Kwan Lloyd, SEC
Sandie Arnott, TREAS
Shirley Tourel

David Spinello

C. Mark Battey
Eric Tashman
Benedict Bowler
Susan Lee (Alt. Safety)
Alma Salas (Alt. Retired) 

   
   
ASSISTANT EXECUTIVE OFFICER: Gladys Smith  
SECRETARY TO EXECUTIVE OFFICER:  Kristina Perez
CHIEF INVESTMENT OFFICER: Michael Coultrip
INVESTMENT ANALYST: Lilibeth Dames & Doris Ng
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: Verus Advisory, Inc.
ACTIVE PARTICIPANTS: 5,939
BENEFIT PARTICIPANTS: 5,933
SOCIAL SECURITY: General: Yes - Safety: No
FUND BALANCE: $3,456,158,423 Billion (as of 3/31/16) (Market Value)

 

 INVESTMENT COUNSEL

ALL EQUITIES
Baillie Gifford
Barrow Hanley
BlackRock
Brown Advisory
Chartwell
D.E. Shaw
Eaton Vance
Parametric
Pyramis
The Boston Company 
Total All Equity Assets: $1,720,566,783 Billion


FIXED INCOME
Angelo Gordon
Beach Point Select

Brigade Capital Mgmt.
Brown Brothers Harriman
Franklin Templeton
Pyramis
Western Asset Mgmt.
Total Fixed Income Assets: $665,968,684 Million


REAL ESTATE
Invesco Real Estate
Total Real Estate Assets: $238,047,447 Million

OTHER
Commodities - SSARIS
Hedge Fund: AQR, Standard Lilfe
Private Equity: ABRY, Cevian, Emergence, ENCAP, General Catalyst, Great Hill Partners, JLL Partners, New Enterprise Associates, Regiment, Sheridan Production Partners, Sycamore, Third Rock Ventures, Warburg Pincus
Real Assets: Blue Road, CIM, Ever Stream, Taurus
Risk Parity: AQR, PanAgora
Total Other Assets: $762,480,851 Million

Cash: $69,094,658 Million

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