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SANTA BARBARA COUNTY
EMPLOYEES' RETIREMENT SYSTEM
3916 State Street, Suite 210
Santa Barbara, CA 93105
(805) 568-2940
(805) 560-1086 FAX
www.sbcers.org


BOARD MEETING: Fourth Wednesday of Each Month, 9:00 a.m.
EXCEPTIONS:  3rd Wednesday in November and December
FISCAL YEAR: July 1 to June 30
CEO: Gregory Levin

SYSTEM TRUSTEES
 

Ward Rafferty, CH
Jennifer Christensen, V CH
Frederick Tan, SEC
Zandra Cholmondeley
Harry Hagen

Mark A. Paul
Al Rotella
Janet Wolf
Steven Johnson (Alt.)
John McMillin(Alt.)

   
SECRETARY TO CEO: Thomas Bignell
INVESTMENT OFFICER: Eli Martinez
INVESTMENT ANALYST: Lauren Thompson
ACTUARY: Robert McCrory - Cheiron EFI, a division of Cheiron
ATTORNEY: Alan Blakeboro - Reicker, Pfau, Pyle & McRoy
AUDITOR: Brown Armstrong Accountancy Corporation
CUSTODIAN: BNY Mellon
PENSION CONSULTANTS: Edward Schwartz - ORG Real Property
Paul Yett - Hamilton Lane
Stephen McCourt - Meketa Investment Group
ACTIVE PARTICIPANTS: 4,178
BENEFIT PARTICIPANTS: 3,789
SOCIAL SECURITY: General: Yes - Safety: No
FUND BALANCE: $2,501.9 Million

 

INVESTMENT COUNSEL

ALL EQUITIES


Aberdeen Frontier Markets
Artisan Int'l Growth
Artisan Mid Cap Gro wth
BlackRock EM

DFA EM
DFA Small Value
First Eagle
Nichols
PanAgora
Rampart
RBC
SSGA MSCI World 
SSGA R1000
Vontobel
Total All Equity Assets: $1,201.1 Million


FIXED INCOME

Aberdeen Global High Yield
BlackRock IGB
BlackRock Foreign Bonds 
BlackRock TIPS
Beach Point
Brandywine
Hotchkis & Wiley
Reams
Schroders
Stone Harbor EM Debt
Fixed Income Assets: $742.4 Million


REAL ESTATE

Harrison Street REITS
Private RE
Total Real Assets: $143.6 Million


OTHER

BlackRock DJUBS
Cash
Mount Lucas
Private Equity
Private Infrastructure
Private Natural Resources 
RARE
SSGA Natural Resources 
Total Other Assets:
  $399.1 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

 
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