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SANTA BARBARA COUNTY
EMPLOYEES' RETIREMENT SYSTEM
3916 State Street, Suite 100
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, CPA

SYSTEM TRUSTEES
 

Jennifer Christensen, CH
Frederick Tan, V CH
Al Rotella, SEC
Harry Hagen, TREAS
Zandra Cholmondeley

Mark A. Paul
Ward Rafferty
Janet Wolf
Jonathan Ziegler
Steven Johnson (Alt.)
John McMillin (Alt.)

   
ASSISTANT TO CEO-FINANCE: Ellen Hung, CFA
ASSISTANT TO CEO-BENEFITS: Brian Richard
SECRETARY TO CEO: Thomas Bignell
INVESTMENT ANALYST: Lauren Thompson
ACTUARY: Graham Schmidt - Cheiron EFI, a division of Cheiron
ATTORNEYS: Alan Blakeboro - Reicker, Pfau, Pyle & McRoy
Harvey Leiderman - Reed Smith, LLP
AUDITOR: Brown Armstrong Accountancy Corporation
CUSTODIAN: BNY Mellon
INVESTMENT CONSULTANTS: Paul Yett - Hamilton Lane
Stephen McCourt - Meketa Investment Group
ACTIVE PARTICIPANTS: 4,108
BENEFIT PARTICIPANTS: 3,773
SOCIAL SECURITY: Yes
FUND BALANCE: $2,518.9 Million (Market)

 

INVESTMENT COUNSEL

ALL EQUITIES


Aberdeen
Analytic Investors
Artisan
BlackRock

Copper Rock
DFA
Nichols
Panagora
Rampart
RBC
Rhumbline

SSGA
The London Company
Vontobel
Total All Equity Assets: $1,120.3 Million


FIXED INCOME

Aberdeen
Beach Point
BlackRock
Brandywine
Hotchkis & Wiley
Reams
Schroders
Stone Harbor
Fixed Income Assets: $777.2 Million


REAL ESTATE

Harrison Street REITS
ORG Real Property
Total Real Assets: $199.1 Million

REAL ASSETS

BlackRock
Mt. Lucas
SSGA
RARE
Total Alternative Assets: $235.8 Million


OTHER

BNY Mellon
Cash & Equivalents
Treasurer's Investment Pool
Total Other Assets:
  $17.7 Million

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