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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
Mark A. Paul, SEC
Harry Hagen, TREAS
Zandra Cholmondeley

Ward Rafferty
Al Rotella
Janet Wolf
Steven Johnson (Alt.)
John McMillin (Alt.)

   
ASSISTANT TO CEO-FINANCE: Ellen Hung, CFA
ASSISTANT TO CEO-BENEFITS: Brian M.  Richard
SECRETARY TO CEO: Thomas Bignell
INVESTMENT ANALYST: Lauren Thompson
ACTUARY: Graham Schmidt - Cheiron EFI, a division of Cheiron
ATTORNEY: Alan Blakeboro - Reicker, Pfau, Pyle & McRoy
AUDITOR: Brown Armstrong Accountancy Corporation
CUSTODIAN: BNY Mellon
INVESTMENT CONSULTANTS: Paul Yett - Hamilton Lane
Edward Schwartz - ORG Real Property
Marcia Beard - RVK, Inc.
ACTIVE PARTICIPANTS: 4,562
BENEFIT PARTICIPANTS: 4,030
SOCIAL SECURITY: General: Yes
Safety: No
FUND BALANCE: $2,546.8 Million (Market)

 

INVESTMENT COUNSEL

ALL EQUITIES


Aberdeen Frontier Markets
Analytic Investors
Artisan Int'l Growth
Artisan MidCap Growth
BlackRock MSCI EM Index

Copper Rock Int'l Small Cap
Dimensional EM Value
Dimensional U.S. Small Cap Value
First Eagle Int'l Value
London Company

PanAgora Dynamic Int'l Equity
RBC Emerging Markets
RBC MidCap Value
Rhumbline
Rice Hall James Small Cap Growth

SSgA MSCI World
SSgA Russell 1000 Index
Total All Equity Assets: $1,044.3 Million


FIXED INCOME

Aberdeen Global High Income
Beach Point Loan Fund
BlackRock Foreign Index
BlackRock Intermediate Duration
BlackRock TIPS
Brandywine Int'l Fixed Income
Hotchkis & Wiley High Yield
Reams Core Plus
Schroder STW Core
Stone Harbor EM Debt Blend
Fixed Income Assets: $834.1 Million


REAL ESTATE

Harrison Street REIT
ORG Real Estate
Total Real Estate Assets: $224.3 Million


OTHER

BlackRock DJ UBS Commodities
Cash
Infrastructure Private
Mount Lucas Commodity
Natural Resources Private
Private Equity
RARE Infrastructure Global Value
SSgA S&P Global LargeMid Cap NR
Total Other Assets:
  $443.9 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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