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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:  No Board Meeting in Nov., 3rd Wednesday in Dec.
FISCAL YEAR: July 1 to June 30
CEO: Gregory Levin

SYSTEM TRUSTEES
 

Ward Rafferty, CH
Harry Hagen, V CH
Steve Robel, SEC
Zandra Cholmondeley
Jennifer Christensen
R. Guy Kraines

Mark A. Paul
Al Rotella
Janet Wolf
John McMillin (Alt.)
Frederick Tan (Alt.)

   
ASSISTANT CEO: Rhonda Cavagnaro
SECRETARY TO CEO: Thomas Bignell
INVESTMENT OFFICER: Eli Martinez
ACTUARY: Robert McCrory - Cheiron EFI, a division of Cheiron
ATTORNEY: Alan Blakeboro - Reicker, Pfau, Pyle & McRoy
AUDITOR: Andrew J. Paulden - 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: 4,093
BENEFIT PARTICIPANTS: 3,653
SOCIAL SECURITY: General: Yes - Safety: No
FUND BALANCE: $2.179 Billion

 

INVESTMENT COUNSEL

ALL EQUITIES


Aberdeen
Artisan
BlackRock EM

DFA EM
DFA Small Value
Eagle
Lord Abbett
PanAgora
Rampart
RBC
SSGA MSCI
SSGA R1K
Vontobel
Total All Equity Assets: $1,021.9 Million


FIXED INCOME

Aberdeen
BlackRock IGB
BlackRock Foreign Bonds 
BlackRock TIPS
Beach Point
Brandywine
Reams
Stone Harbor EM Debt
STW 
Fixed Income Assets: $686.7 Million


REAL ESTATE

Harrison Street REITS
Private RE
Total Real Assets: $107.3 Million


OTHER

BlackRock DJUBS
Cash
Commodities
Mount Lucas
Private Equity
RARE
SSGA Natural Resources 
Total Other Assets:
  $14.4 Million
Private Equity:  $363.4 Million

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