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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.)

   
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: 4,177
BENEFIT PARTICIPANTS: 3,897
SOCIAL SECURITY: General: Yes - Safety: No
FUND BALANCE: $2,512.7 Million

 

INVESTMENT COUNSEL

ALL EQUITIES


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

Copper Rock Int'l Small Cap
DFA EM Value
DFA U.S. Small Cap Value
First Eagle Int'l Value
Nichols Small Cap Growth
PanAgora Dynamic Int'l Equity
Rampart Buy Write
RBC MidCap Value
SSGA MSCI World 
SSGA Russell 1000 Index
Vontobel EM Equity
Total All Equity Assets: $1,106.4 Million


FIXED INCOME

Aberdeen Global High Yield
BlackRock IGB
BlackRock Foreign Bonds 
BlackRock TIPS
Beach Point Loan Fund
Brandywine Int'l Fixed Income
Hotchkis & Wiley
Reams
Schroders STW Core
Stone Harbor EM Debt Blend
Fixed Income Assets: $793.1 Million


REAL ESTATE

Harrison Street REITS
ORG Real Estate
Total Real Assets: $172.1 Million


OTHER

BlackRock DJ UBS Commodities
Cash
Mount Lucas Commodity
Private Equity
Private Infrastructure
Private Natural Resources 
RARE Infrastructure Global Value
SSGA S&P Global LargeMid Cap NR
Total Other Assets:
  $441.1 Million

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