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SONOMA COUNTY
EMPLOYEES' RETIREMENT ASSOCIATION
433 Aviation Blvd., Suite 100
Santa Rosa, CA 95403
(707) 565-8100
FAX (707) 565-8102
www.scretire.org


BOARD MEETING: Third Thursday of Each Month, 8:30 a.m.
FISCAL YEAR:  January 1 to December 31
ADMINISTRATOR: Julie Wyne


SYSTEM TRUSTEES

Brian Williams, CH
Michael Gossman, V CH
Julie Wyne, SEC
David Sundstrum
Greg Jahn

David Rabbitt
Bob Williamson
Joe Tambe
Christel Querijero
John Pels
Neil Baker, Alt.

ASSISTANT ADMINISTRATOR: Kelly Jenkins
ADMINISTRATIVE AIDE: Phyllis Reason
SENIOR INVESTMENT OFFICER: James L. Failor
INVESTMENT ANALYST: Steve Marsh
ACTUARY: Segal Consulting
COUNTY COUNSEL: Jeffrey Berk
AUDITOR: Brown Armstrong
CUSTODIAN: State Street
PENSION CONSULTANT: AON Hewitt
ACTIVE PARTICIPANTS: 3,922
BENEFIT PARTICIPANTS: 4,506
SOCIAL SECURITY:

Yes

FUND BALANCE: $2,413 Million (Market Value)

 

INVESTMENT COUNSEL

ALL EQUITIES
Arrow Street
Dodge & Cox
Hexavest
INTECH
Jacobs Levy
State Street Global Advisors
Systematic
Total All Equity Assets: $1,375 Million


FIXED INCOME
DoubleLine
Guggenheim
Parametric (cash overlay)
PIMCO
Reams
State Street Global Advisors

Total Fixed Income Assets: $469 Million


REAL ESTATE
JPMorgan
RREEF
UBS

Total Real Estate Assets: $262 Million


OTHER
GMO (Global Asset Allocation)
UBS (Farmland)
Total Other
Assets: $307 Million

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