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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.com


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
Bill Adams, V CH
Donna Beels
Dianne Edwards
Michael Gossman

Bob Williamson
Greg Jahn
John Pels
David Rabbitt
David Sundstrum

ASSISTANT ADMINISTRATOR: Kelly Jenkins
ADMINISTRATIVE AIDE: Phyllis Reason
SENIOR INVESTMENT OFFICER: James L. Failor
INVESTMENT ANALYST: Steve Marsh
ACTUARY: Segal Consulting
ATTORNEY: Neil Baker
COUNTY COUNSEL: Jeffrey Berk
AUDITOR: Brown Armstrong
CUSTODIAN: State Street
PENSION CONSULTANT: Hewitt Ennis Knupp
ACTIVE PARTICIPANTS: 3,888
BENEFIT PARTICIPANTS: 4,458
SOCIAL SECURITY:

Yes

FUND BALANCE: $2.328 Billion (Market Value)

 

INVESTMENT COUNSEL

ALL EQUITIES
Arrow Street
Dodge & Cox
Hexavest
INTECH
Jacobs Levy
State Street Global Advisors
Systematic
Total All Equity Assets: $1,334 Million


FIXED INCOME
DoubleLine
Guggenheim
PIMCO
Reams

Total Fixed Income Assets: $416 Million


REAL ESTATE
JPMorgan Strategic Property Fund
RREEF America Fund III
UBS AgriVest Farmland Fund
UBS Trumbull Property Fund

Total Real Estate Assets: $362 Million


OTHER
Grantham, Mayo, Van Otterloo (for global asset allocation)
Parametric Clifton (for cash overlay)
Total Other
Assets: $216 Million

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