Plan Assets – $1,029,000,000General Consultant – Callan: Rod BareMetro Area – Chicago
Educational Infrastructure PresentationCallan conducted an educational session on investing in infrastructure to the Board. Discussions were had on specific investment contracts. No action was taken.
Plan Assets – $10,618,000,000General Consultant – Callan: Angel Haddad, Britton MurdochReal Estate Consultant – Townsend: Felix FelsMetro Area – Manchester
Non-U.S. Small Cap Equity Search UpdateCallan and staff expect to present final candidates to the Board in early Fall.
Private Debt & Equity...
Plan Assets – $16,190,000,000General Consultant – Aon: Steve Voss, Phil KivarkisMetro Area – San Diego
ESG DiscussionThe Board was provided an essay on ESG and public pensions. This will be a series of four essays on the subject with topics to provide the Board with an overview of ESG, a common...
Plan Assets – $1,131,000,000General Consultant – Verus: Scott Whalen, Brian KwanPrivate Equity Consultant – Harbourvest: Emily ArcherMetro Area – Los Angeles
Recent CommitmentsSixth Street Partners Growth Fund II (Private Credit) - $10M
Plan Assets – $1,300,000,000General Consultant – AndCo: Brian Green, Michael HolycrossMetro Area – Detroit
Manager TerminationThe Board voted to terminate Mar Vista Domestic Equity Large Cap Growth. 1251 Asset Management bought a minority stake in Mar Vista. Mar Vista no longer qualifies as a...
Plan Assets – $2,857,000,000General Consultant – Mercer: Preet PrasharPrivate Equity Consultant - Franklin Park: Michael BacineMetro Area – HoustonPotential Commitments The Board is expected to discuss proposed commitments to two funds at the September meeting:
Plan Assets – $26,000,000,000General Consultant – NEPC: Allan Martin, Lynda DennenGeneral Consultant – Callan: Adam LozinskiReal Estate Consultant – Cambridge: Stuart CameronPrivate Equity Consultant – Aksia: Mike KremsMetro Area – San FranciscoPrivate Equity Initiatives
Plan Assets - $62,400,000,000 Consultant - Meketa, Mercer, Townsend, Hamilton Lane Field Consultant - Frank Benham (Meketa), John Harris (Meketa), Mary Mustard (Meketa), William Dillard (Mercer), Rob Kochis (Townsend), Benjamin Eckroth (Hamilton Lane) Metro Area - Baltimore
Plan Assets – $250,526,000,000General Consultant – Cambridge: Samit Chhabra, Richard Grimm, Andre Mehta, Jim Mnookin, Sheila RyanGeneral Consultant - Mercer: Hugh Merkel, Jay LoveReal Estate Consultant – Townsend: Richard Brown, Seth MarcusMetro Area – JacksonvilleRecent Commitments (Q2 2021)
Plan Assets – $307,000,000General Consultant – Ellwood Associates: Dale Connors, Andy FiegelMetro Area – LincolnInvestment Consultant RFPThe Board is seeking proposals from investment consultants. The contract with Ellwood expires in December 2021.
Asset Allocation UpdateIn February 2021, the Board...
Plan Assets - $114,367,000,000 Consultant - Aon, Meketa Field Consultant - Kristen Doyle (Aon), Katie Comstock (Aon), Allan Emkin (Meketa), Neil Rue (Meketa), Gordon Latter (Meketa) Metro Area - Minneapolis
At the direction of the Executive Director, the SBI Staff have fully...
A Step-by-Step Guide to Accessing Emerging Manager Programs at Public Pensions
7 Trends Driving Alternative Investments in RIAs and MFOsRead More
Public Pension Fund Investment Strategy: 3 Tips to Know Before CallingRead More