Plan Assets – $1,349,000,000General Consultant – NEPC: Margaret Belmondo, Francesca LoVerde, Will Forde, Andrew BrettMetro Area – BaltimorePrivate Equity Thoughts & Actions with NEPC
Plan Assets – $3,907,000,000General Consultant – Wilshire: Thomas Toth, Ali Kazemi, Bill Bracamontes, Joanna BewickMetro Area – Dallas
Watch ListStaff is recommending that the Board extend Smith Graham’s watch list status through Q1 2022. Since being placed on watch in December 2020, performance...
Plan Assets – $5,375,000,000General Consultant – Verus: Scott WhalenPrivate Equity Consultant – Cambridge: Andrea Auerbach, Keirsten Lawton, Kelly Jensen, Anelise HohlHedge Fund Consultant – Albourne: Spencer EdgeMetro Area – Los Angeles
ESG DiscussionVerus gave an educational presentation on ESG....
Plan Assets – $13,076,000,000General Consultant – NEPC: Rhett Humphreys, David Barnes, Eric HarnishGeneral Consultant – Meketa: Allan EmkinMetro Area – Chicago
Investments UpdateThe Board currently has RFPs out for Actuarial Services, Transition Management Services, CPA Services, and Passive...
Plan Assets – $45,000,000,000General Consultant – Cliffwater: Kathleen BarchickGeneral Consultant – Aon: Steve VossPrivate Equity Consultant – Meketa: Frank BenhamMetro Area –Hartford
Co-Investment ProgramTreasurer Wooden recommended $150 million to each the Connecticut Co-Investment Fund and the...
Plan Assets – $1,033,000,000General Consultant – Meketa: Daniel Dynan, Todd SilvermanMetro Area – Boston
Small Cap Growth Manager UpdateThe Board voted to retain Mellon Investments for the Small Cap Growth mandate.
Core Fixed Income FinalistsCore Fixed Income finalist presentations are on the...
Plan Assets – $3,700,000,000General Consultant – Meketa: David SancewichReal Estate Consultant – StepStone: Adam BuckleyMetro Area – SacramentoActive Core Fixed Income Manager Search Update Finalists presented to the Board at the August meeting. The three finalists for consideration are:
Plan Assets – $7,262,000,000General Consultant – Marquette: Kweku Obed, David Smith, Brett Graffy, David HernandezGeneral Consultant – Aksia: David FannMetro Area – Philadelphia
Recent CommitmentsTPG Growth Fund V (Private Equity) - $50M
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...
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