Attendee List

Team SBCERA

Trustees

MARC BRACCO | Board Chair | Elected Member
JEAN-RENE BASLE l Appointed Member
LOUIS FIORINO | Elected Member
MATTHEW ERICKSON l Elected Member
ENSEN MASON | Auditor-Controller/Treasurer/Tax Collector | Ex Officio Member
DAWN ROWE | Appointed Member
DAWN STAFFORD | Elected Member
NEAL WANER | Appointed Member
JOHN JOHNSON l Ex Officio Member – Alternate
JARED NEWCOMER | Elected Member – Alternate

Investment Team

Staff

DEBBY CHERNEY | Chief Executive Officer
BARBARA HANNAH l Chief Counsel 
AMY MCINERNY | Chief Financial Officer
JOSEPH MICHAEL | Chief Information Officer 
CHRISTINA CINTRON | Chief of Member Services
STACEY BARNIER | Chief Human Resources Officer
OLIVIA APPLEGATE | Director of Communications & Stakeholder Relations
MICHAEL COTTON | Information Systems Operations Manager
JAYSON EATON | Accounting Manager 
SCOTT VANHORNE | Government Affairs Manager
CHRISTA JAMES | Clerk of the Board & Executive Assistant
JALEL BRADEN | Communications Specialist                                                          

Guest Speakers

TODD CROUTHAMEL l Director, Audit & Accounting l Kreischer Miller
MOHAMED EL-ERIAN | Chair | Gramercy Funds Management
JENNIFER KREISCHER l Director, Investment Industry Group l Kreischer Miller
PATRICK LANGAN | Managing Director | Partners Group
THOMAS PETERS l Director, Investment Industry Group l Kreischer Miller
GINA SANCHEZ | Founder & Chief Executive Officer | Chantico Global
LINDSAY SHARMA | Managing Director | Industry Ventures
NEIL SHETH | Partner | NEPC

Outside Consultants

THOMAS BOYD | Portfolio Manager, Overlay Services | Russell Investments
GREGG BUKSBAUM | Partner | Morgan, Lewis & Bockius
KIM COOK | Vice President | State Street
TODD CROUTHAMEL | Director, Audit & Accounting | Kreischer Miller
WILL DUPREE l Senior Consultant l NEPC
JOSH GOODELL | Regional Director | Russell Investments
JENNIFER KREISCHER | Director, Investment Industry Group | Kreischer Miller
SUSAN MCDONOUGH | Account Executive | State Street Global Advisors 
THOMAS PETERS | Director, Investment Industry Group | Kreischer Miller
RYAN RUSSELL l Managing Director | State Street
GINA SANCHEZ l Founder & Chief Executive Officer | Chantico Global
NEIL SHETH l Partner | NEPC  
JIM VAN HORN l Principal | Capital Investment Counsel

Investment Managers 

Adams Street Partners

• RYAN CADDEN | Vice President 
• RICK CASTRO | Vice President
• MARK HOURIHAN | Principal, Primary Investments
• MIKE TAYLOR | Partner

Alcentra l Benefit Street Partners

• BRANDON CHAO | Managing Director
• NICHOLAS JOHNSTON | Managing Director 
• LAURENCE RAVEN | Managing Director
• DAIRE WHEELER | Head of Liquid Credit

Apollo 

• CHRIS LAHOUD | Partner
• DAVID WRIGHT | Managing Director
• DANIELLE THORSEN l Partner

Ares Management 

• SCOTT MCCONNELL | Partner, Head of Consultant Relations

Arini 

• ANTHONY NAZAR DE JAUCOURT | Business Development

Arrow Global 

• BROOK HAZELTON | Group Executive Director, Investments
• DEREK ZOCH l Managing Director, Client Solutions

Bardin Hill Investment Partners

• JASON DILLOW | CEO/CIO

Beach Point Capital Management

• JOHN QUINTANAR | Managing Director
• ALLAN SCHWEITZER l Portfolio Manager

Corrum Capital 

• JONATHAN MANDLE | Co-Managing Partner 
• ERIN OLOFSON | Director 

Crestline 

• FRANK JORDAN | Partner

GoldenTree Asset Management

• CHAD PLOTKE l Principal
• NATALIE LANDIS | Managing Director 

Goldman Sachs

• OMAR CHAUDHARY l Managing Director
• ALISON SCHIRALDI l Managing Director 

Gramercy

• LACIE SMITH l Head of Investor Relations

Gramercy Funds Management

• MOHAMED EL-ERIAN l Chair
• ROBERT KOENIGSBERGER l Managing Partner, CIO

Industry Ventures

• LINDSAY SHARMA | Managing Director 

Invesco Real Estate

• BROOKS MONROE l Managing Director, Client Portfolio Manager

LuminArx Capital Management

• GIDEON BERGER l Co-Founder & CEO

Marathon Asset Management

• ALEX TANASE | Managing Director

NEPC

• WILL DUPREE l Senior Consultant
• NEIL SHEETH l Partner

Partners Group

• EVAN APPEL | Portfolio Manager
• PATRICK LANGAN l Managing Director 
• KYLE OSBORN | Head of West Coast Client Solutions 

Pathway Capital Management 

• JIM CHAMBLISS | Managing Director
• BRYAN NELSON l Managing Director

Patria 

• PATRICK KNECHTLI | Head of Secondaries
• COLIN BURROW l CIO & Head of Co-Investments

PGIM 

• CAITLIN O’CONNOR | Managing Director 

PGIM Private Alternatives

• STEVE MOEN l Executive Director, Business Development

Pinnacle Asset Management

• GUS CATSAVIS | Managing Director 
• JASON KELLMAN | Managing Partner & Chief Investment Officer 
• SCOTT KELLMAN | Managing Partner        

Polus Capital Management

• ZACHARY FARMER l Head of Business Development 

Principal Asset Management 

• PATRICK MUGAN l Director, Relationship Management 
• TERI SMITH l Managing Director 

State Street

• KIMBERLEY COOK l Vice President
• RYAN RUSSELL l Managing Director 

State Street Global Advisors

• SUSAN MCDONOUGH l Account Executive 

Third Point

• JONATHAN BERGER | CEO & CIO, TP Birch Grove, Co-Head of Credit, Third Point
• SCOTT CRAGG | Head of Capital Solutions
• JAMES DICKINSON | Managing Director, TP Birch Grove 

TPG 

• VICTORIA CHOI l Principal

TPG Angelo Gordon

• BRYAN RUSH l Managing Director 

Wasatch Advisors

• KITTY SWENSON l Director, Institutional Client Relations

Wasatch Global Investors

• KARTI BHATT l Client Portfolio Manager
• STUART RIGBY l Portfolio Manager

Waterfall Asset Management 

• BRIAN REBELLO l Partner & Co-Chief Investment Officer
• TAYLOR ROSS l Business Development
• LEO WONG l Partner

William Blair

• RAMON GONZALEZ l Business Development

Zais Group

• DENISE CROWLEY | Managing Director 
• DAN CURRY | President
• AILYN LUCK | Managing Director

Other Attendees

• CLAIRE COZAD l Chief of Staff, Board of Supervisors Third District San Bernardino l County Board of Supervisors
• GARY MCBRIDE l Retired l San Bernardino County