Attendee List

Pod

Trustees

MARC BRACCO | Board Chair | Elected Member
JEAN-RENE BASLE | Board Vice Chair | Appointed Member
LOUIS FIORINO | Elected Member
MICHAEL KENNEDY | Appointed Member
ENSEN MASON | Auditor-Controller/Treasurer/Tax Collector | Ex Officio Member
ERIC RALEY | Elected Member
DAWN ROWE | Appointed Member
DAWN STAFFORD | Elected Member
NEAL WANER | Appointed Member
HARRY HATCH | Elected Member – Alternate
JOHN JOHNSON | Ex Officio Member – Alternate
JARED NEWCOMER | Elected Member – Alternate

Investments Team

DONALD PIERCE | Chief Investment Officer
JAKE ABBOTT | Senior Investment Officer                     
THOMAS KIM | Senior Investment Officer    
AMIT THANKI | Senior Investment Officer                    
EYDIE COX | Senior Investment Analyst
EMELY MORENO | Senior Investment Analyst
ERIN CALICCHIO | Deputy Clerk of the Board & Senior Executive Secretary                                      
ESTEFANIA RUIZ | Office Specialist

SBCERA Staff

DEBBY CHERNEY | Chief Executive Officer  
BARBARA HANNAH | Chief Counsel
COLIN BISHOP | Chief of Member Services
AMY MCINERNY | Chief Financial Officer
JOSEPH MICHAEL | Chief Information Officer
OLIVIA APPLEGATE | Director of Communications & Stakeholder Relations            
JAYSON EATON | Accounting Manager
SCOTT VANHORNE | Government Affairs Manager
CHRISTA JAMES | Clerk of the Board & Executive Assistant
CAMERON AMANO | Communications Specialist

Outside Consultants

SAM AUSTIN | Partner | NEPC
NEIL SHETH | Partner |  NEPC
GREGG BUKSBAUM | Partner | Morgan, Lewis & Bockius, LLP
ROBERT DOLLARD | Senior Vice President | State Street Investment Services
THOMAS FLETCHER | Managing Director, Overlay Services | Russell Investments
ALEPH GRANADOS | Relationship Manger | State Street
JENNIFER KREISCHER | Director | Kreischer Miller
SUSAN MCDONOUGH | Account Executive & Asset Owner RM Team Lead | State Street Global Advisors
YULIYA ORYOL | Attorney & Partner | Nossaman, LLP
THOMAS PETERS | Director | Kreischer Miller
GINA SANCHEZ | Founder & Chief Executive Officer | Chantico Global, LLC

Guest Speakers

SAM AUSTIN | Partner | NEPC, LLC
FRANCES DONALD | Global Chief Economist & Strategist, Multi-Asset Solutions Team | Manulife Investment Management
DR. JEFFREY GOLDEN | Director | Burns & Allen Research Institute | Vice Dean | Research & Graduate Education | Cedars-Sinai Medical Center
CLARKE MICHALAK | Managing Director | PGIM Real Estate
YULIYA ORYOL | Attorney & Partner | Nossaman, LLP
SOULTANA REIGLE | Managing Director | PGIM Real Estate
GINA SANCHEZ | Founder & Chief Executive Officer | Chantico Global, LLC

Managers 

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  • ERIC ALBERTSON | Senior Investment Director, Private Equity 
  • PATRICK KNECHTLI | Head of Secondaries 

Adams Street Partners

  • RICK CASTRO | Vice President, Investor Relations 
  • GARY FENCIK | Senior Advisor 

Alcentra / Benefit Street Partners

  • CATHY BEVAN | Head of Structured Credit / Portfolio Manager 
  • NICHOLAS JOHNSTON | Managing Director
  • ERIC LARSSON | Managing Director

Apollo Global Management

  • DANIELLE THORSEN | Partner
  • CHRIS LAHOUD | Head of Opportunistic Credit

Ares Management

  • SCOTT MCCONNELL | Managing Director 

AS Birch Grove, LP

  • SCOTT CRAGG | Partner & Senior Portfolio Manager 
  • JAMES DICKINSON | Director – Marketing & Investor Relations 
  • GUY SHAPIRA | Partner & Senior Portfolio Manager 

Beach Point Capital Management

  • ALLAN SCHWEITZER | Portfolio Manager

BlackRock 

  • BRYAN JACOBI | Managing Director
  • ANDERS ENGDAHL | Director

Corrum Capital Management

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

Crestline Investors, Inc.

  • SUMMER JARRATT | Managing Director 

GoldenTree Asset Management, LP

  • NATALIE LANDIS | Managing Director 
  • BRENDAN MCDONOUGH | Partner 

Gramercy

  • LACIE SMITH | Partner, Head of Investor Relations   

Industry Ventures

  • ROLAND REYNOLDS | Senior Managing Director 

Invesco

  • DELIA ROGES | Managing Director, Regional Head, U.S. Institutional

Invesco Real Estate

  • BROOKS MONROE | Managing Director, Client Portfolio Manager

Irradiant Partners, LP

  • ZACHARY AXELROD | Head of Investor Relations 
  • JOHN EANES | Co-Chief Executive Officer 

Manulife Investment Management

  • PETER FARLEY | Managing Director, Senior Portfolio Manager
  • AMY MCPIKE | Managing Director, Relationship Management

Marathon Asset Management

  • ALEX TANASE | Managing Director 

Partners Group

  • KYLE OSBORN | Senior Vice President 

Pathway Capital Management

  • JIM CHAMBLISS | Managing Director 
  • BRYAN NELSON | Director 

PGIM

  • PETER TAGGART | Principal

PGIM Fixed Income

  • ROBERT VENTURA | Manager, Client Advisory Group

PGIM Real Estate

  • STEVE MOEN | Executive Director 

Pinnacle Asset Management, LP

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

Principal Asset Management

  • TERI SMITH | Managing Director             

TOBAM

  • ALEXIS GASC | Senior Vice President – Business Development 
  • FRANCIS VERPOUCKE | Managing Director 

Wasatch Global Investors

  • KARTI BHATT | Client Portfolio Manager 
  • DUSTIN MCCARTY | Partner, Head of Global Distribution 

Waterfall Asset Management

  • TAYLOR ROSS | Vice President of Business Development 
  • LEO WONG | Partner 

William Blair

  • RENEE MCGRAIL | Senior Client Relationship Manager 
  • VIVIAN THURSTON | Portfolio Manager

ZAIS Group, LLC

  • CHRISTIAN BRUNE | Managing Director 
  • DENISE CROWLEY | Head of Structured Credit Investments 
  • DANIEL CURRY | Chief Executive Officer 

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