Please note: this meeting's minutes have not been finalized yet. Actions taken on legislation and their results are not available.

Meeting Details

Meeting Name: BOARD OF RETIREMENT Agenda status: Final
Meeting date/time: 8/6/2026 9:00 AM Minutes status: Draft  
Meeting location: Board Room
348 W. Hospitality Lane, 1st Floor, San Bernardino, CA 92408 Live stream access: https://sbcera.legistar.com/calendar.aspx
Published agenda: Agenda Agenda Published minutes: Not available  
Meeting video:  
Attachments:
File #Ver.Agenda #NameTypeTitleActionResultAction DetailsVideo
26-346 11. RecognitionView recent feature of our We Are SBCERA video series.   Not available Not available
26-345 12. Consent ItemApprove minutes of regular meeting conducted on July 2, 2026.   Not available Not available
26-351 13. Consent ItemApprove the Service-Connected Disability Retirement application of Julie Avance - San Bernardino County - Sheriff.   Not available Not available
26-320 14. Consent ItemApprove the Service-Connected Disability Retirement application of Jonathan E. Mabry - San Bernardino County - Sheriff.   Not available Not available
26-323 15. Consent ItemApprove the Nonservice-Connected Disability Retirement with Supplemental Retirement Allowance of Chanel M. McCampbell - San Bernardino County - Transitional Assistance Department.   Not available Not available
26-170 16. Consent ItemApprove the Service-Connected Disability Retirement with Supplemental Retirement Allowance of Dena Mendez - San Bernardino County - Arrowhead Regional Medical Center.   Not available Not available
26-342 17. Consent ItemApprove the Service-Connected Disability Survivorship of Garret Kaul Miller - Barstow Fire Protection District - Fire Captain.   Not available Not available
26-352 18. Consent ItemApprove the Service-Connected Disability Retirement application of John Wilson - San Bernardino County - Sheriff.   Not available Not available
26-313.1 19. Consent ItemApprove and adopt updates to Investment Policy No. 001 (Investment Plan, Policy and Guidelines).   Not available Not available
26-312.1 110. Consent ItemApprove and adopt updates to Investment Policy No. 003 (RFP Search Policy).   Not available Not available
26-311.1 111. Consent ItemApprove and adopt updates to Investment Policy No. 005 (Securities Lending).   Not available Not available
26-297.1 112. Consent ItemApprove and adopt updates to Investment Policy No. 006 (Manager Termination Criteria).   Not available Not available
26-299.1 113. Consent ItemApprove and adopt updates to Investment Policy No. 012 (Asset Transition Policy).   Not available Not available
26-310.1 114. Consent ItemApprove and adopt updates to Investment Policy No. 013 (Fiduciary Duty of Investment Managers).   Not available Not available
26-300.1 115. Consent ItemApprove and adopt updates to Investment Policy No. 015 (Transactions with Former Board Members and Officers of SBCERA).   Not available Not available
26-301.1 116. Consent ItemApprove and adopt updates to Investment Policy No. 016 (Disclosure of Placement Agent Fees, Gifts and Campaign Contributions).   Not available Not available
26-302.1 117. Consent ItemApprove and adopt updates to Investment Policy No. 018 (International Swap Dealer Association Agreements & Prime Broker Agreements).   Not available Not available
26-303.1 118. Consent ItemApprove and adopt updates to Investment Policy No. 019 (Counterparty Risk Policy).   Not available Not available
26-326 119. Consent ItemRatify travel expenses for Trustees & CEO for the Fiscal Year Ending June 30, 2026 - as of June 30, 2026.   Not available Not available
26-347 120. Action ItemAction on Deferred Items from Consent, if any.   Not available Not available
26-260.1 121. Action ItemApprove the creation of a Master Custodial Account (MCA) with Greywolf Capital Management, subject to completion of operational due diligence and finalization of legal documents. The MCA will have an initial focus on the firm’s commingled maritime opportunities fund and an SBCERA-directed maritime fund-of-one.   Not available Not available
26-339 122. Information ItemPresentation by NEPC of their Quarterly Investment Performance Review for the period ending June 30, 2026.   Not available Not available
26-314.1 123. Information Item2026 Private Equity Pacing Plan Update.   Not available Not available
26-315.1 124. Information Item2026 Real Estate Pacing Plan Update.   Not available Not available
26-341 125. Receive and FileReport on the Investment Committee meeting conducted on July 9, 2026.   Not available Not available
26-344 126. Receive and FileReport on the Executive Committee meeting conducted on July 16, 2026.   Not available Not available
26-298 127. Receive and FileService Retirements, Change Effective Dates, and Rescind Retirement Approved by the Chief Executive Officer.   Not available Not available
26-350 128. Executive ReportChief Executive Officer.   Not available Not available
26-355 129. Executive ReportChief Counsel.   Not available Not available
26-340 130. Executive ReportChief Investment Officer.   Not available Not available
26-348 131. Trustees ReportReport by the Trustees concerning conferences and other meetings attended (as specified by Education & Training Policy No. 003 - “Trustee Travel and Expense Policy”).   Not available Not available
26-316 132. Closed SessionReview and determine the Service-Connected Disability Retirement with Supplemental Retirement Allowance of David Manning - San Bernardino County - Probation.   Not available Not available
26-349 133. Open SessionReport by Counsel on actions taken in Closed Session.   Not available Not available