Investment Managers and Contractors
Traditional Growth
US Equity
RhumbLine Advisers Corporation (Index Fund)
Denise D’Entremont
265 Franklin Street, 21st Floor
Boston, MA 02110
Non-US Equity
Ativo Capital
Michael Brooks
120 N. LaSalle Street, Suite 2150
Chicago, IL 60602
Globeflex Capital, L.P.
Noah D. Bretz
4365 Executive Drive, Suite 720
San Diego, CA 92121
Nipun Capital, L.P.
Nora Cheung
950 Tower Lane, Suite 1625
Foster City, CA 94404
Northern Trust Asset Management (Index Fund)
Mike Nieves
50 South LaSalle Street, B-8
Chicago, IL 60675
Solstein Capital
Nadine Terman
1285 El Camino Real, Suite 100
Menlo Park, CA 94025
Strategic Global Advisors
Cynthia Tusan, CFA
100 Bayview Circle, Suite 650
Newport Beach, CA 92660
William Blair
Julie Rancourt
150 N Riverside Plaza
Chicago, IL 60606
Xponance
Kila Weaver
1845 Walnut Street, Suite 800
Philadelphia, PA 19103
Global Equity
Ariel Investments
Malik Murray
200 East Randolph Street, Suite 2900
Chicago, IL 60601
BlackRock
Raymond de Castro
227 West Monroe Street
Chicago, IL 60606
EARNEST Partners
Patmon Malcom, CFA
1180 Peachtree Street, Suite 2300
Atlanta, GA 30309
Mondrian Investment Partners
Laura Conlon
Two Commerce Square
2001 Market Street, Suite 3810
Philadelphia, PA 19103
Strategic Global Advisors
Cynthia Tusan, CFA
100 Bayview Circle, Suite 650
Newport Beach, CA 92660
T. Rowe Price
Taham Mahimwalla
100 East Pratt Street
Baltimore, MD 21202
Wellington Management Co., LLP
Farzin Khan
222 West Adams Street
Chicago, IL 60606
Traditional Growth
US Equity
RhumbLine Advisers Corporation (Index Fund)
Denise D’Entremont
265 Franklin Street, 21st Floor
Boston, MA 02110
Non-US Equity
Ativo Capital
Michael Brooks
120 N. LaSalle Street, Suite 2150
Chicago, IL 60602
Globeflex Capital, L.P.
Noah D. Bretz
4365 Executive Drive, Suite 720
San Diego, CA 92121
Nipun Capital, L.P.
Nora Cheung
950 Tower Lane, Suite 1625
Foster City, CA 94404
Northern Trust Asset Management (Index Fund)
Mike Nieves
50 South LaSalle Street, B-8
Chicago, IL 60675
Solstein Capital
Nadine Terman
1285 El Camino Real, Suite 100
Menlo Park, CA 94025
Strategic Global Advisors
Cynthia Tusan, CFA
100 Bayview Circle, Suite 650
Newport Beach, CA 92660
William Blair
Julie Rancourt
150 N Riverside Plaza
Chicago, IL 60606
Xponance
Kila Weaver
1845 Walnut Street, Suite 800
Philadelphia, PA 19103
Global Equity
Ariel Investments
Malik Murray
200 East Randolph Street, Suite 2900
Chicago, IL 60601
BlackRock
Raymond de Castro
227 West Monroe Street
Chicago, IL 60606
EARNEST Partners
Patmon Malcom, CFA
1180 Peachtree Street, Suite 2300
Atlanta, GA 30309
Mondrian Investment Partners
Laura Conlon
Two Commerce Square
2001 Market Street, Suite 3810
Philadelphia, PA 19103
Strategic Global Advisors
Cynthia Tusan, CFA
100 Bayview Circle, Suite 650
Newport Beach, CA 92660
T. Rowe Price
Taham Mahimwalla
100 East Pratt Street
Baltimore, MD 21202
Wellington Management Co., LLP
Farzin Khan
222 West Adams Street
Chicago, IL 60606
Stabilized Growth
Core Real Assets
BlackRock
Ray de Castro
50 Hudson Yards
New York, NY 10001
Clarion Partners
Josh Kane
230 Park Avenue
New York, NY 10169
GI Partners
Phil Yau
Four Embarcadero Center, Suite 3200
San Francisco, CA 94111
Heitman
Christina Polito-Fylling
110 North Wacker Drive
Suite 4000
Chicago, IL 60606
IFM Investors, LLC
Gary Harrison
114 W 47th Street, 19th Floor
New York, NY 10036
J.P. Morgan Asset Management
Dawn Knox
575 Washington Blvd, 9th Floor
Jersey City, NJ 07310
Prologis
Kosta Karmaniolas
2141 Rosecrans Avenue, Suite 1151
El Segundo, CA 90245
The Blackstone Group
Sarah Cantrowitz
345 Park Avenue
New York, NY 10154
The Carlyle Group
Gairy Hall
1001 Pennsylvania Avenue, NW, Ste. 220S
Washington, DC. 20004
UBS Realty Investors
Maria Bascetta
10 State House Square, 15th floor
Hartford, CT 06103
Credit Fixed Income
Bivium Capital Partners LLC
Tung Ming
601 Montgomery Street, Suite 1212
San Francisco, CA 94111
Meketa – Click here for a list of Meketa investments
Mary Bates
2175 NW Raleigh Street, Suite 300A
Portland, OR 97210
Neuberger Berman Fixed Income LLC
Cheryl Cannistra
190 S. LaSalle Street
24th Floor
Chicago, IL 60603
PIMCO
Michael Chandra
840 Newport Center Drive, Suite 100
PO Box 6430
Newport Beach, CA 92658-6430
Non-Traditional Growth
Non-Core Real Assets
Alinda Capital Partners
Tani Burge
Augustine House, Austin Friars
London EC2N 2HA
The Blackstone Group
Sarah Cantrowitz
345 Park Avenue
New York, NY 10154
Blue Vista Capital Management, LLC
Laurie Smith
353 North Clark Street, Suite 730
Chicago, IL 60654
Brasa Capital Management
Alexis Lewis
2029 Century Park East, Suite 1040
Los Angeles, CA 90067
Brookfield Asset Management
Jeff Clarke
Brookfield Place
250 Vesey Street, 15th Floor
New York, NY 10281-1023
Cabot Properties
Nicholas Snow
One Beacon Street
Suite 2800
Boston, MA 02108
Crow Holdings
Susan Bailey
3819 Maple Ave.
Dallas, TX 75219
Dune Real Estate Partners
Julie Brenton
640 Fifth Avenue, 17th Floor
New York, NY 10019
Ember Infrastructure Partners
Maria Rengifo
220 Fifth Ave, 17th Floor
New York, NY 10001
Franklin Templeton Real Estate Advisors GP, LLC
Ann Casser
280 Park Avenue
New York, NY 10017
Homestead Capital
Gabe Santos
One Embarcadero Center, Suite 3860
San Francisco, CA 94111
Long Wharf Capital
Jeffrey Gandel
One Federal Street, 26th Floor
Boston, MA 02110
Longpoint Realty Partners
Nilesh Bubna
116 Huntington Avenue, Suite 601
Boston, MA 02116
Macquarie Infrastructure Partners
Heather Rosenberg
One North Wacker Drive
Chicago, IL 60606
Newport Capital Partners
Derrick McGavic
353 N Clark Street, Suite 3625
Chicago, IL 60654
Pantheon Ventures
Jeff Wright
555 California Street, Suite 3450
San Francisco, CA 94104
StepStone Group
Amy Stone
127 Public Square, Suite 5050
Cleveland, Ohio 44114
Westbrook Partners
Cindy Woon
7121 Fairway Drive, Suite 410
Palm Beach Gardens, FL 33418
Real Estate Debt
Basis Investment Group
Leigh Roumila
180 Maiden Lane, Suite 3202
New York, NY 10038
Oaktree Capital Management
Mike Trefz
333 South Grand Ave, 28th floor
Los Angeles, CA 90071
Torchlight Investors
Heidi Kaufman
280 Park Ave
New York, NY 10017
Private Equity
Adams Street Partners
Kristina Milberg
One North Wacker Drive, Suite 2700
Chicago, IL 60606-2807
Aksia CA LLC (TC) – Click here for a list of Aksia investments
Mike Krems
10180 Barnes Canyon Road
Suite 200
San Diego, CA 92121
Fairview Capital Partners, Inc.
Aakar Vachhani
75 Isham Road
Suite 200
West Hartford, CT 06107
Mesirow Financial Private Equity
Tom Galuhn
353 North Clark Street
Chicago, IL 60654
Muller & Monroe Asset Management, LLC
Irwin Loud, III
180 N. Stetson, Suite 1320
Chicago, IL 60601
Pantheon Ventures
Jeff Wright
555 California Street, Suite 3450
San Francisco, CA 94104
Inflation Sensitive
TIPS
RhumbLine Advisers Corporation (Index Fund)
Denise D’Entremont
265 Franklin Street, 21st floor
Boston, MA 02110
Principal Protection
Garcia Hamilton & Associates
Gilbert Garcia
1401 McKinney Street, Suite 1600
Houston, TX 77010
LM Capital Group
Denise Madruga
750 B Street, Suite 3010
San Diego, CA 92101
Pugh Capital Management, Inc.
Mary E. Pugh
520 Pike Tower
520 Pike Street, Suite 2900
Seattle, WA 98101
Ramirez Asset Management, Inc
Sam Ramirez Jr
61 Broadway, 29th Floor
New York, NY 10006
Crisis Risk Offset
Systematic Trend Following
Aspect Capital
Emmett Fitzgerald
One Station Place
Stamford, CT 06902
Campbell & Company
Joe Kelly
2850 Quarry Lake Dr, Suite 100
Baltimore, MD 21209
Credit Suisse Asset Management, LLC
Justin Berrett
Eleven Madison Avenue
New York, NY 10010
LongTail Alpha, LLC
Dennis Blyashov
500 Newport Center Drive, Suite 820
Newport Beach, CA 92660
Long Duration
RhumbLine Advisers Corporation (Index Fund)
Denise D’Entremont
265 Franklin Street, 21st floor
Boston, MA 02110
Alternative Risk Premia
PIMCO
Michael Chandra
840 Newport Center Drive, Suite 100
PO Box 6430
Newport Beach, CA 92658-6430
Versor Investments (formerly ARP)
DeWayne A. Louis
1120 Avenue of the Americas, 15FI
New York, NY 10036
Tail Risk
LongTail Risk
Dennis Blyashov
500 Newport Center Drive, Suite 820
Newport Beach, CA 92660
Long Volatility
One River Asset Management
Patrick Kazley
2200 Atlantic Street, 3rd Flood
Stamford, CT 06902
Cash Overlay
Parametric Clifton
James Thorson
3600 Minnesota Drive, Suite 200
Minneapolis, MN 55435
Consultants & Contractors
Consultants
Callan (Real Assets Consultant)
Sally Haskins
120 North LaSalle Street, Suite 2400
Chicago, IL 60602
CAPTRUST (Defined Contribution Consultant)
Timothy Irvin
40 Wall Street | 56th Floor
New York, NY 10005
Meketa Investment Group (Investment Consultant)
Colin Bebee
2175 NW Raleigh Street, Suite 300A
Portland, Oregon 97210
External Legal Counsel – All Practice Areas
Croke Fairchild Duarte & Beres LLC
Drew Beres
180 N. LaSalle Drive, Suite 3400
Chicago, IL 60601
Featherstun, Gaumer, Stocks, Flynn & Eck, LLP
Dan Gaumer
101 S. State Street, Suite 240
P.O. Box 1760
Decatur, IL 62525
Foley & Lardner
Michael Calabrese
555 South Flower Street, Suite 3300
Los Angeles, CA 90071
Ice Miller
Tara Sciscoe
One American Square
Indianapolis, IN 46282-0200
K & L Gates
Won-Han Cheng
925 Fourth Avenue, #2900
Seattle, WA 98014
Kutak Rock LLP
John E. Schembari
1650 Farnam Street
Omaha, NE 68102-2186
Mayer Brown
Mitchell Holzrichter
71 S. Wacker Drive
Chicago, IL 60606
Meyer Capel
Lorna Geiler
306 W. Church Street
Champaign, IL 61820
Morgan Lewis & Bockius
Gregg Buksbaum
1111 Pennsylvania Avenue, NW
Washington, DC 20004-2541
Nossaman LLP
Yuliya Oryol
50 California Street, 34th Floor
San Francisco, CA 94111
Ottosen DiNolfo Hasenbalg Castaldo Ltd.
Carolyn Clifford
1804 N. Naper Blvd., Suite 350
Naperville, IL 60563
Polsinelli PC
Alexander Boyd
900 W. 48th Place, Suite 500
Kansas City, MO 64112
Reinhart, Boerner & Van Deuren, SC
Jussi P. Snellman
22 E. Mifflin Street, Suite 700
Madison, WI 53703
Robinson Bradshaw
Scott Cogar
101 N. Tryon Street, Suite 1900
Charlotte, NC 28246
Seyfarth Shaw LLP
Michael Jordan
233 S. Wacker Drive, Suite 8000
Chicago, IL 60606-6448
External Portfolio Monitoring Counsel
Berman Tabacco
Leslie Stern
One Liberty Square
Boston, MA 02109
Bernstein Litowitz Berger & Grossman
Avi Josefson
875 N. Michigan Avenue, Suite 3100
Chicago, IL 60611
Labaton Sucharow
Mark Willis
1050 Connecticut Avenue NW, Suite 500
Washington, DC 20036
Robbins Geller Rudman & Dowd
Bill Cavanagh
655 W. Broadway, Suite 1900
San Diego, CA 92101
Saxena White
Maya Saxena
7777 Glades Road, Suite 300
Boca Raton, FL 33434
Contractors
Bloomberg L.P.
Kate McNaughton
731 Lexington Avenue
New York, NY 10022
Glass, Lewis & Co. (Proxy Voting Services)
Chelsea Gassman
2323 Grand Blvd., Suite 1125
Kansas City, MO 64108
Institutional Shareholder Services
Yovanka Bylander
1177 Avenue of Americas, 2F
Austin, TX 78701
Mitsubishi UFJ Trust & Banking Corporation (Securities Lending Provider)
Anthony Toscano
1221 Avenue of the Americas, 9th Floor S-2
New York, NY 10020
Northern Trust (Custodial Services)
John D. Mele
333 S Wabash Avenue
Chicago, IL 60604
Retirement Savings Plan (RSP)
RSP Investments
TIAA
Richard Chandres
2850 Lake Vista Drive, Suite 300
Lewisville, TX 75067
Voya Financial
Adria Campbell
30 Braintree Hill Office Park
Braintree, MA 02184
SURS U.S. Core Bond Index Fund and SURS Non-U.S. Equity Index Fund managed by:
State Street Global Advisors
Mary Guy
One Iron Street, 6th Floor
Boston, MA 02110
SURS Non-U.S. Value Equity Fund managed by:
Columbia Threadneedle Investments (Ameriprise)
Robert Beal
290 Congress Street
Boston, MA 02210
SURS U.S. Large Cap Equity Index Fund, SURS U.S. Small-Mid Cap Equity Index Fund, and SURS Global ESG Equity Fund managed by:
BlackRock
Craig Voelker
227 West Monroe Street
Chicago, IL 60606
SURS U.S. Small-Mid Cap Equity Growth Fund managed by:
Fiera Capital
Mark Toomey
One Lewis Wharf, 3rd Floor
Boston, MA 02110
SURS Lifetime Income Strategy managed by:
AllianceBernstein, L.P.
Amanda Dunne
1345 Avenue of the Americas
New York, NY 10105