SBCERA

View our latest Life After Retirement periodic newsletter, designed to support SBCERA retirees and beneficiaries in life after retirement. Read more: https://bit.ly/4l54pj2 #SBCERA #lifeafterretirement #retirement #retirementgoals #retirementlife #retirementliving

View our latest Journey to Retirement periodic newsletter, designed to support SBCERA members in their journey to retirement. Read more: https://bit.ly/4c3dyo8 #SBCERA #journeytoretirement #retirement #retirementgoals #retirementplanning #planaheadplanahead

Join us for our Board of Retirement Meeting on Thursday, April 3, 2025 at 9:00 a.m. More information, meeting details, and live stream access can be found at: https://lnkd.in/gDsr3eHW Note: The live stream link will be available under the "Video" column when the meeting begins. #SBCERA #BoardMeeting #StayConnected #Retirement #RetirementPlanning #RetirementPlan #Pension

As we close out Women’s History Month, we proudly recognize our Chief Financial Officer, Amy McInerny. Amy is known for being the first CFO at SBCERA to lead major technology and innovation projects aimed at streamlining processes and enhancing efficiency. Amy brings to her role more than 20 years of financial reporting experience, with expertise in process improvement and financial leadership. As SBCERA’s Chief Financial Officer, she is responsible for managing all of SBCERA’s financial processes, including budgeting, accounting, cash management, and financial planning and analysis. “Amy’s expertise, strategic mindset, and commitment to excellence have been invaluable to SBCERA,” said Marc Bracco, SBCERA Board Chair. “She leads with integrity and precision, ensuring our financial health remains strong for the benefit of our members. We are fortunate to have her guiding our financial operations.” Before joining SBCERA, Amy held various and progressively responsible positions with nonprofits, a regional payroll provider, and public accounting firms. She earned a Bachelor of Science in Business Administration from CSU San Bernardino and is a licensed CPA in California. “It’s an honor to serve as SBCERA’s Chief Financial Officer and contribute to the financial stability of an organization dedicated to serving its members,” said Amy. “I take great pride in ensuring that our financial processes are strong, transparent, and built to support our long-term goals.” Read more: https://bit.ly/3DjHPSA #WHM #WomenInLeadership #SBCERA

Join us in welcoming Jose Beltran, to the SBCERA team, where he will be serving as our Member Experience Manager in the Member Services Department. With a strong focus on process improvement, efficiency, and service excellence, he will lead our strategic member experience initiatives. He brings extensive experience, most recently serving as an Administrative Services Manager II for the County of Riverside’s Department of Public Social Services. Jose holds a Bachelor’s degree in Business Administration and a Master’s degree in Organizational Leadership from California Baptist University. Passionate about fostering a positive and supportive work environment, Jose is a fantastic addition to our team, and we’re happy to have him! Welcome to the team, Jose!

We couldn’t be more proud of our CEO, Debby Slack Cherney for continuing to champion the “why” behind what we do at SBCERA and the impact it has on so many people.?They are our bottom line and our commitment to them is why we’re here. “From her insights on uncertainty and opportunity in the markets, to her conversation with California State Treasurer Fiona Ma about housing, policy, and DEI, Debby brought her whole self to the event—and spoke with clarity about what leadership really means.” — ALTS #ALTSLA #MarketGroupALTS #AlternativeInvestments

As we continue celebrating Women’s History Month, we proudly recognize our Chief of Member Services, Christina Cintron. Since joining SBCERA in 2014, Christina has held several roles throughout the organization and now serves as Chief of Member Services where she oversees all functions related to member services. She directs the planning, organization, and operations that directly impact the service we provide to our members and the experience they have with SBCERA. She is a true champion of empowering staff to be confident and consistent in serving our members, and seeking to achieve the Superior Service Experience we’re striving to deliver. “Christina’s leadership and dedication ensure that our members receive the highest level of service,” said Marc Bracco, SBCERA Board Chair. “Her expertise and commitment to operational excellence continue to strengthen our organization and the way we show up for the people we serve.” Christina holds a Bachelor’s degree in Accounting and a Master of Business Administration with an emphasis in Finance from the University of La Verne. As a licensed Certified Public Accountant (CPA) in the state of California, she brings a strong financial background and a passion for excellence in service. Through her leadership, expertise, and dedication, Christina continues to enhance the experience of SBCERA’s members and retirees, ensuring they receive the support and service they deserve. “It’s an honor to serve our members who’ve dedicated their lives to serving San Bernardino communities,” said Christina. “Providing exceptional service and ensuring operational excellence are my top priorities.” Read more: https://bit.ly/4btDcBW #WHM #WomenInLeadership #SBCERA

This week, SBCERA’s Senior Investment Officers Amit Thanki, CAIA and Jake Abbott, CFA represented our team at the AltsLA conference, contributing their insights on the evolving private credit landscape. Amit Thanki moderated a dynamic panel exploring the macroeconomic and geopolitical forces shaping private credit. The discussion addressed key questions: Are investors moving into riskier segments of the market? Where is risk being adequately compensated? And what are the unexpected drivers of yield across sub-asset classes? Jake Abbott participated as a panelist in a thought-provoking session on opportunistic credit. The panel examined how seasoned investors are navigating today’s high interest rate environment and slowing economic growth, with a focus on distressed-debt and special-situations strategies designed to mitigate default risk while targeting strong returns. We’re proud to see our investment team contributing to important conversations that shape the future of alternative investments. #MarketsGroup #CFASocietyLosAngeles #CAIAAssociation #CalALTs #WIIIN #ALTSLA

Service Credit is the time you've earned while working for an SBCERA-covered employer and it's one of the factors used to calculate your future lifetime retirement benefit. There are four types of service credit: 1. Redeposit of Withdrawn Contributions 2. Past Ineligible Service 3. Authorized Leave 4. Prior Public Agency Service (PPAS) To learn more about purchasing service credit visit, https://lnkd.in/gitDnFnW

We’re excited to introduce SBCERA’s new video series on Disability Retirement. The series is designed to help our members better understand and navigate our disability retirement process. The topics include 1) Applying for Disability Retirement, 2) What to Expect During an Initial Board Hearing, 3) Workers' Compensation vs. SBCERA Disability Retirement, and 4) Appeals & Administrative Reviews. Learn more: https://lnkd.in/gwnFPimV