San Francisco / Oakland / Boston / New York / Los Angeles / San Francisco City / Miami / /
Company
Retirement System - Defined Contribution Funds / Defined Contribution Plan Funds / Bank One Corporation / Bear Stearns & Co. / Midland Montagu Securities Inc. / First Chicago Corporation / The Regents SENIOR / Florida Power & Light Company / Wells Fargo Bank / Bank of America NT&SA / Northrop Grumman / The Regents University / Fixed-Income Investments / JP Morgan / The Regents / San Francisco Bay / ENDOWED FUNDS / Morgan Stanley & Co. / Pathway Funds / The Regents FISCAL / University-Managed Defined Contribution Funds / State Street / Merrill Lynch / Brinson Partners / Charitable Asset Management / Opportunistic Investments / Crocker National Bank / The Regents As / National Laboratory UC Merced Los Alamos National Laboratory / Risk Management Group / Storer Communications Inc. / Portfolio Management Group / First Chicago Investment / MBA / /
College of California / University of California UC Regents Committee / Loyola Marymount University / University of California Retirement System / Campus Foundations / UNIVERSITY OF CALIFORNIA The University of California / al Laboratory Laborato Lawrence Livermore National Laboratory UC Merced Los Alamos National Laboratory / University of California / The Regents University of California / University of Miami / College of New Rochelle / Golden Gate University / University of California The Regents / University of California Office / California State University / The Treasurer’s Annual Report University of California Treasurer / Mechanical Arts College / University of California Retirement Plan / /
IndustryTerm
finance / real gross-domestic-product / real estate / investment products / energy efficiency / Potential new products / law schools / analytical tools / healthcare / /
MarketIndex
Russell 3000 / Barclays Capital Aggregate Bond / /
NaturalFeature
Francisco Bay / /
Organization
Agricultural / Mining / and Mechanical Arts College / University of California / Bishop Clinch Endowment / Golden Gate University / UC Berkeley / San Francisco UC / Stanford University Graduate School / Task Force / College of New Rochelle / Office’s mission / Loyola Marymount University / Division of Agriculture and Natural Resources / US Federal Reserve / U.S. Treasury / UCLA / University of California office of the Treasurer Organizational Chart / Department of Energy / College of California / University of Miami / Department of the Treasury / University of California UC Regents Committee on Investments Administrative Matters Chief Investment / Treasurer’s Office / Post-Employment Benefits Task Force / California State University / Northridge / University of California Retirement Plan / University of California Retirement System / /
Person
Abraham Lincoln / WILLIAM J. COAKER / MELVIN L. STANTON / Flexible Approach / JESSE L. PHILLIPS / Lawrence Berkeleyy / Marie N. Berggren / RANDOLPH E. WEDDING / Melvin Stanton / /
Position
corporate planning analyst / chief investment officer / CIO / controller / executive vice president /department head / vice president and manager / President / manager searches and monitoring / managing director / commodities and derivative sales / manager / risk analysis / senior financial analyst / manager selection decisions / director of sales / General / Chief Investment Officer / Vice President / vice president and regional sales manager / managing director of public equities and director of research / Managing Director / LOOKING FORWARD / Treasurer / senior vice president and department head / Acting Treasurer / driver / portfolio manager / Advisors / Chief Investment Officer 7 Investment / Officer / investment officer and senior investment analyst / senior investment officer / manager of fixed-income derivative sales / Global Advisors / Boston / Riverside TREASURER / Associate Chief Investment Officer / financial executive in portfolio management and securities trading / CPA / CIO / manager of currency options and derivatives trading / analyst / THE CHIEF INVESTMENT OFFICER / MS Chief Investment Officer / Vice President / executive vice president/department head of Venture Capital Investments / /
MISSION STATEMENT The Office of the Treasurer of The Regents manages the University of California’s retirement, endowment and cash assets under the policies, guidelines, and performance benchmarks established by The