Retirement System - Defined Contribution Funds / OVERVIEW ASSET ALLOCATION / Defined Contribution Plan Funds / Bank One Corporation / The Regents Another / Alternative Investments / Citigroup / UC San Diego PAGE 2 PAGE 2 / The Regents / Endowed Funds / The Regents FISCAL / Interim / University-Managed Defined Contribution Funds / State Street / MBA Investment Officer Investment Officer / Brinson Partners / Charitable Asset Management / Risk Management / UC Pathway Funds / National Laboratory UC Merced Los Alamos National Laboratory / Risk Management Group / BS Assistant Director / First Chicago Investment / Governments Sector Senior / /
Country
United States / /
Currency
USD / /
Event
Person Travel / Employment Change / Funding / Debt Financing / Person Communication and Meetings / /
Facility
Investments University of California / University of California System / The University of California / University of California Retirement System / Campus Foundations / Dartmouth College / University of California / Lawrence Berkeley National Laboratory Lawrence Livermore National Laboratory UC Merced Los Alamos National Laboratory / University of California Effective July / Robert Mondavi Institute / University of California Robert C. Dynes / University of California Gary D. Novack / The Treasurer’s Annual Report University of California Treasurer / THE UNIVERSITY OF CALIFORNIA The University of California / University of California Retirement Plan / /
IndustryTerm
real estate investment trusts / crude oil prices / publicly-traded real estate securities / given real estate / venture capital investments / energy / real estate / food programs / Potential new products / investment management / oil prices / overall real estate exposure / public investment systems / venture capital / real estate investments / experienced real estate investment firms / law schools / analytical tools / active and passive management / real estate allocation / real estate investment program / /
MarketIndex
Russell 3000 / MSCI World ex U.S. / Russell 3000 Tobacco / Lehman Aggregate Bond / /
Organization
ICC Fund / Savings Fund / UNIVERSITY OF CALIFORNIA / Bond Fund / Robert Mondavi Institute for Wine and Food Science / UC Berkeley / Dartmouth College / Office’s mission / US Federal Reserve / University of California System / Portfolio Management Committee / Andrew W. Mellon Foundation / U.S. Treasury / Treasurer's Office / Large Pension Fund / UCLA / University’s office of Human Resources and Benefits / UC Balanced Growth Fund / University of California Effective / Balanced Growth Fund / Treasurer’s Office / TIPS Fund / University of California Retirement Plan / University of California Retirement System / International Criminal Court / /
Person
Omar Sanders / David Schroeder / Floyd Gazaway / Jr. / David S. Lee / Robert Yastishak / Khaleelah Muhammad Marjan Shomali Michael Strach Pu / Satish Swamy / Elizabeth Agbayani Kristina Chow Milkah / Aaron Staines / Alice Yee / Wang-Fackler Allen Woo Claudia / Paula Ferreira / Brian Hagland Jan Kehoe / Steven Algert / Susan Rossi / David H. Russ / Norman J. Pattiz / Paul Wachter Ex Officio / Alicia Boice / George Blumenthal Clifford Brunk / Peter Preuss Fred Ruiz Tom / Michael Comstock John / Jodi Anderson / Allen Woo Claudia Green Joyce Lewis Barbaretta / P. Johnson Joanne / Richard E. Rominger / Peter Preuss Paul Wachter Ex / Gayle Tapscott / Arnold Schwarzenegger / Sherry L. Lansing David / Eric Juline Richard / George Blumenthal Aileen Liu / Gerald L. Parsky / Melvin L. Stanton / Mark F. Ornellas Norman / Robert B. Blagden / Arnold Schwarzenegger Robert / Joseph Simitian / Monica C. Lozano George / Judith L. Hopkinson Odessa / Norman J. Pattiz Peter Preuss Fred / S. Lee Monica / Joanne C. Kozberg Sherry / Nelson Chiu / Michael John / Gerald L. Parsky Norman / George M. Marcus / Cruz M. Bustamante / Jesse L. Phillips / Collateralized Sector / Gay Adams Elizabeth Agbayani Kristina / M. Marcus John / Fabian Núñez / John J. Moores Gerald / James E. Holst / Fred Ruiz Tom Sayles Paul / Burton Yuen / Brett Johnson / Leigh Trivette / Benjamin Graham / William Byrd / Marie N. Berggren / Tom Sayles Paul Wachter Linda / Mark F. Ornellas / Kristina Chow Milkah Cunningham / C. Blum Judith / Kim Evans / Leslie Watson / Linda Fried / C. Blum David / Richard C. Blum / /
Position
Chief Investment Officer / Vice Chairman / Treasurer 6 Investment / President / Director Alison Johnson BUSINESS MANAGEMENT / Treasurer and Vice President for Investments / Vice Chair / Vice President of the Alumni Associations / General / Secretary / State Superintendent of Public Instruction / Supervisor / Analyst Investment Officer / Senior Credit Analyst / Managing Director / LOOKING FORWARD / TREASURER / STIP portfolio manager / Treasurer and consultant / vice president of venture capital investments / senior vice president of portfolio risk management and venture investments / senior vice president for corporate mergers and acquisitions / and vice president for corporate strategy / Portfolio Manager / Short-Term Securities Junior Portfolio Manager Head of Credit Analysis / private equity consultant / Global Advisors / Boston and San Francisco / Portfolio Manager / Portfolio Manager / Credit Sector / Interim Treasurer and Interim Vice President for Investments / Advisors / Manager / Speaker / General Counsel and Vice President for Legal Affairs / consultant / California Treasurer / Assistant Treasurer / Governor / Manager / Governments / Manager selection / Assistant Director / Chairman / Vice President for Investments / Director / executive vice president / Chair / Analyst / Lieutenant Governor / real estate consultant / /
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA OFFICE OF THE TREASURER June 2005