The SBA is committed to providing superior investment and trust services while adhering to the highest ethical, fiduciary and professional standards.

May 17, 2012
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IAC
Investment Fund Values
(03/31/2012)
cap Pension Plan:
arrow $126.54B
cap

cap Investment Plan:
arrow $7.16B
cap

cap Cat Fund:
arrow $11.76B
cap

cap Florida PRIME:
arrow $7.29B
cap

cap Chiles Fund:
arrow $793.9M
cap

cap Total AUM:
arrow $158.66B
cap

 
IAC Meeting Agenda Items
 

Investment Advisory Council

The Board of Trustees has appointed nine members to serve on an Investment Advisory Council (IAC). The IAC provides independent oversight of SBA’s funds and major investment responsibilities, ranging from the Florida Retirement System programs to the Lawton Chiles Endowment Fund. Additionally, the IAC meets quarterly to discuss general policies such as risk budgets, alternative investments, and investment protection principles, while more broadly covering topics related to the general economic outlook. The IAC currently consists of:

Rob Gidel , Chair
David Grain , Vice Chair
Les Daniels
Martin Garcia
William Harrell
Michael Price
Chuck Newman
Gary Wendt

Members are appointed for 4-year terms pursuant to Section 215.444(2), Florida Statutes