GASB 45 OPEB JPA SERVICE TEAM...
Bickmore Risk Services & Consulting (BRS) is the largest, independent non-brokerage affiliated risk management consulting firm in the western United States, and the second largest in the nation. BRS clients include both public and private entities nationwide. The firm offers risk management consulting, group formation and administration, actuarial, risk control, claims oversight and employment practices services. BRS is staffed with more than 100 professional and support staff, including credentialed safety professionals, experienced pool administration managers, CPAs, attorneys, actuaries, and certified workers' compensation professionals. The firms's corporate headquarters is located in Sacramento, California. It also has offices in Long Beach, California; Albany, New York; Portland, Oregon; Santa Fe, New Mexico; and Charlotte, North Carolina. Website: www.brsrisk.com
Jeanette Workman, ARM
Administrator, Principal
Jeanette Workman is a founding partner of BRS and serves as Administrator for two substantial JPA pool clients – The Central San Joaquin Valley Risk Management Authority, a joint powers authority consisting of 55 cities in the San Joaquin Valley; and the Local Agency Workers' Compensation Excess Joint Powers Authority, an excess workers' compensation joint powers authority consisting of 36 cities, special districts, and JPAs.
Jeanette Workman, ARMBickmore Risk Services & Consulting
1831 K Street
Sacramento, CA 95811
916.244.1100 x 1110
jworkman@brsrisk.com
Rob Kramer, JD, MBA, ARM
Executive Vice President, Principal
Rob Kramer is a Principal and Executive Vice President of the Administration division at Bickmore Risk Services & Consulting. Within the program administration practice area, Rob serves as Administrator and Risk Manager for various public joint powers authorities and private self-insured group clients. Rob has 15 years of experience in the risk management self-insurance industry.
Rob Kramer, JD, MBA, ARM
Bickmore Risk Services & Consulting
1831 K Street
Sacramento, CA 95811
916.244.1100 x 1117
rkramer@brsrisk.com
John E. Chaquica, CPA, MBA, ARM
Chief Executive Officer, Principal
John Chaquica is Chief Executive Officer of Bickmore Risk Services & Consulting. He leverages 20 years of experience in the risk management industry by effectively serving as the Executive Director for three California public entity self-insurance pools and as a consultant on several public and private entity projects. Prior to joining BRS in 1998, John was a partner in the respected accounting firm Gilbert & Associates, specializing in audit and consultation services to public entity self-insured groups.
John Chaquica, CPA, MBA, ARM
Bickmore Risk Services & Consulting
1831 K Street
Sacramento, CA 95811
916.244.1100 x1116
jchaquica@brsrisk.com
Jeff Furnish, FCA, ASA, MAAA, JD
Manager, Health and Benefits Actuarial Services
Jeff Furnish focuses on public entities and compliance with GASB 43/45 retiree healthcare plan accounting standards. He began his consulting actuarial career in 1974 with Wyatt in Washington, DC, specializing in Fortune 200 retirement consulting and leading the firm's plan document drafting and ERISA compliance efforts. Jeff later became manager of the firm's Portland, Oregon office. Jeff is a Fellow of the Conference of Consulting Actuaries, past Chairman of the Society's Committee on Pensions, and past President of the Conference.
Jeff Furnish, FCA, ASA, MAAA, JD
Bickmore Risk Services & Consulting
1831 K Street
Sacramento, CA 95811
916.290.4654
jfurnish@brsrisk.com
Citigroup/Smith Barney/Consulting Group, the leading global financial services company, has over 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, insurance, securities brokerage, and asset management. Major brand names under Citigroup's trademark red umbrella include Citibank, CitiFinancial, Primerica, Smith Barney and Banamex. Smith Barney's Consulting Group is an industry leader in investment management consulting, products and services. Founded in 1973, the Consulting Group works with Smith Barney financial advisors and their clients, both institutional and individual, to develop customized investment, economic and asset allocation strategies based on their individual financial objectives. Website: www.smithbarney.com/consultinggroup.
John T. Liddle, MSSenior Vice President - Wealth Management, Senior Investment Management Consultant
Smith Barney - Sacramento
John T. Liddle is Senior Vice President - Wealth Management and Senior Investment Management Consultant at Smith Barney-Sacramento, where he has been since 1985. He holds an MS and BS from Washington State University. A highly respected expert financial advisor and specialist in wealth and investment management, John holds the following Securities Licenses: Series 7, 63, 65. He is licensed in the following states: Arizona, California, Iowa, Indiana, Illinois, Kansas, North Carolina, Nevada, Oregon, Utah, Virginia, Washington, and Wisconsin.
John T. LiddleSmith Barney - Sacramento
155 Cadillac Drive
Sacramento, CA 95825
916.567.2030 or 800.284.1575
john.t.liddle@smithbarney.com
Chandler Asset Management is an independent, client-focused investment management and advisory firm, managing over $3 billion for institutional investors including public agencies, healthcare providers, foundations, endowments and corporations. The firm specializes in the management of investment-grade fixed income portfolios. It believes active management of fixed income portfolios based on relative analysis will provide superior risk-adjusted returns in all market environments. Website: http://www.chandlerasset.com/
Kay Chandler, CFAPresident and Chief Executive Officer
Kay Chandler is the President of Chandler Asset Management. She is responsible for overseeing all aspects of the firm's investment process, and for client relations and communication. Kay served as Investment Officer for the County of San Diego from 1975 until 1983, and then in the same position for the City of San Diego from 1983, until 1985. She is a member of the San Diego Financial Analyst Society, and holds the designation of Chartered Financial Analyst (CFA).
Kay Chandler, CFAChandler Asset Management
9255 Towne Centre Drive, Suite 350
San Diego, CA 92121
858.546.3737 or 800.317.4747
kay.chandler@chandlerasset.com
Martin Cassell, CFA
Chief Investment Officer
Martin Cassell is the Executive Vice President and Chief Investment Officer at Chandler, and is a principal of the firm. Martin is responsible for setting portfolio strategy and oversight of portfolio risk management. He joined Chandler Asset Management in 1991 from the City of San Diego, where he managed a $1 billion fixed income portfolio. He began his investment career at World Savings and Loan in 1987 as a portfolio manager. Martin is a member of the San Diego, Financial Analyst Society, and holds the designation of Chartered Financial Analyst (CFA).
Martin Cassell, CFAChandler Asset Management
9255 Towne Centre Drive, Suite 350
San Diego, CA 92121
858.546.3737 or 800.317.4747
martin.cassell@chandlerasset.com
PFM Asset Management LLC is the investment advisory subsidiary of the PFM Group. The PFM Group is the nation's leading municipal finance and investment advisory practice. PFM Asset Management, a nationally-recognized Investment Advisor, specializes in providing cash and investment management, customized investment and escrow management services and consulting services to state and local governments, institutions of higher-education and health care, public pension plans foundations and endowments, and Taft-Hartley. The firm has been managing funds for public agencies since 1980, with over $26.5 billion of public sector assets under management – $6 billion in California. It is the investment advisor for 32 self-insurance JPAs with over $1.3 billion in assets. The firm specializes in managing portfolios with short- and intermediate-term, high-quality, fixed-income investments. Its range of products reflects both the broad and diverse talents of its investment professionals.
Nancy JonesManaging Director
Nancy Jones is a Managing Director in PFM's San Francisco office, and is responsible for investment advisory services provided to public agencies in the state of California. Nancy has over 25 years of experience working with public agency clients throughout the Mid-Western and Western states. Nancy is a Phi Beta Kappa graduate of the University of California, Berkeley, and attended business school at San Francisco State University. She is a member of the California Association of Joint Powers Authorities, the California Society of Municipal Finance Officers, the California Association of County Treasurers and Tax Collectors, and the California Municipal Treasurers Association.
Nancy JonesPFM Asset Management LLC
50 California Street Suite 2300
San Francisco, CA 94111
415.982.5544
jonesn@pfm.com
Lauren Brant
Managing Director
Lauren Brant is a Managing Director in the firm's San Francisco office. She is responsible for investment advisory services provided to public agencies in western states including California, Arizona, Nevada, Oregon, and Washington. Lauren is a member of the California Association of Joint Powers Authorities, the California Society of Municipal Finance Officers, the California Association of County Treasurers and Tax Collectors, and the California Municipal Treasurers Association. Lauren is a Phi Beta Kappa graduate of Pennsylvania State University, where she earned a Bachelor of Science degree in Economics.
Lauren BrantPFM Asset Management LLC
50 California Street Suite 2300
San Francisco, CA 94111
415.982.5544
brantl@pfm.com