Local government pension plan · Broward County
Hollywood Employees' Retirement Fund
Hollywood, FL · Official site ↗
Next meeting
Not found in fetched documents
Coverage
98%
of what this plan publishes
Signal timeline 3
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2026-06-23 MANDATE_AWARDED · consultant auto-approvedThe Hollywood Employees' Retirement Fund Board voted 7-0 on a motion to execute the Segal Marco Contract. June 23 – Regular Meeting · p.3
to execute the Segal Marco Contract. In a voice vote of the members present, all members voted in favor. Motion passed 7-0.
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2026-01-13 MANDATE_AWARDED · consultant auto-approvedThe Hollywood Employees' Retirement Fund Board passed 7-0 a motion naming Segal Marco as the Investment Consultant for the Defined Contribution and Hybrid Plans. January 13 – Regular Meeting · p.2
Marco as the Investment Consultant for the Defined Contribution and Hybrid Plans. In a roll call vote of the members present, all members voted in favor. Motion passed 7-0.
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2025-05-12 COMMITMENT_MADE auto-approvedThe Hollywood Employees' Retirement Fund board voted 6-0 on the consultant's recommendation to invest $12 Million in 50 South Capital. May 12 – Special Meeting · p.1
take the consultant's recommendation to the invest $12 Million in the 50 South Capital 5. Fund XIl, the investment period would be longer. In a roll call vote of the members present, all members voted in favor. Motion passed 6-0.
Target vs actual allocation
| Asset class (as labeled) | Target 2026-04-28 | Range | Actual 2026-04-28 |
|---|---|---|---|
| Emerging Manager Program | 7.5% | — | 3.7% |
Source: April 28 – Regular Meeting · p.2
Coverage checklist 98%
| Document | Status |
|---|---|
| Agendas, last 18 months 15 of 16 |
partial |
| Minutes, last 18 months 4 of 4 |
✓ held |
| Investment policy statement (latest) | not published |
| Quarterly investment report (latest) | not published |
| Actuarial valuation (latest) dated 2025-10-01 |
✓ held |
| Audited financial statements (latest) dated 2025-10-01 |
✓ held |
| F.S. 112.664 disclosure (latest) | not published |
"Not published" means not found on the plan's approved listing pages. "Missing" means listed there but not fetched yet.
Current managers by asset class as of 2025-09-30
| Asset class (as labeled) | Manager | Amount | Status | Source |
|---|---|---|---|---|
| Baird Core Plus Bond Fund | Baird | 8.4% | ACTIVE | DB Plan – Financial... · p.31 |
| Infrastructure Investment Fund | IFM Global Infrastructure Investment Fund | $13,881,169 | ACTIVE | DB Plan – Financial... · p.35 |
| Neuberger Berman - Short Duration Emerging Market Fund | Neuberger Berman | 5.4% | ACTIVE | DB Plan – Financial... · p.31 |
| Private Debt Investment Funds | AG Direct Lending Fund II, LP | $2,184,496 | ACTIVE | DB Plan – Financial... · p.35 |
| NB Private Debt Fund IV, LP | $18,347,161 | ACTIVE | DB Plan – Financial... · p.35 | |
| Brightwood Capital Fund V, LP | $7,738,167 | ACTIVE | DB Plan – Financial... · p.35 | |
| Brightwood Capital SBIC III, LP | $2,683,580 | ACTIVE | DB Plan – Financial... · p.35 | |
| Marathon Healthcare Finance Fund, LP | $14,796,115 | ACTIVE | DB Plan – Financial... · p.35 | |
| BCP Special Opportunities Fund III, LP | $1,506,332 | ACTIVE | DB Plan – Financial... · p.35 | |
| Entrust Blue Ocean Onshore Fund, LP | $7,928,096 | ACTIVE | DB Plan – Financial... · p.35 | |
| Private Equity Investment Funds | NB Crossroads Fund XXI - Asset Allocation, LP | $16,983,187 | ACTIVE | DB Plan – Financial... · p.35 |
| Apogem Heritage Fund VI, LP | $9,136,246 | ACTIVE | DB Plan – Financial... · p.35 | |
| HarbourVest Dover Street IX LP | $4,172,158 | ACTIVE | DB Plan – Financial... · p.35 | |
| Private Equity Core Fund XI LP | $2,245,729 | ACTIVE | DB Plan – Financial... · p.35 | |
| RBC Emerging Markets Equity Fund | RBC | 5.5% | ACTIVE | DB Plan – Financial... · p.31 |
| Real Estate Investment Funds | AG Realty Value Fund X, LP | $5,430,679 | ACTIVE | DB Plan – Financial... · p.35 |
| AG Realty Value Fund XI, LP | $5,980,147 | ACTIVE | DB Plan – Financial... · p.35 | |
| Morgan Stanley - Prime Property Fund, LLC | $10,113,100 | ACTIVE | DB Plan – Financial... · p.35 | |
| Principal Enhanced Property Fund, LP | $9,733,098 | ACTIVE | DB Plan – Financial... · p.35 | |
| Affiliated Housing Impact Fund, LP | $4,444,172 | ACTIVE | DB Plan – Financial... · p.35 | |
| Wellington Trust Company – CTF International | Wellington Trust Company | 13.1% | ACTIVE | DB Plan – Financial... · p.31 |
Officers and trustees as printed
| Name | Title | As of | Source |
|---|---|---|---|
| Ron Cohen | LEGAL (Ron Cohen - Lorium Law) | 2026-06-23 | June 23 – Regular Meeting · p.3 |
| D. Keller | Trustee | 2026-06-23 | June 23 – Regular Meeting · p.3 |
| G. Keller | Trustee | 2026-06-23 | June 23 – Regular Meeting · p.3 |
| Keith Reynolds | Segal Marco | 2026-03-24 | March 24 – Regular Meeting · p.2 |
| Ron Cohen | Lorium Law | 2026-03-24 | March 24 – Regular Meeting · p.2 |
| Keith Reynolds | Segal Marco | 2026-01-13 | January 13 – Regular Meeting · p.2 |
| Ron Cohen | LEGAL (Lorium Law) | 2026-01-13 | January 13 – Regular Meeting · p.3 |
| Jeffrey Amrose | Senior Consultant & Actuary | 2025-10-01 | DB Plan – 10-1-2025... · p.4 |
| Trisha Amrose | Consultant & Actuary | 2025-10-01 | DB Plan – 10-1-2025... · p.4 |
| Keith Reynolds | Segal Marco | 2025-05-20 | May 20 – Regular Meeting · p.2 |
| D. Keller | Trustee | 2025-05-20 | May 20 – Regular Meeting · p.2 |
| Greene | Trustee | 2025-05-20 | May 20 – Regular Meeting · p.2 |
| Shaw | Trustee | 2025-05-20 | May 20 – Regular Meeting · p.2 |
| Strauss | Trustee | 2025-05-20 | May 20 – Regular Meeting · p.2 |
| Shaw | Chair | 2025-05-12 | May 12 – Special Meeting · p.1 |
| Keith Reynolds | Segal | 2025-05-12 | May 12 – Special Meeting · p.1 |
| Ronald Cohen | Lorium Law | 2025-05-12 | May 12 – Special Meeting · p.1 |
| D. Keller | Trustee | 2025-05-12 | May 12 – Special Meeting · p.1 |
| G. Keller | Trustee | 2025-05-12 | May 12 – Special Meeting · p.1 |
| Greene | Trustee | 2025-05-12 | May 12 – Special Meeting · p.1 |
| Shaw | Chair | 2025-02-10 | Calendar of Items · p.20 |
| Ronald Cohen | Lorium Law | 2025-02-10 | Calendar of Items · p.20 |
| April Allen | Trustee | 2025-02-10 | Calendar of Items · p.20 |
| Greene | Trustee | 2025-02-10 | Calendar of Items · p.20 |
| Strauss | Trustee | 2025-02-10 | Calendar of Items · p.20 |
Names and titles only, exactly as the documents print them. No contact details are stored.
Documents we watch 50
Listing pages: AGENDAS, BOARD INFORMATION, ACTURIAL VALUATION REPORTS, FLASH PERFORMANCE REPORTS, PERFORMANCE REPORTS, TREASURER’S REPORT, MINUTES