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Procurement

S16253 General Investment Consulting Services

Tim Willson
10/17/16
10/31/16  5:00 PM
Closed
NOTICE TO PROSPECTIVE PROPOSERS
REQUEST FOR PROPOSALS (RFP) S16253
GENERAL INVESTMENT CONSULTANT SERVICES



Santa Clara Valley Transportation Authority (VTA) seeks proposals from qualified firms to provide General Investment Consulting Services.

Proposers are strongly encouraged to email any questions regarding this RFP by 5:00 p.m. on October 19, 2016 to tim.willson@vta.org. Proposals are due by 5:00 p.m. on October 31, 2016.

Addendum #1 added 10/21/2016

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Attachments
File Name
Date/Time
Download
RFP S16253.pdf10/17/16 3:37 PMSubmit Information Below
ATU IPS_May 12, 2015_Board Approved Final.pdf10/21/16 3:32 PMSubmit Information Below
Board of Pensions 2017 Meeting Schedule.pdf10/21/16 3:32 PMSubmit Information Below
Manager Summary_09302016.pdf10/21/16 3:32 PMSubmit Information Below
OPEB IPS_June 4, 2015_Board Approved.pdf10/21/16 3:32 PMSubmit Information Below
SCVTA-ATU Local 265 Pension Plan Board Members and Investment Committee Members October 2016.pdf10/21/16 3:32 PMSubmit Information Below
VTA Non-Trust Held Funds IPS_November_2012.pdf10/21/16 3:33 PMSubmit Information Below
1 RFP S16253 ADDENDUM 1 and Q&A.pdf10/21/16 3:37 PMSubmit Information Below


Interested Vendors
Company
First Name
Last Name
Street Address
City
State
Postal
Code
ACGNathanBurk
Alan D. Biller & AssociatesAlanBiller535 Mddlefield RdMenlo ParkCA94025
Aon Hewitt Investment ConsultingTraceeScott-Otis
ArupIgnacioBarandiaran560 Mission StreetSan FranciscoCA94105
BairdEdwardBardowski
BFSGChrisRowey2040 Main StreetIrvineCA92624
BidOceanLyraAsis
Buck ConsultantsJonSlinger1200 17th St. Suite 1200DenverCO80202
Cal Coast TelecomMariePernick886 Faulstich CtSan JoseCA95112
Callan AssociatesUvanTseng600 Montgomery Street, 8th FloorSan FranciscoCA94111
CCSSRolandLebrun
Chandler Asset ManagementJeannieOrozco6225 Lusk BlvdSan DiegoCA92121
DELTEKARAARA
EllwoodDaleConnors
Financial Investment NewsMatthewMcCue41 Union Square WestNew YorkNY10003
FirstSouthwestJosephYew1300 Clay Street, Ste 600OaklandCA94612
Forefront AnalyticsBlairKaplan100 Front Street, Suite 1111West ConshohockenPennsylvania19428
FTN Financial Main Street AdvisorsRuthPhillips10655 Park Run Drive, Suite 120Las VegasNV89144
GRLMgarchung2008new yorkNY10016
Hammond AssociatesBrookKennon101 South Hanley Rd.St. LouisMO63105
institutional investorlouispope225 park avenue southnew yorkNY10003
Investment Consulting Services, LLCJasonUthe
LP Analyst, LPTimothyHettinger325 Cesar ChavezDallasTX75201
MandateWire, a publication of the Financial TimesJoshAzar330 Hudson Street, 7th FloorNew YorkNew York10013
Meketa Investment GroupLisaRubin100 Lowder Brook DriveWestwoodMA2090
Milliman, Inc.JessicaRomero650 California StreetSan FranciscoCA94108
mischler financial groupdoyleholmes1111 Bayside DriveCorona del MarCA92625
NEPC, LLCVictoriaVigilante255 State StBostonMA02109
NFPBradLarsen120 Vantis, Suite 400Aliso ViejoCA92656
Omega Investment Managementkathysteinbrecher1255 treat blvd number 300walnut creekCALIFORNIA94597
OnviaSourceManagementSeattleWA
Pension Consulting Alliance, LLCMalloryLynch
Pensions & InvestmentsRobKozlowski150 N Michigan AveChicagoIL60601
Pensions&InvestmentsRandolphDiamond71 Stevenson St. Suite 400San FranciscoCAlifornia94105
PFM Asset ManagementMoniqueSpyke50 California Street, Suite 2300San FranciscoCalifornia94111
Prime VendorBidClerk4622 Cedar AveWilmingtonNC28403
RBC Capital MarketsKellyCasto1200 17th StreetDenverCO80120
Retirement Plan AdvisorsCaitlinCunningham
RVK, Inc.KatieReifsnyder1211 SW 5th Ave. Suite 900PortlandOregon97204
Sperry CapitalBryantJenkinsThree Harbor Drive, Suite 101SausalitoCA94965
Sperry Capital Inc.JimMartling475 Gate Five Road #208SausalitoCA95965
Standard & Poor's Capital IQAdamRihner
Summit Strategies GroupSallyArras
TCG Group Holdings, LLPScottHauptmann900 S Capital of Texas Hwy, Ste 350AustinTexas78746
U S BANKTroyKidd2385 EsplanadeChicoCA95926
UBS Financial ServicesMarthaSpano2029 Century Park EastLos AngelesCa90067
VanguardMarkLanday14321 North Northsight BlvdScottsdaleAZ85260
VerusEmmanuelCanteras333 Bush Street, Suite 2000San FranciscoCA94104
VTAGinaCole3331 N. !st StSan JoseCa95134
VTACarolynVargas3331 N. First St.San JoseCA95134
VTASunnyDrennan3331 North First StreetSan JoseCA95134-1927
VTAPattyFerguson3331 N. 1st StreetSan JoseCA95134
Wells Fargo BankMary LouLopez333 Market Street, 15th floor, MAC A0109-152San FranciscoCA94105