Pension Fund

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City of Fort Lauderdale General Employees' Retirement System

The City of Fort Lauderdale General Employees' Retirement System was established in 1973 as a defined-benefit plan for city employees. The City of Fort...

City of Fort Lauderdale General Employees' Retirement System

The City of Fort Lauderdale General Employees' Retirement System was established in 1973 as a defined-benefit plan for city employees. The City of Fort Lauderdale acts as plan sponsor. A Board of Trustees oversees governance while Nick Schiess handles day-to-day administration. The fund targets a 6.75 percent return and holds private equity exposure through Capital Dynamics IV, V, and VI as well as HarbourVest Dover Street IX, X, and XI. Real estate commitments include the Invesco Core Real Estate Fund. Timberland and farmland mandates form part of the alternatives sleeve. Geographic reach centers on the United States with global private equity fund exposure. Assets total $749 million. The fund belongs to NCPERS. KeyBank serves as custodian since 2022. A March 2026 Board of Trustees meeting reviewed investment performance and actuarial valuations. The plan maintains a distinct legal structure from the city's police and fire funds, with investment decisions executed through external managers and a formal board process.

General information

Firm type

Pension Fund

Year founded

1973

Location

Region

North America

Country

United States

City

Fort Lauderdale

Corporate office

401 NE 4th Street, Suite 201, Fort Lauderdale, FL, United States

Principals

Lynn Wenguer

Chairperson of the Board of Trustees

Nick Schiess

Pension Administrator

Sector focus

DiversifiedForestry & TimberRaw Materials & Natural Resources

Frequently asked questions

Who runs investment decisions at the City of Fort Lauderdale General Employees' Retirement System?

A Board of Trustees chaired by Lynn Wenguer sets policy. Nick Schiess serves as Pension Administrator for daily operations.

Does the fund participate in fund commitments or only direct deals?

The fund commits to private equity vehicles including Capital Dynamics and HarbourVest funds. It also holds positions in real estate and timberland mandates.

What asset classes receive allocations?

Private equity, core real estate, farmland, and timberland form the alternatives allocation. Public equities and fixed income complete the portfolio.

How is the fund related to the City of Fort Lauderdale?

The City is the employer and plan sponsor. The retirement system remains legally separate from the police and fire plans.

Which service providers support the fund?

Dahab Associates acts as investment advisor. Gabriel, Roeder, Smith & Company provides actuarial services. KeyBank has served as custodian since 2022.

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