Women Investment Professionals: Empowering Aspiring Women

The Changing Look of Institutional Investors' Portfolios

2018 Members Only - Part One

Is the Yale Model Dead?

March 29, 2018

Session I focuses on endowments and foundations which historically have had a significant bias towards alternatives, and active management generally.  Many E&Fs have been adopters of the Yale Model and early allocators to illiquid asset classes like private equity and hedge funds. But does E&Fs’ increased interest in sustainable investing suggest favoring passive and multi-factor vehicles?  Does Harvard’s move to external management rather than using an internal investment staff suggest further changes in the Yale model?

Joanna Rupp, CFA Assistant Vice President, Managing Director Private Equity University of Chicago

Joanna is the managing director of the $1.1 billion private equity portfolio for the University's endowment. She develops the investment strategy for the Venture Capital, Growth Capital and Corporate Buyout allocation, including investments in Developed and Emerging markets.  Together with her team, she oversees manager screening and selection. Joanna joined the University 2001 as the manager of public equities. In 2004, she was appointed as the Chief Operating Officer and oversaw the department through significant growth and change. In addition, she has served as the Managing Director, Pensions since 2009 and was responsible for the comprehensive revisions to the defined benefit plan’s investment policy, manager selection and allocations.

From 1997 to 2000, she was a vice president with Security Capital Markets Group where she was responsible for structuring real estate transactions for institutional investors and providing investment banking services to affiliated companies. Earlier in her career, Joanna was with the municipal finance group at Goldman, Sachs in New York and Chicago. Prior to that, she was an asset/liability manager for U.S. Central Credit Union responsible for fixed income portfolio management, fixed income derivatives strategy and new product development.

Joanna holds an MBA, cum laude, in finance from the University of Chicago Booth School of Business and a BS in business administration from the University of Kansas. She is a CFA Charterholder, Kauffman Fellow, Class 21, and a member of the Board of Trustees at The University of Kansas. 
 

Annual Professional Development Luncheon - 2018

Goals, Momentum, and Advocates: How to Advance Your Career, Deepen Your Relationships, and Improve Your World

April 24, 2018

Is 2018 your year to advance your career goals?

Do you have the “team” to guide you to elevating your career to the next level?

Every year there are super bright, very talented people – who get squeezed out and don’t achieve their goals and dreams because they don’t have the advocates to support them. That’s the challenge – in today’s reality.

While you (of course) need to have consistent and high impact achievement, without a concrete goal, consistent momentum, and solid advocates you could be just another smart person with great credentials.

In this program, you will review your 2018 goal, understand how to create momentum, and learn about a 5-anchor research-based approach to help you build advocates to increase your career success. If you are contemplating a career change, internal promotion, or launching a new venture, please join us.

 

Keynote Speaker

Anita Brick

In a career spans corporate, entrepreneurial, and academic sectors, Anita R. Brick, Director of MBA Career Advancement Programs at the University of Chicago Booth School of Business and Founder of The Encouragement Institute, Inc., has demonstrated accomplishments in consulting, executive coaching, public speaking, writing, and video production to audiences worldwide. She served as an Officer in Corporate Development and Marketing at a global bank; Vice-President of Marketing for a start-up financial network; equity stakeholder in an organizational development and career management firm; and creative communications director of a motivation and media development firm.

Ms. Brick has written, lectured, and been quoted about career management, executive development, and motivational issues to global audiences including the Wall Street Journal, Business Week, Chicago Tribune, the Economist, BP, Northwestern University, and the Federal Reserve Bank. She has served as a contributor to The Wall Street Journal’s National Business Employment Weekly, The World Tribune, The Resourceful Woman, WBBU Radio, and No Matter What TV. Ms. Brick holds a Bachelors degree in English from the University of Chicago and Master of Business Administration from the University of Chicago Booth School of Business. She produces and hosts CareerCast, a global podcast series, featuring global business leaders. She is currently conducting research as a doctoral student in executive education on how adults use obstacles to accelerate their progress. Ms. Brick presented her initial research findings at an international conference of adult and executive educators at Michigan State University and shares thoughts and learnings on the Encouragizers blog (http://encouragizers.wordpress.com.) In 2012, Ms. Brick launched a book, What I Wish I Had Known - Earlier in My Career Volume 1.

She is currently writing a book, Turning Influencers into Advocates (based on a program she teaches at the University of Chicago Booth School of Business) and in the prelaunch stage of a mobile appreciation tool.

SAVE THE DATE

Annual Trailblazers Dinner - 2018

October 18, 2018

The Trailblazer Dinner is a high point of WIP’s annual calendar of events. Each year we focus on women who inspire us in achieving personal and professional excellence.