Women Investment Professionals: Empowering Aspiring Women

Ten Years from the Peak

2017 Members Only - Part Three

Alternatives

September 28, 2017

With the perfect storm hitting the traditional asset classes, investors were increasingly driven to diversify their portfolios into alternative assets. Hedge funds have grown in popularity over the last decade until their recent scrutiny and muted returns and high fees, causing some investors to explore the more private side of alternatives. Institutions seemed to have regained confidence in illiquid asset classes but the goal of offsetting market volatility and generating higher returns during periods of low yields, making investors wonder how far have we really come? And where do we go from here?

Agenda:

Registration begins at 3:45pm
Program starts promptly at 4:00pm
Reception: 6:00 - 7:00pm

Donna Holmes, CAIA Managing Director, Business Development and Client Service Lizard Investors LLC

Before joining Lizard in 2011, Ms. Holmes was the Managing Director of Business Development at Narragansett Asset Management LLC from 2010 to 20011, and held the same position at Tremblant Capital Group from 2002 to 2009. She also served as the General Counsel at Tremblant from 2002 to 2003. Ms. Holmes began her career as an Employee Benefits Attorney in New York City. She earned her LLM in Taxation from NYU Law School in 1990, her JD from Syracuse University School of Law in 1987 and her BS in Accounting from Syracuse University in 1983. Additionally, Ms. Holmes completed the Association of Investment Management Sales Executives (AIMSE) program at the Wharton Institute in 2008. She earned her CAIA designation in 2016.

Wendy M. Hershey, CFA, CIMA®, CAIA, CFP Director ACG Asset Consulting Group

Wendy is a Senior Consultant who works closely with a wide variety of clients.  Her responsibilities include assisting clients with investment policy development, asset allocation and portfolio construction, manager search and due diligence, performance evaluation and education. She participates in ACG’s Investment Committee, which establishes the framework for the firm’s investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients.  Prior to joining ACG, Wendy was a senior consultant with Mercer. Wendy has worked in the investment advisory arena for 23 years.  She holds a BA in East Asian Studies from Wesleyan University and an MBA from Vanderbilt University.  Wendy is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis.  She is also a Certified Investment Management Analyst designee.

Francois Otieno, Director of Fixed Income Segal Marco Advisors

Expertise
Francois is a Director in Segal Marco Advisors’ Chicago office with 18 years of institutional investment experience that spans across Asset Management, Plan Sponsor and Investment Consulting. In his current role, he principally focuses on Private Debt, Multi-Asset Credit, Unconstrained fixed income and a wide range of other opportunistic fixed income strategies. 

Professional Background
Prior to joining Segal Marco Advisors, Francois served as a Senior Consultant at Aon Hewitt Investment Consulting, Inc. for nine years. In that role, he served as a senior member of the firm’s manager research group focusing on fixed income, while working closely with a large number of clients in a variety of roles. Before that, he spent five years at Anthem, Inc., one of the largest health Insurance companies in the nation, as a Senior Investment Consultant overseeing the managers within the investment program. Prior to that, he spent two years at Conseco Capital Management (rebranded as 40/86 Advisors) as an Investment Analyst in the Structured Products Group.

Education/Professional Designations
Francois holds a BS degree in Business Administration as well as an MBA degree from Indiana State University. He is also a Level II candidate for the Chartered Alternative Investment Analyst (CAIA) designation.

Publications/Speeches
Francois frequently speaks on various fixed income related topics at industry conferences and has been quoted in various industry publications, including Bloomberg, FundFire, and top1000funds.com. In addition, he co-authored a research paper entitled, “Measuring Success in Fixed Income.”

SAVE THE DATE

Annual Trailblazers Dinner - 2017

October 26, 2017

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.

2017 Distinguished Woman Investment Professional Award Recipient

SABRINA BAILEY Global Head of Defined Contribution Solutions Northern Trust Asset Management

Sabrina Bailey is the Global Head of the Defined Contribution Solutions with responsibility for the development and deployment of Northern Trust’s defined contribution strategy globally. In this role she leads the talents and resources of the defined contribution solutions team, partnering with the distribution and client service teams to ensure clients have access to the defined contribution expertise and services they need.

Prior to joining Northern Trust, Sabrina served as the US Defined Contribution Segment Leader for Mercer Investments. In her role, she was responsible for building Mercer Investments DC business through the deployment of innovative solutions and intellectual capital to consultants, clients and the market. Additionally, she provided investment consulting services to some of Mercer’s largest retirement plan clients and served as DC Strategy Committee chair. Prior to her role at Mercer, Sabrina held the Seattle Office Leader position for Towers Watson Investments as well as providing investment consulting services to corporate, nonprofit and governmental sponsors of retirement plans. Prior to joining Towers Watson, Sabrina held investment consulting and manager research positions at RogersCasey and Arnerich Massena & Associates in Portland, Oregon.

Sabrina received her B.A. in Business Economics and Management and her M.B.A. in Organizational Leadership from George Fox University. She is an acting member of Pension & Investments DC West 2015 Conference Advisory Board and is a member of the Defined Contribution Institutional Investment Association, serving on both the Editorial Review Board and the Investment Policy Committee.

More About SABRINA BAILEY Global Head of Defined Contribution Solutions Northern Trust Asset Management

Keynote Speaker

Kathleen Gallagher, Former Chief Investment Officer - Benefit Plans, Ford Motor Company

Kathleen most recently had investment responsibility for approximately $66 billion in Ford Motor Company global retirement assets, including the $41 billion U.S. pension fund, the sixth largest corporate Defined Benefit plan in the U.S. Her oversight encompassed more than 68 DB and 65 DC plans across more than 32 countries where Ford does business.

Kathleen was a key architect of Ford’s highly successful pension de-risking strategy, which provided retirement security for Ford’s nearly half-million pension participants worldwide, while strengthening the balance sheet and risk profile of the parent company. Her prior positions at Ford included Global Risk Management Director,
Finance VP for Ford Australia, and Controller - North American Engine Operations. She joined Ford Motor Company in 1985 and retired at year-end 2016.

In 2016, Kathleen received the Corporate Plan Sponsor Investment Management award from Institutional Investor. She also is a past Alexander Hamilton award recipient from Treasury & Risk. She serves on the board of Legal & General
Investment Management America, Inc.

Kathleen holds a Bachelor of Arts in Economics, with high distinction, from the University of Virginia, and a Master of Business Administration from Harvard University Graduate School of Business.