Women Investment Professionals: Empowering Aspiring Women

2018 Members Only - Part Two

The Future of Defined Benefit Plans

June 07, 2018


Join us for Session II, when we discuss the demise of DB plans in the corporate world; the uncertainty surrounding the future of DB plans in the public and Taft-Hartley world; how demographics impact the financial status of DB plans; whether DB plans can generate the returns needed to meet their obligations; and the implications for asset allocation and investment strategies employed by DB plans..

Moderator

Alexandra Wallace, CFA, Principal, Meketa Investment Group

Ms. Wallace joined Meketa Investment Group in 2008.  A Principal of the firm, she serves as a consultant on various Taft Hartley, public, and corporate defined benefit and defined contribution plans.  Ms. Wallace’s consulting work includes investment policy design, strategic asset allocation modeling, investment education, investment manager analysis, and fund performance analysis.  She is a member of the firm’s Defined Contribution Investment Committee and co-chairs the firm’s Emerging and Diverse Manager Investment Committee.

Ms. Wallace graduated from the University of Massachusetts Amherst with a bachelor’s degree in Economics and French, and a minor in Political Science.  Prior to joining the firm, Ms. Wallace studied International Relations at the accredited University of Virginia’s Semester at Sea Program.

She holds the Chartered Financial Analyst designation.  Ms. Wallace is a member of the CFA Institute and the Boston Security Analysts Society.

Panelist

William R. Atwood, Executive Director, Illinois State Board of Investment

Panelist

Julie W. Austin, CFA, Director of Fixed Income Trust Investments, The Boeing Company

Julie Austin oversees the public and private fixed-income managers in Boeing’s pension and 401(k) plans, ranging from long duration to private credit to stable value. Previously, she was in a risk management role, working on portfolio rebalancing, liability analysis, and total fund risk. Prior to joining Boeing in 2010, she was the director of research at The Marco Consulting Group and held various data/research roles at Morningstar. Ms. Austin received her MBA with honors from the University of Chicago and her B.A. from Washington University in St. Louis. She is a CFA charterholder.

Panelist

Barbara Meyer, Public Markets-Equity Portfolio Manager, Chicago Teachers' Pension Fund

Barbara Meyer is the Public Markets-Equity Portfolio Manager at Chicago Teachers' Pension Fund (CTPF).  Barbara conducts due diligence on CTPF’s Public Markets Equities investments and researches potential external investment managers.

Prior to joining CTPF, Barbara held various client-facing roles serving the pension and defined contribution clients of Northern Trust, Ibbotson Associates, and Mesirow Financial.  Barbara holds a Bachelor of Business Administration degree with an Economics concentration from Loyola University of Chicago and a Master of Arts in Economics from University of Illinois at Chicago.

 

 

You have asked for other ways to get to know WIP members, and we have listened!

WIP has made reservations for small group Get Acquainted Dinners following the Members Only reception. When you register, please indicate if you are interested in attending one of these dinners. Please note that dinner is at the expense of each individual. Participants will be randomly assigned to one of the following restaurant groups:

South Bank
One North Kitchen
Town House
Porter Kitchen & Deck