Women Investment Professionals: Empowering Aspiring Women

Annual Economic Luncheon - 2018

February 08, 2018

Connect with colleagues and prepare for the year ahead by attending our annual Economic Outlook Luncheon.

AGENDA

11:30am: Check-in
12pm: Lunch service begins
12-1pm: Panel discussion

Moderator

Danielle Cassidy, Managing Director, Senior Fixed Income Specialist, UBS Asset Management

Danielle Cassidy is a Senior Fixed Income Specialist. She is responsible for bridging the firm’s investment capabilities with our various distribution channels. As part of this role, Danielle develops, manages, and services client relationships and directly works with portfolio management teams across fixed income strategies.

Prior to joining the firm in 2007, Danielle was a client portfolio manager with JPMorgan. Her previous experience includes fixed income portfolio management and analyst roles with Alliance Capital and Stein Roe & Farnham.

Years of investment industry experience: 24

Education: University of Notre Dame (US), BA; University of Chicago (US), MBA

Panelist

Anna Paulson, Associate Director of Research, Senior Vice President, Director of Financial Markets, Federal Reserve Bank of Chicago

Anna Paulson is associate director of research, a senior vice president, and director of financial markets at the Federal Reserve Bank of Chicago.

Paulson is an expert on financial markets and institutions, with particular expertise on the insurance industry. In her current role, she works to expand the Chicago Fed’s impact on public policy issues related to systemic risk and financial stability. She provides senior leadership for the Chicago Fed’s Financial Markets Group, which analyzes public policy issues related to financial markets and financial infrastructure, and she has oversight responsibility for the Insurance Initiative and the Financial Research team. As associate director of research, she is a member of the senior leadership team of the Economic Research Department.

Paulson joined the Chicago Fed as an economist in 2001 after serving as an assistant professor of finance at Kellogg School of Management at Northwestern University. In 2009, she was promoted to vice president in the Financial Markets Group and was instrumental in the formation of the Insurance Initiative, which analyzes financial stability and regulatory issues related to the insurance industry on behalf of the Federal Reserve System.

Paulson's research focuses on how risk and incomplete financial markets influence household financial choices. Her research has been published in leading scholarly journals, including the Journal of Political Economy, the Review of Economics and Statistics and the Review of Financial Studies. She received a B.A. from Carleton College and a Ph.D. in economics from the University of Chicago.

Panelist

Katie Nixon, Executive Vice President, CIO Wealth Management, Northern Trust

Katie is an Executive Vice President and Chief Investment Officer for the Wealth Management business at Northern Trust. In that capacity, Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters. Her responsibilities include investment policy development with a particular focus on portfolio construction and implementation. She also directs the investment management activities of over 200 Northern Trust portfolio managers across the firm’s 60+ Wealth Management offices. Katie sits on the Firm’s Investment Policy Committee and Tactical Asset Allocation Committee, and she chairs the Wealth Management Investment Advisory Committee. Katie was selected as one of Private Asset Management’s ‘50 Most Influential Women in Private Wealth’ for 2016.

Prior to joining Northern Trust, Ms. Nixon worked at U.S. Trust Company for eighteen years in several investment related capacities, including Managing Director and Division Manager in the Wealth Management Division in New York, overseeing a group of portfolio managers and client service officers with total combined assets under management in excess of $7 Billion. Ms. Nixon also served on US Trust's Portfolio Policy Committee as well as the Private Equity Investment Committee.

Katie received her B.A. from Wellesley College and her M.B.A. in Finance from New York University, Stern School of Business where she graduated with distinction, Beta Gamma Sigma, and was a Stern Scholar. She has received the designations of both Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) from the Investment Management Consultants Association. Further, she has been awarded the Chartered Financial Analyst (CFA) designation, and is also a member of the New York Society of Security Analysts and the Investment Management Consultants Association (IMCA).

Panelist

Olga Bitel, Global Strategist, William Blair

Olga Bitel joined William Blair in 2009. As Investment Management’s Global Strategist, she is responsible for economic research and analysis across all regions and sectors. She distills macroeconomic and geopolitical developments into actionable insights for Global, International and Emerging Markets equities portfolios within a multifaceted strategic framework. Additionally, she provides insight on cyclical turning points and structural trends as inputs into portfolio construction in predominantly bottom-up investment approaches. Olga represents the firm with current and prospective clients in one-on-one settings, via conference calls, and written communications. With her contributions to the William Blair blog “Investing Insights,” she is frequently quoted in the media.  She is a frequent speaker at major global investment conferences with influential colleagues in the industry, heads of state, and global political figures. Prior to joining William Blair, Olga was a senior economist at the National Institute of Economic and Social Research in London, United Kingdom, where she produced macroeconomic forecasts for most Asian economies and led thematic research projects for some of the world’s best known international organizations including OPEC,  the IMF among others.   Education: B.A., University of Chicago; M.Sc. economics, London School of Economics and Political Science.