Tables of 8: $1,000
Tables of 10: $1,200
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.
2018 DISTINGUISHED WOMAN INVESTMENT PROFESSIONAL AWARD RECIPIENT
Lori Lucas, CFA, President and CEO, EBRI
Lori Lucas, CFA, is the President and CEO of EBRI. Lori is responsible for leading EBRI in its mission to provide unbiased, fact-based research and data on retirement, health care, and other benefits that provide financial security for American workers.
Formerly, Lori was an Executive Vice President and Practice Leader at Callan, where she led Callan’s DC business, and developed research and insights into retirement trends for the benefit of clients and the industry.
In previous roles, Lori was Director of Retirement Research at Hewitt Associates, served as a vice president at Ibbotson Associates, as a pension fund consultant at J.H. Ellwood & Associates, and an analyst and product development leader at Morningstar, Inc.
Lori received a Bachelor of Arts from Indiana University and earned a Masters from the University of Illinois. Additionally, she earned the right to use the Chartered Financial Analyst® designation. Lori is the immediate past Chair of the Defined Contribution Institutional Investment Association and has served as the Vice Chair and Research Chair of EBRI. She is a former columnist for Workforce Management online magazine. She has testified before the Senate HELP Committee, the DOL, SEC, and ERISA Advisory Council. Her views have frequently been cited in the press, and in articles and white papers she has written. She has also been a featured speaker at national and international conferences.
Suni P. Harford, MBA, Head of Investments Group, Managing Director, UBS Asset Management
Suni joined UBS Asset Management as Head of Investments in July 2017 and is responsible for driving the Investments business forward, working closely with the heads of the underlying investment areas.
Suni was previously at Citigroup where she worked for 24 years. She was most recently Regional Head of Markets for North America for nine years, with responsibility for sales, trading, origination and research across all fixed income, currencies, commodities, equities and municipal businesses. Suni was also a member of Citi’s Pension Plan Investment Committee and a Director on the Board of Citibank Canada.
During her earlier career, Suni was Citi’s Global Head of Fixed Income Strategy and Analysis (2004-2008) as well as Global Head of The Yield Book Inc., a wholly-owned subsidiary of Citigroup. She started her Wall Street career at Merrill Lynch & Co. in Investment Banking.
Suni is a prominent diversity champion, both in the financial services sector and the wider business community, and served as the co-head of Citi Women and on the Board of Directors of The Forte Foundation, a US non-profit organization dedicated to increasing the number of women leaders in business. She is also involved in many organizations raising awareness and support for the US veteran community.
Years of investment industry experience: 31
Education: Denison University (US), BSc; Amos Tuck School of Business (US), MBA