Women Investment Professionals

Women Investment Professionals' members only event on Thursday, March 28th, 2019. Photos by Jasmin Shah

Events

We have a number of phenomenal events held throughout the year.

Nov
14
Thu
2019
REGISTRATION OPEN: Annual Trailblazers Dinner – 2019 @ University Club
Nov 14 @ 5:00 PM – 8:00 PM

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.

2019 Women Investment Professional Award Recipient

Kristen Doyle, CFA, Partner and Head of Public Funds, AON

Kristen is a Partner within Aon Hewitt Investment Consulting (AHIC), leads the firm’s public sector business as the Public Fund Client Practice Leader, and is a member of the firm’s client advisory group. Kristen is also a member of AHIC’s U.S. Investment Executive Committee, which is led by Steve Cummings, Global Investment Officer and Head of North America Investment Consulting. She is located in Chicago, Illinois. As the public sector business lead, Kristen is responsible for new business development and ensuring that AHIC has the right resources, research, and expertise available for the public sector.

She also works directly with clients and currently works with six retainer consulting clients, where she is either the lead or co‑lead. These clients range from $200 million to $400 billion in assets under management and are primarily public pension plans. She brings these clients expertise in the areas of asset allocation advice, risk budgeting, asset/liability reviews, investment policy development, benchmarking, manager selection and structure, and asset class structure.

Kristen previously led the trust services team in the U.S. focused on custody, securities lending, and transition management. With regard to transition management, Kristen was also previously the global head of transition management, responsible for managing the transition management research and implementation team in the U.S., UK, and Canada.

In 2014, Kristen was awarded The Rising Stars of the Profession 35 Under 35 Award by Consulting Magazine and in 2016, was named to the list of Knowledge Brokers: New Guard published by AiCIO Magazine, which recognizes five star consultants that will transform their firms and industry in the next five years. Kristen is also a member of the Board of Governors for Opportunity International, a leading micro-finance organization that provides loans and other financial services to the world’s most impoverished, and empowers them to work their way out of poverty. Prior to joining the firm in 2005, Kristen worked at Northern Trust in the custodial operations group for more than two years. She has a Bachelor of Arts in economics from Denison University. She is a CFA charterholder and member of CFA Institute and the CFA Society of Chicago

Keynote Speaker:

Carol W. Geremia, President and Head of Global Distribution, MFS Investment Management®
Carol W. Geremia is president of MFS Investment Management® (MFS®) and head of Global Distribution. She leads the firm’s worldwide client-facing teams as well as product and marketing strategy. As a member of the firm’s Management Committee, she helps drive MFS’ long-term corporate strategy. In these roles, Carol oversees the management of the company’s global institutional and retail businesses, which span US and non-US markets. Her responsibilities include oversight of all teams managing relationships with large corporate and public retirement plans, sovereign wealth plans, global intermediaries, insurance companies, retirement platforms and other advisory practices that distribute the firm’s investment products.

Carol joined MFS in 1984 and served as co-head of Global Distribution from 2011 through 2017. She has served as president of the firm’s institutional business since 2004. Prior to that, she was president of MFS Retirement Services, which serviced US plan sponsors and their participants. There, she spent 20 years devoting her expertise in fiduciary responsibility and stewardship to the retirement industry.

Throughout her 34-year career at MFS, Carol has held roles focused primarily on fiduciary responsibility, stewardship and sustainability, and she has actively engaged with clients at all levels to ensure that the firm builds products and services aligned with their needs.

Carol is a member of the City Year Seven Generations Board. She also serves as a member of the MFS Charitable Oversight Committee and as an Advisory Council member for Bridge Over Troubled Waters, Inc.

 

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