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.

Oct
22
Thu
2020
WIP’s Annual Trailblazer Event @ Virtual
Oct 22 @ 4:00 PM – 5:30 PM

We’re taking this year’s event virtual, with a hopeful in person reception in 2021! We’re excited to announce the “Distinguished Woman Investment Professional of the Year” award winner and keynote.

2020 Woman Investment Professional Award Recipient

Angela Miller-May, Chief Investment Officer, Chicago Teachers’ Pension Fund

Angela Miller-May currently serves as the Chief Investment Officer for the Chicago Teachers’ Pension Fund, a $10.8 billion pension fund that services a membership of over 88,000 active and retired Chicago Public School teachers. She focuses on providing strategic portfolio construction, excellent manager selection and rigorous due diligence and provides leadership to a staff of nine in meeting CTPF’s investment goals. Ms. Miller-May joined the Chicago Teachers’ Pension Fund in 2010.

Prior to serving as the Chief Investment Officer, she served in several progressively responsible positions at CTPF, including Director of Investments, Portfolio Manager-Alternatives and Investment Operations Analyst-Risk Management. In these roles, she was responsible for many aspects of investment management including monitoring alternative investment managers (real estate, infrastructure, private equity and hedge fund-of-funds), and insuring contractual, compliance, fiduciary and investment responsibilities were met. She focused on initial and ongoing due diligence as well as overseeing and analyzing valuations and performance. She utilized her experience in accounting, security litigation, taxation, proxy voting, procedure standardization and compliance to improve CTPF’s investment processes and implement various risk controls.

Ms. Miller-May serves as a member of the NASP Africa Institutional Investors Advisory Council, a member of SEO’s Limited Partner Advisory Council and a member of the NCPERS CIO Summit Advisory Faculty.

Ms. Miller-May was named as one of Institutional Investor’s 2020 Industry Voice Innovators, Crain’s 2019 most Notable Women in Finance, 2019 Trusted Insights Top 30 Chief Investment Officers, Institutional Investor’s 2019 Change Maker of the Year and has had the honor of testifying at a 2019 Congressional Hearing on the topic of Diversity and Inclusion.  Ms. Miller-May has had recent appearances on CNBC’s Squawk Alley and has been quoted in several publications including the Wall Street Journal.

Ms. Miller-May holds an M.B.A in Accounting from DePaul University and a B.A. in Economics from Northwestern University.

Keynote Speaker

Mellody Hobson, Co-CEO & President, Ariel Investments, LLC, Chicago, IL

As Co-CEO, Mellody is responsible for management, strategic planning and growth for all areas of Ariel Investments outside of research and portfolio management. Additionally, she serves as Chairman of the Board of Trustees of the Ariel Investment Trust—the company’s publicly traded mutual funds. Prior to being named Co-CEO, Mellody spent nearly two decades as the firm’s President.

Outside of Ariel, Mellody is a nationally recognized voice on financial literacy. She has conducted extensive research on minority investing patterns and pens a column for Black Enterprise Magazine. Her leadership has also been invaluable to corporate boardrooms across the nation. She currently serves as Vice Chair of the Board of Starbucks Corporation; a director of JPMorgan Chase; and a director of Quibi, a short-form video content company. She previously served as Chairman of the Board of DreamWorks Animation until the company’s sale and was also a long-standing board member of the Estée Lauder Companies.

Mellody’s community outreach includes her role as Chairman of After School Matters, a Chicago non-profit that provides area teens with high-quality after school and summer programs. Additionally, she is vice chair of World Business Chicago; co-chair of the Lucas Museum of Narrative Art; and a board member of the George Lucas Education Foundation and Bloomberg Philanthropies. She also serves on the board at the Los Angeles County Museum of Art (LACMA). Mellody is a member of the American Academy of Arts and Sciences, The Rockefeller Foundation Board of Trustees, and serves on the executive committee of the Investment Company Institute.

Mellody earned her AB from Princeton University’s Woodrow Wilson School of International Relations and Public Policy. In 2019, she was awarded the University’s highest honor, the Woodrow Wilson Award, presented annually to a Princeton graduate whose career embodies a commitment to national service. She has also received honorary doctorate degrees from Howard University, Johns Hopkins University, St. Mary’s College, and the University of Southern California. In 2015, Time Magazine named her one of the “100 Most Influential People” in the world.

 

Nov
4
Wed
2020
Professional Development Part 2: The Characteristics of an Effective Leader – What’s in your toolkit? @ Virtual Zoom Event
Nov 4 @ 12:00 PM – 1:00 PM

This session will kick off with insights from Korn Ferry expert, Christine Fuchs, on the online leadership assessment. Christine will provide background and the science behind the responses to the assessment. Then, join us for a fireside chat with Michelle McBride and moderator, Tara Giuliano. Michelle will share her unique experience in leadership development and discuss how to navigate career growth by tapping into the unique tools in your toolkit.

When you register for this session, you will gain access to the Korn Ferry online Executive Assessment (KF4D).  The KF4D assessment is designed to summarize your leadership and talent attributes and can be used as a tool to increase your self-awareness and target areas for development. There are no right or wrong answers on the assessment.

The concluding session of the series, coming early 2021, will help to continue what you have learned from each session:

Part 3:  Energizing your Network — Look up, look around and actively build relationships: How to take the “work” out of networking.

Featuring:

Christine Fuchs
Vice President, Global Assessment Services
Korn Ferry

 

Delivering results for clients

  • Christine Fuchs, Psy.D., is Vice President of Assessment Services at Korn Ferry, based in the firm’s New York office.
  • Ms. Fuchs oversees administration and interpretation of Korn Ferry’s proprietary Search Assessment™ tool, including the continued development of job and culture profiles used to benchmark candidates.
  • She joined Korn Ferry as a search assessment specialist with a broad range of assessment, clinical, and consulting experience.

Expertise

She has extensive assessment and consulting experience in a variety of settings, including profit and non-profit entities, municipal agencies, law enforcement and criminal justice agencies, hospital and clinic settings, school/university and private practice settings.

Academic and Professional background

Ms. Fuchs earned her doctor of psychology degree from Baylor University after completing her master’s degree in forensic psychology at John Jay College of Criminal Justice. She is a licensed clinical psychologist. Her professional experience includes teaching undergraduate courses at Baylor University.


Tara Giuliano
Head of Client and Product Marketing
Nuveen

 

Tara oversees client and product marketing for Nuveen. She is instrumental in effectively bringing Nuveen’s collective investment capabilities to our clients. Tara oversees a team that develops and executes on go to market plans aimed at acquiring, retaining and expanding client relationships while producing compelling investment stories that differentiate Nuveen from our competitors and address specific client needs.

Prior to joining the firm in 2018, Tara held senior roles at UBS Asset Management as institutional global head of marketing and head of marketing for the Americas. She was also the CMO at Sikich, a professional services firm. She was also the director of asset management marketing at Morningstar and has held marketing roles at Allianz Global
Corporate & Specialty and Nationwide.

Tara graduated with a B.S., cum laude, with honors and with distinction, in Business Administration from The Ohio State University and a master’s in Communications from DePaul University. She is on the Ambassador Board for Dymynd Angels, a female focused angel investment initiative. Tara also works with Access Living, a non profit assisting the disabilities community and Night Ministry, an outreach program helping to feed Chicago’s homeless.


Michelle McBride
President
McBride Consulting Group

 

Michelle launched her career at Hewitt, then spent 22 years in a variety of talent and leadership development roles at Accenture, a global management consulting firm. In 2016, she launched an independent coaching and consulting firm focused on developing leaders and teams.

Michelle is an adjunct faculty member at The University of Chicago Booth School of Business where she is a leadership coach for MBA candidates. She also serves as a coaching advisor within the MSLOC program at Northwestern University. Additionally, she is a program lead and facilitator for Women Unlimited, a renowned provider of leadership development programs for emerging women leaders in Fortune 500 companies.

As a strategic human capital program expert and certified coach, her career experience includes a focus on individual and team performance coaching, strategic program design targeting emerging leaders, talent strategy, coaching program design and implementation, performance management, and capability development.

Michelle holds a Bachelor’s Degree and Master’s of Science in Organization Development from Loyola University Chicago and a graduate certificate in Organizational Leadership and Coaching from Northwestern University. She is a Gallup certified Strengths Coach and holds additional certifications in the Hogan Assessment, Hogan 360, Tracom Social Styles, and the Perceptive Communications styles assessment.

A passionate and engaged coach with a calm presence and warm sense of humor, she draws insight from her background as a global corporate executive and leadership development consultant. Her clients benefit from expert approaches that foster simple, practical changes leading to positive outcomes for individuals, teams and organizations.

Michelle and her husband, Mickey, have two teenaged children, Conor and Bridget. This crew lives in the Chicago suburbs with their two lovable golden retrievers, Ruth and Charlie. In addition to spending time with friends and family, Michelle enjoys music, running, biking and traveling.

 

Nov
12
Thu
2020
Professional Development: Presenting in a New World:  Making the Most of Video Conferencing   @ Virtual Zoom Event
Nov 12 @ 12:00 PM – 1:00 PM

Registration is now open!

Moderated by Shauna Conza, Senior Investment Director, LGIM America, lgima.com
Presented By Lauren Sergy, Up Front Communication, laurensergy.com

Videoconferencing has become a preferred – and sometimes only – way of connecting with colleagues, clients, and stakeholders. But having productive videoconference meetings can be trickier than anticipated (especially when you are being distracted by an A+ view of Bob’s nose hairs). As it turns out, there’s more to having a virtual meeting than just letting your device or computer access your camera.

Join business communication and public speaking expert Lauren Sergy to discover practical, high-impact strategies that will boost your clarity, impact, and effectiveness in video conferences and virtual meetings. Get ready to laugh and learn in this engaging session, where we will cover:

  • How to manage your videoconferencing space and set-up for a polished, professional image
  • On-camera strategies for connecting and engaging more meaningfully with others
  • Speaking techniques to improve your clarity and get your message across

Shauna Conza
Senior Investment Director
Legal & General Investment Management America (LGIMA)

Shauna Conza is a Senior Investment Director at Legal & General Investment Management America (LGIMA). In her role, she focuses on Public and Taft-Hartley institutions, to broaden LGIMA’s presence within those markets.

She has over 25 years of investment industry experience. Prior to joining LGIMA in 2018, she served as Managing Director at Pavilion Global Markets. Shauna founded Lambright Financial Solutions which was later acquired by Knight Capital Americas. She has also held senior roles at BNY Brokerage and CRA Rogerscasey. Shauna began her career with Donaldson, Lufkin & Jenrette.

Shauna serves on various committees of community outreach services in Chicago in addition to being a former board member of Women Investment Professionals, current member of the and member of National Association of Securities Professionals.

Lauren Sergy
Speaker | Author | Trainer
Upfront Communication

Public speaking and communication expert Lauren Sergy has helped thousands of people become more effective leaders by developing critical communication skills such as persuasion, presentation, and executive presence. Known for her highly practical and inter-disciplinary approach, Lauren tackles tough speaking and communication issues with refreshing humor and candor. A member of the Canadian Association of Professional Speakers, she has worked with a variety of clients and audiences in Canada, the US, the UK, and Europe including KPMG, T-Mobile, Grant Thornton, the Government of Alberta, the University of Alberta, Hypertension Canada, and many more. She holds a Master’s degree in Library and Information Studies and a Bachelor of Arts degree in English, and a certificate in Management Development. Her book, The Handy Communication Answer Book, was featured on Library Journal’s Best Reference Books of 2017 list.  Lauren teaches courses on business communication topics at Concordia University of Edmonton and the University of Alberta.

Nov
19
Thu
2020
SAVE THE DATE: What’s Important Now “WIN” Educational Series @ Zoom
Nov 19 @ 3:45 PM – 5:30 PM

The Impact of AI/Technology on Investment Business

Artificial Intelligence (“AI”) is impacting every function in our industry. WIN will explore the latest technology and AI trends to bring you up to date from the perspective of how it will impact your role at the firm and how you can make your human self an invaluable asset in reaching the firm’s goals.

Dec
3
Thu
2020
SAVE THE DATE: Virtual Holiday Party – 12/3/2020 @ Virtual Via Zoom
Dec 3 @ 4:30 PM – 6:00 PM

Learn how to construct a beautiful holiday arrangement from our event hosts, Flowers for Dreams, and network in breakout groups. Registration fees and other donations will be used to benefit Deborah’s Place, which is facing severe challenges this year.

Dec
10
Thu
2020
SAVE THE DATE: Annual Outlook @ Zoom Event
Dec 10 @ 3:45 PM – 5:30 PM

A panel of experts will share their insights about current economic trends, as well as explore the factors that will likely have the biggest impact on the economy and financial markets in the year ahead.

Dec
16
Wed
2020
SAVE THE DATE: New Member Happy Hour – “Perfect Your Elevator Pitch” @ Zoom
Dec 16 @ 4:00 PM – 5:30 PM

We may not be riding in elevators as often these days, but cultivating and sharing your personal brand is just as critical in a virtual world. We invite our newest cohort of members to join us for an educational session followed by networking.

Scroll to Top