Events
We have a number of phenomenal events held throughout the year.
A panel of experts will share their insights about the outlook for different asset classes and plan allocation in the year ahead.
MODERATOR:
Sue Crotty
Segal Marco Advisors
PANELISTS:
Lauren B. DeMore, CFA
Portfolio Manager, Analyst
Investment Management
Responsibilities at Putnam
Ms. DeMore is a Portfolio Manager and an Analyst in the Equity Research group. She is an Assistant Portfolio Manager of Putnam Equity Income Fund and Putnam International Value Fund. Previously at Putnam, Ms. DeMore served as an Analyst covering the non-U.S. financials, telecommunications, and utilities sectors. She joined Putnam in 2006 and has been in the investment industry since 2002.
Experience
EnCapital
Analyst, 2002–2006
Education
University of California, Los Angeles, B.A., Economics
Harisha Koneru Haigh, CFA
Managing Director, Private Investments and Real Assets
Northwestern University
Ms. Haigh manages the Private Investments and Real Assets portfolios for Northwestern University’s $11 billion endowment. Ms. Haigh is responsible for all aspects of these portfolios, including venture capital, buyouts, real estate, and natural resources investments.
Prior to joining Northwestern University in 2005, Ms. Haigh was a Principal at PPM America Capital Partners, LLC, the U.S. private equity manager for Prudential plc and Jackson National Life Insurance Company. She also worked in London for Silverfleet, a PPM affiliate, focusing on European middle market buyout transactions. She began her career in the investment banking department of ABN AMRO, concentrating on mergers and acquisitions of small and middle market companies.
Ms. Haigh received a Bachelor of Science in Business Administration from Washington University in St. Louis and an MBA from Northwestern’s Kellogg School of Management. Ms. Haigh is a CFA charterholder.
Jennifer E. Rosenblum, CFA
Senior Managing Director, Wealth Advisor
Mesirow Wealth Management
Jennifer Rosenblum is a senior managing director in Mesirow Wealth Management. She specializes in working with individuals, families, charitable organizations, and business owners to help them create comprehensive financial planning strategies to accumulate, grow, protect, and distribute their wealth.
Jennifer has more than 30 years of experience in the financial services industry. Prior to joining Mesirow in 1997, she was an investment portfolio manager, analyst, and fixed income trader with Gofen and Glossberg.
Jennifer was honored as one of Crain’s 2019 Chicago Business’ notable women executives. She is a mentor (and founding board member) for Pass with Flying Colors (PWFC), a non-profit organization providing Chicago students from underserved communities with resources to succeed in college. She is also a member of Mesirow Big Brothers Big Sisters program, Impact Grants Chicago and the University of Illinois Jewish Studies Program.
Jennifer earned her Bachelor of Science from the University of Illinois and is a Chartered Financial Analyst® (CFA®) Charterholder.
We are pleased to offer our newest cohort of WIP members an interactive session to develop their personal brands, led by leadership coach Alesia Latson. Participants will walk away with an actionable framework to take ownership of their brand in support of their professional development goals. The session with Alesia will be followed by breakout sessions to network with other new members.
About Alesia
Alesia has been studying and practicing the art and science of leadership and organizational development for over 20 years. She has held management and organizational development roles in Fortune 100 financial services organizations, healthcare, and for the federal government. Alesia Latson is the cofounder of LeadvantEDGE, Inc., a Leadership Training and Coaching firm, where she works as the Chief Possibilities Officer. Through expert facilitation and personal coaching, Alesia has developed hundreds of leaders at all levels to expand their management and leadership effectiveness as well as their leadership brand. She provides principles, programs, and systems that improve productivity and enhance workplace culture. Alesia is appreciated for her insight, creativity, and her exceptional skills as a facilitator and coach.
Ms. Latson received her M.A. in Training and Development from Lesley University and her B.A. in psychology from the University of Illinois. Based in Boston, she is a former adjunct faculty member of Lesley University, Bentley College and St. Joseph’s University. She co-authored More Time for You: A Powerful System for Organizing Your Work and Getting Things Done.