Events

This is a great opportunity to network with other financial professionals while enjoying the summer weather in one of the most beautiful spots in the city.Feel free to invite others, members and non-members, men and women. All are welcome!

The Shifting Bedrock of the Financial Markets – Public vs Private Securities

The financial markets are being buffeted by ever-changing economic and political news at a time when long-term demographics are changing the demand mix for financial securities and corporate financing sources are shifting.  Helping investors navigate these sometimes cyclonic and seemingly unpredictable winds makes investment knowledge and perspective an even more important skill-set. Join us as we delve into the dynamics affecting the various types of securities and strategies that make up institutional investor portfolios when we bring together experts in the field to discuss their views on the near and longer term implications of current events as well as longer-term trends.

Real Assets – Real Estate, Infrastructure and Commodities

In our last session we’ll look at the case for real assets. The rebuilding of the world’s aging infrastructure is in its early innings. People are renting longer, increasing the demand for apartment buildings. Will demand for higher quality foods and an overall increased standard of living from the growing middle class in emerging countries reignite inflation?  Real assets present an investment opportunity that spans both equity and debt securities.

The panels will be held from 4:00-6:00pm and will be followed by a cocktail reception. Registration is required. Please check www.wipchicago.org for updates

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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.

Keynote Speaker:

Carol W. Geremia, MFS President and Head of Global Distribution
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.