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.

Mar
10
Wed
2021
Professional Development Series Part 3: Energizing Your Network Event @ Zoom
Mar 10 @ 4:00 PM – 5:15 PM

Networking, important in the most normal of times, is even more critical (and more challenging) in the current environment.  But how do you network successfully, in a virtual world, while still seeming authentic and sincere? And how you do you build your network while managing other priorities and responsibilities?  We invite you to join us as we dispel the common myths associated with networking (yes, we’re talking about the awkward, uncomfortable, sometimes paralyzing feeling networking can sometimes bring!) and offer a new perspective: approachability.  You’ll learn easy strategies to effectively form alliances, strengthen relationships, and make the process fun and rewarding.  As they say, timing is everything.  The best time to build your network is now – so don’t miss this great program packed with helpful ideas, and perhaps the opportunity to walk away with another connection or two in your network.

Panelists

Paul Olschwanger

Associate Partner, Strategic Initiatives & Human Capital Development
Aon


Responsibilities

Paul provides senior-level support of Aon’s most impactful strategic initiatives (leveraging and monetizing investment consulting best practices), human capital development (performance coaching, mentoring, leadership development and recruiting) and one of many passionate leaders helping to drive Diversity and Inclusion within multiple business segments and locations.  In addition, Paul serves on Aon’s North American Inclusion Council, CEO Advisory Council of The Diversity Project North America and Cross-Solution Line Leader for Delivering Aon United (DAU) representing North America Investment team.

Experience

Prior to joining Aon, Paul served as a Director, Non-Profits at Russell Investments where he was responsible for bringing new OCIO clients on board with a focus on university endowments and foundations, religious organizations and private foundations.

Paul first began working in the industry in 1983 when he joined Fidelity Investments and ultimately held senior sales positions with a variety of money managers, including John Hancock, Providian and Adelante Capital.  From 1998-2010, Paul operated his own executive search, career/performance coaching and organizational consulting firm, focusing exclusively within the investment management industry.  The firm completed over 100 search assignments and coached over 80 investment professionals throughout the U.S.

Expertise

Paul’s expertise includes business development, sales management, executive search, personal and professional coaching and public speaking.  He serves on the board of the CFA Society of Dallas-Ft. Worth (EVP, Board Development Chair), Advisory Board Member of Diversity and Inclusion for the DCIIA and formerly served on the board of Parkinson Voice Project (Endowment Investment Committee).

Education

Paul earned a BBA in Finance degree from The University of Texas at Austin and completed the first AIMSE Investment Institute, Investments and Marketing at The Wharton School. Certified to administer/interpret The Birkman Method for personality assessment.  Currently pursuing Graduate Certificate in Industrial and Organizational Psychology at Purdue University.


Sue Walton

Senior Retirement Strategist
Capital Group

 

Sue Walton is a senior retirement strategist at Capital Group, home of American Funds. She has 23 years of industry experience and has been with Capital Group for five years. Prior to joining Capital, Sue was a director at Towers Watson Investment Services. Before that, she was an investment consultant at Mercer Investment Consulting and Ellwood Associates. She holds an MBA from DePaul University with a concentration in finance and a bachelor’s degree in business administration, economics and international business from Marquette University. Sue is based in Chicago.

Mar
26
Fri
2021
Coffee Roulette @ Zoom
Mar 26 @ 10:00 AM – 10:30 AM

Women Investment Professionals is thrilled to launch a new option for networking with industry colleagues! Join us on March 26th at our “virtual coffee shop”. In response to member feedback, we are piloting this event as another venue for connectivity in the WIP community. Participants will be randomly paired for a 15 min conversation with another member, and we’ll offer prompt questions to help break the ice. Make a new connection, or reconnect with someone you haven’t seen in awhile – Register today!

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