Connect with colleagues and prepare for the year ahead at our annual Economic Outlook Luncheon. This event will provide timely perspectives on current economic conditions and key trends shaping the investment landscape. Join fellow investment professionals for thoughtful discussion, practical insights, and an opportunity to engage with peers as we look ahead to the coming year.

Tickets

• Members: $75
• Non-members: $100
  

Speakers

Anne D. Gleason
Assistant Vice President of Government Relations
Principal Financial Group

Anne is based in Washington, D. C. where she supports Principal's strategic goals and business imperatives through government advocacy. In her capacity as AVP Government Relations, Anne covers a wide range of public policy topics such as financial services, data privacy, cyber security, ESG, FinTech, and capital market issues. She brings to Principal extensive experience building stakeholder engagement, collaborating with trade associations, and developing tactical solutions to advance business priorities in the legislative and regulatory arenas. Read more. 

Olga Isenberg
Associate Director
Segal Marco Advisors

Ms. Isenberg is an Associate Director in Segal Marco Advisors’ Chicago office. She is responsible for the research and monitoring of fixed income strategies for institutional investment clients.

Prior to joining Segal Marco Advisors, Ms. Isenberg was an associate investment consultant at Mercer LLC, working on corporate defined contribution and defined benefit pension plans. She was also a member of Mercer’s Stable Value and Manager of Managers Strategic Research teams. Prior to Mercer LLC, Ms. Isenberg held various corporate finance and treasury positions at Stanley, Black & Decker, Cardinal Health and American Electric Power.

Ms. Isenberg received her BS in Economics from Otterbein University, her MBA in Corporate Finance and Investment Management from the Ohio State University and her MA in International Relations and Economics from Johns Hopkins University.

Christina Kellar
Portfolio Manager & Strategist, Multi-Asset Division
T. Rowe Price

Christina Kellar is a global investment solutions, solutions strategist and portfolio manager in the Multi-Asset Division. She is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

Christina's investment experience began in 2015 when she joined T. Rowe Price, beginning in the investment fellowship program with rotational assignments in Fixed Income Trading and Market Structure, Multi-Asset Research, and Quantitative Equity Research. Prior to her current role, Christina also was an analyst on the Multi-Asset Solutions team.

Christina earned a B.A., summa cum laude, in mathematics from Gettysburg College and an M.B.A. from Georgetown University, McDonough School of Business. She also has earned the Chartered Financial Analyst® designation.

Samantha Milner
Partner, Portfolio Manager, U.S. Liquid Credit
Ares Management

Ms. Milner is a Partner and U.S. Liquid Credit Portfolio Manager in the Ares Credit Group, where she is primarily responsible for managing Ares' U.S. bank loan credit strategies. Ms. Milner serves as a Vice President and one of four Portfolio Managers for the Ares Dynamic Credit Allocation Fund, Inc. (NYSE:ARDC). Ms. Milner serves as a member of the Ares Credit Group's U.S. Liquid Credit Investment Committee. Prior to joining Ares in 2004, Ms. Milner was an Associate in the Financial Restructuring Group at Houlihan Lokey Howard & Zukin, where she focused on providing advisory services in connection with restructurings, distressed mergers and acquisitions and private placements. Ms. Milner holds a B.B.A., with distinction, from Emory University's Goizueta Business School in Finance and Accounting.

Moderator

Russ Ivinjack
Global CIO
Aon

Russ serves as Aon Investments’ Global Chief Investment Officer (CIO). As Global CIO, Russ manages our investment manager research teams in equities, fixed income, liquid alternatives, private equity, infrastructure, and private credit; the Investment Scenarios and Economics Team; and our discretionary client portfolio management teams. Russ also serves as the lead strategist for several of the firm’s largest retainer clients and has advised on over $1 trillion in client assets over the course of his career. Read more. 

Event Refund & Transfer Policy

We understand that plans can change, and we strive to be as flexible as possible while ensuring smooth event operations. Please review our refund and transfer policy below:

Full Refund: Cancellations made 5 or more days before the event are eligible for a full refund.
No Refund: Unfortunately, we are unable to offer refunds for cancellations made within 5 days of the event.
Ticket Transfers: You may transfer your ticket to another individual at any time prior to the event. To do so, please contact us with the name and email of the new attendee.

If you have any questions or need assistance, please reach out to us at info@wipchicago.org.