Q3 2022
Women Investing in Women
Nominate Someone for a WIP Award
Since 2007, WIP has honored a deserving woman to be our Distinguished Investment Professional of the Year. This year, we will also select a winner for our newest award, named for WIP co-founder Joanne Hickman Dodd. The winners of both awards will be honored at our annual trailblazer dinner on October 13th.

The Joanne Hickman Dodd Award
The Joanne Hickman Dodd Award is intended to recognize the next generation of leaders in the investment industry. We are looking for a woman who has demonstrated her commitment to teamwork, professional development and excellence, who is known for her empathy, going "above and beyond" and her potential for future leadership.  

Nomination Criteria: 
  • Member of Women Investment Professionals (WIP)
  • 5-7 years of investment industry experience
  • Making outsized contributions to her team, firm, and community
  • Exhibiting leadership qualities
  • Fostering a diverse and inclusive culture

Distinguished Investment Professional Award
Our Distinguished Woman Investment Professional Award recognizes an outstanding woman in the investment industry who, over a distinguished career and through her personal conduct, commitment and activities, has exemplified her support for the advancement of women within the industry and her community.

Nomination Criteria:
  • Well established in her career
  • Disrupting the investment industry
  • Truly blazing the trail for the next generation of women
  • Fostering a diverse and inclusive culture

To nominate a deserving woman for either of these awards, please email the following information to info@wipchicago.org by September 13, 2022:
  • Nominee's name, title and company
  • Nominee's phone number and email address
  • The award (Distinguished Investment Professional or Joanne Hickman Dodd Award)
  • A few sentences that describe how the nominee meets the nomination criteria (above)
  • Indicate whether you wish your nomination to be anonymous
Upcoming Events
Join Women Investment Professionals today to take advantage of member pricing. Membership information can be found here.
Part 2: Pooled Employer Plans
Thursday, July 14 at 3:00 PM - 4:00 PM CT
Location: Zoom
Impacted by the SECURE Act, “PEPs” provide much-needed retirement plan access to smaller employers. Experts will share how PEPs work and how plan sponsors, asset managers, and consultants look to be part of the solution. 
Register here

Part 3: Plan Sponsors Roundtable
Save the date: Thursday, September 22 at 3:00 PM - 4:00 PM CT
Location: Zoom
Plan design focus areas, trends and what really matters most to DC plan participants.
Wednesday, August 10 at 5:00 PM - 7:30 PM CT
Location: Aba & The Dalcy
Join us for food, drinks, and networking with old and new friends! We are very excited to host our first in-person Summer Networking event since July 2019. Come celebrate summer and reconnect with one another at a relaxed and much awaited networking event! Feel free to invite others: members and non-members, men and women, all are welcome!
Register here
Part 3: Your Community, Your Impact, Your Brand
Save the date: Wednesday, September 28 at 11:30 AM - 1:00 PM CT
Location: TBD
Giving of yourself and helping others is a major key to elevating your personal brand, accelerating your career, and of course, making a positive impact on your community. Generosity with your skills and time will catapult your success. 
COFFEE ROULETTE: It's summertime! Our Café @Zoom is closed for the season.

The Governance and Nominating Committee is recruiting members. Anyone with an interest in board governance and recruiting should contact Stacy Scapino. We continue to offer a number of volunteer opportunities for both the Membership and Sponsorship Committees. Please contact Nicole Zaleski and Denise Winchar, respectively.

Click here to learn more about the various WIP Committees and get involved.
Welcome, New Members!
WIP warmly welcomes our new and renewing members during Q2 2022!

  • Alomari, Dalal, LGIMA
  • Rebecca Ahern, JPMorgan Asset Management
  • Billie 'Akau'ola
  • Dani Artz, William Blair
  • Alexa Auerbach, Nuveen
  • Marianne Bates
  • Emily Blasko, William Blair
  • Jennifer Boehm, American Family Insurance
  • Amanda Buckstaff, Voya Investment Management
  • Joy Crenshaw, Nuveen
  • Shannon Doherty, SLC Management
  • Megan Doherty, Nuveen
  • Suzanne Downing, Nuveen
  • Cara Esser, Mesirow Financial
  • Savannah Finney, Nuveen
  • Emily George, William Blair
  • Elizabeth Govea, IMRF
  • Isatu Guisse, RYAN GOULDING
  • Emily Hahn, Aon
  • Charity Hall, T. Rowe Price
  • Polina Herman, Lord Abbett
  • Joanna Herrick, TorreBlanc, Ltd.
  • Mary Johnson, PPM America, Inc.
  • Beth Johnson, Mercer
  • Sarah Johnson, Nuveen
  • Katherine Jung, LGIMA
  • Katie Kern, Nuveen
  • Connie Kreutzer, Penserra
  • Nina Le Borgne, William Blair
  • Michelle Longo, PPM America, Inc.
  • Caroline Loughman, PPM America, Inc.
  • Kathleen Lynch
  • Joscelyn MacKay, Morningstar, Inc.
  • Cassandra Mirski, Nuveen
  • Nicole Montecalvo, Home Partners of America
  • Kristy Mueller, Nuveen
  • Kerri Murtha, Nuveen
  • Kimberly Nute-Jones, Morgan Stanley Private Wealth Management
  • Emily Park, LGIM America
  • Purva Patel, Nuveen
  • Tricia Regnitz, Nuveen
  • Erika Rosado, William Blair
  • Aneta Rzepka, PPM America, Inc.
  • Sonia Sandoval, Nuveen
  • Leigh Schuler, Nuveen
  • Shanita Smith, Nuveen
  • Jenny Stange, William Blair
  • Dimitri Stathopoulos Nuveen
  • Christine Stokes, Nuveen
  • Amanda Sweis, PPM America, Inc.
  • Jennifer Tretheway, Northern Trust
  • Erin Varner, LSV Asset Management
  • Kaitlyn Vasko, SS&C
  • Barbara Withers, Nuveen
  • Melissa Wyble, Neuberger Berman
  • Mariana Zubritski-Corovic, Dimensional Fund Advisors

Not currently a member or need to renew? Visit our membership page.
Member Benefits
Take advantage of the full range of benefits available:
WIP Jobs Board

Did you know that the WIP jobs board currently has over 20 new jobs posted from over 10 organizations? Our LinkedIn series will continue to highlight positions on a weekly basis.

You can submit a no-charge, 30-day job posting by sending an email to info@wipchicago.org.
Member Spotlight
Managing Director, Global Head of Consultant Relations, GFIs and US Institutional
Aegon Asset Management

We are living in a divisive period, politically, economically, socially. At this time more than ever, it is important for women to join together, keeping the focus and morale high to help forge inroads into our industry and achieve leadership roles at the highest levels. It is crucial to develop networks of peers, mentors and sponsors to help each other achieve our personal and collective dreams and goals. I feel fortunate that I have been able to build a long and successful career in the financial industry, from starting as an administrative assistant in a “brokerage” firm, to an institutional sales trader, investment consultant, consultant relations officer, then senior management for asset management. The power of organizations such as Women Investment Professionals with respect to the advancement of my career cannot be overstated. I have been involved since the early 2000s, and the industry knowledge WIP has provided, friendships it has afforded, and amazing people I have had the privilege to meet have been crucial to my success in this industry. I am hopeful that I can be a modicum of such help to others.

When not busy with work and industry forums, I spend as much time as possible advocating for my children. I have 3 sons, two with significant disabilities; one with autism, one with Down syndrome and autism. Helping them formulate their own paths and pursue their own dreams is a bit of a daunting task, with wins and challenges on a regular basis. Among other activities, I sit on the Board of Special Gifts Theatre, a not-for-profit therapy based organization that helps children and adults with disabilities achieve success via stage performances. It is a heartwarming dedication. Please feel free to ask me about it!

Please reach out to Anne if you'd like to learn more.
Our goal is to continue to provide you with broad networking opportunities, both professional and personal. Know a WIP member who is making a difference? 
Career Lessons: Herculean Achievements in a Time of Pandemic
An interview with:
Jennifer Moore, Head of Global Credit Research
Aegon Asset Management
Jennifer Moore possesses something fairly rare in today’s financial world; beginning and continually enhancing a strong career growth trajectory nearly entirely within one organization. 

Jennifer began her career with Aegon as a part-time administrative assistant while studying full-time as an undergraduate student. At the time, she was pursuing studies in the criminal justice field. After working at Aegon, she quickly discovered business and investing to be her true passions, which influenced her change in major. Jennifer graduated with a degree in Business Administration and immediately pursued an MBA from the University of Iowa, taking every opportunity possible to learn more about investing. This quickly developed into an exciting career path at AAM; quantitative research, credit research, trading, and portfolio management - before selecting credit research as the best fit. Over the years, Jennifer has constantly challenged herself, and the firm has provided opportunities to grow not only within her career field of choice, but also through involvement in various other firm-wide initiatives, which have allowed her to broaden her impact and work with great colleagues across the organization.

Similar with many companies, the investment landscape is continuously evolving at Aegon and the Credit Research team that Jennifer leads is no exception. This team globalized in early 2020 under Jennifer’s leadership. Jennifer faced numerous challenges as she synergistically integrated teams located in several regions across the globe. After facilely managing that productive transition, Jennifer further honed the team by specializing the researchers according to credit quality tranches. The firm was simultaneously expanding and enhancing its responsible investing efforts, with which Jennifer had been closely involved for many years. Balancing all of this evolution was very challenging – not only due to the high level of change, but also with the onset of the global pandemic just one month after the start of the journey. The team worked closely together to streamline and prioritize efforts while getting to know each other over a computer screen.

While there were several lessons learned along the way, such as the importance of gathering employee feedback and ensuring the engagement and employee support of the broader effort, the team is in a much better place today – and the timing couldn’t be better given the increasing volatility in the markets and the uncertainty in the economic landscape that could lead to a deterioration in the fundamentals for credit issuers. Jennifer highly recommends seeking opportunities to expand your career and your horizons, and look for all that your firm has to offer. 
Thank You to Our Sponsors!
We are grateful for our valued sponsors who support diversity initiatives promoting the advancement, recruitment, and retention of women in the investment industry and related fields. Click here for a list of all WIP sponsors.
WIP Platinum Sponsors:
Women Investment Professionals