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  • 2021 Annual ETF and SWIB Update (zs)

2021 Annual ETF and SWIB Update (zs)

  • April 20, 2021
  • 10:00 AM - 12:00 PM
  • virtual
  • 215

Registration


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More than 648,000 members including current state and local government employes and retirees look to the Wisconsin Retirement System (WRS) to help provide for their retirement.  The State of Wisconsin Investment Board (SWIB) is the independent state agency responsible for investing the assets of the retirement system.


Rochelle Klaskin, Deputy Executive Director and Chief Administrative Officer, will explain the challenges facing SWIB and WRS, the impact investment volatility can have on WRS participants, SWIB’s investment strategy, and other initiatives SWIB is implementing to protect the WRS investments.  Rochelle joined SWIB in 2015 as its chief legal counsel before becoming deputy executive director/chief administrative officer.  Throughout her more than 20-year career, she has led and advised organizations on board governance and legal matters, daily operations, and strategic transitions and planning.  Prior to joining SWIB, she was a shareholder in the corporate practice group at the law firm Godfrey & Kahn, S.C., and she served as the managing partner of the firm’s Madison office. She earned her law degree from Chicago-Kent College of Law and a bachelor’s degree in journalism and mass communication from the University of North Carolina-Chapel Hill.

Brian Hellmer is the Managing Director of Global Public Market Strategies at SWIB.  Brian joined SWIB in 2016 as the managing director of the internal public equities division. Prior to his role at SWIB, he was the director of the Hawk Center for Applied Securities Analysis at the University of Wisconsin-Madison School of Business, where he taught applied portfolio management classes and oversaw the admissions and placement process for the Center’s MS and MBA programs. From 1996-2009, Brian was a principal and portfolio manager at Northern Capital Management, which offered actively managed investment strategies for institutional and private wealth clients. He previously served as an equity analyst and strategist for Bank of America.  Brian is active in the Madison CFA Society and served as board president from 2017-2019.  He holds a bachelor’s and master’s degrees in finance, investments & banking from the University of Wisconsin-Madison School of Business, and is a CFA charter holder. Brian is also a member of the Securities & Exchange Commission's Investor Advisory Committee. 


The Wisconsin Department of Employee Trust Funds (ETF) is the state agency administering retirement, insurance, and other benefit programs for active state and local employees and for retirees participating in the WRS.

John Voelker, the newly appointed ETF Secretary, will provide projections for future Core and Variable fund annuity adjustments, and highlights of the design elements that keep the WRS strong and fully funded.  Mr. Voelker was appointed Deputy Secretary of the Department of Employee Trust Funds in July 2014, and has more than 30 years of public service experience. Immediately prior to his appointment he served 11 years as the Wisconsin Director of State Courts. During his 22 years with the court system, Mr. Voelker also served as the Assistant to the Chief Justice and as a Senior Policy Analyst. A native of Menasha, Wisconsin, he holds a Bachelor’s degree from the University of Wisconsin-Oshkosh.

This presentation will be videotaped.

If you have preliminary questions for the speaker, please send to Program Coordinator Kay Reuter-Krohn at kreuterkrohn@gmail.com by Friday, April 16.


Food Pantry Contributions:

Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.


Registration Deadline:  Friday, February, April 16.

Registration:  

Advance registration is required.  You are encouraged to register online.  To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.

NOTE:  The weblink and virtual call information will be included in the meeting reminders registrants receive.

UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218
608-262-0641
retireassn@mailplus.wisc.edu



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For More Information Contact UWRA

Sandi Haase, Executive Director

UW-Madison Retirement Association

21 North Park Street, Room 7205

Madison, WI 53715-1218

608-262-0641

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