Great Expectations: What Investors Want

Recorded On: 06/16/2021


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2:00pm - 3:00pm: When it comes to investing, the dynamics of client expectations are quickly evolving. What are the key factors that attract investors to asset management firms? Learn what clients are using as guidelines and how DEI plays a role in the investment selection process. 

3:00pm - 3:05pm: DEI in Action: BlackRock


CPE INFORMATION: Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 CPE 

Field of Study: Specialized Knowledge

Program Level: Basic 

Delivery Method: Group-Internet Based 

Advanced Preparation: None 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Kim Hyland (Moderator)

Managing Director, Head of US Relationship Management Team, MFS Investment Management

Kimberly G. Hyland is a managing director of the Global Client Group at MFS Investment Management® (MFS®). As the leader of the US Relationship Management team, she works with clients across the United States and is responsible for assisting them with their long‐term investment strategy. She meets with clients to share investment insights, evaluate market opportunities, and discuss any investment and business‐related issues. She is the co‐head of MFS'Global Distribution Diversity Group and a founding member of the firm's Diversity Council.

Kim joined MFS in 2007 as a relationship manager for MFS Institutional Advisors, Inc. She has been in her current role since 2016. She had previously spent three years at Robeco Investment Management as a relationship manager and 11 years as an institutional equity sales professional at Morgan Stanley and Smith Barney. She began her career in financial services in 1993.

Kim earned a bachelor’s degree from Middlebury College.

Shelly Heier

President, Senior Consultant, Verus Investments

Shelly Heier is President of Verus, a leading provider of institutional investment consulting and OCIO services with over $535 billion in assets under advisement. Shelly is an integral part of Verus’ leadership, serving on the board of directors, management committee, OCIO investment committee, and chairing the alternatives investment committee.  In addition to overseeing the investment division, consulting, and sales, she provides investment consulting services to several clients, including foundations, university endowments, and hospitals.

Shelly spearheads the firm’s efforts around diversity, particularly through her leadership of the Verus-founded Institutional Investing Diversity Cooperative (IIDC).  The IIDC is a coalition of consulting firms working to promote greater diversity in the institutional asset management industry by advocating for access to data that captures every dimension of diversity.  The IIDC believes that diverse investment teams and viewpoints enhance investment decision-making.

Shelly holds the CFA and CAIA charters, is active in investment industry groups, and speaks at industry conferences.  She is a trustee of her alma mater, University of Puget Sound, a board member of the Seattle Children’s Theatre, and founding member of the Fred Hutchinson Cancer Research Center’s Innovators Network.  In 2012, the Puget Sound Business Journal recognized Shelly as a “40 Under 40” honoree.

Angela Miller-May

Chief Investment Officer, Chicago Teachers’ Pension Fund

Angela Miller-May currently serves as the Chief Investment Officer for the Chicago Teachers' Pension Fund, a $12.2 billion pension fund that services a membership of over 88,000 active and retired Chicago Public School teachers. She focuses on providing strategic portfolio construction, excellent manager selection and rigorous due diligence and provides leadership to a staff of nine in meeting CTPF’s investment goals. Ms. Miller-May joined the Chicago Teachers' Pension Fund in 2010.

Prior to serving as the Chief Investment Officer, she served in several progressively responsible positions at CTPF, including Director of Investments, Portfolio Manager-Real Assets, Portfolio Manager-Alternatives, and Investment Operations Analyst-Risk Management.

Ms. Miller-May serves as a member on the First Women’s Bank (FWB) advisory board, a member on the Women Investment Professionals (WIP) Board of Directors, a member of Private Equity Women Investor Network (PEWIN), a member of the NASP Africa Institutional Investors Advisory Council, a member of SEO’s Limited Partner Advisory Council, a member of the NCPERS CIO Summit Advisory Faculty and engages with many other organizations.

Ms. Miller-May was recently honored with the Women Investment Professional (WIP) 2020 Trailblazer Award “Distinguished Woman Investment Professional of the Year”, named as one of Institutional Investor’s 2020 Industry Voice Innovators, Crain’s 2019 most Notable Women in Finance, 2019 Trusted Insights Top 30 Chief Investment Officers, Institutional Investor’s 2019 Change Maker of the Year and has had the honor of testifying at a 2019 Congressional Hearing on the topic of Diversity and Inclusion.

Ms. Miller-May holds an MBA from Kellstadt Graduate School of Business at DePaul University and has earned her BA in Economics from Northwestern University.

Shawn T. Wooden

Connecticut State Treasurer

Shawn T. Wooden was sworn-in as Connecticut’s 83rd State Treasurer on January 9, 2019, following a successful 21-year career as an investment attorney and service as City Council President of Hartford, Connecticut.   

Born and raised in Hartford, Treasurer Wooden participated in a desegregation busing program and attended public school in the suburb of Hartford. After graduating with honors, he earned a four-year academic scholarship to Trinity College. He later attended New York University School of Law before moving back to his hometown of Hartford to begin his career at Day Pitney, LLP (formerly Day, Berry & Howard LLP), where he would go on to become a Partner and lead its public pension plan investment practice.  

He has been recognized as a Connecticut Super Lawyer for Securities and Corporate Finance, Business/Corporate. Pensions and Investments named him one of the "25 Investment Professionals to Watch” and Savoy Magazine identified him as one of the most influential Black lawyers in the country.   

Treasurer Wooden is the sole trustee of the $37 billion Connecticut Retirement Plans and Trust Funds, administers a $26 billion debt management program, manages over $25 billion in annual cash transactions and has a seat  on 25 quasi-governmental authorities, boards and commissions related to housing, finance, student loans, air and water ports, venture capital, the lottery, private sector retirement security and a hosts  of other areas.   

He is the only Black elected State Treasurer in the country and the only Black elected official serving statewide in New England. He was also recently elected by his peers to serve as the Senior Vice President of the National Association of State Treasurers.

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Great Expectations: What Investors Want
06/16/2021 at 2:00 PM (EDT)  |  Recorded On: 06/16/2021
06/16/2021 at 2:00 PM (EDT)  |  Recorded On: 06/16/2021
DEI in Action: BlackRock
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