Created with Sketch.
The SWIB Podcast: Wisconsin Retirement System Insights
30 minutes | a month ago
8. Running the Long Race with Derek Drummond, SWIB's Funds Alpha Portfolio Manager
Competing under challenging circumstances is nothing new for Derek Drummond. As a triathlete who competes in several events throughout the year, including Madison’s Iron Man competition, Derek challenges himself through tough endurance races with hopes of establishing a personal best time. Derek’s competitive spirit carries over into his work. As SWIB’s funds alpha manager, Derek is constantly pushing himself and his team to find investments across traditional and alternative strategies that will benefit the Wisconsin Retirement System and its over 650,000 members. Being an investment professional and a tri-athlete requires the ability to think clearly under pressure, draw on information from past experiences, and excel under difficult and changing conditions.In this episode, we talk to Derek about just what alpha generation is and why it is important to SWIB’s sophisticated investment strategy. We also ask Derek what makes 2021 an interesting investing climate, and what are the largest opportunities and threats he sees on the horizon.
31 minutes | 2 months ago
7. Managing Directors Round Table, with Edwin Denson, Brian Hellmer, and Anne-Marie Fink
In 2020, the State of Wisconsin Investment Board (SWIB) remained committed to its long-term investment strategy, resulting in strong returns for the Wisconsin Retirement System (WRS), even in a challenging year.The Core Fund, the larger of the two WRS trust funds with more than $120 billion in assets, ended the year with a net return of just above 15%. The Core Fund's 5- and 10-year returns both exceeded the pension system's actuarial target.The great news for WRS participants is that exceeding the pension fund’s 7% target return for both the 5- and 10-year periods is expected to result in continued stability in employer and employee contribution rates and a positive annuity adjustment for retirees of around 5%.In this episode, we hear from Edwin Denson, SWIB's managing director of asset and risk allocation; Anne-Marie Fink, the managing director of private markets and funds alpha; and Brian Hellmer, managing director of global public market strategies, about their perspective on SWIB’s success in 2020 and what we might expect in the 2021 year ahead.
36 minutes | 4 months ago
6. Evolving in Challenging Markets, with Brian Hellmer
Sophisticated investment strategies, forward-looking technologies, and strong internal asset management help make the State of Wisconsin Investment Board (SWIB) a leading investment organization. As a premier money manager, SWIB brings a disciplined, prudent, and innovative approach to market opportunities. But to remain a leader in the public pension industry, SWIB must continue to evolve. In this episode of The SWIB Podcast, we talk with Brian Hellmer, SWIB’s managing director of global public market strategies, about how his Madison-based team executes active management strategies that help grow and add value to the Wisconsin Retirement System, even during 2020’s challenging market environment. Plus, Brian will take a look ahead at what to anticipate in 2021.
38 minutes | 6 months ago
5. Forward-Thinking Wisconsin Investments in Private Debt and Venture Capital, with Chris Prestigiacomo
Wisconsin's forward-thinking culture has contributed to a history of entrepreneurs who have turned ideas into successful businesses that have become fixtures in the state.Whether it's a company headquartered in Wisconsin or a global corporation doing business in the state, the State of Wisconsin Investment Board is proud to have partnered with all types of businesses to help those companies succeed and generate returns for WRS members.In this episode of The SWIB Podcast, we explore SWIB's Wisconsin private debt and venture capital portfolios with portfolio manager and hometown Madison native Chris Prestigiacomo.
25 minutes | 6 months ago
4. The "Goldilocks Zone" in SWIB's Asset Allocation Strategy, with Edwin Denson
In the classic children's fairy tale, Goldilocks looks for the porridge that is not too hot and not too cold, but just right.Similarly, the investment professionals at the State of Wisconsin Investment Board have to strike just the right balance between an asset allocation that is not too risky for the system's risk sharing design, but takes enough risk to generate the returns necessary to sustain the fund over the long term.In this episode, SWIB's Managing Director of Asset & Risk Allocation Edwin Denson joins Chris and Dusty to talk about how asset allocation drives SWIB's investment strategy and long-term success. Hear how adopting a diverse and efficient asset mix manages risk and stabilizes returns to meet the goals of the Wisconsin Retirement System.
28 minutes | 7 months ago
3. Behind the Scenes at SWIB, with Rochelle Klaskin and Mike Jacobs
Just like you can't put on a play without stage hands, the portfolio and investment managers at the State of Wisconsin Investment Board are supported by a wide variety of professionals whose behind-the-scenes work is vital to SWIB's mission of generating returns on behalf of the Wisconsin Retirement System and its members.Whether it's tracking the performance of individual investments, implementing a new investment instrument or settling a trade, the work of these skilled professionals plays an important role in the diverse and robust portfolio that helps SWIB deliver the returns necessary to fully fund the state's pension system.In this episode, Deputy Executive Director and Chief Administrative Officer Rochelle Klaskin and Agency Business Director Mike Jacobs talk about SWIB's mission and about the work that SWIB's investment services professionals do every day to position SWIB as a leader in asset management.
34 minutes | 8 months ago
2. Big Name Brands in the WRS Private Market Portfolio, with SWIB’s Anne-Marie Fink
From Harley-Davidson to Kohl’s Corp., the Zoom meetings platform to EatStreet food delivery, from industrial warehouses in California to New York City highrises, private equity investments and the funds alpha strategy provide unique opportunities for SWIB to generate returns on behalf of the Wisconsin Retirement System and its members.In this episode, we talk to Anne-Marie Fink, SWIB’s managing director of private markets and funds alpha, to learn how the investments she oversees play an important role in the diverse and robust portfolio that helps SWIB deliver the returns necessary to fund the state's pension system. WRS members will recognize many of the big-name brands in which SWIB has invested, including local institutions with deep Wisconsin roots.A recent addition to the team at SWIB, Anne-Marie brings more than two decades’ experience in both the public and private sectors. She most recently served as the chief investment officer for the Employees’ Retirement System of Rhode Island and for a large family office.
35 minutes | 9 months ago
1. Navigating COVID-19's Financial Fallout, with SWIB Executive Director & CIO David Villa
While other pension funds struggle with the financial implications of the COVID-19 Coronavirus pandemic and chronic under-funding, the robust Wisconsin Retirement System remains on-track to meet its obligations to retirees.This is thanks, in no small part, to the steady, thoughtful investment decisions of the State of Wisconsin Investment Board's team of financial experts. Under the leadership of Executive Director and Chief Investment Officer David Villa, the WRS has strengthened its position as a model pension fund that's the envy of many state and local employers nationwide.In this episode, David explains the investment decisions that drive this success, offers reassurance for concerned WRS members, and shares some insights from his decades of experience as an investment professional.
2 minutes | 10 months ago
Coming Soon - The SWIB Podcast, from the State of Wisconsin Investment Board
Arriving later this summer... News and insights about the complex, prudent, and disciplined investment strategies SWIB has put in place to help grow and protect the assets of the WRS. Navigating today’s financial markets takes innovative thinking to design and implement investment strategies that control risk while generating reasonable returns. In a time when public pension funds across the country are struggling with issues related to underfunding, SWIB has helped fuel one of the only fully funded pension systems in the U.S. Join us as we talk about the importance of managing assets in a more challenging environment and optimizing cost over the long term on behalf of the more than 642,000 current and former state and local government employees and their families who rely on the WRS for some of their retirement security. SWIB is recognized as a premier investment organization because of its strong management of the trust funds of the WRS and several other smaller trust funds. SWIB has been successful in generating respectable returns to help ensure the WRS is able to meet is obligations today and in the future.
Terms of Service
Do Not Sell My Personal Information
© Stitcher 2021