Ann Phipps is proud to be a daughter and granddaughter of UW–Madison alumni. She currently serves as Chair of the Charles Phipps Family Foundation, having previously worked in marketing and product development for Texas Instruments. As a community volunteer, most of her work has focused on supporting schools. As a substitute teacher and volunteer teacher …
Scott Rewey is a Client Portfolio Manager at Okabena; a multi-family office located in Minneapolis Minnesota. With more than 25 years of investment experience, Scott advises families of wealth, their trusts and foundations. Prior to Okabena, Scott was a Partner at Oxford Financial Group advising large families on their investment portfolios and a Managing Director …
Stephen Roach is a Senior Fellow at Yale University’s Jackson Institute of Global Affairs and a Senior Lecturer at Yale’s School of Management. He was formerly Chairman of Morgan Stanley Asia and the firm’s Chief Economist for most of his 30-year career at Morgan Stanley, heading up a highly regarded team of economists around the …
Lowell Robinson is a financial and operating executive with more than thirty years of senior global strategic, financial, restructuring, mergers and acquisitions, operational and governance experience at Kraft, Citigroup, and a number of mid-cap companies. He was chief financial officer and chief operating officer at several companies, including Valassis/Advo, HotJobs, and MIVA. Currently, Mr. Robinson …
Thomas A. Rosenbloom is a business executive and attorney with significant operational, board, and business development experience that includes helping grow CYS Investments, Inc., a $100M private mortgage-REIT, into a $2.7B NYSE-listed company. As the Executive Vice President of Business Development, General Counsel, and Secretary of CYS, Mr. Rosenbloom was a key member of a …
Eric Rosengren is Chief Executive Officer of the Federal Reserve Bank of Boston. Previously, he was executive vice president and head of the Bank’s department of supervision, regulation, and credit. He started with the Bank in 1985 as a member of the research department. In his research, Dr. Rosengren has made significant contributions to the …
Elliott M. Ross, CCIM is the President of Ross Realty Group, Inc. and Ross Consulting Group, Inc.; both companies are located in Tampa, Florida and were founded in 1989. The Ross Realty Group is a full-service real estate company that, up until he sold the property management division in 2013, leased and managed nearly three …
Jenny is a Senior Wealth Advisor at Chicago Partners Wealth Advisors, helping high net worth clients refine their investment strategies and develop personalized financial plans. Prior to joining Chicago Partners, she spent time at Wintrust Financial Corp and worked with distressed commercial loans. Jenny graduated from the University of Wisconsin–Madison in 2017 with a Bachelor …
Mr. Strait is an Investment Committee Partner and advisor for Avante Capital Partners, a Los Angeles-based private credit and structured equity fund manager that invests in lower middle market companies. He joined Avante in 2019 after retiring from Northwestern Mutual Capital as a managing director. During his 37-year career with NMC, he led portfolios investing …
Willard Walker, Jr. is President and Chief Executive Officer of WT Walker Group, Inc., currently comprised of two operating companies, Walker Forge, Inc. and Precision Thermal Processing, Inc. Walker Forge is a leading manufacturer of carbon and alloy steel forgings for a variety of markets including energy, transportation, agriculture, and off-highway. Precision Thermal Processing is …