Tom Winkelman, Cfa Email & Phone Number

Arlington, VA, US

• Part of Trust Investments leadership team responsible for prudent management of $120B in Boeing Retirement assets
• Responsible for managing Public Equity and Fixed Income portfolios for the Boeing Pension and 401(K) Plans
• Manage and evaluate investment strategy asset allocations to align with portfolio objectives
• Conduct investment manager due diligence and select managers for portfolio management
• Overall responsibility for investment and administration elements of $70B 401(K) Plan
• Prepare reporting and present investment results quarterly to the Investment Committee

Arlington, VA, US

• Part of Trust Investments leadership team responsible for prudent management of $120B in Boeing Retirement assets
• Responsible for Trust Operations and Risk Management for the Boeing Pension and 401(K) Plans
• Led Pension Glidepath Committee activities for asset allocation de-risking of the Plan
• Managed fixed income liability hedging assets for the Pension Plan and all fixed income assets for the 401(K) Plan
• Conduct investment manager due diligence and select managers for portfolio management
• Responsible for investment performance measurement, portfolio attribution and investment analytics

Arlington, VA, US

• Managed $3B in Real Estate and $2B in Real Assets strategies for the Boeing Pension Plan
• Real Estate portfolio responsibilities included core, private real estate and public REIT strategies
• Real Asset portfolio responsibilities included public and private infrastructure, private energy, farmland, timber and commodities strategies
• Conducted full strategy review of both Real Estate and Real Assets to determine optimal portfolio sub-strategy weights
• Conducted investment manager due diligence and evaluated strategies for inclusion in the portfolios

Arlington, VA, US

• Managed fixed income strategies for the Boeing Pension and 401(K) Plans
• Fixed income portfolio responsibilities included long duration, stable value, distressed credit, mezzanine debt, global bonds, enhanced cash, and opportunistic strategies
• Conducted investment manager due diligence and selected managers for portfolio management
• Led project to implement an enhanced cash investment strategy
• Researched and implemented new $1B asset class Return Seeking Fixed Income asset class
• Managed $4.2B active currency overlay strategy

Arlington, VA, US

• Acted as lead risk management advocate for the Trust Investments team and led discussions as a member of the Risk Management Committee
• Implemented monthly overlay strategy to rebalance the asset allocation of the Pension Master Trust
• Evaluated the operational and risk management practices of investment managers
• Led the performance measurement function for the Trust Investments team
• Developed liquidity management process and ongoing monitoring for the Pension Master Trus

Arlington, VA, US

Arlington, VA, US

Chicago, IL, US

• Managed all performance measurement functions for the Investment Management department
• Had primary role in project to prepare the firm for Global Investment Performance Standards (GIPS) verification and SEC audit
• Developed, wrote and implemented new processes and procedures to maintain firm composites within GIPS performance standards

• Met with investment managers to evaluate portfolio strategy, investment philosophy and performance
• Utilized analytics software to generate performance analytics for investment manager portfolios
• Reviewed investment activity of the master trustee for the fund’s $1B securities lending program

US

• Analyzed the performance of investment managers and client pension funds
• Wrote and supervised the production of quarterly client performance reports
• Utilized analytical models to assess clients’ risk and return characteristics

Finance, General

Education record