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2024: How Allocators Are Thinking About Opportunities and Risks

 

December 13, 2023
12:00 PM - 1:00 PM
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The Kimpton Sylvan Hotel
374 East Paces Ferry RD NE
Atlanta, GA 30305
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Ernie Caballero is the Chief Investment Officer for UPS.  Ernie has the fiduciary responsibility for all aspects of the investment portfolios for UPS’ Single Employer Defined Benefit Plans.  Assets under management are in excess of $50 billion.  Prior to this he was domiciled in Europe, between Brussels & London, overseeing various aspects of the UPS businesses.  While in Belgium, he held the roles of CFO for UPS Europe & Emerging Markets Strategy Coordinator for Europe, the Middle East, India and Africa.  While living in London, he was responsible for Treasury & Trading Operations, Risk Management, and Mergers Acquisitions within the Europe, Middle East and Africa Asia Pacific Regions.  He has held many other Audit, Finance, and treasury leadership positions throughout his career.

Caballero is a current board member of CIEBA and Chair of the CIEBA Defined Benefit Committee.  He is a Certified Internal Auditor and a Certified Investments and Derivatives Auditor.  He also holds an MBA in Finance from Kennesaw State University, GA, an MBA in Total Quality Management from Dowling College, NY, and a BS in Electrical Engineering/Industrial Technology from SUNY Farmingdale.  He has also received executive/leadership certificates from Harvard & Emory University.

Jon Glidden, CFA is responsible for Delta Air Lines’ defined benefit and defined contribution pension plans. In this role, he oversees all aspects of the plans including asset allocation, alpha generation, and plan-level risk management.

Prior to joining Delta in 2011, Jon was Director of Manager Research at Wilmington Trust. There he constructed and provided oversight of multi-manager portfolios across both traditional and alternative asset classes. Jon was also a member of Wilmington’s Investment Strategy Team which set strategic and tactical asset allocation for Wilmington’s clients.

Prior to joining Wilmington Trust in 2007, Jon spent six years with Emory University’s Endowment Fund, most recently as the Director of Investment Analysis. In this position, Jon sourced and conducted due diligence on global equity managers, global fixed-income managers, and hedge funds.

Jon holds a master’s degree in Financial Mathematics from the University of Chicago, an MBA from Emory University, and a bachelor’s degree in Mechanical Engineering from the Georgia Institute of Technology. He served as an officer in the US Navy as the Tomahawk Missile Officer on USS Stout (DDG-55) and the Weapons and Boarding Officer on USS Firebolt (PC-10).

Stephanie Lang, CFA is CIO of Homrich Berg. Stephanie joined Homrich Berg in 2005 and was named Chief Investment Officer in 2014. She oversees a team and is responsible for asset allocation, the selection and monitoring of traditional and alternative investments, as well as the company’s internal private fund-of-funds. She also chairs the firm’s Investment Committee. Previously, she was a portfolio manager for Bank of America’s private bank as well as equity research with Robinson Humphrey, where she covered technology and media companies. She has been a repeat guest on CNBC and has been quoted in The Wall Street Journal and other publications. She is a member of the CFA Institute as well as on the RIA Advisory Board for both JP Morgan and iCapital.

Muthu Muthiah is the Chief Investment Officer at Children’s Healthcare of Atlanta, stewarding the institution’s assets to create returns that advance the CHOA mission. Previously, he oversaw the strategic and sustainable growth of Inatai Foundation’s investments. Muthu is a seasoned asset management professional, with experience investing globally across various asset classes, including private equity, venture capital, real estate, real assets, and both public and private investments in emerging economies. He has led investment teams and strategies at Emory Investment Management, Covariance Capital Management, the University of Richmond, the State Board of Administration of Florida, and RSM Equico. Outside of work, Muthu reads a lot of nonfiction books, stays active by bicycling or jogging, and enjoys watching Tamil movies. He also likes to travel, including visiting his family and community in India. Muthu holds a BHM from Mangalore University and an MBA from Rollins College.

Moderated by: Emily Hylton, CFA is a senior vice president at Callan. Her focus historically has been on corporate defined benefit and defined contribution plans. Emily brings nearly 20 years of institutional consulting and investment experience advising a wide range of large institutional plans. She is a member of Callan’s Defined Contribution Committee and co-lead of Callan’s Corporate Defined Benefit Focus Group. Prior to joining Callan in 2022, Emily was at Aon Investments USA in a similar capacity. She brings experience on both the buy and sell side – both in fixed income markets as well as prior consulting experience at Towers Watson Investment Services (now WTW) and Hewitt Investment Group (now part of AON).  
Emily earned her MBA in finance from the University of North Carolina’s Kenan-Flagler Business School and a BS in analytical finance from Wake Forest University. She is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Society Atlanta.

Tickets

$20.00 Member Ticket | Advanced Registration Required

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Future Meetings

Webinar Series: Beyond Traditional Tax-Loss Harvesting: The Next Generation of Tax-Aware Investing

 

September 17, 2026

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

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Member Community: Investment Strategy Roundtable + Networking Social Hour

 

September 17, 2026

 

5:00 PM to 6:00 PM

 

BlackRock
725 Ponce de Leon Ave NE
Atlanta, GA 30306

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Member Community Book Club

 

September 22, 2026

 

6:00 PM to 7:00 PM

 

SCS Financial
3333 Riverwood Parkway | 1st Floor Conference Room
Atlanta, GA 30339

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Breaking the Mold: How ETFs Are Opening the Door to Alternatives and Offering Liquidity

 

September 23, 2026

 

12:00 PM to 1:00 PM

 

The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326

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Member Community: Investment Strategy Roundtable + Networking Social Hour

 

October 15, 2026

 

5:00 PM to 6:00 PM

 

BlackRock
725 Ponce de Leon Ave NE
Atlanta, GA 30306

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The Next Era of Real Estate: Data Centers, Office Uncertainty, and Evolving Investment Models

 

October 21, 2026

 

12:00 PM to 1:00 PM

 

Invesco
Midtown Union | 1331 Spring Street NW, Suite 2500
Atanta , GA 30309

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Annual Conferment Dinner

 

November 11, 2026

 

5:30 PM to 8:00 PM

 

The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326

Join us for this annual celebration of new charterholders!

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Annual Holiday Networking Social

 

December 10, 2026

 

5:00 PM to 9:00 PM

 

Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354

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23rd Annual Forecasting Event featuring Peter Zeihan

 

February 03, 2027

 

5:00 PM to 8:30 PM

 

Georgia Aquarium | Oceans Ballroom
246 Ivan Allen Jr. Blvd
Atlanta, GA 30313
http://www.georgiaaquarium.org/

Join us for our Annual Premiere Event!

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