Speaker

Wylie Tollette,executive vice-president, head of client investment solutions, Franklin Templeton Investment Solutions Franklin Advisers, Inc.

Wylie Tollette is executive vice-president and head of client investment solutions for Franklin Templeton Investment Solutions. In this role, his key responsibilities include oversight of client investment solution development and the portfolio management teams for our multi-asset platform. Additionally, Tollette provides strategic advisory services to institutional clients on topics such as optimizing strategic and dynamic asset allocation, enhancing the understanding of exposures and key risks and strengthening governance and decision-making. His team partners closely with the company's global distribution groups on all multi-asset solutions opportunities across a broad range of clients.

Prior to rejoining Franklin Templeton, Tollette served as chief operating investment officer at CalPERS, the largest defined benefit public pension fund in the U.S. He helped to lead initiatives focused on enhancing the portfolio and investment decision-making process, engaged the CalPERS board and various constituents and helped to redesign the asset allocation and investment strategy committee. He was also responsible for investment performance and risk analytics, investment policy, investment manager engagement, operations, compliance and business planning.

Prior to his time at CalPERS, Tollette worked at Franklin Templeton for almost 20 years, including as the head of the performance analysis and investment risk team, which was responsible for collaboratively defining, measuring and managing investment risk and performance across all Franklin Templeton products and clients. He entered the financial services industry in 1989 as an accountant for KPMG Peat Marwick.

Tollette received a bachelor of science from the University of California, Davis and a master of science in finance from the University of London. He is a chartered financial analyst (CFA) charterholder and is a member of the CFA association of Sacramento and San Francisco. He also holds a CPA (inactive) designation and is a member of the American Institute of Certified Public Accountants.

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Please email Megan Lepage