Tuesday, January 5, 2016

Dan Fuss (Marquette alumnus) to deliver annual market outlook on January 13th to Milwaukee CFA Society

Dan Fuss to deliver talk on ‘The New Factor in the Bond Markets’

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Dan Fuss
The CFA Society of Milwaukee is once again honored to have Dan Fuss, CFA, CIC, of Loomis, Sayles & Co. as their luncheon speaker.  He is one of the giants in the investment industry and is best known for his bond investing savvy.

Dan Fuss' career in the bond market has spanned over 50 years (see bio below).  He is vice chairman of Boston-based Loomis Sayles and manages the firm's flagship Loomis Sayles Bond Fund.

Dan Fuss analyzes the economy and the bond market along four dimensions - the "Ps" of peace, people, politics and prosperity. Those considerations, however, no longer suffice to explain the market's underlying dynamics.  A fifth dimension now dominates his thinking: the expanded role of the world's central banks over the last two years.  

To attend, please contact the CFA Society of Milwaukee at: info@cfamilwaukee.org or call 414-301-1299.


Wednesday January 13, 2016
Registration:  11:30 am
Program/Luncheon:  12:00 to 1:15 pm)

Milwaukee Athletic Club
758 N. Broadway
Milwaukee, WI 53202



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Dan Fuss,
Marquette alumnus
Bio of Daniel J. Fuss, CFA, CIC


Dan Fuss has 57 years of experience in the investment industry and has been with Loomis, Sayles & Company since 1976. 

He is vice chairman of the firm's Board of Directors and manages the firm’s flagship Loomis Sayles Bond Fund—which won the 2009 Morningstar Fund Manager of the Year award in the fixed income category—in addition to the Loomis Sayles Investment Grade Bond, Investment Grade Fixed Income, Strategic Income, Fixed Income, Institutional High Income, Dividend Income and Global Equity and Income funds. 

In 2012, Dan received both the Institutional Investor Money Management Lifetime Achievement Award, and the Lipper Excellence in Investing Award. 

In 2013, Dan received the CFA Society of Milwaukee Lifetime Achievement Award. In 2000, he was named to the Fixed Income Analysts Society’s Hall of Fame in recognition of his contributions and lifetime achievements toward the advancement of the analysis of fixed income securities and portfolios. 

He has twice been president of the Boston Security Analysts Society. Dan earned a BS and an MBA from Marquette University. He served in the US Navy from 1955 to 1958 and held the rank of Lieutenant. 

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