Saturday, January 16, 2016

Marquette AIM students were treated this week to a presentation by Dan Fuss (Marquette alumnus and legendary investor)


Dan Fuss of Loomis Sayles was the Keynote Speaker at the Milwaukee CFA January 2016 Luncheon


Dan Fuss and David Krause

On Wednesday, January 13, 2015, the CFA Society of Milwaukee hosted a luncheon with Dan Fuss, CFA, as its distinguished guest speaker.

Mr. Fuss, a Wauwatosa, Wisconsin native, again provided the audience with his economic and market update of the coming year – a tradition that has been maintained for many years with the CFA Society.


Dan Fuss has nearly 60 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.



Image result for cfa society of milwaukeeIn 2012, Dan received both the Institutional Investor Money Management Lifetime Achievement Award and the Lipper Excellence in Investing Award. Dan received the CFA Society of Milwaukee Lifetime Achievement Award in 2013 and was named to the Fixed Income Analysts Society's Hall of Fame in 2000 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. He is recognized as one of the elite fixed income managers by his peers.



Dan Fuss at CFA Presentation with AIM students
Mr. Fuss earned a BS and an MBA from Marquette University. He actively supports higher education and serves on numerous academic and civic board. Dan also served in the US Navy from 1955 to 1958 and held the rank of Lieutenant.


In 2005, Dan Fuss was instrumental in supporting the creation of the Applied Investment Management (AIM) program at Marquette University. He and Dr. David Krause, AIM program director, (and other Marquette alumni) collaborated to establish the AIM program, which has become one of the top undergraduate applied finance programs. In 2006, the AIM program was named the first global undergraduate CFA Institute ‘Program Partner’ and US News & World Report has consistently ranked Marquette’s undergraduate finance program in the Top 25 of all US universities.



As always, Mr. Fuss’ views about the state of the global economy were insightful. Those in attendance learned his thoughts about the current geo-political environment, as well as his thinking about the role central banks will play in 2016. The Marquette students in attendance had the pleasure to hear and meet Mr. Fuss, truly one of the top investment professionals of the past 50 years.

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