Tuesday, January 10, 2017

Dr. Krause and the Marquette AIM students will visit with Dan Fuss this week

Dan Fuss, Prominent Marquette Alumnus, is the Speaker at this Week’s CFA Society of Milwaukee Luncheon

On Wednesday, January 11, 2017, the CFA Society of Milwaukee is hosting its annual Dan Fuss luncheon event starting at 11:45 am at the Milwaukee Athletic Club.

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Dan Fuss of Loomis, Sayles & Company
Daniel Fuss, CFA, is the vice chairman of Loomis, Sayles & Company and manager of the Loomis Sayles Bond Fund. He has won numerous awards for his outstanding performance as a fixed income manager and SmartMoney magazine in July 2008 called him one of the world's best investors.

Mr. Fuss earned his bachelors and MBA degrees at Marquette University. He is a former U.S. Navy lieutenant he formerly managed the Yale University endowment. Dan Fuss is one of the early supporters and advocates behind Marquette’s Applied Investment Management (AIM) program.

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Mr. Fuss is a legendary fixed income manager
Mr. Fuss manages the Loomis Sayles Bond Fund—which won the 2009 Morningstar Fund Manager of the Year award in the fixed income category. He also manages or co-manages the Loomis Sayles Investment Grade Bond, Investment Grade Fixed Income, Strategic Income, Fixed Income, Institutional High Income and Global Equity and Income funds. 

Image result for morningstar manager of the yearIn 2012, Dan Fuss 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. Mr. Fuss has been a multiple winner of the Morningstar Fixed Income Manager of the Year and he has twice been president of the Boston Security Analysts Society.

Image result for cfa society of milwaukeeIn describing the CFA event, the Society’s noted that it’s not just that Dan Fuss has seen it all, it’s that he remembers it.  The 83-year-old Mr. Fuss has managed through numerous bond-market crises and his experiences with both high-yield bonds and the classic mutual funds that he manages also provides the luncheon attendees with useful guidance. While he has experienced periods of underperformance, he has always bounced back with top-tier returns – earning him his deserved reputation as one of the great fixed income managers.
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Dan Fuss and David Krause in 2016

Mr. Fuss says that while the biggest opportunities are over for now, he thinks the fixed income market is almost back to what might be considered normal, which means he still sees buying opportunities for selective high-yield investors.

Dr. David Krause, AIM program director, and over a dozen Marquette students are once again honored to be attending the event and sharing time with Mr. Fuss. “We again plan on attending the CFA luncheon and expect that Mr. Fuss will talk about market instability, the impact of the Trump administration, how he feels about rising interest rates, Federal Reserve policy and if junk bonds are worth buying now. It is always a treat to be with Dan Fuss – he is a true legend in the investment world. Just think - the AIM students will have met with Warren Buffett and Dan Fuss within the past two months!”

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