Wednesday, January 16, 2019

Dan Fuss, Legendary Investor and Marquette Alumnus, was the Speaker at this Week’s CFA Society of Milwaukee Luncheon

Marquette AIM students had an opportunity to meet Mr. Fuss at the CFA Luncheon

On Wednesday, January 16, 2019, the CFA Society of Milwaukee hosted its annual Dan Fuss luncheon event at the Wisconsin Club.
Dan Fuss of Loomis, Sayles & Company
Dan Fuss with AIM students in January 2019

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 joined the firm in 1976. He began his investment career in 1958. Mr. Fuss has extensive experience in the investment industry. He is a Director of Loomis, Sayles & Company, Incorporated. In 2013, Mr. Fuss received the CFA Society of Milwaukee Lifetime Achievement Award.

Mr. Fuss is a legendary fixed income manager
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.

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.

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Dan Fuss of Loomis, Sayles & Company

In 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.

In 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 85-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.  

Dan Fuss and David Krause

Dr. David Krause, AIM program director, and a group of Marquette AIM students attended the event and had an opportunity to share time with Mr. Fuss.

“For the past decade, we have been attending the CFA luncheon and we always enjoy hearing Mr. Fuss’ perspectives. His views about the global bond market, the impact of the Trump Administration’s policies, how he feels about the inverting yield curve, Federal Reserve policy and what opportunities presently exist It is always a treat to be with Dan Fuss – he is a true legend in the investment world. Two of Marquette’s most prominent alumni – Dan Fuss and Dwyane Wade are in Milwaukee at the same time -  that’s quite a homecoming!”