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.
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| Dan Fuss of Loomis, Sayles & Company |
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| 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.
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| 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.
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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!”
