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