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Event Detail

Distinguished Speaker Series - Dan Fuss, CFA (Ended)


Bond Market Outlook

Date, Time, and Location:
Thursday, December 03, 2015 (add this event to your Outlook Calendar)
11:30 am - 1:00 pm
The University Club, 76 E. Monroe, Chicago, IL  60603   (Driving Directions)

Program Description:
TBA

Fee:
Members - $55 $45 or FREE with function ticket
Student-Members - $55 $10
Non-Members - $55
Reserved VIP table - $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Chef's Choice (vegetarian meal and iced tea available upon request)

Registration: Register Online

Agenda:
11:30 am - 12:00 pm: Registration & Networking
12:00 pm - 1:00 pm: Luncheon Presentation

Hosted by: Distinguished Speaker Series Advisory Group

Dan Fuss Dan Fuss, CFA 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. 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. 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.

*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, November 24.

Passport Program
Members of any CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.