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Event Detail

Distinguished Speaker Series: Dan Clifton (Ended)

Date, Time, and Location:
Tuesday, December 06, 2016 (add this event to your Outlook Calendar)
11:30 am - 1:00 pm
Hotel Allegro, 171 W. Randolph, Chicago, IL  60601   (Driving Directions)

Fee:
Members - $55 $45 or FREE with function ticket
Student Members - $55 $20
Non-Members - $65
Reserved VIP table - $360 (8 guests, company name on table, contact office directly) (member pricing underwritten by CFA Society Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

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

Registration: Register Online

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

Hosted by: Distinguished Speaker Series Advisory Group

Daniel Clifton Daniel Clifton is a Partner and Head of Policy Research for Strategas Research Partners. In this capacity, Mr. Clifton evaluates government policies impact on the global economy, stocks, and bond markets for institutional investors. Clifton also oversees the firm's policy-related stock portfolios, including the widely watched Strategas Policy Opportunities Portfolio, which has doubled the S&P 500 over the past 10 years. Clifton and his team have been recognized by Institutional Investor magazine in their annual survey of best Wall Street analysts for the past seven years. Clifton's research on the interaction between legislation, policy and equity markets is often cited in the media and he is frequent guest on CNBC, Bloomberg, and Fox Business News.

Prior to joining Strategas, Clifton had a long record of government, campaign, and advocacy service. Previously, he was Executive Director of the American Shareholders Association (ASA), a non-partisan, non-profit organization which advocates public policies helping shareholders. In this capacity, Clifton was part of the successful efforts to reform the nation's pension system, lower capital gains and dividend tax rates to 15 percent, and a repatriation tax holiday on foreign source revenue. Prior to joining ASA, Clifton was Federal Affairs Manager for Americans for Tax Reform where he worked on every major tax bill moving in Congress in the past decade.

Clifton's government experience includes working as a senior staff member in two gubernatorial administrations as well as a number of state agencies focused on economic and fiscal policy. Additionally, he worked in various capacities on elections at federal, state, and local levels and he has helped to elect a number of current elected officials.

Clifton received both his BA in Urban Planning and his MS in Public Policy from Rutgers University where he was a Fellow at the Eagleton Institute of Politics and a Harold Martin Fellow for Public Policy.

*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 30.

Passport Program
Members of any CFA society may attend at the CFA Society 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.