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Fixed Income Outlook
with with Dan Fuss, CFA and Barbara McKenna, CFA
U.S.-China trade and broader geo-political tensions likely pose headwinds to global growth. These concerns have prompted some Central Banks to reduce interest rate, even amid muted inflation expectations. What do all these developments imply for the fixed income markets?
Our esteemed panelists, Dan Fuss, CFA, CIC and Barbara McKenna, CFA will provide their perspectives on these issues and, more broadly, share their outlook for the fixed income markets. This event will be moderated by Erinn King, CFA.
About the presenters:
Daniel J. Fuss, CFA, CIC
Dan Fuss has 61 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, in addition to the Loomis Sayles Investment Grade Fixed Income, Strategic Income, Fixed Income, Institutional High Income and Global Allocation funds. In 2019, Dan was awarded the Outstanding Portfolio Manager Award at the US Morningstar Awards for Investing Excellence. In 2012, he 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. Dan has twice been president of CFA Society Boston. He earned a BS and an MBA from Marquette University. Dan served in the US Navy from 1955 to 1958 and held the rank of Lieutenant.
Barbara McKenna, CFA, Managing Principal
Ms. McKenna is a partner and the CEO of LIM. Additionally, she oversees LIM's investment process, co-leading longer strategies, including Core and Core Plus. Prior to joining LIM in 2005, she was a director and senior portfolio manager at State Street Research (SSR), responsible for $14 billion of institutional fixed income accounts. As director of corporate bond strategy, Barbara was responsible for the development and implementation of corporate bond strategy across all fixed income mandates. Prior to joining SSR, she was a director and portfolio manager at Standish, Ayer & Wood. Barbara has also held portfolio management and investment banking positions at BayBank and Massachusetts Capital Resource Company, a private capital firm. She has over 30 years of experience and holds a Master of Science and Bachelor of Science in Finance from Boston College. Barbara is a CFA charterholder, a member of the CFA Institute, and a member of the CFA Society Boston. She is also a board trustee of the American Beacon Funds and a member of the N.E. Financial Services CEO Roundtable and the Federal Reserve Bank of Boston's External Diversity Advisory Council.
Ms. McKenna has spoken at several conferences on the U.S. macroeconomic outlook, managing fixed income pensions (including LDI) and operating reserve accounts, and analyzing, trading and managing credit risk. She has also been a guest several times on Bloomberg Television.
A supporter of exposing a wide range of students to the investment business, particularly women and diverse candidates, Ms. McKenna often speaks at colleges and designed and implemented internship and mentoring programs at several firms. While at SSR Barbara implemented the first use of flex-time for investment personnel specifically to attract and retain women in the industry. Longfellow has developed a return to work program to assist individuals in the reentry to the industry following an extended absence.
Erinn King, CFA
Erinn R. King, CFA is a managing principal at Payden & Rygel. Based in the firm's Boston office, King is responsible for client relations and business development for East Coast and global clients. She also serves as a liaison to the firm's London office and the Metzler/Payden joint-venture.
Prior to joining Payden & Rygel, King was a vice president at Wellington Management Company, LLP, where she held roles in fixed-income portfolio communications and insurance relationship management. King also worked for Concordia Capital LLC prior to joining Wellington.
King is a director on the board for the Boston Security Analysts Society, as well as chair of its fixed-income programming subcommittee. She is also co-president of the Boston Dance Alliance Board and a trustee for Jose Mateo Ballet Theatre.
Erinn R. King holds the Chartered Financial Analyst® designation. She earned an MBA in Finance at Boston University and also holds an MFA in Dance from the University of Oklahoma.