The CFA Society of Milwaukee promotes ethical and professional standards within the investment industry, encourages professional development through the CFA® Program, and facilitates the open exchange of information and opinions.

As a member of the Milwaukee Society, one receives all benefits of membership in the CFA Institute including:

• The Financial Analysts Journal
• CFA Institute Membership Directory
• CFA Institute Newsletter Access to CFA Institute JobLine service
• Current information on Continuing Education programs
• And much more...

Wednesday, January 14, 2009
Economic Assessment

Noon Luncheon at the INTERCONTINENTAL HOTEL

Wednesday, January 14, 2009

SPEAKER: Dan Fuss-Loomis, Sayles & Company

TOPIC:  Economic Assessment

DANIEL J. FUSS, CFA, CIC

Dan Fuss has 49 years of experience in the investment industry and has been with Loomis, Sayles & Company since 1976. He is Vice Chairman of the firm and manages numerous institutional accounts for the fixed income group. Dan also manages a variety of mutual funds including the flagship Bond, Strategic Income, Institutional High Income and Investment Grade Bond Funds. In 2000, he was named to the Fixed Income Analysts Society's Hall of Fame in recognition of his contributions and lifetime achievements in the advancement of the analysis of fixed income securities and portfolios. He is past president of the Boston Security Analysts Society. Dan earned a Bachelor of Science and Masters in Business Administration from Marquette University. He served in the US Navy from 1955 to 1958 and held the rank of Lieutenant.

Price: $10 Students, $15 Members, $20 Non-Members. Payable at the door.

Location: InterContinental Hotel Milwaukee  
139 E Kilbourn Avenue
Milwaukee, WI 53202
(414) 276-8686

www.intercontinentalmilwaukee.com

Please make a reservation by calling CFASM Voicemail at (414) 768-7900, e-mailing kerri@dbamar.com or completing the following form here by Monday, January 12.

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