Wednesday, May 29, 2013
Peter Stutz, CFA
Chairs: Ryan Buckmaster, CFA & Michael Wu, CFA
A Private Wealth Management Group Event
Interest rates are at record low levels and have been for years. The Fed is now purchasing $85 billion a month in securities but inflation still remains in check. Unemployment is still less than ideal but the housing market seems to be turning around. Are we in the midst of a bond bubble? How is the U.S. economy really doing and where does one invest within the fixed income asset class? Hear from Peter Stutz, CFA as he explains his views on the economy, current markets, and where he is seeing value.
Peter Stutz, CFA has 19 years of investment industry experience and was responsible for the management of over $5B in dedicated U.S. inflation-linked bond portfolios consisting of 15 separate accounts, 2 mutual funds, and 4 closed end funds at Western Asset, one of the largest fixed income managers in the world, until leaving there in May 2013. He served as Portfolio Manager, Research Analyst on the Global Inflation-Linked team. Prior to joining Western Asset in 1997, Peter was a Portfolio Manager at Pacific Telesis Group. He was also a Trader at Wells Fargo Nikko Investment Advisors.
Peter received his BS from the University of Illinois. He also holds an MBA from the University of Chicago Booth School of Business and is a CFA charterholder
As a participant in the CFA Institute Approved-Provider Program, the
CFA Society of Los Angeles has determined that this program qualifies
for 1 credit hours. If you are a CFA Institute member, CE credit for
your participation in this program will be automatically recorded in your CE Diary.
CFALA Members: $20.00(place cursor on amount for link)
Student Discount: $30.00 (Valid Student ID with current year shown - required at the event)
Non-members: $50.00 (place cursor on amount for link)
Time: 12:00 pm - 1:30 pm, Lunch
Location: Millennium Biltmore Hotel Los Angeles
506 South Grand Avenue
Los Angeles, CA 90071-2607
Parking: Hotel Valet Parking: $20.00
Self-Parking at Pershing Square (located directly across the street on Olive St.): $10.00
Dress Code: Business Casual
Methods of payment accepted: Visa/Mastercard, American Express and Discover. If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number. Mail check to: CFA Society of Los Angeles, 520 S. Grand Ave, Suite 370, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.