02-05-2015 Fireside Chat with Dan Fuss
Thursday, February 5th, 2015
Dan Fuss, CFA, CIC
Loomis, Sayles & Company
Moderator: James Sarni, CFA
Payden & Rygel
Dan Fuss has 55 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 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, Capital 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. 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. 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.
James Sarni, CFA, is a managing principal at Payden & Rygel and a member of the Executive Committee of the board of directors. Sarni is a member of the firm’s Investment Policy Committee. He helps oversee the firm’s US fixed-income strategies and serves as a senior portfolio manager advising pension funds, insurance companies, corporations, health care organizations, Taft-Hartley plans, universities and endowments. Sarni is a director of Payden & Rygel Global Ltd. and Payden Global Funds plc. He is also a frequent speaker with financial media and is regularly quoted on topics related to investing and the economy. He has been quoted in leading publications such as the Wall Street Journal and the Financial Times and has been interviewed on CNBC, Bloomberg TV and Fox Business Network.
Prior to joining Payden & Rygel, Sarni was a vice president and senior portfolio manager at First Interstate Bank where he managed the trust department’s commingled bond funds as well as institutional client portfolios.
James Sarni is a member of the board of directors of the Center for Investment Studies at University of Southern California’s Marshall School of Business, the Pasadena City College Foundation, Descanso Gardens and Mayfield Junior School. He is also a member of the CFA Institute. He is past president of the Washington, DC-based Investment Adviser Association, CFA Society of Los Angeles and St. Philip the Apostle School board of trustees.
Sarni holds the Chartered Financial Analyst designation. He earned an MBA with an emphasis in finance and a BS from the University of Southern California.
As a participant in the CFA Institute Approved-Provider Program,
theCFA 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.
Date: Thursday, February 5th, 2015
Time: 12:00pm – 1:30pm, Lunch
Valet Parking at Hotel: $18
Self-Parking Structures: 242 North Beverly Drive / 241 North Canon Drive, Parking Structure #7 (Map Link)
216 South Beverly Drive, Parking Structure #2 (Map Link)
Two Hours Free
Per 1/2 hour thereafter $3.00
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.