Santa Barbara Educational Holiday Mixer: Asset Allocation and the Risk/Return Landscape

Wednesday, 3:45 pm - 7:15 pm

Hill-Carrillo Adobe Community Space
11 East Carrillo Street
93101 Santa Barbara


Daniel J. Phillips, CFADirector of Asset Allocation Strategy, Northern Trust Asset Management

Time: 3:45 pm - 4:00 pm: Check in/Registration
4:00 pm - 5:00 pm: Presentation
5:15 pm - 7:15 pm: Trolley Ride/Refreshments
Add to Calendar 11/30/2022 3:45 PM 11/30/2022 7:15 PM America/Los_Angeles Santa Barbara Educational Holiday Mixer: Asset Allocation and the Risk/Return Landscape Hill-Carrillo Adobe Community Space - 11 East Carrillo St, Santa Barbara, CA 93101 CFALA false MM/DD/YYYY

A Santa Barbara Advisory Council Sponsored Event

Join us for a unique Santa Barbara event. We start out at the Hill-Carrillo Adobe Community Space where we will hear from Daniel J. Phillips, CFA, Director of Asset Allocation Strategy for Northern Trust Asset Management. Get an inside look into our new capital market assumptions research. During this practical application session, learn about the key investment themes shifting the global asset allocation, risk and return landscape over the next five years – and what the future may bring for investors. After this discussion, we will hop on the Santa Barbara Trolley to tour Santa Barbara and kick off the holiday season. Great conversation, wine, beer and refreshments will be provided!


Daniel J. Phillips, CFA | Daniel J. Phillips is the director of asset allocation strategy for Northern Trust Asset Management. Daniel is a member of the Investment Policy Committee and portfolio manager for Northern Trust's Global Tactical Asset Allocation Fund. He is responsible for overseeing the firm's asset allocation process and communicating those strategies with our clients. These responsibilities include participation on the capital market assumptions working group that produces Northern Trust's Five-Year Capital Market Outlook. This white paper is published annually and provides our long-term, global forecast for economic activity and financial market returns for asset classes and economies.

As a member of Northern Trust's Investment Policy Committee, Daniel is part of a team of experts across various disciplines and geographic locales that produce long-term asset class forecasts and set strategic portfolio allocations and recommendations. As a portfolio manager for the Global Tactical Asset Allocation Fund, he is responsible for the management of a globally diversified portfolio. Daniel monitors the asset allocation framework to ensure the allocation is aligned with the firm's evolving investment views and changing market and economic conditions.

Daniel received his bachelor's degree in finance and economics from the University of Iowa and an MBA in finance, economics and international business from the University of Chicago. He is a CFA® charterholder. Back To Top ^^

Registration Fees
$5 (Members) | $25 (Non-Members)


Registration NOW CLOSED. Walk-ins Welcome.

Parking Information
City of Santa Barbara Downtown Parking Lot #8
1019 Anacapa St, Santa Barbara, CA 93101
First 75 min free, $2.50 per hour thereafter.
Payment Information
We accept the following:

If you prefer to pay by check please email and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.

Mail Check To:

CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Falko Hörnicke, CFA
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 hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
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