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Building Portfolios in the New Economy: Dynamic Asset Allocation

October 30, 2013
12:00 PM - 2:00 PM
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103 West
103 West Paces Ferry Rd
Atlanta, GA 30305
http://www.buckheadrestaurants.com/103-west/
Directions
As our world evolves, the market and economic environment continues to change. Building on a broad, timely view of the markets and currencies, this session identifies pervasive themes affecting global asset and risk capital allocation.
Brian will proffer investment perspectives on:
- US budget challenges for the coming months and years
- Eurozone issues for 2013 and beyond
- Perceiving and navigating global macro themes
Brian D. Singer, CFA – Partner, Head of Dynamic Allocation Strategies Team
Brian Singer is the head of William Blair & Company’s Dynamic Allocation Strategies team. Prior to joining William Blair in 2011, he was the head of investment strategies at Singer Partners, LLC. Previously, Brian was the head of global investment solutions and the Americas chief investment officer for UBS Global Asset Management, where he was a member of the UBS Group managing board and global asset management executive committee. Brian is a member of the CFA Institute board of trustees research foundation and formerly served as a board member and chair of the of the CFA Institute board of governors. He serves on the endowment investment committee for Exeter College at Oxford University and is the chairman of the “Free to Choose Network,” which is inspired by the ideas of economist Milton Friedman. In 1991 Brian co-wrote “Determinants of Portfolio Performance II: An Update” with Gary Brinson and Gilbert Beebower; this research serves as a landmark update to one of the pioneering studies on asset allocation. In 2009, Brian was the lead author of Investment Leadership and Portfolio Management, Wiley Publishing. Education: bachelor’s in economics, Northwestern University; M.B.A., University of Chicago.
Future Meetings
Annual Meeting Part One: Official Business|Members Only
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Meeting Part Two: Keynote Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Member Appreciation Networking Social
Tesserae Rooftop Lounge
415 East Paces Ferry Rd NE
Atlanta, GA 30305
Sponsor Webinar Series: Understanding ETFs: Market Overview, Trading Best Practices and The Next Generation of Multi-Share Class ETFs
Webinar details will be included in your registration confirmation
Bourbon Tasting with the Bourbon Whisperer
The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326
Member Community Book Club
SCS Financial
3333 Riverwood Parkway | 1st Floor Conference Room
Atlanta, GA 30339
Annual Holiday Networking Social
Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354