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Annual Meeting, Featuring Brian Singer

June 07, 2017
5:30 PM - 8:30 PM
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The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326
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Macro Diversification: Navigating the short- and long-term Asset Allocation Decisions Critical For Investment Success, Featuring Brian D. Singer, CFA, Partner, Head of Dynamic Allocation Strategies Team
Today's volatile environment is the norm. From the start of the Cold War through the turn of the millennia, the world experienced unprecedented stability. The foreseeable future—and probably well beyond—will be one of instability.
Brian Singer will focus on the macro nature of the instability, the places investors should look for future growth, and the trade-off between investment horizon and risk aversion. Beyond identifying these drivers of performance, the conversation will guide investors toward future growth and discuss the navigation of macro instability.
Brian Singer is the head of the Dynamic Allocation Strategies team, on which he also serves as a portfolio manager. In this role, Brian shares with Thomas Clarke ultimate responsibility for strategy setting and portfolio construction across all DAS portfolios. Before joining William Blair in 2011, Brian was the head of investment strategies at Singer Partners, LLC. Before that, 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 extensively involved with the CFA Institute. He is a member of the CFA Society of Chicago and a member of the CFA Institute Research Foundation Board of Regents, and in 2015, he received the CFA Institute’s Distinguished Service Award, which recognizes CFA members who have made a significant contribution to the CFA Institute through their leadership, exceptional stewardship, and outstanding service. He formerly served as a board member and chair of the CFA Institute board of governors. Brian has written extensively on global portfolio, currency, and performance issues and co?wrote the seminal Determinants of Portfolio Performance II: An Update with Gary Brinson and Gilbert Beebower. In 2009 Brian was the lead author of Investment Leadership and Portfolio Management, Wiley Publishing. In 2015, Brian was inducted into the Performance and Risk Management Hall of Fame by The Spaulding Group. Brian serves on the endowment investment committee for Exeter College at Oxford University; he is chairman of the “Free to Choose Network,” which is inspired by the ideas of economist Milton Friedman; and he serves as a member of the Rehabilitation Institute of Chicago Foundation’s board. Education: B.A., economics, Northwestern University; M.B.A., University of Chicago’s Booth School of Business.
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