Hosted by: Distinguished Speaker Series Advisory Group
Please join us for lunch on April 13, 2023, as we engage in a conversation with John Miller, CFA, Head of Municipals at Nuveen, about the current state of affairs in the state and local municipal fixed income market. In addition to Illinois and Chicago, John will also discuss the national situation and provide an update on the latest industry trends. He will also reflect on his nearly quarter-century of tenure managing the Nuveen High Yield Municipal Fund and discuss the lessons he has learned throughout his career in the industry. The conversation will be moderated by CFA Society of Chicago Distinguished Speaker Series Advisory Group member, Cosmin Lucaci, CFA.
Fee*:
Members - $55 or FREE with function ticket
Student Members - $30
Nonmembers - $75
(Member pricing underwritten by CFA Society Chicago)
Attire: Business Casual
Menu: Chef's Choice - Vegetarian meal available upon request.
Registration: Online
Online registration closes at 5:00PM on April 7, 2023.
Agenda:
11:30 AM - 12:00 PM: Registration & Networking
12:00 PM - 1:00 PM: Program
*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event.
Speaker Bio:
John Miller leads the municipals fixed income strategic direction and investment perspectives for Nuveen. He also manages several municipal bond strategies and closed-end funds. John is a trusted public voice in discussing key issues and trends within the municipal market. He is a frequent guest on CNBC, Bloomberg Television and Fox Business News. His perspective is often sought out by leading industry media such as The Wall Street Journal, Barron’s, Bloomberg News and Morningstar.
John became the Head of Nuveen Municipals in August of 2018 with the integration of the Nuveen Asset Management (NAM) and TIAA Investments municipals team. Before being named NAM's co-head of fixed income in 2011, he was chief investment officer for the firm’s municipal bond team starting in 2007. He was named head of portfolio management for Nuveen Asset Management in 2006. John became a portfolio manager in 2000 after starting at the firm as a municipal credit analyst in 1996. He began working in the investment industry at a private account management firm in 1993.
John graduated with a B.A. in Economics and Political Science from Duke University, an M.A. in Economics from Northwestern University, and an M.B.A. in Finance, with honors, from the University of Chicago. He holds the Chartered Financial Analyst designation and is a member of the CFA institute and the CFA society of Chicago.
Moderator Bio:
Cosmin is the Director of Research at Brownson, Rehmus & Foxworth (BRF). Cosmin is a member of BRF’s Private Investment, Public Markets, Impact Investing, and Investment Strategy Committees. As a member of the research department, Cosmin helps in designing and implementing the company’s investment strategies as well as identifying investment managers.
Prior to joining BRF, Cosmin was at the Federal Reserve Bank of Chicago. In his time there he worked on several projects, including co-authoring a study that was presented at the Federal Reserve’s annual Bank Structure Conference and subsequently published in the Journal of Financial Services Research.
Cosmin received his MBA from the University of Chicago Booth School of Business and his BA in Economics and Political Science from Northwestern University. He is a Chartered Financial Analyst. Outside of work, Cosmin enjoys civic service, connecting people, and giving back. Cosmin has served on the Trustee/Director Boards of several civic organizations, including The UL Boys and Girls Club, Chicago Engineers’ Foundation, CFA Society of Chicago, and the Chicago Booth School of Business Alumni Club. Cosmin is a member of The Chicago Club, The Executives’ Club of Chicago, and the Union League Club of Chicago.
*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember or Student-Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, and Discover are accepted. Cancellations accepted until 5:00 PM, April 7, 2023.
Passport Program:
Members of any CFA society may attend at the CFA Society Chicago member rate. Please Use code PPORTLIVE for in-person events and PPORTWEB for webcasts for member pricing. If you are only a member of CFA Institute, you do not qualify for the Society member rate.
CFA Institute CE Qualified Activity:
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.
Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.