CFA Society Chicago is honored to welcome Daniel Close, CFA, Head of the Municipal bond effort at Nuveen for our first Distinguished Speaker Series of fiscal 2025. Close oversees $190 billion across a wide range of Muni funds and strategies. 

Speaker: Daniel J. Close, CFA - Nuveen, Head of Municipals

Dan leads the municipal fixed income strategic direction and investment perspectives for Nuveen. Dan serves as lead portfolio manager for high yield municipal strategies, along with tax-exempt and taxable municipal strategies that include customized institutional portfolios, open-end funds and closed-end funds. Prior to his current role, in 2010, Dan helped establish and expand the platform as Head of Taxable Municipals, and he has deep experience serving clients worldwide.

Dan helps set direction for custom fixed income solutions and asset allocation across multi-sector portfolios. As a leading expert on taxable municipals, Dan serves as trusted voice on the complexities of the taxable municipal market. After joining Nuveen in 2000, Dan was a municipal fixed income research analyst covering the corporate-backed, energy, transportation and utility sectors. Dan began working in the investment industry in 1998 as an analyst at Banc of America Securities.

Dan graduated with a B.S. in Business from Miami University (Oxford, Ohio) and an M.B.A. from the J. L. Kellogg School of Management at Northwestern University. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Chicago.

Moderator: James Mohan, CFA - Mercer

Jim Mohan is an Investment Consultant with Mercer based in the Chicago Office. His primary focus is on providing direct support to clients and consultants, specifically not-for-profit relationships in the U.S.  Jim joined Mercer in 2021 and has fifteen years of investment experience.

Prior to joining Mercer, Jim founded the ESG advisory and implementation firm DuPage Investment consultants in 2020. Prior to DuPage, Jim spent two years as a relationship manager at Christian Brothers Investment Services. He earned his Bachelor of Science degree in Finance from DePaul University.  He is a CFA charterholder and holds his CIPM. Jim is an active member of the CFA Society – Chicago, contributing as a Co-Chair of the Distinguished Speakers Series advisory group and member of the Annual Dinner advisory group.
Jim also volunteers his time teaching financial literacy to underserved youth with Cents Ability.

Fee*: 
Members - $60
Non-Members - $80
Student Members - $25
Please note: No Webcast Available

*Function Tickets can be used

Location: 
The University Club of Chicago 
76 E. Monroe 
Chicago, IL 60603
312.726.0620

Parking:
Valet parking is available 24 hours, seven days a week.
Member day rate: $35, overnight rate: $60 (including in and out privileges)
Guest day rate: $40, overnight rate: $60 (including in and out privileges)

• East Monroe Garage: Entrance is on Columbus Street, Just East of Michigan Avenue and Just South of East Randolph Street
• Grant Park North Garage: Entrance is on North Michigan Avenue between Monroe Street (from the South, heading North) and Washington Street (from the North, heading South) 
• Grant Park South Garage: Entrance is on North Michigan Avenue between Congress Parkway (from the South, heading North), and Adams Street (from the North, heading South)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Luncheon Served 
 
Registration: Online

Agenda:
11:30 a.m.: Registration/Networking
1200 p.m. - 12:50 p.m.:  Conversation
12:50 p.m.: Audience Q & A
1:00 p.m.: Conclusion/Networking 

Lunch will be served before and during the conversation.