Bob Browne, CIO of Northern Trust, will present his firm’s Capital Market Assumptions, which includes key macroeconomic themes and forecasts for the next five years. In addition, Bob will discuss their current Global Tactical Asset Allocation positioning and why they have been “risk on” for the past year in a world which they believe is slowing but still growing.
Members - $45 or FREE with function ticket
Student Members - $20
Nonmembers - $65
Reserved VIP table - $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Society Chicago)
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Casual
Menu: Chef's Choice (vegetarian meal available upon request)
11:30 am - 12:00 pm: Registration & Networking
12:00 pm - 1:00 pm: Program
*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Bob Browne, CFA, is an executive vice president and chief investment officer for Northern Trust. He is a member of Northern Trust's Operating Group and Management Group. He is also co-portfolio manager of the Northern Global Tactical Asset Allocation Fund.
Browne chairs the firm’s Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. He is responsible for the investment group which manages multiple investment strategies including fixed income, active equity and passive investments. Browne joined Northern Trust in January 2009 and has more than 25 years of investment experience.
From 2004 until 2009, Browne worked for ING Investment Management and was the firm’s chief investment officer for Fixed Income and Proprietary Investments. In this capacity, he oversaw $120 billion in assets under management across retail and institutional clients, as well as the firm’s own insurance assets. From 2002 to 2004, Browne was founder and managing partner of Picador Capital, an alternative investment firm. From 1999 to 2001, he was co-head of Americas Fixed Income for Merrill Lynch Investments and he also worked in the firm’s London office from 1997 to 1999 as a senior portfolio manager. Browne spent the first eight years of his career, from 1989 until 1997, at JP Morgan Investment working as a global fixed income and currency portfolio manager in the firm’s Tokyo and London offices.
Browne holds a B.A. with a major in economics from the College of the Holy Cross. He also has a master’s in international business studies from the University of South Carolina. Browne is a Chartered Financial Analyst.
*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, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, December 4th.
Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. 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.