Macro Update, Nanette Jacobson, Wellington Management, The City Club

850 Euclid Ave,Cleveland OH 44114

10 November, 2021

Description

Join CFA CLE and Wellington Management for a Macro Update with Nanette Jacobson, Global Investment Strategist Join CFA CLE and Wellington Management for a Macro Update with Nanette Jacobson, Global Investment Strategist Lunch Sponsored by Wellington Management Livestream also available, login details for the livestream will be emailed 24 hours before the event and a recording of the event will be emailed after the event Nanette Abuhoff Jacobson Managing Director, Global Investment Strategist, and Multi-Asset Strategist As a global investment strategist, Nanette shares her views on market trends and opportunities with subadvisory clients as well as their sales organizations and major broker-dealers and distributors. As a multi-asset strategist, she consults with clients on strategic portfolio issues and works with investment teams across the firm to develop relevant investment solutions. Prior to her current role, Nanette was the director of Fixed Income Product Management, where she was responsible for ensuring the integrity of the firm’s US and global fixed income approaches and driving business success in terms of business strategy, new product development, and retention of existing clients. She also played a key leadership role in deepening the firm’s reputation as a fixed income thought leader globally. She joined Wellington Management in 2005 as a fixed income investment director for US fixed income products. Before joining the firm in 2005, Nanette was a managing director at JPMorgan in the Investment Bank. She was an investor client manager for pension funds in North America (2003 – 2005) and was the senior US fixed income strategist (1989 – 2003). She also worked in the Financial Strategies Group at Security Pacific National Bank, where she developed software to value complex financial instruments (1986 – 1989) after working as a programmer for Interactive Data Corporation and IBM (1983 – 1986). Nanette received her BA in computer science from Barnard College, Columbia University (1983).   CFA Society Cleveland, formerly The Cleveland Society of Security Analysts, was founded in 1950 and provides investment-related programs and services to its Northeast Ohio-based membership. The CFA Society Cleveland has approximately 500 members, and is a member society of CFA Institute, formerly the Association for Investment Management and Research (AIMR). AIMR was formed in January 1990 as a combination of the Financial Analysts Federation, founded in 1947, and the Institute of Chartered Financial Analysts, and was renamed CFA Institute in 2004. CFA Institute currently represents more than 127,000 members, who include the world's 130,000 CFA charterholders, in 150 countries and territories.