by CFA Society North Carolina
Bringing you an unbiased lens on finance and investing through illuminating, short conversations with the most interesting and accomplished people. CFA Society North Carolina www.cfanorthcarolina.org Connect with host: https://linkedin.com/in/pedrobernalcfa
Language
🇺🇲
Publishing Since
3/10/2021
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March 10, 2022
Tracie McMillion, CFA, is Head of Global Asset Allocation Strategy at Wells Fargo Investment Institute, a subsidiary of Wells Fargo & Company. We talk with Tracie about global asset allocation and historical lessons, how portfolios are impacted by inflation, geopolitical risks and exogenous shocks, and her latest findings on women and investing. Tracie McMillion is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves Wealth and Investment Management, a division of Wells Fargo & Company, and is comprised of Wells Fargo Private Bank and Wells Fargo Advisors businesses. In her current role, Ms. McMillion leads a team that develops capital market assumptions and asset allocation recommendations. She also writes market commentary and analysis. She is frequently quoted in the national media, including The Wall Street Journal, Reuters, Bloomberg Television, and CNBC. Prior to her current role, she served as an asset allocation strategist and a senior investment research analyst for Wells Fargo and predecessor firms. Earlier in her career, she managed assets for high-net-worth clients and philanthropic organizations. Tracie earned a Bachelor of Arts in Economics and a Master of Business Administration from the College of William and Mary in Virginia. She is a CFA® charterholder and member of the CFA Society North Carolina. Ms. McMillion is located in Winston-Salem, North Carolina. VIEW ADDITIONAL RESOURCES
January 27, 2022
We talk with Taylor Riggs, CFA, about her rise to the top, the importance of the CFA program and mentors, and finding the perfect culture and ecosystem to grow your career! Taylor Riggs, CFA, co-hosts Bloomberg Television’s “The Close.” Riggs is also an on-air reporter for Bloomberg TV, covering general news and bonds, equity, and currency markets. She was previously an editor for Bloomberg Brief: Municipal Market, a daily print publication covering municipal debt. Before joining Bloomberg LP, she was a markets reporter for The Bond Buyer, a daily print trade publication covering municipal bond buy-side investors and sell-side analysts. Riggs received her BS in communication studies and BA in journalism from New York University. She is a CFA Charterholder. She earned an MS in finance at Johns Hopkins University’s Carey Business School. VIEW ADDITIONAL RESOURCES
December 9, 2021
Anders S. Persson, CFA is Chief Investment Officer, Head of Nuveen Global Fixed Income. We talk with Anders about his investment outlook, Nuveen’s success, and how the CFA program and sound values can position you for a successful investment career! Anders is responsible for overseeing all portfolio management, research, trading, and investment risk management activities. He is also member of the Nuveen Global Investment Committee. Prior to his current role, he was head of global fixed income portfolio management and head of research. Before joining the firm, he was a founding member of the team that established SG Cowen’s European high yield effort in London, and later worked to establish the high-yield research effort within Schroders Investment Management. He has also worked as a sell-side high-yield research analyst at Wells Fargo (formerly First Union). Anders graduated with a B.S. from Lander College and an M.B.A. from Winthrop University. He is a member of the CFA Institute and the North Carolina Society of Security Analysts. VIEW ADDITIONAL RESOURCES Nuveen, a TIAA company, manages approximately $1.2 trillion in several investment asset classes worldwide. Important Disclosures: This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals. The views and opinions expressed are for informational and educational purposes only as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example. Past performance is no guarantee of future results. Investing involves risk; principal loss is possible. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. For term definitions and index descriptions, please access the glossary on nuveen.com. Please note, it is not possible to invest directly in an index.
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Bringing you an unbiased lens on finance and investing through illuminating, short conversations with the most interesting and accomplished people.
CFA Society North Carolina www.cfanorthcarolina.org
Connect with host: https://linkedin.com/in/pedrobernalcfa
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