Now On Demand.
Join us as our investment experts analyze the forces shaping the investment landscape for the coming years – and what it means for investors.
Key themes we will explore:
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Jim McDonald is an executive vice president and the chief investment strategist for Northern Trust. He chairs the Northern Trust Tactical Asset Allocation Committee, and is a co-portfolio manager of the Northern Global Tactical Asset Allocation Fund. In addition, he is a member of the Investment Policy Committee, and trustee of the 50 South Capital Alpha Strategies and Equity Long/Short Strategies Hedge Funds.
Prior to joining Northern Trust in 2001 as the director of equity research, Jim was director of equity research at ABN AMRO in New York and Chicago (1994-2000) and an equity research analyst at ABN AMRO following the environmental services industry (1990-1994). He started his professional career in 1981 with Arthur Andersen & Co. in Detroit.
Jim received a BBA from the University of Michigan and an MBA with high distinction from Babson College. He is a member of the CFA® Society Chicago and a registered CPA in the State of Michigan.
Bob Browne 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.
Bob chairs the firm’s investment policy committee, which sets investment policy for all Northern Trust groups in all asset classes. He is responsible for investment performance, process and philosophy across multiple investment strategies including fixed income, active equity and passive investments. Bob joined Northern Trust in January 2009 and has more than 20 years of investment experience.
From 2004 until 2009, Bob 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, Bob 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. Bob 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.
Bob holds a B.A. with a major in economics from the College of the Holy Cross. He also has a Masters in international business studies from the University of South Carolina. Bob is a holder of the right to use the Chartered Financial Analyst® designation.
Bill Thomas is the national sales manager for mutual funds and separately managed accounts. He is responsible for growing Northern Trust’s presence in the intermediary market. He does this by developing the sales team through motivation, mentoring and product knowledge and skills development.
Prior to joining Northern Trust in 2014, Bill was the head of distribution for DSC Quantitative Group over seeing all sales and marketing-related activities of the firm’s operations. From November 2011 to July 2013 he was CEO, head of sales for SIP America, a distributor of structured investments to the retail and institutional markets. At SIP America, he was responsible for all aspects of the firm including sales, marketing, product build out and development. Before joining SIP America, Bill was managing director, national sales manager at Allianz Global Investors and in addition served on the executive committee and global product committee responsible for firm strategy and product development. At Allianz, he oversaw the internal and external sales efforts that lead to increases in annualized sales from $9 billion to more than $60 billion in sales. Bill also worked as a divisional sales manager for Allianz Global Investors and PIMCO Funds. Bill began his career at Thomson McKinnon Securities as a financial advisor.
Bill graduated with a B.S. degree from Michigan State University and served on the Board of Governors of the Money Management Institute. Bill currently holds the FINRA series 7, 63, 65, and 24 securities licenses.
|Title: Our 5-Year Outlook: Can Slow and Steady Win the Race?|
|Date: Monday, September 18, 2017|
|Time: 1:00 PM Eastern Daylight Time|
|Duration: 1 hour|