Contact
CFA Society of Austinadmin@cfaaustin.org
Lunch with Speaker Tracie McMillion, CFA, Head of Global Asset Allocation Strategy for Wells Fargo Investment Institute.r, C, hief US Equity Strategist for Citi Research
Topic is ASSET ALLOCATION STRATEGIES IN A GLOBAL ENVIRONMENT
Date: Thursday June 4, 2015
Time: 11:45 am - 1:00 pm
Location: UT Club
Speaker Name: Tracie McMillion, CFA
NOTE: We will kick the lunch program off at 11:45am with a BRIEF 5 to 10 minute meeting for members to review the year and announce our board slate for 2015-2016 before Tracie presents.
Asset Allocation Strategies in a Global Environment:
The process followed, obstacles faced in developing forward looking assumptions and how WFII overcomes them
Tracie McMillion, CFA
Tracie McMillion is the head of global asset allocation strategy for Wells Fargo Investment Institute (WFII), an organization that provides global manager research and investment strategy advice to Wells Fargo's Wealth, Brokerage, and Retirement (WBR) division. WBR is comprised of Wells Fargo Private Bank, Wells Fargo Advisors, Wells Fargo Institutional Retirement, and Abbot Downing businesses, accounting for more than $1.6 trillion* in assets under administration.
In her current role, Ms. McMillion leads the development of global investment strategy. She oversees the creation of asset allocation recommendations and writes economic and market commentary and analysis. Ms. McMillion has been quoted in The Wall Street Journal and Barrons, on CNBC, and in other financial media outlets.
Ms. McMillion has more than 18 years of experience in financial services. 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 served as lead portfolio manager for Evergreen Private Asset Management where 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 North Carolina Society. Ms. McMillion is located in Winston-Salem, North Carolina.
Members of CFA Society of Austin are invited at no charge. Guests and non-members may attend for a guest fee of $40 per person due at registration. Members of other CFA Societies within Texas may attend as members. Please indicate the city you are a member of on the registration page.
RSVP deadline is Tuesday June 2, 2015
Parking:
Parking is available in the Manor garage across the street from the UT Club. Please bring your parking ticket with you to be validated during the event.
If you have questions regarding registration or this event, pleae contact admin@cfaaustin.org.