Quad City Estate Planning Council

 

Please join us

Date: Thursday, January 25, 2018

Time: 5:30pm - 8:00pm

Topic: Market Update

Speaker: Dan Phillips of Northern Trust

Location: The Outing Club, 2109 Brady Street, Davenport, IA 52803

5:30 pm to 6:00 pm              Social

6:00 pm to 7:00 pm              Dinner

7:00 pm to 8:00 pm              Program and Q & A

Expanded Topic info to follow

This informative program will feature Dan Phillips of Northern Trust

Daniel J. Phillips, CFA, is an Investment Policy Committee Member, Investment Strategist, and Portfolio Manager for Northern Trust’s Global Tactical Asset Allocation Fund.

As a member of Northern Trust’s Investment Policy Committee, Mr. Phillips is part of a team of experts across various disciplines and geographic locales that produce long-term asset class forecasts, as well as set tactical and strategic portfolio allocations and recommendations. 

As an Investment Strategist, Mr. Phillips is responsible for overseeing the firm’s asset allocation process and communicating the firm’s opinions to our clients. These responsibilities include participation on the Capital Market Assumptions Working Group that produces Northern Trust’s Five Year Capital Market Outlook. This product is published annually, and provides our long-term forecast for economic activity and financial market returns for asset classes and economies across the globe.

As a Portfolio Manager for the Global Tactical Asset Allocation Fund, Mr. Phillips is responsible for the management of a globally diversified portfolio. Mr. Phillips monitors the asset allocation framework to ensure the allocation is aligned with the firm’s evolving investment views and changing market and economic conditions. Mr. Phillips received his BBA degree in finance and economics from the University of Iowa and his MBA degree in finance, economics, and international business from the University of Chicago. He is an active CFA® charterholder.

 

 

Application for IA CLE Credits will be submitted for this Program

Upcoming Programs:

Thursday January 25th, 2018           Thursday March 15th, 2018          Thursday May 17th, 2018

Market Update with                          Trusteed IRAs & Assisting             Annual Meeting

Dan Phillips, Northern Trust           Clients with Cognitive Decline       Multiple Topics with Mike Halloran