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January 2019 WIAFP Luncheon Meeting

  • 16 Jan 2019
  • 11:30 AM - 1:00 PM
  • Fleming's Prime Steakhouse & Wine Bar (15665 W Bluemound Rd, Brookfield WI 53005)
  • 13


Duane A. McAllister, CFA, Managing Director & Senior Portfolio Manager, Baird Advisors

Cyclical Economic Trends

  • 2019 to become the longest post-war economic expansion
  • Low unemployment and low inflation likely to continue
  • Rising rates negatively impacting cyclically sensitive sectors
  • Labor force expansion and productivity gains are key to the pace of future growth
  • The Fed and Global Central Bank policies – global liquidity has peaked

Secular Economic Trends

  • Aging demographics
  • Technological advances
  • Elevated public debt and liabilities

The Economic “tug-of-war” and Financial Market Impact

  • Review returns across asset classes in 2018
  • Yield curve signals
  • Outlook for rates and market volatility in 2019

Duane has over 31 years of investment experience managing fixed income portfolios, with a primary focus on the municipal market. His responsibilities include setting and implementing investment strategy with a major portion of his time allocated to municipal portfolio management and credit research. Prior to joining Baird Advisors, Duane was a Managing Director and Senior Portfolio Manager at BMO Global Asset Management where he was the lead portfolio manager for tax-free fixed income strategies.

In 2015, the BMO Intermediate Tax-Free Mutual Fund that he and his team managed received a 10-year Lipper Award in the intermediate municipal bond category.

Duane is a member of The CFA Institute and The Milwaukee Investment Analysts Society. He also is a Vice-Chair of the St. Coletta of Wisconsin Board.

Duane and his wife, Connie, have three children: Kelly, Peter & Mandy.


Schedule of Events:
Networking 11:30am - 12:00pm, Presentation & Lunch 12:00pm - 1:00pm

Lunch will include salad, your choice of three entrée options (selected during registration process), two family-style side dishes, and dessert

Virtual Attendees – Conference call details and presentation material will be emailed to you after registration closes. Presentation will begin at 12:00pm.

A few reminders…

  • Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
  • Have an idea for a presentation topic or speaker? Email vp@wiafp.org
  • General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
  • Registration closes 48 hours before event; late registration requests can no longer be accommodated (Monday, January 14th at 2:00pm)
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