Join CFA CLE and Wellington Management for a Macro Economic Outlook with Nanette Jacobson, Global Investment Strategist
Lunch Sponsored by
Livestream also available, login details for the livestream will be emailed 24 hours before the event and a recording of the event will be emailed after the event
Nanette Abuhoff Jacobson
Managing Director, Global Investment Strategist, and Multi-Asset Strategist
As a global investment strategist, Nanette shares her views on market trends and opportunities with subadvisory clients as well as their sales organizations and major broker-dealers and distributors. As a multi-asset strategist, she consults with clients on strategic portfolio issues and works with investment teams across the firm to develop relevant investment solutions.
Prior to her current role, Nanette was the director of Fixed Income Product Management, where she was responsible for ensuring the integrity of the firm’s US and global fixed income approaches and driving business success in terms of business strategy, new product development, and retention of existing clients. She also played a key leadership role in deepening the firm’s reputation as a fixed income thought leader globally. She joined Wellington Management in 2005 as a fixed income investment director for US fixed income products.
Before joining the firm in 2005, Nanette was a managing director at JPMorgan in the Investment Bank. She was an investor client manager for pension funds in North America (2003 – 2005) and was the senior US fixed income strategist (1989 – 2003). She also worked in the Financial Strategies Group at Security Pacific National Bank, where she developed software to value complex financial instruments (1986 – 1989) after working as a programmer for Interactive Data Corporation and IBM (1983 – 1986).
Nanette received her BA in computer science from Barnard College, Columbia University (1983).
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