NAAIM and 2015 National Sponsor Guggenheim present:
“Macro Market Perspectives Year-End Update” with Anne Mathias, CFA, Managing Director and Senior Macro Strategist
Anne will provide an in-depth perspective on U.S. and global markets with a look forward to 2016.
Anne Mathias, CFA, Managing Director and Senior Macro Strategist at Guggenheim.
Ms. Mathias is a Managing Director and Guggenheim Investments’ Senior Macro Strategist. Building on her 20 years of experience in global investment strategy, she works closely with the firm’s Global Chief Investment Officer to formulate and communicate Guggenheim’s macro view to institutional clients, financial advisors, and internal constituents and to support the firm as a leader in capital markets & economic insight. She speaks regularly to investors and the media, appearing on Bloomberg TV, CNBC, CNN and others. With support from a team of economists, strategists and analysts, she is also a key resource in translating the high-level views of the firm for Guggenheim’s Portfolio Managers and investment staff.
Prior to this role, she was the Head of Research for Guggenheim Investments and before that, the Director of Research for Guggenheim Securities’ Washington Research Group, which provides political, economic, and industry research for investors and has been consistently ranked top three in the Institutional Investor “All America Research Team” Poll.
Earlier in her career, Ms. Mathias was a General Partner in healthcare and biotech private equity funds investing in the United States and internationally, and spent five years as a senior consultant specializing in privatization and enterprise restructuring in the emerging markets with Deloitte & Touche.
Ms. Mathias has a B.A. (cum laude, Phi Beta Kappa) from the University of Maryland, and a Master’s in International Affairs, with honors, from Georgetown University. She is a CFA Charter holder and a member of the CFA Society of Los Angeles and the CFA Institute.