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Insights from Northern Trust

 
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Putting Market Events Into Perspective

What are the implications of the recent market swings for investors?

Please join our call with Wealth Management Chief Investment Officer Katie Nixon, as she provides her insights and answers your questions.

Conference Call
Date: Tuesday, September 1, 2015
Time: 10 a.m. CT
Duration: 45 minutes
Dial Toll-free: 888-895-8541
Passcode (if requested): 256 83 704

Ask a Question During the Presentation
If you would like to ask a question, please send an e-mail to askourexperts@ntrs.com. If you are unable to submit a question via e-mail or if we are unable to respond to your question during the presentation, please contact your relationship manager. If you need technical assistance during the presentation, please dial 800-624-9430.

Katie Nixon, CFA, CIMA, CPWA

Katie Nixon, CFA, CIMA, CPWA

Chief Investment Officer, Wealth Management
 
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Katie Nixon, CFA, CIMA, CPWA

Katie Nixon, CFA, CIMA, CPWA

Chief Investment Officer, Wealth Management
 
Katherine is the Chief Investment Officer for the Wealth Management business at Northern Trust. In that capacity, Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters. Her responsibilities include investment policy development with a particular focus on portfolio construction and implementation. She also directs the investment management activities of over 200 Northern Trust portfolio managers across the firm’s 79-office Wealth Management franchise. Katie sits on the Firm’s Investment Policy Committee and Tactical Asset Allocation Committee, and she chairs the Wealth Management Investment Advisory Committee.

Prior to joining Northern Trust, Ms. Nixon worked at U.S. Trust Company for eighteen years in several investment related capacities, including Managing Director and Division Manager in the Wealth Management Division in New York, overseeing a group of portfolio managers and client service officers with total combined assets under management in excess of $7 Billion. Ms. Nixon also served on US Trust's Portfolio Policy Committee as well as the Private Equity Investment Committee.

Katherine received her B.A. from Wellesley College and her M.B.A. in Finance from New York University, Stern School of Business where she graduated with distinction, Beta Gamma Sigma, and was a Stern Scholar. She has received the designations of both Certified Investment Management Analyst (CIMA® ) and Certified Private Wealth Advisor ( CPWA®) from the Investment Management Consultants Association. Further, she has been awarded the Chartered Financial Analyst (CFA) designation, and is also a member of the New York Society of Security Analysts and the Investment Management Consultants Association (IMCA).
R. Hugh Magill

R. Hugh Magill

Chief Fiduciary Officer
 
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R. Hugh Magill

R. Hugh Magill

Chief Fiduciary Officer
 

R. Hugh Magill is an Executive Vice President of Northern Trust Corporation, Chicago, where he serves as Chief Fiduciary Officer and Global Director of Trust Services. In this capacity he is responsible for Northern’s fiduciary services to clients nationally and internationally.

Prior to joining Northern Trust in September, 1989, Hugh practiced law privately in Chicago, and worked in the Trust Department at The First National Bank of Chicago where he served as Assistant to the Chief Investment Officer.  Magill received a B.A. degree, cum laude, from St. Olaf College in Northfield, Minnesota, and a J.D. degree from the University of Minnesota Law School, where he was named a distinguished alumnus in 2005.

Hugh is a member of the Chicago, Illinois and American Bar Associations, the Chicago Estate Planning Council, and the Christian Legal Society.  He is licensed to practice law in Illinois and Minnesota and admitted to practice before the United States Tax Court.  He is a faculty member of the American Banker’s Association  National Trust School and has lectured for the American College of Trust and Estate Counsel, The Heckerling Institute, The Notre Dame Institute, the Northwestern University Center for Family Enterprise, regional bar associations and estate planning councils, and Northern Trust on estate and charitable planning, trust management, family governance, and fiduciary risk management.

He is a trustee of the Covenant Board of Pensions and Benefits, and he serves on the Boards of the Block Museum of Art, Ministry Mentors, The Chicago Sunday Evening Club, several foundations, and serves as a member of the Dean's Cabinet for the Generations Capital Campaign for the University of Minnesota Law School.  He serves on the Editorial Board of Trusts & Estates magazine, the executive council of the Trust Management Association, and has authored articles for Trust & Estates, Trust & Investments, and Wealth magazines.

Jim McDonald

Jim McDonald

Chief Investment Strategist
 
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Jim McDonald

Jim McDonald

Chief Investment Strategist
 

Jim McDonald is an Executive Vice President and the Chief Investment Strategist for Northern Trust. In addition, he chairs the Northern Trust Tactical Asset Allocation Committee, is a member of the Investment Policy and Private Equity Investment Committees, and is trustee of the Northern Trust Alpha Strategies and Equity Long/Short Strategies Hedge Funds.

Prior to joining Northern Trust in 2001 as the Director of Equity Research, Jim was Director of Equity Research at ABN AMRO in New York and Chicago (1994-2000) and Equity Research Analyst at ABN AMRO following the Environmental Services Industry (1990-1994). He started his professional career in 1981 with Arthur Andersen & Co. in Detroit.

McDonald received a BBA from the University of Michigan and an MBA degree with high distinction from Babson College. He is a member of the CFA® Society of Chicago and a registered CPA in the State of Michigan.

 
Suzanne L. Shier

Suzanne L. Shier

Wealth Planning Practice Executive & Chief Tax Strategist
 
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Suzanne L. Shier

Suzanne L. Shier

Wealth Planning Practice Executive & Chief Tax Strategist
 

Suzanne L. Shier is the Wealth Planning Practice Executive and Chief Tax Strategist/Tax Counsel for Wealth Management at Northern Trust and serves on the Wealth Management Operating Group. She is responsible for leading Wealth Planning Advisory Services and for providing thought leadership on wealth planning and tax issues of interest to clients and their advisors, with a special emphasis on wealth planning and tax policy, legislation, strategies, trends and developments.

Prior to joining Northern Trust, Suzanne spent 26 years as a partner at Chapman and Cutler LLP in Chicago, ultimately leading the firm’s Trusts and Estates practice, representing individuals, charitable organizations, and corporate fiduciaries in a full range of wealth planning and fiduciary matters, including philanthropy, domestic and international wealth planning, and fiduciary administration.

Suzanne is an adjunct professor in the Master of Laws in Taxation Program at Northwestern University Law School and also a frequent speaker and author. She has been quoted in publications such as the Wall Street Journal and Bloomberg and has received numerous professional honors and recognitions, including selection for inclusion in Best Lawyers in America in Trusts and Estates.
Suzanne earned her bachelor’s degree with distinction in economics and sociology from the University of Michigan in 1982. She received her law degree, cum laude, from the Loyola University Chicago School of Law in 1985 and a master of laws in taxation from the DePaul University College of Law in 1997.

In the civic community, Suzanne supports diversity and education initiatives. She has been involved with the Executive Committees and Boards of Directors of Gads Hill Center and the Chicago Coalition of Women’s Initiatives in Law. Suzanne is Chairperson of the Board of Directors of Chicago Scholars, a college access program for high potential urban students, and a Trustee of Hope College.

Suzanne is a fellow of the American College of Trust and Estate Counsel and a member of the Chicago Bar Association, Chicago Estate Planning Council, American Bar Association, International Bar Association and the International Society of Trust and Estate Practitioners.

Carl R. Tannenbaum

Carl R. Tannenbaum

Executive Vice President and Chief Economist
 
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Carl R. Tannenbaum

Carl R. Tannenbaum

Executive Vice President and Chief Economist
 
Carl Tannenbaum is the Chief Economist for Northern Trust. Prior to joining Northern Trust, Carl led a team at the Federal Reserve Bank of Chicago whose charter was to analyze financial risk, its implication for the broad economy and policy choices to address it. He served as the head of the entire Federal Reserve System's risk group in Washington for a year, working closely with Federal Reserve System Governors and senior officials.

Preceding his work at the Federal Reserve, Carl served as chief economist and head of balance sheet management at LaSalle Bank/ABN AMRO, where he worked for 24 years.

He received a bachelor's degree in finance and economics and a Masters of Business Administration degree from the University of Chicago. He is a past chairman of the Conference of Business Economists and also a past president of the National Association for Business Economics and the North American Asset/Liability Management Association.
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