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Lessons From a 30-Year Career in Finance: An Evening with Ted Truscott

Thursday, November 7, 2013 Industry Leadership Series

The Financial Women of San Francisco is excited to host An Intimate Evening with Ted Truscott, CEO Global Asset Management and President Ameriprise Financial Advisors, a Fortune 300 Company, at the beautiful historic office of U.S. Bank San Francisco.

Ted is equally humorous and intelligent. He's held various roles in the financial services industry and has seen several financial cycles, successes and failures both here and abroad. Join us as he enlightens and entertains with stories of his 30-year career as a commercial banker, securities analyst, portfolio manager, research director, CIO, and CEO.

Ted will also be available after the event for personal introductions. Refreshments and light appetizers will be served.

 

Ameriprise Financial

RSVP by November 6

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About the Speaker

Ted Truscott, CEO Global Asset Management and President Ameriprise Financial Advisors

Ted Truscott

Ted Truscott, CEO — Global Asset Management, leads the Columbia Management and Threadneedle Investments organizations. He is responsible for managing the firm's retail, institutional and owned asset portfolios, including the Columbia and Threadneedle families of mutual funds, collective funds, institutional and retail separate accounts, and alternative investments.

Based in Boston, Columbia Management has investment operations in key U.S. locations, including Minneapolis, New York, Chicago, Portland, Oregon and Menlo Park, California. Threadneedle Investments, headquartered in London, is an international investment manager with a presence in 16 countries across the globe.

Before joining the company in August 2001, Truscott was chief investment officer with Zurich Scudder Investments, Americas, and managing director — Zurich Scudder Investments. Truscott joined Scudder, Stevens & Clark in 1992 as a portfolio manager and equity research analyst, focusing on Latin American countries and securities.

Prior to Scudder, Truscott was with Chemical Bank from 1983 to 1992, first as a credit analyst and banking officer covering Asian banks and corporations at Chemical Bank. Later, Truscott joined Chemical's LDC Structured Finance Group, concentrating on the creation and management of Chemical's debt/equity swap portfolio in Latin America.

Truscott is on the Board of Governors of The Investment Company Institute (ICI) in addition to serving on several boards across the Columbia Management, Threadneedle and Ameriprise businesses.
Truscott earned a bachelor's degree in East Asian studies from Middlebury College and a master's of business administration in Finance from New York University, Stern School of Business.

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