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[Webcast] Potential Market Impact of the 2020 Presidential Election

Event Description

​[Webcast] Potential Market Impact of the 2020 Presidential Election

Potential Market Impact of the 2020 Presidential Election.jpg

Join CFAW for this engaging and insightful webcast on the US presidential election and how the results could impact the markets. Kate Fulton, Managing Director, BlackRock, Melissa Kahn, Managing Director, State Street Global Advisors, Daniel Clifton, Partner, Strategas Research Partners, and Kurt Schacht, CFA, Head of Advocacy, CFA Institute will have a panel discussion about what to expect from the next administration and its impact for investors. 

Speakers

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Daniel Clifton
Partner, Head of Policy Research
Strategas Research Partners

Dan Clifton is a Partner, Head of Policy Research at Strategas and the head of the Firm's DC office. He directs its legislative and public policy research efforts. Prior to joining Strategas he served as Executive Director of the American Shareholders Association (ASA), a non-partisan, non-profit organization which analyzes public policy affecting shareholders.

His research and political analysis on the interaction between legislation, policy and capital markets has been widely cited in the media. Dan and his team have been recognized by Institutional Investor magazine in their annual survey for the past five years.

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Kathryn Fulton
Managing Director, Co-head of the Americas Public Policy Group
BlackRock

Kate Fulton, Managing Director, is co-head of the Americas Public Policy Group, leader of the US public policy team and co-head of BlackRock's Washington, DC office.

Prior to joining BlackRock in 2011, Kate was Senior Vice President of Government Relations and Public Policy for H&R Block, leading the company's policy initiatives at the state and federal level. She joined H&R Block from Barclays Capital where she was Director of Government Relations and Public Policy. Prior to Barclays, Kate was the director of government relations for GE Capital in Washington. She also served as Director of the Office of Legislative Affairs at the U.S. Securities and Exchange Commission during the Bush and Clinton Administrations. Kate started her career at Morgan Stanley in New York.

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Managing Director, Retirement Policy Strategist
State Street Global Advisors (SSGA)

Melissa Kahn is a Managing Director and Retirement Policy Strategist with State Street Global Advisors (SSGA). She is tasked with strengthening SSGA’s position as an advocate supporting retirement and pension related issues. She is focused on increasing SSGA’s engagement with key policy makers and leveraging these connections to inform future research projects. 

Melissa is an attorney with extensive experience in developing and implementing policy and strategies on domestic and international employee benefits legislation and regulation, as well as Social Security reform.  Prior to joining State Street Global Advisors, Melissa was a principal with MJKAHN Associates, LLC, an employee benefits consulting firm.  The firm provides strategic planning, policy analysis, and advocacy work on a variety of issues including retirement, long-term care, Social Security and global employee benefits.  

Moderator:
Kurt Schacht.jpg
Head of Advocacy
CFA Institute

Kurt N. Schacht, JD, CFA, is Head of Advocacy for CFA Institute. He is responsible for all aspects of policy advocacy, regulatory affairs and legislative outreach, focused on advancing investor protection, financial market transparency and fairness.  He and his global policy staff represent the views of CFA Institute to standard setters, regulatory authorities, and legislative bodies worldwide on proposed regulations and laws that affect the practice of financial analysis, investment management, securities regulation, financial reporting, audit regulation and financial market structure.

Prior to joining CFA Institute, he served as chief operating officer for a mutual fund complex, general counsel and COO for a Manhattan based hedge fund, and as deputy director/chief legal officer for the State of Wisconsin Investment Board (SWIB).  He is an industry practice expert on investment management, corporate governance and financial service industry regulation, including Investment Company Act and Investment Advisers Act rules and practice. 

This program has been granted 1 CFP CE Credit.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Event Type

Educational

Education Topic

 

Start Time

9/16/2020 4:00 PM

End Time

9/16/2020 5:00 PM

City

Virtual

State/Province

 

Event Country

 

Event Region

Americas

Location Info

 

Speaker

 

CE Credits

1.00

SER Credit

0.00

Currency

USD

Member Price

25.00

Non-Member Price

45.00

Candidate Price

45.00

Registration

Registration is closed.

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We encourage members of other CFA Societies to attend this event at the CFAW Member Rate. Please contact events@cfawashington.org with any questions.

Discounts/Refund Policy

Group Discount:

Organizations are eligible for a 10% discount when registering three or more people for an event. You may register multiple people, by selecting the Add Person button, after registering the first attendee. All registrations must be processed at the same as the 10% discount will automatically be applied at checkout.

Cancellations, Substitution, and Refund Requests

  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to events@cfawashington.org on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event.
  • A $25 administrative fee will be applied to all cancellations.
  • Refunds will not be issued for no shows. 

All Day Event

 

Recurrence

 

Location

 

Cost

 

Description

 

Begin

9/16/2020 4:00 PM

Attachments

Content Type: MyCFA Calendar
Version: 13.0
Created at 7/29/2020 8:10 AM by serena.roche@gmail.com[CASMSTS:username]
Last modified at 9/15/2020 6:00 AM by serena.roche@gmail.com[CASMSTS:username]