A Macroeconomic View of the 2020 Election and Portfolio Strategies
A virtual discussion featuring famed economist
Dr. Mickey Levy. Round Table Wealth Management
invites you to our discussion series hosted by
Steven J. Giacona, and Robert Davis. Dr. Levy
will share his macroeconomic insights on the
upcoming US presidential election. This will
be a 45 minute presentation followed up by
a Q&A session.
- Review of the Current Macroeconomic Environment
- Discussion of Political Landscape
- Trump vs. Biden Tax and Policy Proposals
- Impact on Market Strategies and Portfolio Positioning
EVENT START TIME
EVENT START TIME
5:00 PM EST • New York
Please feel free to reach out to firstname.lastname@example.org with any questions about joining the webinar. If you are unable to attend on Thursday, September 24th, please let us know and we will send a replay of the presentation.
Dr. Mickey Levy
Dr. Mickey Levy is chief economist of Berenberg Capital Markets with over 30 years of experience conducting research and advising global and US economic policymakers and financial institutions. He was chief economist of Bank of America from 1998-2013 where he was a member of the executive Finance Committee.
Dr. Levy testifies regularly before the US Congress on monetary and fiscal policies, banking and financial regulation, and trends in global economics and trade. He is a member of the Shadow Open Market Committee and is on the Advisory Board of the Office of Financial Research (OFR) of the Financial Stability Council (FSOC).
He is a member of the Council on Foreign Affairs and the Economic Club of New York. Dr. Levy’s research, which appears in numerous policy journals, focuses on how global economic and financial performance is influenced by macroeconomic policies.
Steven J. Giacona
CPA, MST, TEP
Founder, CEO, Round Table Wealth Management
Steven Giacona is the Managing Member and Chief Executive Officer of Round Table Wealth Management. He is a member of the firm’s Investment Committee and has over 30 years of experience in advising individuals and families on complex tax and investment matters.
Steven holds a B.S. in Accounting from Marist College and a Master of Science in Taxation from Fordham University. Prior to founding Round Table in 1999, he was a senior officer at a large private bank in New York City. A Certified Public Accountant, he began his career in the tax department at a “Big 4” accounting firm, specializing in personal financial services. His expertise and background allows Steven to be proactive in complex estate planning and asset protection, US inbound investment planning, offshore trust matters including DNI/UNI, PFIC, and CFC issues, in addition to utilizing the full spectrum of investment opportunities for his clients.
He is a member of the American Institute for Certified Public Accountants (AICPA), the Society of Trusts & Estates Practitioners (STEP), and is a Trustee of the St. Paul’s Episcopal Church Memorial Endowment Trust. He is an avid golfer and spends his free time riding motorcycles and traveling with his family.
Partner, CIO, Round Table Wealth Management
Robert Davis, a Partner and the Chief Investment Officer of Round Table Wealth Management, has been with the firm since 2006. Bob is the chairman of the firm’s Investment Committee and his responsibilities include the development, review and analysis of investment strategies, portfolio and risk management, asset allocation, manager selection and due diligence, and product review.
Bob has both a B.A. and M.B.A. from Southern Methodist University and has over 20 years of experience in the financial industry. Prior to joining Round Table, Bob served as vice president of a single-family office with over $1 billion in assets, where he was responsible for investments in both traditional and alternative asset classes. He began his career at a New York-based boutique investment bank. Bob holds both the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. Bob enjoys playing competitive lacrosse, distance running and competing in triathlons.