A Capital Markets & Economic Overview For 2020 And Beyond

Date: Wednesday, September 18, 2019
Time: 11:30am - 1:45pm
Location: Bacari Grill
Speaker: Paul Robertson, Senior Vice-President, Senior Portfolio Manager, Senior Investment Strategist; AllianceBernstein, NY, NY




Please join the Greater New Jersey Estate Planning Council
When: Wednesday, September 18th, 2019
Where: Bacari Grill in Washington Township, NJ
Time: 11:30 am to 1:45 pm
Please note this is a Luncheon Meeting Event 
Doors will open at 11:30 AM for Check-In


We are very excited to welcome back Mr. Paul Robertson, from Bernstein (Alliance Bernstein). Paul is not only one of the most respected and premier Senior Portfolio Managers in the industry, but he is also a member of Bernstein’s Private Client Investment Policy Group, which directs investment policy for the affluent, high-net-worth, private clients of Bernstein. Paul is coming back to give us a comprehensive Capital Markets and Economic Outlook. We have the US equity market reaching all-time highs, and regressing. We have an upcoming Presidential election, and there is not only major buzz but also many unknowns regarding this election. Trade Wars? Tax law changes? Again? Paul is going to talk about all of that, and more, and the effect on capital markets and the economy.

While Paul is not only an expert on capital markets, a portfolio manager, and investment strategist -- he is also an economist. He not only has an MBA, but a law degree as well, and formerly worked as an economist for the Australian government. That means Paul has a very unique and very insightful perspective regarding capital markets and the economy. He brings a tremendous amount of experience, insight, and expertise to his presentations, and we are very excited and looking forward to having him back.

If for some reason you have to cancel your RSVP prior to the event, please contact Stephen Summers at greaternjepc@gmail.com asap.

Applications are pending for 2.0 continuing education credits for CFP, NJ CLE, NJ INS, and NJ CPE. If you wish to receive CE credits, you must provide the necessary license information, and you must attend the full course. You must sign in when you arrive and sign out at the end of the meeting!



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