ECONOMIC COMMENTARY

Webinar: 2020 election season impact

A discussion on how the 2020 election will impact the markets and tax policy. The panelists cover:

  • Current market update and potential market reaction to the election.
  • Potential impacts on business and regulatory environments, family business ownership and wealth management.
  • Real estate investing and retirement security.
  • Tax implications.


MODERATOR

  • Jason Cain, Managing Director, Family Office Team, Co-Head of Center for Wealth Planning Excellence, SVB Private


SPEAKERS

  • Gerald Baker, Head of Trust & Fiduciary Services, Co-Head of Center for Wealth Planning Excellence, SVB Private
  • Doug Fisher, Washington Strategist
  • Shannon Saccocia, CFA, CIMA®, Chief Investment Officer, SVB Private

Shannon Saccocia serves as Chief Investment Officer at SVB Private, and is responsible for setting the overall investment strategy for the firm. She oversees the asset allocation, research, portfolio management, external manager search and selection, portfolio implementation, trading, and investment risk management functions.

Jason Cain is Chief Wealth Strategist, Senior Managing Director, MFO, responsible for developing and delivering comprehensive, advice-based solutions for ultra-high-net-worth clients, family offices and their professional advisors.

Gerald Baker is the head of Trust & Fiduciary Services and co-head of the Center for Wealth Planning Excellence at SVB Private.

The views expressed in the article are those of the author and/or person interviewed and do not necessarily reflect the views of SVB Private or other members of Silicon Valley Bank Financial Group. The materials on this website are for informational purposes only, are subject to change and do not take into account your particular investment objective, financial situation or need. Since each client’s situation is unique, you should consult your financial advisor and/or tax planning professional before acting on any information provided herein