A Superb Panel in Palm Beach

Pitcairn’s Outstanding Lunch Discussion Global Events and Investing

I was recently delighted to join my friends at Pitcairn for a client luncheon and superb panel discussion In Palm Beach, Florida.

Our discussion was wide-ranging, wonderfully challenging, and thought-provoking. Held in the elegant Brazil Court Hotel, I was thrilled to sit with Chief Global Strategist Rick Pitcairn, Managing Director for Wealth Strategy Jen Proper, and Chief Investment Officer Nathan Sonneberg (who also masterfully moderated).

The upcoming battle over revising the 2017 tax bill is clearly going to be challenging for investors and corporations as Congress and the next Presidential Administration are going to be forced to grapple with the exploding national debt. All this comes in the face of intense pressure to bolster U.S. military spending and sustain and grow industrial policy, luring technology, pharma, and other critical industries back to the U.S. Massive contradictory pressures with enormous market implications.

Thank you, Jay and the entire Pitcairn team for having me!

Left to right: Pitcairn CIO Nathan Sonneberg, Chief Global Strategist Rick Pitcairn, Head of Wealth Strategy Jen Proper, and yours truly.

Our super-star host, Managing Director and Head of Pitcairn’s Florida Office, Jay Goetschius, who masterfully put this great event together.