In a time of economic uncertainty and shifting financial markets, staying informed is critical to remaining agile. How has the first 100 days of the new administration impacted your financial strategy, both from a business and personal wealth planning perspective? 

Join Moss Adams chief investment officer Michelle Walker, CFA®, senior financial advisor Dominic Cellitti, CFP®, and Ares Management managing director Brendan McCurdy along with other industry professionals for our event, First 100 Days: Adapt to the Evolving Economic Landscape, for an exclusive opportunity to gain insights as they share views on economic policy shifts, the current geopolitical landscape, and regulatory changes and their potential impact on business and personal planning strategies. 

At this exclusive dinner, you’ll have the chance to network with peers and learn strategies to protect and grow value as the economy evolves. 

Key topics include: 

• Market views and macroeconomic outlook: Inflation, interest rates, tariffs, and market trends
• Tax law changes and strategies to help you stay compliant and increase savings, including the proposed Washington Wealth Tax
• Investment insights and strategies to position portfolios for stability in uncertain markets

Don't miss this opportunity to gain the knowledge you need to make informed financial decisions.

This event is at capacity. Join the waitlist below or contact John McHale with questions.

Michelle Walker, CFA®, Managing Director; Chief Investment Officer, Moss Adams

Michelle has worked in the financial services industry since 1993 and is experienced in multi-asset class allocation, portfolio construction, and macroeconomic analysis, as well as traditional and alternative manager due diligence.

As chief investment officer, Michelle leads our Investment Research and Portfolio Management (IRPM) team and the Investment Committee (IC). She is primarily responsible for aligning investment research and analysis in order to serve the needs of our clients.

Dominic Cellitti, CFP®, Senior Manager, Moss Adams

Dominic has provided financial planning solutions and investment advice to his clients since 2013. Primarily serving closely held businesses, executives, and families, he helps them prepare for transactions, retirement, and other complex wealth management needs by leveraging his expertise in cash flow planning, investment diversification, and risk management.

Dominic also focuses on the wealth aspects of estate planning, including multigenerational planning, gifting, and charitable giving strategies.

Brendan McCurdy, Managing Director, Head of Marketing and Research, Ares Management

Brendan is the managing director, head of marketing and research within Ares Wealth Management Solutions, which oversees client management activities in the global wealth channel. Prior to joining Ares in 2022, Brendan was a senior portfolio manager at Partners Group in Denver, where he focused on building and managing private markets custom separate accounts and evergreen funds.