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UID:14@rscapital.com
DTSTART;TZID=America/New_York:20230725T160000
DTEND;TZID=America/New_York:20230725T170000
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URL:https://rscapital.com/events/2023-mid-year-outlook-webinar/
SUMMARY:2023 Mid Year Outlook Webinar
DESCRIPTION:\n\n&nbsp\;\n\n\nAbout the Speakers\nStuart Katz\, Chief Invest
 ment Officer\nStuart Katz creates and leads the firm’s investment strate
 gy\, global asset allocation\, portfolio analytics\, risk management\, man
 ager selection and overall long-term strategic portfolio and near-term tac
 tical asset allocation investment process. Stuart has nearly 30 years of i
 nstitutional and family office investment experience as both a direct inve
 stor and allocator across traditional public asset classes and alternative
  strategies. He began his career at Goldman\, Sachs &amp\; Co.\, where he 
 worked for 15 years in New York and London in the Principal Investment Are
 a. Prior to joining Robertson Stephens\, Stuart also served as: President 
 and Founding Member responsible for establishment of The Heyman Enterprise
  LLC\, a single family investment office\, Managing Director and member of
  the Investment Committee of alternative asset management firm\, Amber Cap
 ital LP. Stuart earner a B.A. from Dartmouth College\, Phi Beta Kappa\, an
 d M.B.A. at Harvard Business School.\n​\nMallon FitzPatrick\, Head of We
 alth Planning\nMallon is responsible for enhancing the firm’s financial 
 planning capabilities. He provides comprehensive planning and works closel
 y with clients to understand their goals and objectives. He manages client
 s’ investments and integrates their investment strategy\, tax planning\,
  risk management\, and estate planning into a cohesive wealth management 
 plan. Mallon has over 20 years of experience in the wealth management ind
 ustry.  Prior to joining Robertson Stephens\, Mallon was a Wealth Advisor
  at Safran Wealth Advisors\, LLC a SEC registered investment advisor locat
 ed in New York\, NY. At Safran\, he managed client relationships\, created
  and implemented comprehensive plans\, and was responsible for trading and
  investing. He founded Garden Street Advisors\, a NY registered investment
  advisor\, and merged it into Safran Wealth Advisors. Prior to this\, Mal
 lon held senior roles at JP Morgan Private Bank\, Capgemini (serving Morga
 n Stanley)\, and Private Client Resources\, LLC.  In these roles\, he was
  primarily focused on bringing clarity to the financial lives of high net 
 worth and ultra-high net worth families and family offices through the use
  of digital wealth services. Mallon graduated from Lehigh University with
  a degree in Industrial Engineering.  He earned his CFP® through NYU’s
  partnership with Dalton and is a member of the FPA.\nJeanette Garretty\, 
 Host\, Chief Economist\nSince 2018\, Jeanette has served as the Chief Econ
 omist for Robertson Stephens\, working closely with the Investment Office 
 to formulate timely and incisive analysis of business conditions and econo
 mic policy for the benefit of all client portfolios at the firm. She is re
 gularly featured on Bloomberg\, Reuters and Yahoo Finance and frequently p
 osts breaking economic news commentary on Twitter. Immediately prior to 
 joining Robertson Stephens\, Jeanette was Senior Vice President and Wealth
  Advisor for Wells Fargo Private bank in Palo Alto\, California. She start
 ed her career in the financial services industry at Bank of America as Hea
 d of Industry Analysis and Chief Domestic Economist. Jeanette earned an M
 .A. and Ph.D.(abd) in Economics from Stanford\, and a BS (summa cum laude)
  in Mathematical Economics from Santa Clara University. She sits on the Ex
 ecutive Board of the Stanford University Institute for Economic Policy Res
 earch and is a Trustee and Executive Board Member for The Washington Insti
 tute for Near East Policy. She also serves on the Investment Committee of 
 The Phi Beta Kappa Society.  In 2021\, she was invited onto the Board of 
 the National Library of Israel.  Jeanette is Chair Emerita of the Norther
 n Arizona University Foundation Investment Committee and Regent Emerita at
  Santa Clara University.\n\n
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