01
Oct
XPX Long Island: Unpacking the Economic Outlook
October
01
Friday

Event Information

Date & Time

Fri, Oct 1st, 2021
8:45am - 10:15am (EDT)

Location

Virtual - connection details sent upon registration

Status

XPX Registration Closed

Price

First Time Guest $0.00
Long Island & Tri-State Members $0.00
Non-Members Early Bird (through 9/28/21) $25.00
Non-members Regular Fee $35.00
Non-members Same Day/Walk-in Fee $45.00
Other XPX Chapter Members $10.00

Jeffrey Appleman
CFO Consulting Partners LLC
Roosevelt Bowman
Anthony Citrolo of The NYBB Group is a member of XPX Connecticut,Fairfield County,Hartford,Long Island,New Jersey,New York,Tri-State
Anthony J Citrolo
The NYBB Group
Mike Drinkwater of VISTA HIGHLAND LLC is a member of XPX Tri-State
Mike Drinkwater
VISTA HIGHLAND LLC
Cristina Givelechian of City National Bank is a member of XPX Long Island
Cristina Givelechian
City National Bank
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Long Island
Terence Hannafin
Carter Morse & Goodrich
Diana Hopkins of BDO USA LLP is a member of XPX Long Island
Diana Hopkins
BDO USA LLP
Diane Johnston of Bernstein is a member of XPX Tri-State
Diane Johnston
Bernstein
George Likourezos of Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm is a member of XPX Long Island
George Likourezos
Carter, DeLuca & Farrell, LLP, Intellectual Property Law Firm
Peter Manzi
Christopher Martens of Marsh Private Client Services is a member of XPX Tri-State.
Christopher Martens
Marsh Private Client Services
Patrick McCloskey
McCloskey Law PLLC
Gershon Morgulis of Imperial Advisory - Outsourced CFOs and Advisors is a member of XPX Long Island
Gershon Morgulis
Imperial Advisory – Outsourced CFOs and Advisors
Gary Occhipinti of Capital One Bank is a member of XPX Long Island
Gary J Occhipinti
Capital One Bank
Nick Sciortino
Joshua Shoshan
Wealthspire
Daniel Shulman
BNY Mellon Wealth Management
Allan Tepper, CPA of CFO Consulting Partners LLC is a member of XPX Tri-State
Allan Tepper, CPA
CFO Consulting Partners LLC

Is inflation on the horizon? Are there any red flags in the economy? How does this impact our clients’ businesses?

Join us on October 1st and hear first hand from a senior investment strategist who worked at the Federal Reserve Bank of New York. Roosevelt Bowman with Bernstein Private Wealth Management helps business owners across the country address these very issues and will have a fireside chat with XPX Long Island! 

In anticipation of a highly interactive discussion on October 1st our speaker, Roosevelt Bowman, Senior Investment Specialist at Bernstein, wished to canvas the chapter with a few questions.  Please click on the link below now.

https://www.surveymonkey.com/r/LBTNLZM


Meet our Speaker:



Roosevelt Bowman
Senior Investment Strategist
Bernstein

Mr. Bowman is a Senior Investment Strategist with Bernstein’s Wealth Strategies Group and is a member of the firm’s Private Client Investment Policy Group, which provides asset allocation, investment and risk management advice for high-net-worth clients, endowments, foundations. He brings 20 years of experience in investment research and portfolio management focused on global fixed income, monetary policy, and data science. Prior experience includes various roles within MetLife, U.S. Bank and the Federal Reserve Bank of New York. His work has been featured in prominent media and economic research publications. Roosevelt earned a BA in economics from Williams College and an MBA from NYU.


Virtual Registration Fees:

Long Island & Tri-State Members in good standing are free. Join our membership today!

Non-Members Early Bird (through 9/28/21) – $25.00
Non-members Regular Fee – $35.00
Non-members Same Day – $45.00

Other XPX Chapter Members Regular Fee – $10.00

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