XPX Nashville - 2025 Economic Outlook + How to Invest for a Business Owners Psyche

With 2024 now behind us and the potential for more market volatility in 2025, Greg Young will tackle several of the major questions we’re currently hearing from investors.

Business Owners and Entrepreneurs have a unique psyche. The way you allocate capital for a business owner should be different too. They often have rolled equity, a desire to replace income, and an aversion to the stock market. Brian Haloossim will cover an asset allocation across public and private markets that specifically caters to the business owners psyche.

Our Speakers:

Brian Haloossim
National Senior MD, Business Owner
AllianceBernstein

Brian Haloossim is a National Senior Managing Director, leading Bernstein's initiative with Business Owners and overseeing the West Coast region Private Client practice.

Greg Young
Senior Investment
Strategist
AllianceBernstein

Greg S. Young is a Senior Investment Strategist and a Senior Vice President in the Dallas office. He is a member of Bernstein’s Private Client Investment Policy Group, which provides asset allocation, investment and risk management advice for high-net-worth clients, endowments, and foundations.

Agenda: 

11-11:30 Registration and grab lunch
11:30 Program and Announcements
11:45 Panel Discussion
12:30 Table Discussion
1:00 End Time

Registration Fees:

XPX Nashville Members: There is no Charge to XPX Nashville Members in good standing, but pre-registration is required so we have an accurate headcount for catering planning.

XPX Network Chapter Members: $35.00
XPX Network Chapter Members Same Day Fee: $45.00

Non-Members: $45.00
Non-Members Same Day Fee: $55.00

Registration fee covers lunch.

Parking Instructions:  We look forward to hosting you in our office!  When you arrive, please use the Retail garage entrances for parking, which can be accessed via the 5th Avenue entrance, (using the down ramp only), or the Broadway entrance, (at 6th Avenue), by proceeding down the ramp. Please do not park in any numbered/ assigned parking spaces, as those belong to other occupants, and your vehicle will be towed.

When leaving your car, please also make sure to note your license plate number for parking validation purposes. Take the garage elevators to the “L” level, where a member of our team will greet you in the lobby and direct you to the 24th floor for the event.

Cancellation Policy: Our event registrations are not transferable/no substitutes from a member to non-member.  Our memberships are not sharable.  Membership benefits only apply to the Approved Individual Member, not to other employees of the same firm or company.  Paid Registrations- You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline.  This registration is not transferable to another individual - NO SUBSTITUTES OR REPLACEMENTS ALLOWED.