XPX New Jersey – Higher Rates, New Reality: What’s Ahead for the Economy?

The interest rate environment is shifting once again. With the Federal Reserve recently raising rates and signaling that additional increases may be ahead, business owners and their advisors face a new set of questions around borrowing costs, investment, growth and the broader economy.

What does this new rate environment mean for businesses? Where are the greatest risks and challenges—and where might opportunities emerge?

Join us for a timely discussion on what may lie ahead for the economy and, importantly, how XPX professionals can help business owner clients navigate uncertainty, make informed decisions and position their companies for what comes next.

Our Speaker:

Roosevelt Bowman
Senior Investment
Strategist at Bernstein

Roosevelt Bowman is a Senior Investment Strategist at Bernstein New York office. He 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 and foundations.

Roosevelt brings 24 years of experience with a focus on global fixed income, monetary policy and data science. Prior to Bernstein, Roosevelt was head of foreign exchange trading and strategy at MetLife. He also was a research analyst at the Federal Reserve Bank of New York, and his work has been featured in prominent media and economic research publications.

Registration Fees:

Non-Members:
Same Day Registration/Walk-in Fee: $90.00
$75.00 Regular Fee
$60.00 Early Bird (through 10/11)

XPX Chapter Network Members:
Same Day Registration/Walk-in Fee: $80.00
$70.00 Regular Fee
$55.00 Early Bird (through 10/11)

XPX NJ and Tri-State Members in good standing are complimentary - Registration is required so we have an accurate headcount for catering planning.

Breakfast will be served.

BRING A FIRST-TIME GUEST TO XPX!

Member Benefit (First Time Guest to an XPX event ) -  Complimentary pass to a first XPX educational event only.  A New Jersey or Tri-State member referral is required. The XPX member (not the guest) must email angie@exitplanningexchange.com to register their first-time guest.

This offer is valid only for individuals who have never attended an XPX Chapter event. Guests who have previously attended any XPX event, whether paid or complimentary, are not eligible.

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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