Event Calendar
Help for this page My CE Transcript
Hosted by  FPA of Tampa Bay

Coffee with the Experts: Greg Valliere

Donald Trump is returning to the White House on January 20, 2025, with Republicans gain majority control of the US House and Senate. Please join us for a unique opportunity to examine post-election policy priorities, their potential impact on the markets, and strategies for preparing for 2025 and beyond with Greg Valliere.


Greg Valliere has followed Washington for investors for the past 40 years. He specializes in coverage of economic issues, taxes, the Federal Reserve and -- of course -- politics.


In this sessions, you will:

  • Understand the trends and themes shaping the current political, legislative and regulatory environment in the U.S. and abroad
  • Identify which sectors, asset classes and regions appear likely to be impacted by upcoming elections
  • Identify specific steps investors can take to prepare their portfolios
  • Learn to apply these strategies to clients on an individualized basis.


Application for continuing education has been filed with CFP Board.


Tuesday, January 14, 2025
9:30 AM - 10:30 AM Eastern Time

Location
Zoom Virtual Meeting Platform
   
 



Speaker Profiles

 


Greg Valliere
Chief U.S. Policy Strategist
 AGF Investments

Greg Valliere joined AGF Investments (AGF) in February 2019 as Chief U.S. Policy Strategist. In this role, he is responsible for providing insight into how U.S. politics are shaping global markets.

He brings a unique perspective to AGF with more than four decades of experience analyzing policy and politics providing regular commentary and insight into Washington for financial services and investment management clients globally, including specialized coverage of the Federal Reserve, economic policy and politics. Greg began partnering with AGF in 2017 advising investment management teams on policy and the impact on global markets, providing daily market commentary for financial advisors and participating in numerous client events and roadshows.

Greg has more than 40 years of experience following Washington issues for institutional and retail investors. He is widely quoted in U.S. media and specializes in coverage of the Federal Reserve, tax and spending issues, and politics. Greg is based in Washington, D.C.


Sessions


DateCourse Title/DescriptionStart
Jan 14, 2025 Coffee with the Experts: Greg Valliere Greg Valliere 9:30 A



Event ID  513