The Election and Your Portfolio: A dinner conversation

Everyone is talking about the election.  We get questions daily from clients and others about how the election is going to impact their portfolios.  We understand that it feels a bit frightening, even anxiety inducing.  So we want to share some thoughts from our firm and our partners about how elections impact markets and what that means for your portfolio.  Please join us for a dinner where we will talk about market anxieties around the election.

We will serve dinner.

Register here.

Due to the sensitive nature of this topic, we are requiring each person to agree to the following ground rules. We want to make sure that we all have an enjoyable space, maintain civility and safety.  We want to talk about this important topic and leave feeling uplifted.

We will uphold the following ground rules:

• Everyone has different contexts, information, and experiences which inform their world. This dinner is intended to expand context and information, not convince, preach or influence. This is not a partisan dialogue.
• We are relying on research, facts and best practices in this discussion.
• Because this is a complex and intense topic, we will be especially vigilant to maintain a civil and constructive environment. We cannot tolerate any derogatory names, name-calling or inflammatory commits. We will ask you to leave if necessary.
• We will assume the best intentions of everyone in this room. This means that we assume that each person is regulating their own emotions and appreciating the perspectives of others.

We reserve the right to ask any participate to leave if they cannot abide by the rules of civility outlined.