Legislative and Regulatory Webinars

Washington and the Markets
September 2025
Speakers: Jurrien Timmer, Director of Global Macro; Jillian Enoch, Vice President Public Policy

Join us for an in-depth discussion on the policy and market implications of current trade, tax, monetary and budget policies.

Trade, Taxes, and Fiscal Outlook
June 2025
Speakers: Jacob Weinstein, Senior Vice President Asset Allocation
Research; Alice Joe, VP Federal Government Relations

Join us for an in-depth discussion on the policy and market implications of current trade, tax, and budget negotiations.

First 100 Days in Washington Part 2
April 2025
Speakers: Denise Chisolm, Director Quantitative Marketing Strategy; Dirk Hofschire, Managing Director of Research Asset Allocation Research Team; Jim Febeo, Head of Government Relations and Public Policy

Join us for an in-depth discussion on the policy and market implications of the Trump Administration and Republican-led Congress.

First 100 Days in Washington
March 2025
Speakers: Denise Chisholm, Director Quantitative Marketing Strategy; Alice Joe, Vice President, Federal Government Relations

Join us for an in-depth discussion on the policy and market implications of the Trump Administration and Republican-led Congress.

SECURE 2.0: Roth Catch-up and the Year Ahead
February 2025
Speakers: Keith Walonis, Senior Vice President, Relationship Management; Angela Capek, Product Area Leader, DC Product Platforms; Jillian Enoch, Director, Public Policy; Julie Glawatz, UKG Principal Product Management Compliance Analyst

An in-depth discussion of key provisions including Roth Catch-Up and what plan sponsors should expect in 2025.

Change in Washington
December 11, 2024
Speakers: Jacob Weinstein, Senior Vice President Asset Allocation Research; Jason Goggins, Vice President Federal Government Relations

Join us for an in-depth discussion on the policy and market implications of the 2024 election results.

The US Elections
October 15, 2024
Speakers: Katie Fallon, Executive Vice President of Corporate Affairs; Jim Febeo, Head of Government Relations

Join us for an in-depth 60-minute special on the political and policy scenarios we are preparing for, and the implications of the 2024 U.S. elections on public policy across the industry.

Health Care Savings & Retirement
June 12, 2024
Speakers: Karen Volo, Head of Health and Benefit Accounts; Alice Joe, VP Federal Government Relations; Jillian Enoch, Public Policy Director Retirement and Tax

An in-depth discussion on the health care policy and the retirement marketplace amongst other regulatory and legislative updates.

Road Ahead for Public Policy and the Markets
April 10, 2024
Speakers: Kenneth Bentsen, President and CEO of SIFMA; Katie Fallon, Executive Vice President of Corporate Affairs; Dirk Hofschire, Managing Director of Research

An in-depth discussion on the policy and political landscape and trends we are watching in the capital markets.