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When:
October 11, 2024 11:30 AM - 1 PM CDT
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Location Name
Overland Park Convention Center
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Event Secondary Body
The Economic & Investment Implications of the Largest Election Year In World History
Daniel Clifton
Partner & Head of Policy Research
Strategas Securities
More people across the world will vote in 2024 than any other year in world history. Roughly 40 percent of world GDP is voting for a head of state this year and residents in countries representing 70 percent of world market capitalization cast their vote when including parliamentary elections. These elections are taking place at a time of geopolitical conflict, rising populism, and slow growth outside the United States.
In the US, the policy differences between Democratic and Republican presidential candidates are as wide as can be for US elections making the issues of trade, foreign policy, taxes, budget, regulation, and immigration impactful for a wider number of company earnings than elections have produced in the past. Additionally, the differences on trade and foreign policy are making the US election a global election. Small changes in the US election probabilities are moving entire country stock markets such as Mexico, India, and China.
Daniel will discuss the likely outcomes of the 2024 election and the investment and economic implications to the various outcomes. Specific focus will be on actionable investment ideas and how macro events such as the 2025 debt ceiling and fiscal cliff will be resolved.
Friday, October 11
11:30 am - 1:00 pm
Overland Park Convention Center
6000 College Blvd.
Overland Park, KS
Registration
|
Members |
FREE |
| Associate Member | FREE |
| Non-Member |
$50 |
Hosted by: ACG
Chapter
Kansas City
Event Materials
Event Materials
Daniel Clifton
Partner & Head of Policy Research
Strategas Securities
Daniel Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates the financial market implications of policy and political developments. This includes analyzing tax, trade, infrastructure, healthcare, energy, defense and other policy initiatives to determine how public policy changes impact the economy and financial markets for institutional investors.
Daniel leads Strategas’ Washington policy research team, which has been ranked as one of the top policy research teams on Wall Street for 15 consecutive years according to Institutional Investor. Mr. Clifton is also a top ranked analyst in the category of Tax and Accounting policy.
Currently, Daniel is ranked as the top Independent research analyst on Wall Street, across all research verticals, according to the same Institutional Investor survey.
Mr. Clifton’s research on the interaction between policy, elections, and financial markets is widely cited in the media and Daniel is a frequent guest on CNBC, Bloomberg, and Fox Business.
Prior to joining Strategas, Mr. Clifton was Executive Director of the American Shareholders Association (ASA), a non-partisan, non-profit organization which analyzes public policy affecting shareholders. Daniel also worked on tax policy issues prior to the ASA and has been involved in every major tax policy change over the past twenty years. Prior to moving to Washington, Mr. Clifton served as a senior staff member in two gubernatorial administrations working on economic and fiscal policy issues.
Mr. Clifton received both his BA in Urban Planning and his MS in Public Policy from Rutgers University where he was a Fellow at the Eagleton Institute of Politics and a Harold Martin Fellow for Public Policy.