ACG Philadelphia: January Breakfast Briefing 2017: 2017 Investor Outlook: Director of Investment Strategy, BNY Mellon, Jeff Mortimer

Join us for our 2017 kick-off breakfast as we welcome Jeff Mortimer, who heads investment strategy for BNY Mellon, to share his economic and investment expectations, concerns and outlook in the post-election marketplace.

Discussion topics relevant to the deal economy will include:

• Investment and Economic themes for 2017 and beyond
• Insight into how interaction between the economy, private company benchmarks, the stock market, the current investment environment and the impact of global challenges apply to a corporate/financial acquirers in the 2017 M&A cycle
• How a Trump administration may impact M&A activity
• What areas of the market, both public and private should benefit from, or be hindered by, a Trump administration 

Jeffrey Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations.

Jeff has more than 20 years of experience in the financial services industry. Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families.

Jeff received a Bachelor of Science degree in finance from Babson College and a Master of Business Administration from the University of Chicago Graduate School of Business. He is a CFA charterholder and a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron's, Fortune, Bloomberg and CNBC.