Capital Markets Update

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Exit Planning Exchange

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Program produced by XPX New Jersey

Where To from Here?

The New Jersey chapter is ready to support our members and their guests during a critical time for our country. We have established a virtual meeting environment to allow our members to participate safely and engage with others during this time.

Over three months have passed since COVID-19 shocked America. After tumbling more than 30%, US stocks have recovered much of what they lost. But the economy is not out of the woods. What will pressing ‘restart’ mean for the market? Are these current market valuations justified or are they over extended? Are these same valuations levels justified in the private market as well offering owners another opportunity for an exit?

In “Where To from Here,” Paul Robertson, Senior Investment Specialist from Bernstein Private Wealth Management, will examine what’s priced into the current market, what economic and health metrics we’re monitoring, and if these valuations are justified.

Join us as we sort through this challenge for our business clients. We look forward to supporting our members and their clients. Please register for this highly informative event. Final information for the Zoom webinar will be sent to all of those registered

About our speaker:

Paul Robertson is a Senior Investment Strategist with Bernstein’s Wealth Strategies Group and a member of the Private Client Investment Policy Group. He joined the firm in 1998 as a research associate and became a research analyst in 2000. In 2004 Paul was appointed Senior Portfolio Manager and joined the Private Client Investment Policy Group. Between 2007 and 2009 he was also a member of the Alternative Investments team. Previously, he worked as a consultant for McKinsey & Co., Inc.; as a portfolio manager and quantitative analyst for Commonwealth Funds Management, an Australian funds manager; and as an economist for the Australian government. Paul earned a bachelor’s degree in economics from the University of Melbourne, a law degree from the Australian National University and an MBA from Cornell University.

Updated: June 29th, 2020

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