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This event was recorded on Wednesday, May 26, 2021.

PRESENTER

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Dan Clifton

Partner & Head of Policy Research, Strategas Research Partners

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 trade, tax, healthcare, energy, and other policy initiatives to determine how public policy changes impact the economy and financial markets for institutional investors.

Daniel leads the #1 ranked Washington policy team on Wall Street according to Institutional Investor magazine. Mr. Clifton has been ranked as a top Washington policy analyst in each of the past eleven years. Daniel is also a top ranked analyst in the category of Tax and Accounting Policy. 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.

MODERATOR

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Gordon Fowler

President & CEO, Glenmede

Gordon B. Fowler, Jr. is President and Chief Executive Officer of Glenmede and a Director of The Glenmede Trust Company, N.A. Over the course of his 30+ year career, he has been responsible for the development of numerous equity and asset allocation strategies, and has authored and co-authored several pioneering articles on private client and institutional investing.

About Glenmede

An independent and privately held investment and wealth management firm, Glenmede was founded in 1956 to manage the charitable assets of the Pew family—seven individual trusts which serve as the primary funding source for the non-profit entity The Pew Charitable Trusts. Today Glenmede provides highly customized investment, fiduciary and advisory services to high-net-worth individuals and families, endowments, foundations and institutional entities, representing $41 billion of assets under management as of 3/31/21. For further information, visit our website at glenmede.com.

Glenmede is not responsible for the views and opinions provided by third parties and guest speakers. This presentation provides information of possible interest to Glenmede’s clients and friends, and does not provide investment or other advice. This presentation may contain projections which, though made in good faith, may not be accurate and actual results may differ materially from projections. Information provided by third-party sources is assumed reliable but is not guaranteed. Any opinions expressed herein are solely those of the speaker and may change after the date of publication. Guest opinions are their own, provided for educational purposes, and may not reflect the opinion of Glenmede and the facts they discuss are not independently verified. Glenmede is not responsible for the views and opinions provided by guests and other third parties.

To learn more about Glenmede, please contact Laura LaRosa, Executive Director of Client Development.

Email: Laura.A.LaRosa@glenmede.com | Phone: 215-419-6027