Topic: Economic and Financial Markets Update

Speakers: Maegan Warehouse Puleo, Vice President, Asset and Wealth Management; and Michael Murdoch, Vice President, Investment Strategy Group with Goldman Sachs & Co. LLC

Presentation

- First Quarter Updates on the market
- What is Top of Mind for our clients as we move into the middle part of the year.
- The Fed: Where we are at in the rate hike cycle and challenges in the journey back to Target.
- Private Company and Capital Markets update
- Geopolitics and the upcoming 2024 Election
 

Speaker’s Bio

Maegan Warehouse Puleo, Vice President 

Maegan is a Private Wealth Advisor in San Francisco with 20 years of investment experience. She joined Goldman Sachs in 2004 after serving as an Asssociate Financial Advisor with American Express Financial Advisors where she created bespoke financial plans for individuals and families integrating their estate planning, insurance, investment and retirement goals. Maegan obtained her Certified Financial Planner certification in 2007 and is a CFP® professional. She received her B.A. magna cum laude, in Linguistics and Spanish from the University of California, Los Angeles where she graduated Phi Beta Kappa. Maegan serves on the Board of Directors for the Children’s Council San Francisco. 

Michael Murdoch, Vice President

Michael is a Vice President and is a member of the Investment Strategy Group at Goldman Sachs. He joined Goldman Sachs in 2012 and has spent time working in Hedge Fund Strategies, Global Macro Research, and more recently has focused on Strategic and Tactical Asset Allocation strategies within the Investment Strategy Group. Michael graduated from Brigham Young University in 2012 with a B.S. in Business Management.