Dynamic Wealth Speaker Series Philip Orlando
- The importance of separating political bias from investment judgement
- The confluence of seasonal risks, such as Fed leadership and policy transition, and the presidential and political election cycles, presenting heightened volatility
- Key elements of Trump's Tax Cuts & Jobs Act
- Fiscal policy matters
- Recession risks and accelerated wage growth
"It was an honor to have Phil as our guest speaker," said James W. Davidson, Chairman and CEO of Coral Gables Trust Company. "Phil's renowned expertise is representative of the type of high-level financial insight that we seek to deliver to our clients and the local community."
"These intimate discussions bring accurate and straightforward information on topics that otherwise might seem convoluted," John W. Harris, Managing Director of Coral Gables Trust Company. "We understand how imperative sharing this in-depth knowledge is for our clients who look to us for to safeguard their investments, assets and businesses. We will continue to seek out industry leaders such as Phil to deliver valued insight that is of particular interest to our clients to aide in their investment, trust and estate planning."
The Dynamic Wealth Speaker Series was initiated in 2013 by CGTC and is an invitation-only event offering high level insight into unique topics effecting the market. Past notable speakers have included Linda Deusel from Federated Investors, Greg Dahlman from Wisconsin-based Dana Investment Advisors and Kathy Jones from Schwab Fixed Income. The next edition of the Dynamic Wealth Speaker Series is scheduled to take place in the fall of 2018.
About Coral Gables Trust Company
Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over a billion dollars of assets under management, and a leading provider of wealth management and trust services throughout the State. Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million - inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds. Devoted toward putting our clients' interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees.