Biden’s Tax Plan & The Impact On Investors – Invesco – 6.9.21

Overview:
Title: Biden’s Tax Plan & The Impact On Investors
Date: Wednesday, June 9, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand. With the Biden administration proposing tax increases designed to generate revenue and to reduce the income gap between the nation’s higher and lower earners, many investors are wondering what this means for their investments. In this session, we will explore how the proposed tax increases will impact businesses, individuals and investors and the investment opportunities that may alleviate the impact on investors.

Speakers:
Andy Blocker Andy Blocker Head of US Government Affairs Invesco

Andy Blocker is Head of US Government Affairs at Invesco. In this role, he drives Invesco’s legislative and regulatory advocacy initiatives with policymakers, engages with clients and opinion leaders on public policy developments, and seeks to maximize the company’s political footprint. Mr. Blocker joined Invesco in 2018. Prior to joining the firm, he served as executive vice president of public policy and advocacy for the Securities Industry and Financial Markets Association, where he led a team engaging lawmakers and regulators on international, federal, and state issues impacting the financial services industry. Before that, Mr. Blocker spent five years as managing director for UBS’ US Office of Public Policy, focusing on lobbying, client service, and education for individual and institutional clients. He also served as vice president of government relations for the New York Stock Exchange, as managing director of government and international affairs for American Airlines, and for the White House as special assistant to the president for legislative affairs. Mr. Blocker began his career as a financial analyst for Bell Atlantic Corporation. He has appeared on CNBC, CNBC Asia, Bloomberg, and Yahoo! Finance. Mr. Blocker earned a BA degree in economics from Harvard University and an MBA in international business from Georgetown University.
Eddie Bernhardt, CFA® Eddie Bernhardt, CFA® Head of Managed Accounts, Senior Portfolio Manager Invesco

Eddie Bernhardt is Head of Managed Accounts for Invesco Fixed Income, responsible for overseeing the SMA platform. He also serves as a Senior Portfolio Manager for Invesco Managed Accounts Tax-Free, Tax-Aware, Investment-Grade Government Credit, Taxable, and Impact Investment strategies. Mr. Bernhardt joined Invesco when the firm combined with OppenheimerFunds in 2019. He joined OFI Global Asset Management (OFI Global) subsidiary, OppenheimerFunds, in 2017 from SNW Asset Management, when it was acquired by OFI Global. At SNW Asset Management, he served as president and chief executive officer. Before that, Mr. Bernhardt traded taxable and municipal bonds at Wells Fargo Securities, and also constructed high-net-worth fixed income portfolios for the firm’s Private Client Services group. Additionally, he was a portfolio manager with a regional banker’s bank for credit unions. Mr. Bernhardt earned a BA degree from the University of California at Santa Cruz. He is a Chartered Financial Analyst® (CFA) charterholder and member of the CFA Society of Portland.