In an era of shifting policies, regulatory changes, and market uncertainty, understanding the intersection of tax and public policy has become increasingly vital for investors. As these factors continue to shape the investment landscape, staying informed is key to making strategic, forward-looking decisions.

Join us for a timely panel discussion exploring the latest developments in tax policy, government initiatives, and municipal market trends, and how they influence investment strategies and client outcomes. Our panel of seasoned experts will share insights and practical guidance to help navigate today’s complex policy environment.

Key discussion points will include: 

  • The current policy landscape and its economic implications
  • Recent and upcoming tax legislation: what investors need to know
  • Municipal market dynamics and tax-exempt investment opportunities

 

Questions may be submitted in advance to the following email address: product_management@nylim.com

 

Featured Speakers: 

  • Jack Muller, CFA, Director, Research Analyst, MacKay Municipal Managers™ 
  • Nathan Dean, Senior Policy Analyst U.S., Bloomberg Intelligence
  • Andrew Silverman, Senior Strategist Tax Policy and M&A, Bloomberg Intelligence

 

Moderator:

  • Eric Kazatsky, Managing Director, Client Portfolio Manager, MacKay Municipal Managers™
Join Us

All investments involve market risk, including loss of principal. Bonds are subject to interest-rate risk, credit risk, and potential loss of value if rates rise. Municipal bonds carry risks such as issuer repayment ability, limited information, and possible tax or legislative changes. Lower-rated securities may have higher risks of nonpayment.

This material reflects the opinions of MacKay Municipal Managers™ not necessarily MacKay Shields LLC. Opinions are subject to change without notice and are for informational purposes only. This is not investment advice or a recommendation. Information is believed to be reliable but not guaranteed. Forward-looking statements are as of their date and may not be updated. Reproduction requires written permission. ©2021, MacKay Shields LLC. Past performance is not indicative of future results, and there is no assurance that investment objectives will be met.
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