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SPEAKER

ACCESS MORE ALPHASENSE EXPERT BRIEFING SERIES WEBCASTS

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WHAT YOU'LL LEARN

The world is in a delicate place: We are in the worst global recession in almost 100 years,
a pandemic is spreading, and policy is being passed worldwide at unprecedented speeds.

With the 2020 US election approaching, business leaders must account for the
wide variety of post-election policy paths that are in play.

In this replay, guest speaker, Michael Zezas, Head of US Public Policy and
Managing Director in Research at Morgan Stanley, shares:

• His ‘plausible policy paths’ framework given the two assumed nominees:
  Donald Trump & Joe Biden

• How strategists can avoid key mistakes, such as assuming that post-election
  enacted policy will mirror a winning candidate’s platform

• Key conclusions for the outlook for the US economy, interest rates, FX, credit,
  and key equity sectors like financials, industrials, energy, and more

ABOUT THE SPEAKER

Michael Zezas, a Managing Director in Research, joined the firm in 2007 as a credit analyst
and portfolio manager, focusing on municipal and corporate bonds. In 2010, he became the
Head of Municipal Credit Strategy, and in 2016, became Head of U.S. Public Policy Research.
In these roles, Zezas leads analyst teams that advise clients on investment strategy around
public policy issues and the municipal credit market. He is a CFA charterholder, has been a
member of Institutional Investor’s All-America Fixed Income Research Team since 2013,
and has been a Smith’s Research & Gradings Municipal All-Star since 2013.