9/21/22 EPCDV General Meeting

  • Wednesday, September 21, 2022
  • 4:00 PM - 6:00 PM
  • ZOOM


  • Active Member of EPC Diablo Valley

Registration is closed

PO Box 245, Walnut Creek, CA 94596

T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com

September 21, 2022

"Weighing the Return to an

Asset Friendly Economy in 2023"

Presented by: Gary Schlossberg, 

Wells Fargo Investment Institute

Interested in Sponsoring this Event? CLICK HERE


September 21, 2022

4:00pm- Networking

4:25pm- Welcome &


4:45pm- Speaker Presentation

6:00pm - Meeting Close

Member Cost:


Guest Cost:


Please note all reservations and cancellations MUST be made no

later than 2pm the day of the monthly meeting.

Refunds will not be granted to cancellations that are received

after September 21st

at 2pm.

All cancellation requests need

to be made in writing to EPCDiabloValley@gmail.com


Special Thanks to our

Member Supporters

Kirsten Howe, Esq. 

Absolute Trust Counsel

Heather Hamilton

Fiduciary Accounting Services, LLC

Michael Low

Doyle Low LLP


Kyle Johnston, Esq.

Bank of America Private Bank

Elizabeth Mintzer, CFP®

Rainer Wealth Management

Stacie Nelson, Esq.

Holland and Knight

Steve Way, CLU®, ChFC®

Way Financial

Bert Payne, CPA, CGMA

Insurance Review Services

Presentation Summary:

The discussion will provide our thinking on the economic outlook, the risk of a recession and its implications for inflation, monetary policy and interest rates. Included in the outlook will be a discussion of the midterm elections and how it might affect the economic and investment outlook, along with other economic and geopolitical risks capable of producing an unexpectedly mild or deeper-than-expected recession. We also will discuss the implications of that outlook for the stock and bond markets, equity and fixed-income strategy.    

About Our Speaker:

Gary Schlossberg | American Banker

Gary Schlossberg is a global strategist for Wells Fargo Investment Institute (WFII), a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially. Wells Fargo Investment Institute serves Wealth and Investment Management, a division of Wells Fargo comprised of Wells Fargo Private Bank, Wells Fargo Advisors, and Abbot Downing businesses.

Mr. Schlossberg is responsible for identifying global macroeconomic and political trends, their impacts on financial markets, and their potential opportunities and risks for investment portfolios. He conducts internal and external presentations, and he produces market updates, special reports, and white papers that articulate views to help investors meet their long-term financial goals.

Prior to joining WFII, Mr. Schlossberg worked as a senior economist with Wells Fargo Asset Management, the bank’s institutional investment manager, and in the bank’s Economics Department. He began his career as a researcher with the U.S. Treasury Department and the Federal Reserve Board.

Mr. Schlossberg earned a Masters of Arts in Economics from the Pennsylvania State University and an undergraduate degree from the City College of New York. He is based in San Francisco.

Learning Objectives

Understanding and interpreting the drivers of economic growth and recessions.

Understanding how interest rates are determined by monetary policy, inflation and other economic forces.

How economic forces help drive stock and bond market performance and their role in the outlook for both assets in the coming year.

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