EVENTS:   Trumpire and Cold War II - Niall Ferguson/Greenmantle - 18 Sep 25     ROADSHOWS: US Retail, E-tail and Consumer Products Equity Research and Stock Picks - Scott Mushkin /R5 Capital   •   New York   15 - 17 Sep 25       The Loss of Fed Independence: What it Means for Equities, Rates, and the Dollar - Dimitris Valatsas /Aurora Macro Strategies   •   London   16 - 18 Sep 25       Global ESG and Impact-Investment Trends with Contrarian Trades in the Energy Transition Space - François Boutin-Dufresne & Félix-A. Boudreault /Sustainable Market Strategies   •   New York • 20 - 24 Oct London   22 - 24 Sep 25       US Healthcare & Merger Arbitrage Catalysts - Tommy Barletta /Aldis Institutional Services   •   London   22 - 23 Sep 25       East Asia Macro Outlook: China, Taiwan, Japan and South Korea - Paul Cavey /East Asia Econ   •   London   23 - 24 Sep 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   25 - 26 Sep 25       Predictive Investment Models for Idea Generation and Risk Management - Tian Yang /Variant Perception   •   Singapore 25-26 • Hong Kong 29-30 September   25 - 30 Sep 25      

Demystifying the Fog of Trump — A Unique Perspective from Inside the Beltway

Beacon Policy Advisors

Tue 14 Oct 2025 - 15:00 BST / 10:00 EDT

Topics

The Trump administration is pushing the envelope and breaking norms. Where are the new boundaries when it comes to issues like tariffs, the Fed, and spending?

What does an America First approach mean for strategic sectors like semis?

What does a light regulatory touch actually mean for emerging sectors like AI and crypto and does this light touch extend to antitrust as well?

How will the Trump administration embrace the development of data centers while de-emphasizing the development of renewable energy?

How will Trump’s populism and RFK Jr’s MAHA movement impact the healthcare sector in terms of prescription drug pricing and the managed care sector?