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PRESENTS a virtual event:

Politics and the Markets in 2021 and Beyond


Private Ocean 

Thursday, February 25
2:00 pm  PST

Reserve Your Spot

Your privacy is important to us and your information will be kept confidential.


2021/02/25 2:00 PM PST

About the Event 

Private Ocean welcomes Michael Townsend, Vice President of Legislative and Regulatory Affairs for Charles Schwab & Co., for a timely and entertaining discussion of how policy and political developments in the nation’s capital are affecting markets and individual investors. Mike helps investors cut through the noise of Washington and figure out what matters most to the markets. You can expect to hear about:

  • The 2021 policy agenda of the new Congress and White House
  • The latest on economic stimulus legislation, taxes, retirement savings, regulatory proposals and more
  • Geopolitical developments and what policymakers may do next
  • How the political configuration of Washington has impacted the markets over time

We hope you can join us!  Please let us know if you have any questions you'd like us to address in advance. 

About Michael Townsend

Michael Townsend Photo 2019As Vice President of the Office of Legislative and Regulatory Affairs, Michael T. Townsend is Charles Schwab’s Washington-based political analyst. He speaks regularly at events around the country on how policy and politics affect investors and is the host of Schwab’s newest podcast, “WashingtonWise Investor,” which debuted in September 2019 and is available on your favorite podcast app or at www.schwab.com/washingtonwise. 

Townsend brings more than 25 years of Washington experience as he analyzes legislative and regulatory proposals to determine how they would affect individual investors, retirement plan participants and investment advisers. As an advocate for individual investors, he then develops and executes strategies to communicate their interests to lawmakers, the media, employees and clients. 

Townsend is a featured speaker at dozens of employee, client, adviser and industry events each year, where he discusses the impact of the political and policy environment in Washington on investors and the capital markets. He also contributes political analysis articles to a variety of company publications, including regular updates to the “Washington Watch” section of Insights & Ideas on Schwab’s public website at www.schwab.com/insights. Mike also shares his thoughts on Twitter: @MikeTownsendCS 


 About Private Ocean

Private Ocean is a West Coast-based wealth management firm deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth and discipline of a much larger one. Formed in 2009, Private Ocean (www.privateocean.com) combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area. The firm has locations in San Rafael, San Francisco, and Seattle. 

Join us for this live virtual event.