Economic Forecast for 2020

Date: Wednesday, January 29, 2020
Time: 7:30am - 9:00am
Location: Spinelli's, Route 1, Lynnfield/Peabody Line
Speaker: Jeff Margolin, Senior Vice President First Trust

Please join the Essex County Estate Planning Council on Wednesday, Jan. 29, 2019 for an educational breakfast featuring Jeff Margolin, Senior Vice President and Closed-End Fund Analyst at First Trust.  


Mr. Margolin will lead a discussion on the economic forecast for 2020 that will include:

  • The First Trust Outlook for the U.S. Economy in 2020
  • The First Trust Outlook for Equity and Bond Markets in 2020
  • Opportunities in the Closed-End Fund Marketplace


Registration is required for this event. 

Members, free; Guests, $45.
Paid members should select the "pre-paid" option when registering. 

Online payment is preferred. Members and guests may also pay by check, made out to the Essex County Estate Planning Council and mailed five (5) days prior to the event to:

Michelle Xiarhos Curran
Essex County Estate Planning Council
P.O. Box 1598
Newburyport, MA 01950

About Our Speaker

Jeff Margolin is a Senior Vice President and Closed-End Fund Analyst and delivers insights into the closed-end fund market, including how to use CEFs for diversification and income in client portfolios. Mr. Margolin joined First Trust in 2005 after 8 years at Ryan, Beck & Co., where he was Vice President of Equity Research focusing on NYSE- and AMEX-listed closed-end funds. While there, he produced in-depth research reports on closed-end funds, providing insights on relative performance and portfolio strengths and weaknesses. Jeff was previously a research assistant for Smith Barney.

Several publications have quoted Mr. Margolin, including The Wall Street Journal, Barron’s, Forbes, The New York Times, Registered Rep, The Bond Buyer and the Dow Jones Newswire.

He earned his undergraduate degree from Clark University where he graduated as a member of the Phi Alpha Theta honor society and received his MBA from Baruch College. In 2010, 2011, 2012 and 2013 Mr. Margolin won the Capital Link award for the individual who made the biggest contribution to the closed-end fund sector.

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