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Gateway to Success 2024 Main Stage Session 2

John Beriau

Preparing for Economic Shifts: Insights for the Upcoming Months

Sept. 24, 1 to 1:40 p.m.

John Beriau, senior vice president, private wealth advisor & senior institutional consultant, Morgan Stanley

In this presidential election year, today's newspaper headlines, television news reports and online dialog are increasingly focused on the state of the U.S. economy. In this session, Beriau will address economic trends, policy changes and market dynamics. In addition, he will provide an overview of what business owners should make of these changing times and what may lie in store in the coming months. Attendees will leave with a better understanding of the connection between the various drivers of today's current economic trends.

Beriau is senior vice president, wealth management advisor and senior institutional consultant for Morgan Stanley. He was previously senior vice president and a wealth management advisor for Merrill Lynch Wealth Management in New York City, New York. Prior to joining Merrill Lynch Wealth Management in 2007, he worked for four years as a trader and analyst at Zanshin Capital, a hedge fund in Montreal, Canada. As head of Mullin, Beriau & Associates' investment committee, Beriau focuses on asset allocation and investment selection. Evaluating a wide variety of asset classes and investment styles to help institutions and individuals pursue their investment objectives, his duties also include the dissemination, implementation and communication of the team's investment process. He is among a select group on advisors designated as Global Institutional Consultants by Merrill Lynch Wealth Management. Holders of this designation undergo a rigorous selection process that includes a review of their institutional client experience, a multidimensional, comprehensive assessment. Beriau earned his bachelor's degree in economics from Concordia University in Montreal, Quebec. He holds the Certified Investment Management Analyst (CIMA) designation, awarded by the Investments & Wealth Institute.