Drawing on deep experience at the intersection of Washington and Wall Street, this session examines what the Trump administration’s domestic policy agenda means in practice for global asset owners, separating signal from noise at a moment when the pace and scope of executive action is testing investors’ ability to price political risk. It will assess how energy dominance policy, the rollback of clean energy incentives, the upcoming midterm elections and Congressional make-up, and the DOGE government spending reduction initiatives are reshaping the opportunity set for asset owners.
