The Pallas Perspective

At the end of last month, the Biden administration released its General Explanations of the Administration’s Fiscal Year 2023 Revenue Proposals (the 2023 Greenbook). The Greenbook includes nearly 50 proposals totaling 114 pages and represent the first comprehensive tax revenue-raising proposal from the administration since Build Back Better failed to advance in Congress late last year. In this episode of The Pallas Perspective, James Landry and Charlie Evangelakos discuss these proposals and how they could impact millions of taxpayers if enacted into law. For more information visit: https://pallascapitaladvisors.com/insights/its-greenbook-time/

Richard Mullen and Mark Bogar are joined by special guest Chris Miller, an assistant professor of international history at Tufts University and co-director of the school’s Russia and Eurasia Program. Chris, a frequent commentator on CBS, CNBC, Bloomberg, and the New York Times, provides insight into the Ukrainian invasion.

Mark Bogar sits down with Richard Mullen and Stephen Kylander to discuss the Russia-Ukraine conflict and its implications on the market.

James Landry and Charles Evangelakos discuss the topic of business owner exit planning in the first episode of this series.

Back in September, the House Ways and Means Committee proposed the Build Back Better Act that would include significant income and estate tax provisions, resulting in a "seismic shift" in the trust and estate planning landscape. While a new slimmed-down version was unveiled at the end of October, there are still parts that could significantly impact income tax, estate, and trust planning strategies.

Jay Pabian, Partner at Rubin and Rudman LLP, joins James Landry and Joe Cullen to discuss estate and income tax considerations in light of the Build Back Better agenda.

Coming off of this year’s Olympic games, James Landry and Joe Cullen had the opportunity to interview Dr. Jenny Thompson, the most decorated female Olympic swimmer in history. But Jenny didn’t stop there – following her successful swimming career, she obtained her medical degree and is now an anesthesiologist. In this episode, Jenny discusses the experiences and challenges that have contributed to her success.

James Landry, Charles Evangelakos, and Mark Bogar dive deeper into concentrated stock positions and the various hedging strategies investors may use to manage the associated risk.

What are some risks and concerns of a single-security concentration? Charles Evangelakos and Mark Bogar join host James Landry for a discussion on concentrated stock positions.

Michelle Palomera led Genpact's banking and capital markets practice for digital and customer experience. She was responsible for revenue and sales go-to-market strategy.

With over 30 years of experience in customer experience, technology, and consulting in the financial services industry, Michelle has helped to grow and scale two startups that resulted in acquisitions by global public companies.

Michelle has also had more than her fair share of adversity. In this episode, she shares her, and her family's, experience with Alzheimer's disease.

James Landry is joined by Mark Bogar, CFA, the Chief Investment Officer of Pallas Capital Advisors, and Rich Mullen, CEO & Founding Partner of Pallas Capital, to discuss the US economy and economic distortions.