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Markets, Policy and Upcoming Presidential Election Panel
Isaac Boltansky, Compass Point Research & Trading
Stefanie Miller, FiscalNote Markets
Ed Mills, Raymond James


October 14, 2020
Wednesday 04:15 PM
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Markets, Policy and Upcoming Presidential Election Panel


Please join us at our event on

Wednesday, October 14, 2020 at 4:15PM



Isaac Boltansky
Director of Policy Research
Compass Point Research & Trading

Stefanie Miller
Managing Director
FiscalNote Markets

Ed Mills
Managing Director and Washington Policy Director
Raymond James



Please register by 7:00 PM ET on Tuesday, October 13, 2020 below and provide your name, email address, and the name of your company/employer. Note that there is a limit to the number of participants. Please register early! Conference call details will be provided on the evening of Tuesday, October 13, 2020

It is suggested that participants dial earlier than the official starting time in case of temporary technical difficulties. Please note that the Chatham House Rule applies – neither the comments of the speaker nor those of other participants are for attribution.

The COVID-19 driven economic and market environment and its aftermath have required uniquely aggressive fiscal and monetary policy responses. Fluctuations in volatility, weakened economic data, elevated unemployment and persistently low interest rates reflect this challenging environment. Investors and market participants are peaking around the corner and trying to understand evolving conditions today and as the movement restrictions and health risks diminish.

As the presidential event approaches, we have seen palpable and increased attention on policy and politics among investors and the markets. Add to that the COVID-19 driven economic and market environment and its aftermath, leading to new fiscal and monetary policy responses. Fluctuations in volatility, weakened economic data, elevated unemployment and persistently low interest rates reflect this challenging environment. Investors and market participants are looking around the corner and trying to understand evolving conditions with a focus on the effect of public policy. The election results can upend or at least revise market calculations and expectations.

To help us understand what this means for investors, we are fortunate to have an all-star panel of seasoned and well informed observers of the interaction of politics and markets, Isaac Boltansky, Director of Policy Research for Compass Point Research & Trading who has been well received in prior WAMM programs will moderate and lead the panel. Joining him will be Stefanie Miller, Managing Director at FiscalNote Markets; and Ed Mills, Managing Director and Washington Policy Director at Raymond James.


Ed Mills
Managing Director and Washington Policy Director
Raymond James

Ed Mills joined Raymond James in November 2017 as a managing director and Washington policy analyst, bringing more than 15 years of Washington, D.C., experience. Mr. Mills concentrates on the impact of Wall Street reform and housing finance policy on the financial markets and provides in-depth analysis of student lending, budget, and corporate taxation policy. He is frequently consulted by policymakers and stakeholders, and his work has been featured extensively in media outlets, including the Wall Street Journal, New York Times, Washington Post, American Banker, and CNBC.

Prior to joining Raymond James, Mr. Mills spent more than seven years as an analyst and head of the Washington Policy Group at FBR & Co and nearly a decade on Capitol Hill. He worked in both the House of Representatives and the U.S. Senate, serving as a professional staff member for the House Financial Services Subcommittee on Financial Institutions and Consumer Credit, a financial services policy advisor for Congresswoman Carolyn Maloney of New York, and a senior banking and finance policy advisor for the U.S. Senate Committee on Small Business and Entrepreneurship. He holds a B.A. in political science from Boston College

Isaac Boltansky
Director of Policy Research
Compass Point Research & Trading

Isaac Boltansky is the Director of Policy Research for Compass Point Research & Trading, Mr. Boltansky coordinates the firm’s Washington policy analysis and follows financial services policy issues with a particular focus on mortgage finance, consumer lending, education services, capital formation measures, and tax policy.

Mr. Boltansky joined Compass Point from the Troubled Asset Relief Program (TARP) Congressional Oversight Panel and previously worked as an analyst at EJF Capital, a multi-strategy hedge fund. Mr. Boltansky earned his B.A. in Political Science and History from Ohio Wesleyan University.

Stefanie Miller
Managing Director
FiscalNote Markets

Stefanie leads the politics, trade, tobacco, and cannabis research coverage areas at FN Markets. For more than a decade Stefanie has covered regulatory risk to the economy, the financial markets, and to specific sectors therein. Most recently at Sandhill Strategy, which Stefanie co-founded with Katie Bays, Stefanie’s best-in-class research hit on a wide range of policy areas, including Washington’s response to the COVID-19 pandemic, the U.S.-China trade war, and the Administration’s ban of flavored e-cigarettes.

Stefanie’s initial foray into political analysis for a Wall Street audience focused on Congressional passage of TARP, the Affordable Care Act, and Dodd-Frank, as well as Congress’s failed attempt at cap-and-trade policy in 2007-2010. Since then, Stef’s research has looked at Congressional tax reform and healthcare repeal efforts of 2017; ongoing Administration, Congressional, and state regulatory actions impacting the tobacco and cannabis sectors; and recent Congressional scrutiny of the Big Tech industry, among others. Stefanie appears frequently as a commentator on CNBC and Bloomberg TV and is quoted regularly in financial press.

She received her MBA from Georgetown University and her BA in Economics and Political Science from the University of Nebraska.