Webinar

Dividend Forecasting: Exploring the Impact of the Build Back Better Act 2022

On Demand
Duration: 44 Minutes
Original Date: January 18, 2022

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U.S. corporate stock may be having its moment in the sun. Via the Build Back Better Act, Congress is likely to pass a tax on stock buybacks and the Treasury Department is certain to focus on dividends as a tool for revenue generation over the next few years. Even equity-flavored derivatives won't escape the spotlight - swaps may soon no longer present a withholding tax loophole for foreign investors. We hope that you can join us on January 12th to explore the impact of legislative and regulatory changes on the future of dividend-driven markets with Bloomberg's equity and tax specialists.

Speakers

Daniel Tokar

Dividend Forecasting Analyst

Bloomberg

Daniel Tokar is a Research Analyst for Bloomberg Dividend Forecasting, a product designed to predict the amount and timing of dividends for 16000+ securities available on BDVD. He covers a portfolio focused on the energy and technology sectors. Before joining Dividend Forecasting, Daniel worked on Bloomberg’s Corporate Actions team extracting information on material company updates from exchanges, news and filings.

Mr. Tokar earned a Bachelor of Science degree in Finance from University of Delaware.

Matthew Valentino

Dividend Forecasting Analyst

Bloomberg

Matthew Valentino is a Research Analyst for Bloomberg Dividend Forecasting specializing in equity derivatives. Matt provides research and coverage of ETFs equities in the industrial and health care, sectors. Before joining the Bloomberg, he worked as a financial advisor for Merrill Lynch and a private wealth advisor for Ameriprise Financial Services providing financial planning services, investment advice, and insurance solutions.

Matt earned a Bachelor of Science degree in Finance from The College of New Jersey and a Master of Business Administration (M.B.A) Finance from Rider University.

Mark Jordan

Equity Derivatives Application Specialist

Bloomberg Global Data

Mark Jordan joined Bloomberg in 2017 and is the Equity Derivatives Application Specialist for the Americas. Between 2006-2017, Mark was a Structured Equity Products Trader at HSBC Securities in New York, in charge of the mono and correlation trading books. During this period, Mark helped grow HSBC's equity derivatives trading desk into one that was ranked number one in the prestigious Greenwich Associates Survey for 10 years. Before moving to New York, Mark was a corporate bond and credit default swaps market maker for HSBC Bank PLC, London.

Andrew Silverman

Government Analyst - Tax Policy

Bloomberg Intelligence

Andrew Silverman is a Tax Policy Analyst for Bloomberg Intelligence, a research platform that provides context on industries, companies, government, litigation, and the economy, available on the Bloomberg Professional Services at BI. Mr. Silverman covers tax matters related to Congress and federal regulatory agencies, including the IRS and the Treasury Department, and their impacts to U.S. and foreign companies. Before joining Bloomberg, Mr. Silverman worked as a tax lawyer for PricewaterhouseCoopers LLP and Deloitte Tax LLP, where he focused on international and domestic tax issues in the financial services space. Mr. Silverman also served as vice president and counsel at AllianceBernstein and as a corporate associate at Simpson Thacher & Bartlett LLP and Clifford Chance US LLP. Mr. Silverman has a Bachelor of Arts degree from Union College, a Juris Doctorate from the University of Michigan Law School, and an LL.M. in Taxation from New York University School of Law.

JESSICA BEATUS

Global Data Product Manager

BLOOMBERG/ PRINCETON

Jessica Beatus is a Global Data Product Manager at Bloomberg for the Dividend Forecasting and Supply Chain teams. Jessica is responsible for managing relationships and engagements with business, infrastructure and technology stakeholders plus coordinating with her counterparts globally. Before joining Bloomberg LP, Jessica spent 10 years as an income driven research analyst at boutique investment firm investing in credit and equities. Jessica received her MSF from Johns Hopkins Carey School of Business, and a BA in Economics and Spanish from Towson University in Baltimore Maryland.

Wendy Soong

BI Equity Specialist

Bloomberg

Wendy Soong is a specialist for Bloomberg Intelligence, a research platform that provides context on industries, companies, government, litigation, and the economy, available on the Bloomberg Professional Service at BI . Miss Soong focuses on data analysis and visualization for U.S. equity strategy research, based on fundamentals, corporate actions, index re-balancing and company guidance, with an emphasis on S&P500 companies. She has over 20 years of experience in the analysis of fundamental data and is responsible for creating the Bloomberg US Spin-Off Index. Miss Soong has a Bachelor of Arts degree in Information Science from Tunghai University and a MBA from the Stern School from New York University.

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