Economic Update Breakfast
Dec 
31
, 
2024
 - 
7pm 
EST

DAY 3

1:00 pm EST

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1:00 pm EST

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DAY 1

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Economic Update Breakfast
December 
31
, 
2024
7:00pm 
EST
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What to Expect

Join us for an economic update breakfast and a morning of networking, knowledge-sharing, and thoughtful discussion with Anna Rathbun, a frequent CNBC and Bloomberg contributor. She will dive into the latest trends shaping the US economy. Get ahead of the curve with insights on the following topics:

 

 • Interest rate movement

 • New administration impacts

 • Geopolitical risks

 • Private & public market expectations

 • Latest from the FOMC meeting

   

We look forward to seeing you at the Madison Centre Building in the Conference Center.

Agenda

Day 1
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Day 2
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Day 3
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Day 4
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Day 5
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Day 1 - Dec 1

DAY 1

8:00 am

Welcome

Networking over breakfast and plenty of coffee for early risers.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 1

8:45 am

Discussion Begins

Hear insights on the current and future macro-economic environment.

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 1

9:30 am

Q&A

Please submit any questions you may have ahead of time, or feel free to ask them in person.

Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 1

10:00 am

That's a Wrap!

Panel session concludes with networking over (more) coffee.

Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 2 - Dec 2

DAY 2

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 2

1:00 pm EST

Key Insights

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Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 2

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 2

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 3 - Dec 3

DAY 3

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 3

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 3

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 3

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 4 - Dec 4

DAY 4

1:00 pm EST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 4

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 4

1:00 pm EST

Analysis

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim.

Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 4

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 5 - Dec 5

DAY 5

1:00 pm EST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 5

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 5

1:00 pm EST

Analysis

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim.

Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 5

1:00 pm EST

Questions

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do.

Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Speakers

Anna Rathbun, CFA, CAIA

Chief Investment Officer

CBIZ

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Anna oversees a team conducting global economic research. She also produces the CBIZ Small Business Employment Index and the CBIZ Main Street Index, which are proprietary indices that keep a pulse on the small business employment conditions and other Main Street trends in the United States. Anna’s opinions on global economic and market trends as well as monetary and fiscal policies are sought after by media outlets, and she is a regular guest contributor on Fox Business, CNN Money, Bloomberg, Reuters, Wall Street Journal and others. Anna is also an experienced professional in alternative investments, focusing on private equity, private credit and private real asset investing for institutional clients.  With a unique background that embraces both finance and the arts, Anna is dedicated to the issue of financial sustainability for organizations serving a mission. Learn more about Anna here.

Speakers

Flavia Araujo Trento

CFA®, CPWA®

Managing Director

 Private Wealth Advisor

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Flavia Araujo Trento is a managing director, private wealth advisor for First Citizens Wealth (formerly SVB Private), in the San Francisco Bay Area. She develops comprehensive, customized wealth management strategies for high-net-worth individuals, families, foundations, and trusts. Flavia specializes in providing complex financial guidance to innovators and she has extensive expertise in working with women, entrepreneurs, and executives.

 

Before joining SVB Private in 2021, Flavia spent 9 years as a senior vice president, senior portfolio manager at the Northern Trust Company, where she developed and implemented wealth management solutions for her clients. In addition, she has more than 15 years of experience as an equity analyst and portfolio manager with firms that include HighMark Capital Management, Harris Bretall Sullivan & Smith LLC, Montgomery Asset Management, and Kayne Anderson Rudnick LLC.

 

Flavia earned an MBA from the University of California, Los Angeles, and she holds a bachelor’s degree with honors in Political Economy of Industrial Societies from the University of California, Berkeley. She holds the Chartered Financial Analyst® (CFA®) and Certified Private Wealth Advisor® (CPWA®) designations.

 

A native of Brazil, Flavia lives in the San Francisco East Bay with her husband and their two teenagers. She enjoys international travel and reading.

Ryan Fox

Managing Director

Private Wealth Advisor

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Ryan Fox is a managing director, private wealth advisor for First Citizens Wealth (formerly SVB Private), in the San Francisco Bay Area. In his role, he develops, implements, and manages comprehensive wealth strategies for high-net-worth individuals, families, foundations, and trusts. Ryan has extensive knowledge and experience working with the principals driving the innovation economy and is a thought leader in environmental, social and governance (ESG) investing and sustainable investment strategies.


Before joining SVB Private in 2021, Ryan was a senior vice president, senior portfolio manager at the Northern Trust Company. Earlier, he worked in wealth management and investment roles at HighMarkCapital Management, Alexander Capital Advisors, and Merrill Lynch, where he constructed portfolios, managed research, and traded for a long/short hedge fund.


Ryan holds a bachelor’s degree in economics and history from Boston College. He lives in Mill Valley with his wife and their three children. In his spare time, he enjoys the outdoors, cycling and reading.

Joaquin Ignacio Gallardo

Senior Relationship Manager

Silicon Valley Bank

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Joaquín is a Senior Vice President at SVB, a division of First Citizens Bank, in our Seattle/PNW market focusing on enterprise clients. In his role we helps Series A and beyond clients to scale their finance stack with venture lending alongside global treasury and liquidity solutions. 

 

Before joining SVB Seattle, he lived in San Francisco, learned to code at UC Berkeley, and helped to co-found a pre-seed company. 

 

Joaquín holds a bachelor's degree in economics from George Mason University. He lives in Ballard, Seattle with his wife and two children. In his spare time, he gets to think about how he wishes he had more spare time.

Venue

This event will take place in the Conference Center, located at the back end of the main lobby floor.

Venue

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Event Recap

Frequently Asked Questions

Where is the best place to park?

You can find the paid parking garage for the Madison Centre building located to the left off Marion Street just after 5th Ave. Rate for under 2 hours is $16, and under 4 hours is $25.


You can find street parking available nearby, as well as in nearby garages at a lower price -- including The Seattle Public Library and the 808 building, both off 5th Ave.

Will there be food?

Yes! Food will be available for early risers. And don't forget the coffee -- we wouldn't host an AM event without serving coffee!

Resources

Join us for an economic update breakfast and a morning of networking, knowledge-sharing, and thoughtful discussion with Anna Rathbun, a frequent CNBC and Bloomberg contributor. She will dive into the latest trends shaping the US economy. Get ahead of the curve with insights on the following topics:

 

 • Interest rate movement

 • New administration impacts

 • Geopolitical risks

 • Private & public market expectations

 • Latest from the FOMC meeting

   

We look forward to seeing you at the Madison Centre Building in the Conference Center.

Startup Banking

Early-Stage Startups

Startup experts with connections, advice, and solutions to help your company as you grow.

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Venture Funded

Series A, B, and C+ Stages

The products and services that matter for growth-driven startups and executives.

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Corporate Banking

Later-Stage Companies

More than 30-years of experience and insights for late-stage private and public companies.

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Sponsors

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All non-SVB named companies listed are independent third parties and are not affiliated with Silicon Valley Bank, a division of First-Citizens Bank & Trust Company.


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Visit our Privacy Statement for information about our privacy practices. If you have any questions or concerns about our Privacy Statement, please contact us by email: privacyquestions@firstcitizens.com.

 

 

Banking, lending, and trust products or services are offered by Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Accounts are subject to credit approval. Restrictions and limitations may apply.  

 

©2025 First-Citizens Bank & Trust Company. All rights reserved. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Member FDIC.

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