Spring Webinar

Fiscal and monetary policy expanded greatly in response to the global Pandemic in 2020. These actions, in addition to supply chain disruptions and other factors, eventually drove inflation to multi-decade highs. Join us for this webcast as we discuss why the policies to fight inflation have ignited new problems, as well as created new opportunities.

Guest Speakers:

• Mark Biegel, Partner at BDO and the National Leader of BDO Wealth Advisors
• Matt Gotlin, Chief Investment Officer and Managing Director, BDO Wealth Advisors

Download a copy of the presentation deck here

Additional Insights:

• Navigating Financial Headwinds, Recession or Not | BDO
• 7 Private Equity Predictions for 2023 | BDO Insights | BDO
• Recession Readiness – A Focus on Distressed Customers | BDO
• 2023 BDO Private Client Services Webcast Series
• 2023 BDO Private Company Executive Compensation Survey

Watch the broadcast

About Mark

Mark Biegel is a Partner at BDO and the National Leader of BDO Wealth Advisors. He is an experienced Investment Manager with a proven track record of advising high-net-worth families and family offices on complex financial planning and investment needs. Mark is responsible for the overall strategic management and operations of BDO Wealth Advisors and embraces a team-oriented, collaborative approach to running the business. Mark is a member of BDO’s Investment Committee and leads the firm’s private investment efforts.

Mark has three decades of experience in the wealth management industry. Prior to joining BDO, he co-founded Biegel Waller Investment Advisory Services, where he served as Partner, Senior Portfolio Manager, and Chair of the Investment Committee. Before shifting his career to investment management, Mark was a Senior Manager at Deloitte and served as tax attorney in their DC office. Mark is a member of the Maryland Bar and a Certified Public Accountant (CPA) and leverages his tax and legal expertise to advise clients on complex wealth management issues.

Education
J.D., University of Baltimore School of Law
B.S., University of Maryland College Park, Cum Laude

About Matt

Matt is Chief Investment Officer and a Managing Director with BDO Wealth Advisors in the BDO Maryland office. He is responsible for managing client portfolios to meet the customized goals and objectives of high-net-worth client and institutions. Matt is focused on optimizing the investment process through his analytical background. He has more than 26 years of experience in the investment area.

Prior to joining BDO, Matt was a Partner and Director of Research at Biegel &Waller, LLC. He focused on identifying investment opportunities with attractive risk-adjusted return characteristics. Matt possesses a depth of knowledge, experience, and dedication to the investment research process.

Matt’s extensive research background includes founding March Capital, a private equity firm; conducting equity and fixed income research as a Senior Analyst at Chesapeake Partners, an event-driven hedge fund; and focusing on health care as an investment banking analyst at PaineWebber.

EDUCATION

• M.B.A., The Wharton School at the University of Pennsylvania
• B.A., Duke University

COMMUNITY INVOLVEMENT

• Kennedy Krieger Institute, Governance, Equity, Diversity and Inclusion Committee Chair & Board Member
• PACT, Board Member
• Duke University, Alumni Admissions Interviewer