An Exclusive Live Event

Economic Update with Senior Economist Steve Moore

Co-Sponsored by
LevelFunded Health logo
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As a CFO, you know the economy impacts your business decisions. But how can you most accurately forecast economic conditions?

Senior Economist Steve Moore is partnering with PharmaFiduciary to offer an exclusive webinar to help CFOs like yourself learn how to predict economic conditions, so you can make informed business decisions.

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Exclusive Webinar Recording

Watch the webinar to learn how to predict economic conditions and make better business decisions.

You’ll learn:

How economic conditions impact hiring, M&A, expense reduction and growth strategies

What to expect from the economy in Q3 and Q4 of this year

How to use economic discernment to make better business decisions

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Featured Speaker

Steve Moore

Stephen­ Moore is an economics journalist, author, and columnist who served as President Trump's Senior Economist, the senior economics writer for the Wall Street Journal editorial page, and is a member of the Journal's editorial board. He continues to be a regular contributor at The Wall Street Journal and other outlets such as Fox News, CNN and CNBC.

Currently, Moore is the chief economist for the Institute for Economic Freedom and Opportunity, recently released "An Inquiry Into the Nature and Causes of the Wealth of States," which explains why eliminating or lowering tax burdens at the state level leads to economic growth and wealth creation. This is the latest of many books he has co-authored.

In his earlier career, Moore was the founder and president of the Club for Growth, a 25,000-member organization dedicated to helping elect free market, tax-cutting candidates to Congress and served as the Grover M. Hermann Fellow in Budgetary Affairs at The Heritage Foundation.

Host and Panel

Hosted by Russ Carpel and
Joined by a Panel of Industry Experts

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Your Host

Russ Carpel

CEO
Pharma Fiduciary

Russ is a serial entrepreneur within insurance and InsureTech with more than 20 years of experience in marketing, business development, management and private equity fundraising. His experience cuts across the media, advertising, professional services and insurance sector.

Most recently, Russ founded LevelFunded Health. A national tech enabled benefits agency which has saved mid sized companies over $50M in annual health insurance premiums since 2014. Prior to founding LFH, Russ founded and ran ForeverCar.com, a national direct-to-consumer retailer of vehicle service contracts. ForeverCar was recently sold to CUNA mutual and has a national partnership with Carvana. Prior to starting Forever Car, Russ spearheaded national advertising revenue for multiple top-tier, national media brands in the U.S. including; The Economist, Crain Communications and Investing Channel.

Before his stint in the national media business, Russ was Director of New Business Development for Robert Brandt and Associates, a full-service advertising and public relations agency, based in Chicago. Russ earned a Bachelor’s Degree from Bradley University and has completed coursework towards a Master’s Degree from Northwestern University.

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Doug Austin

Founder & CEO
Strategic Source

Doug Austin is the founder and CEO of StrategicSource, Inc. and ExpenseEdge, the leading provider .
of Spend Management Services(strategy, spend mapping, sourcing, process improvement and audit) for many vertical markets.
Doug is a veteran of the U.S. Marine Corps, a graduate of the University of St. Thomas, a speaker at various conferences, 20 Groups, seminars
and webinars. Doug has acquired over 40 years of line, staff and executive experience in Spend Management and Supply
Chain Management in various vertical markets. Doug is also a trainer, speaker, consultant and business owner.

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Stuart T. McCallum

Partner
Withum

Stuart leads the firm’s Consumer Products and Dealership practices, some of the fastest growing teams in their respective segments. With more than a decade of experience serving the Retail and Consumer Products space in buy-sell transactions, valuation, and profit improvement consulting, Stuart has worked for some of the most recognizable branded products in the world, including household candy, apparel, and liquor brands both in domestic and international markets. When not working on client engagements, Stuart is regularly meeting with business owners to consult on the ever-changing economic landscape.

Stuart is a regular speaker at national conferences, including the AICPA Dealership Conference, and contributor to many industry publications, including Automotive News and MJ Business Daily. Stuart is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers (ASA), in which he has analyzed more than 1,000 companies for litigation support, gift and estate planning, and financial reporting.

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Brett Hickey

Founder & CEO
Star Mountain Capital

Brett Hickey has over 20 years of private investing and investment banking experience with over 15 years spent directly in the U.S. lower middle-market. He has completed over 200 private equity, private credit and secondary fund investments.

Mr. Hickey is the Founder & CEO of Star Mountain Capital, LLC, a multi-billion dollar specialized private investment firm, making loans, private equity investments and secondary fund purchases across its Collaborative Ecosystem® in the lower middle-market. Driven by culture and stakeholder alignment, Star Mountain has been recognized as one of the Best Places to Work by Crain’s and Pensions & Investments in 2019, 2020, 2021 and 2022.

Previously worked as an Investment Banker at Citigroup Global Markets in New York City (formerly known as Salomon Smith Barney) where he completed over $24 billion in transactions for financial institutions.

Graduated with Distinction from McGill University in Montreal, Canada with a Bachelor of Commerce degree in Finance and Accounting. He is an alumnus of Harvard Business School’s Owner, President / Manager executive training and management program.

Board positions include Harvard Alumni Entrepreneurs and the YMCA of Greenwich. He is also the Founder & Chairman of the Star Mountain Charitable Foundation, a 501(c)(3) focused on job creation (including for veterans, women and athletes), economic development and health & wellness. Mr. Hickey is a member of YPO and is a former Canadian national gold medalist and North American medalist in speed skating.

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