INVITE—H2 2026 Policy Catalysts by Beacon Policy Advisors

Research evidence excerpt

INVITE—H2 2026 Policy Catalysts by Beacon Policy Advisors

Global | Washington Strategy July 21, 2026

INVITE—H2 2026 Policy Catalysts by Beacon

Policy Advisors

On this call, the Beacon Policy Research team will highlight the key policy

developments to watch through year-end and discuss their implications for

investors. Beacon provides independent analysis of U.S. economic, fiscal,

monetary, regulatory, and geopolitical developments for institutional investors,

with deep expertise in Washington policymaking and the broader macro

landscape. Join us on Monday, July 27th @ 10:00 AM ET. REGISTER

Date & Registration

Monday, July 27th @ 10:00 AM – 10:30 AM ET

Register >> https://jefferies-sustainability-transition-strategy.open-exchange.net/

Jefferies Host

Aniket Shah, Global Head of Washington, Sustainability & Transition Strategy•

Speaker Bios

Stephen Myrow is Managing Partner of Beacon Policy Advisors LLC, an independent policy

research firm. Before founding Beacon in 2014, he built and managed the policy research

line of business for a Washington-based strategic consulting firm for over four years. Among

Stephen’s roles in the federal government, he served as a senior member of Treasury Secretary

Henry M. Paulson Jr.’s team during the 2008 global financial crisis. He oversaw the design and

operationalization of the Office of the Chief Investment Officer for the Troubled Asset Relief

Program (TARP), including the structuring of TARP participation in the Federal Reserve’s Term

Asset-Backed Securities Loan Facility (TALF).

Aniket Shah, PhD * | Head of Sust. &

Owen Tedford is a Senior Research Analyst at Beacon Policy Advisors LLC. Before joining Beacon in Transition Strategy

2020, Owen interned at a New York-based hedge fund focused on the healthcare sector.