Policy30: Washington and the Midterms
February 
11
, 
2026
4:00pm
 – 
4:30pm 
EST
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Policy30: Washington and the Midterms
Wed
, 
Feb 
11
, 
2026
4:00pm
 – 
4:30pm 
EST

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Coaching sessions with the Trading Strategy Desk

 

The 2026 midterm elections will reshape the political landscape in Washington and across the country. Join Fidelity leaders Alice Joe and Kristy Croushore as they discuss the election results and what they could mean for U.S. public policy, regulation, and legislative priorities in the years ahead.

 

Event topics include:


• Analysis of the 2026 elections at the federal and state levels
• The impact of the results on the legislative and regulatory environment in 2027 and beyond
• The outlook for retirement, tax, and financial services policy

Our interactive sessions, of typically less than 100 clients, provide education on a wide range of trading related topics, including Fidelity’s research and trading tools. You’ll have a chance to ask questions, discuss your trading experiences, and hear from other traders like you.

Meet the Trading Strategy Desk® Team

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PRESENTERS 

Alice Joe

SVP, Federal Government Relations

Fidelity Investments

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Speaker

Kristy Croushore

SVP, Federal Government Relations

Fidelity Investments

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Greg Lowman

VP, Advocacy and Policy Communications

Fidelity Investments

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Fidelity stands ready to help you navigate today’s markets, with insights around market volatility, the economy, investing in uncertain times, and business resilience planning.

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Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable.

 

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Policy30: Washington and the Midterms
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Denise Chisolm

Director of Quantitative Market Strategy

Fidelity Investments

 

 Denise Chisholm is a director of quantitative market strategy in the Quantitative Research and Investments division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. QRI supports our investors with timely and actionable insights, manages systematic products and solutions, and enables scale through adoption of common platforms.

 

 In this role, Denise is responsible for focusing on historical analysis, its application in diversified portfolio strategies, and ways to combine investment building blocks, such as factors, sectors, and themes. In addition to her research responsibilities, Denise is a popular contributor at various Fidelity client forums, is a LinkedIn 2020 Top Voice, and frequently appears in the media.


 Prior to assuming her current role, Denise was a sector strategist focused on sector strategy research, its application in diversified portfolio strategies, and ways to combine sector-based investment vehicles. Denise also held multiple roles within Fidelity, including research analyst on the mega cap research team, research analyst on the international team, and sector specialist. Previously, Denise performed dual roles as an equity research analyst and director of Independent Research at Ameriprise Financial. In this capacity, she focused on the integration of differentiated research platforms and methodologies. Before joining Fidelity, Denise served as a cost-of-living consultant for ARINC and as a Department of Defense statistical consultant at MCR Federal. Denise joined Fidelity in 2002 and has been in the financial industry since 1999.


Denise earned her Bachelor of Arts from Boston University.

Alice Joe

Senior Vice President, Head of Investment Specialists

Fidelity Investments

Michael Scarsciotti is a senior vice president and head of Investment Specialists for FI Analytics & Commercialization at Fidelity Institutional®. Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.


In this role, Mr. Scarsciotti leads a team of investment and product consultants specializing in equity, fixed income, ETF, alternatives, and capital markets analysis. They are responsible for collaborating with Fidelity’s investment management, product development, and distribution channels to deliver investment consulting and solutions to FI clients nationally.


Prior to assuming his current responsibilities, Mr. Scarsciotti was vice president of Managed Account Investment Solutions at Fidelity Strategic Advisers LLC and was responsible for single and multi-asset class institutional and intermediary investment solutions. Mr. Scarsciotti also worked for Fidelity Personal Investing and was responsible for the creation of managed account solutions for Fidelity’s retail investor clients. Additionally, he spent several years as a branch office manager within the Fidelity’s investor center network and served in various leadership roles in Fidelity Workplace Investing. He has been in the financial industry since 2003.


Mr. Scarsciotti earned his bachelor of business administration degree in economics from the University of Massachusetts Amherst and his master of business administration degree from North Carolina State University. He is also a CFA® charterholder and CFP® practitioner and holds the Financial Industry Regulatory Authority (FINRA) Series 7, 65, and 24 licenses.




Seth Marks, CFA, CFP, CAIA

Vice President, Capital Markets Strategist

Fidelity Investments

Seth Marks is a vice president and capital markets strategist for FI Analytics & Commercialization at Fidelity Institutional® FI). Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Fidelity Investments is a
leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.


In this role, Mr. Marks is responsible for synthesizing economic analysis and market outlooks from across Fidelity to provide timely, actionable perspectives for financial advisors and institutional investors.
Prior to assuming his current position, Mr. Marks held various other roles within Fidelity, including vice president of Global Equity strategy, vice president of International Equity strategy, and vice president of Sector strategy. He has been in the financial industry since 2001.


Before joining Fidelity in 2010, Mr. Marks held various positions at Nuveen Investments, Charles Schwab, and Morgan Stanley.


Mr. Marks earned his bachelor of science degree in business administration from California State University. He is a CFA® charterholder, holds the CFP® designation, and is a Chartered Alternative Investment Analyst (CAIA). He also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses.

Pranay Kirpalani

Research Analyst/Portfolio Manager

Fidelity Investments

Pranay Kirpalani is a research analyst and portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.


In this role, Mr. Kirpalani is responsible for providing research and recommendations on several stocks across Global Infrastructure. Additionally, he serves as portfolio manager of Fidelity Infrastructure Fund, Fidelity Select Utilities Portfolio, Fidelity VIP Utilities Portfolio, and Fidelity Advisor Utilities Fund. He is also a co-manager of Fidelity Telecom and Utilities Fund, FIAM Small/Mid Cap Core Commingled Pool and FIAM Small/Mid Cap Core Utilities Sub Portfolio. As a member of Fidelity’s Stock Selector Large Cap Group, he is also responsible for managing the utilities sleeves for various diversified sector-based portfolios.


He has been in the financial industry since 2013.


Mr. Kirpalani earned his Bachelor of Arts in economics from The University of Pittsburgh

Ford O'Neil

Portfolio Manager

Fidelity Investments

Ford O’Neil is a portfolio manager in the Fixed Income division at Fidelity Investments*. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.


In this role, Mr. O’Neil serves as the co-lead manager for Fidelity and Fidelity Advisor Strategic Dividend & Income Funds, Fidelity and Fidelity Advisor Strategic Income Funds, Fidelity and Fidelity Advisor Strategic Real Return Funds, Fidelity and Fidelity Advisor Sustainable Core Plus Bond Funds, Fidelity and Fidelity Advisor Total Bond Funds, and Fidelity VIP Strategic Income Portfolio. He also co-manages Fidelity and Fidelity Advisor Multi-Asset Income Funds, Fidelity Total Bond ETF, Fidelity VIP Investment Grade Bond Portfolio, and various institutional taxable bond portfolios.


Prior to assuming his current position in August 1992, Mr. O’Neil was an analyst in Fidelity’s Asset Management division. In this capacity, he was responsible for the electric utility sector.


Before joining Fidelity in 1989, Mr. O’Neil was an associate in the Investment Banking department at Advest, Inc., where he advised corporations on capital raising. He has been in the financial industry since 1985.


Mr. O’Neil earned his Bachelor of Arts in government from Harvard College and his Master of Business Administration from The Wharton School at the University of Pennsylvania.

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