Mindset

We are thrilled to welcome back Steve Pavlick to the Mindset team, now as Principal, focused on helping expand our advisory work on behalf of a broad mix of investor and corporate clients. Steve brings with him a wealth of expertise from his time in the private sector and in the Trump administration, where he served on the President’s transition team and as Deputy Assistant Secretary of the U.S. Treasury and advisor to Secretary Steven Mnuchin. We look forward to invaluable strategic insights and other contributions he will make to our work on behalf of clients navigating today's dynamic policy landscape. Learn more here: https://bit.ly/4cFeJcY

We are thrilled to announce that Heather Slavkin Corzo has joined Mindset as a Principal in our Financial Services Practice. Heather brings a wealth of experience and deep expertise from her most recent role as Policy Director at the U.S. Securities and Exchange Commission (SEC). Her impressive background in capital markets regulation and financial policy will be invaluable to our clients as they navigate today's complex economic and regulatory landscape. To learn more about Heather’s expertise and achievements, read our press release: https://bit.ly/3zzppv7

Yesterday, Mindset Director Rebecca S. Alcorn participated in a fireside chat at the FDTA Forum 2024 to discuss the future of the Financial Data Transparency Act and the legislative history of the law.

Mindset partner Jeb Mason spoke at the Housing Policy Council's 2024 Annual Meeting last week to share his perspectives with leading mortgage executives on the housing policy outlook for 2025 and beyond.

I had a great time with a spectacular group of Hill staffers talking about SECURE 2.0, tax reform, the forthcoming SECURE 3-peat (a crowdsourced name that I personally love!) among other things. Basically it’s never dull in the retirement policy world.

If you’re in Washington, D.C., join us on June 5 for an interactive housewarming event to learn more about the homebuying process. We’ll share the latest tech advancements in housing, our efforts to improve access and affordability across the country, and more. Register today!

To kick off Asian American Native Hawaiian and Pacific Islanders Heritage Month, Mindset Principal Lauri Ng moderated a roundtable discussion with Representative Grace Meng. AAPILA hosted the congresswoman as a part of the Congressional Member Series to kick off Asian Pacific American Heritage Month. Mindset thanks Rep. Grace Meng for all her hard work and commends Lauri for moderating. #AANHPI

Recently, Mindset’s Kendra Kosko Isaacson spoke with Pensions & Investments to share her perspective on the Department of Labor’s efforts to build a lost-and-found database to help Americans find their lost retirement savings. “I hope that the DOL will hear the comments and figure out a path to make this work, because I do think it's a necessary tool, but it has to work for employers and not add to their liability.” Read the full story here: https://lnkd.in/dwTiNSXn 

On April 25, Mindset partner Chris Brown spoke on a panel hosted by the Congressional Western Caucus Foundation's Lake Tahoe Forum, discussing wildfire risk, pre-disaster mitigation, and impacts on home insurance availability and affordability.    Learn more about the Congressional Western Caucus and their work here: https://lnkd.in/ebdRiwRd

On April 24, Mindset Partner Lisa (Lederberger) Peto will be moderating a panel hosted by Women in Housing and Finance, Inc. focused on how small businesses can utilize tools from both the private and public sectors to bolster their resiliency in today’s economic climate.    She’ll be joined by Sarah Timoney Paul of Intuit, Dolores "Lori" Rowen of the Small Business Administration, and Hilda Kennedy of AmPac Business Capital.    Register here: https://lnkd.in/d-tQASSk