2022 “LIFE + COVID” Annus Horribilis or Annus Mirabilis?
A Conversation with Jose Rasco – America’s Dean of Economic Forecasting
Thursday, January 27th | 10.00 AM – 11.00 AM PACIFIC
With the angst and fear of COVID remaining ever-present, albeit diminishing, our thoughts turn to 2022 and the economic expectations for the Bay Area as we continue to battle persistent COVID variants, economic volatility and uncertainty, and a socio-political environment that fosters division and dissent.
To help provide clarity, understanding and a much-needed roadmap for business success for the coming year, LuxeSF is delighted to have back the Nostradamus of economic theory and prediction, Jose Rasco, Managing Director, Head of Investment Strategy at HSBC Private Bank Americas. An acknowledged favorite of LuxeSF members, Mr. Rasco speaks with believable authority on all matters relating to the economy and its predicted direction, and in an articulate and common man style that simplifies the complex and brings understanding and comprehension to a subject that most economists cloud with jargon, confusion and indecision.
If you want to know how the economy and your business performance will shape up in 2022, this program is mandatory viewing.
Chief Investment Officer, HSBC Global Private Banking and Wealth Management – Americas
Jose Rasco is the Head of Investment Strategy for HSBC Private Banking, covering the United States and Latin America. He is a member of the Global Private Banking Investment Committee. Jose has over 25 years of experience in the investment industry and has conducted extensive research on global thematic investing and socially responsible products, as well as portfolio strategies. His commentary has appeared in a variety of leading financial publications and media, including The Wall Street Journal, The New York Times, Fortune, The International Herald Tribune, CNBC, and CNN.
THE GREAT METAMORPHOSIS
The Realtor of the Future – A Preview
Thursday, February 10th | 10.00 AM – 11.00 AM PACIFIC
While reams are currently being written about “The Great Retirement”, the “Great Resignation” and “The Great Migration”, less attention is being paid to the silent, yet significant, change in one of America’s most dominant industries – real estate, and the inevitable impact it will have on the future of the Realtor.
While we can profile the demography of the new breed of Realtor, what we can’t predict is how they’ll do business in a warp-speed world of accelerating change, driven by constantly-emerging technologies and altered consumer buying behavior that has been compelled by COVID.
The current Velcro approach to real estate marketing has served us well for generations – gain the listing, hold an open house, conduct a brokers’ tour and wait for the buyer to emerge. But this pattern of traditional push-pull marketing is about to be eclipsed by an all-new proactive approach, one that combines the sophistication of Artificial Intelligence (AI) and CRM with a revolutionary model that goes one-to-one – identifying the specific buyer in advance and dispensing with all that wasted marketing effort. With this new paradigm, comes a new type of Realtor, with new mindset and new practices to match.
LuxeSF is delighted to engage in conversation with Mark McLaughlin, former Chief Real Estate Strategist at COMPASS, serial entrepreneur and futurist who reads the tea leaves like no other, and Tracey Velt, Editorial Director, REAL Trends. In this compelling discussion, we critically deconstruct the role of the Realtor – who they are, how they’ve done business and how they’ll have to adapt in order to succeed in a brave new world where buying decisions are made by the minute, through non-traditional channels, in a universe were data, as much as relationship, drives the marketing
MARK MCLAUGHLIN, President, McLaughlin Ventures
TRACEY VELT, Editorial Director, Real Trends
MAKING SENSE OF CRYPTOCURRENCIES & NFTS
Thursday, February 24th | 10.00 AM – 11.00 AM PACIFIC
“Blockchain”, “Bitcoin”, “NFT”, “Cryptocurrencies”, “Metaverse”, “Ethereum”, “DeFi” “The Internet of Things”. To the uninitiated, the vocabulary is reminiscent of a sci-fi universe where Dune meets The Matrix. The world of digital currencies has generated savage polarization. There are those who believe it represents the liberalization of currency flow without the intermediation of regulatory authorities or banking controls – a socio-economic shift of magnitude in line with the Industrial Revolution and the development of the Internet. To others, it’s the hybrid child of Charles Ponzi and Elizabeth Holmes, technology-hype on steroids that will inevitably crash and burn, taking with it the financial fortunes of those taken in by its improbable promise.
Yet, the mercantile universe is paying attention. Governments, global financial institutions, mega-corporations and technology behemoths are beginning to invest time, energy and money in testing the cryptocurrency waters. Some even argue that blockchain technology will eventually eradicate traditional and accepted channels of commerce and information-sharing, tailoring life’s transactions to a closed individualized loop between buyer-seller (for products and services) and sender-recipient (for everything else).
Learn the fundamentals of this new digital realm as LuxeSF presents the experts who deliver the knowledge and understanding of this complex and confusing topic in language that the layman can clearly comprehend. Audience Q & A will be encouraged.
Douglas Borthwick, Chief Business Officer, INX.
Jose Rasco, Chief Investment Officer, HSBC Global Private Banking and Wealth Management – Americas
Christopher Roselli, Founder and CEO, iDATATi Inc.
HOW TO MANAGE & CIRCUMVENT AGGRAVATING SUPPLY CHAIN CHALLENGES
Tuesday, March 29th | 10.00 AM – 11.00 AM PACIFIC
Examples continue to abound of supply chain challenges being felt by every sector of the U.S. economy — monthly backlogs on kitchen appliances, furniture from Asian suppliers held up for lack of shipping containers, continued blockages at U.S. ports caused by trucker shortages. The list is endless. And it’s in the home, that the impact is most severe. Interior designers, contractors, architects and realtors complain about their inability to complete their projects on time and on budget.
LuxeSF is hosting an important program on dealing with supply chain challenges. We’ve assembled a panel of experienced experts who can provide the inside scoop on how to best manage these challenges — how to shorten the time-line pressures, which countries/supplier/brands offer shortest lead times, how to get the most out of manufacturer-to-customer service channels, etc. This is the opportunity to learn how to turn supply chain angst into an effective work flow that will minimize shipping delays, maximize productivity and deliver contented clients.
- Sandra Eaton, Regional Director Western Region, Compass Development Marketing Group (for the realtor perspective)
- Jeff Holt, Principal, HEWN Showrooms (for the showroom perspective)
- Greg Lourence, Director, Showroom & Builder Sales, NorCal & Northern NV, Ferguson
- John Stock, Senior Vice President Global Operations Primex Family of Companies (for the national and global perspective)
HOW TO BECOME A CONNOISSEUR – A CORE CURRICULUM
LuxeSF is excited to present a new program series — “How to Become a Connoisseur: A Core Curriculum” featuring penetrating discussions with industry luminaries in Style & Design, the Home, Art, Food & Wine, Jewelry & Timepieces and Travel.
This 6-part series will deconstruct the concept of connoisseurship as it applies to various upscale audiences and luxury sectors, as well as help to better understand how to communicate the essentials of connoisseurship to a public that craves that learning but is denied the tools to acquire the knowledge. This important series will better equip luxury marketers with a fundamental understanding of connoisseurship and how to convey its meaning and importance to their clients and customers.
STYLE & DESIGN WITH SUZANNE TUCKER
(First in the 6-part series)
THURSDAY, APRIL 14TH 10:00 – 11:00AM PACIFIC
ABOUT SUZANNE TUCKER:
Suzanne Tucker strongly believes that by surrounding ourselves with the authenticity of thoughtful design and timeless architecture, we are able to enrich and enhance the quality of our lives. She is recognized today as one of the country’s leading interior designers, with her award-winning projects frequently published in magazines worldwide. Architectural Digest has honored her repeatedly on the AD100 list of top designers and she is included in the Elle Décor A-list and the Luxe Gold List.
Having worked under the legendary Michael Taylor and often referenced as his protégée, she and her husband/partner Timothy F. Marks, founded Tucker & Marks in 1986, building it into the distinguished firm it is today. Suzanne Tucker Home was launched in 2010 with her textile, tabletop and home furnishings line. Suzanne’s first monograph, Rooms to Remember, The Classic Interiors of Suzanne Tucker (The Monacelli Press, 2009) was followed by the publication of Suzanne Tucker Interiors – The Romance of Design (The Monacelli Press, 2013). A third book is planned for publication in the fall of 2022.
Suzanne is one of the four founding Directors of the Northern California Chapter of the Institute of Classical Architecture & Art and currently Director Emeritus, having served on the board for fourteen years. She also serves as a Director on the National Board and has co-chaired the prestigious Arthur Ross Awards in New York since 2014. She has been the Chair of the San Francisco Fall Show since 2015. She also serves on the Board of Directors of the Hearst Castle Preservation Foundation and on the West Coast Council of The Garden Conservancy. In 2020, she received an Honorary Doctorate of Humane Letters from the Academy of Art University.
WHERE ARE MORTGAGE RATES HEADED?
A 30- minute Must-See Program
ay, April 28th 10:00 – 10:30 AM PACIFIC
After two years of robust and heated real estate activity, the Perfect Storm now approaches. Low inventories, high home sale prices, rising inflation and aggressive Federal Reserve reaction have now been joined by interest rate hikes that will very quickly drive first time home buyers and middle-class trader-uppers out of the affordability market.
LuxeSF returns for this special 30-minute presentation featuring Jose Rasco, Managing Director, Head of Investment Strategy at HSBC Private Bank Americas who will provide an incisive assessment of the current mortgage interest rate environment, together with his best prediction on where interest rates are headed – how soon and how high.