This was a presentation for American Resort Development Association. For the timeshare industry, we covered US economy, Federal Reserve, Janet Yellen, US politics, Trump victory, policy, regulations, taxes, tax reform and Brexit. Go to www.andrewbusch.com for my research and speaking topics.

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US Economy
Stay Positive!

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Problems and Solutions
US & Intl Economic Situation
2016 Outcome & Implications
Future Growth

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51yrs old

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2.9%

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4.9%

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+161K

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Quiz Time!

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Productivity=Growth

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Fed solution summary

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Policy solutions for growth
Free Trade=lower tariffs
Reg. Relief=reduced costs
Tax reform=capital formation
w/incentives
Infrastructure=efficiency
Energy Production

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His econ & tax plan
Cut Corp Tax to 15%
Limit Pass Thru 15%
1x 10% Repat Tax
Ag TPP and NAFTA
Impose tariffs on
imported goods
Big Drop in Interest
Deductibility
New $500B infrastructure
Full expensing!

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100 day energy & reg plan
Save coal industry, Pass Keystone,
Lift moratorium for energy on Fed. lands
Cancel Paris Climate Agreement
Rescind and Reform:
Dodd-Frank
Obama executive actions,
Climate Action Plan,
WOTUS, Obamacare,

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Trump plans help/hurt
Help: big tech & big pharma
Hurt: debt heavy balance sheets
Help: industrials & manufacturers
Hurt: free trade
Help: energy production
Help: Transportation/Engineering
Help: financial sector

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Trump 2017 Plans
biz tax cuts
reduce regs
full expensing
against free trade
big hydro carbon
big infra
enforce immigration
curtail CFPB

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What is the hope?
Trump is a “businessman”

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Polling before

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1,200 Advice & Consent jobs
SCOTUS
Cabinet
SEC
CFTC
CFPB

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“First thing out of the gate
is a budget that gets tax
reform, that gets this debt
and deficit under control
and gets our military what
they need. Then we've got
to go work on regulations. I
want to work on poverty
and welfare. I want to work
on the rest of this agenda
(Better Way), effectively.”

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Policy solution summary

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Future Growth Solutions
AI, Big Data, Analytics
Tech: disruptive vs. collaborative
Millenials: visual, social, digital

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Big Data, Analytics, AI

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Big Data, Analytics, AI

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… tech startups don’t
care about regulations.
They want to get a group
of clients and then
figure it out later

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Tech challenges
Collaborative: TUG, Redweek,
Timeshare Marketplace
Disruptive: VRBO, airbnb, HomeAway

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Big challenge, big opportunity
Digital natives, distrust of big,
community focused
Giving HOPE

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Final Thoughts…