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Private Equity & Financial Executives - Annual Economic Forecast
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Members: $35, Guests: $45

2/6/2020
When: Thursday, February 6, 2020
7:30 am - 10:00 am
Where: Pyramid Club
1735 Market Street, 52nd Floor
The Franklin Room
Philadelphia, Pennsylvania  19103
United States
Contact: 215-393-3144


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Private Equity and Financial Executives 

 

Annual Economic Forecast with Paul Sloate

 

Thursday, February 6, 2020
Pyramid Club
7:30 am

 

For our first meeting of 2020, Beacon Private Equity and Financial Executives Subgroups are excited to welcome back Paul Sloate, Founder and President of Green Drake Advisors.

Paul’s speaking, to Beacon’s Private Equity Subgroup to kick off the new year, has become an annual tradition. As always, he will share his thorough and insightful forecast of what’s ahead for the economy, his economic perspective as relates to the 2020 election, as well as how the private equity markets may fare and where capital will flow to and from.

Plan to join us for Paul’s informative and entertaining presentation. We are excited to be holding this joint Beacon Private Equity/Financial Executives meeting at the Pyramid Club in Center City. This meeting is OPEN to all Beacon members and guests. Paul’s events have always sold out in the past so we suggest early registration, Don’t hesitate and miss out.

 

A Beacon event, all will want to attend!

 

Paul Sloate is the Founder and President of Green Drake Advisors and serves as Chief Investment Officer of the firm. He is an expert in value investing, portfolio management, and financial analysis. Prior to founding Green Drake, Paul was a Director at BlackRock Financial Management and co-managed the $1.5 billion Large Cap Value Fund.  Before BlackRock, Paul was a founding principal of Schneider Capital Management, helping to build a $2 billion institutional asset management firm.  His over twenty-five years of experience in the industry includes serving on the Financial Accounting Policy Committee for the Association for Investment Management & Research (now the CFA Institute) and as a Senior Vice President and Portfolio Manager at Wellington Management. Paul graduated Cum Laude, Phi Beta Kappa, from Cornell University and received an MBA with Distinction from The Wharton School at the University of Pennsylvania. Paul is active in several non-profit organizations and lives with his wife and children in Bryn Mawr. He’s also a good friend.

Green Drake Advisors is a full service Registered Investment Advisory (RIA) firm serving families, business owners and professionals to guide them in meeting both their short and longer term financial goals and objectives. The firm’s principals have over 60 years of collective investment experience managing money through numerous market cycles. The firm is passionate about providing superior results and service to its clients. Its Focus on Fundamental Research provides Significant Insights that drive its’ Proprietary, Disciplined Investment Process. Much more about Paul and Green Drake Advisors at www.greendrakeadvisors.com.

 

This meeting is OPEN to all Beacon members and guests. 

Members: $35

Guests: $45