ERIE, Pa. — A panel of financial experts will discuss investment strategies in the latest presentation of the Finance Speaker Series at Penn State Behrend.
The discussion, titled “Investing in 2016 and Beyond,” will be held at 7 p.m. Wednesday, Jan. 20, in Room 180 of the Jack Burke Research and Economic Development Center, 5101 Jordan Road. The program is free and open to the public, and free parking will be available in the deck located behind Burke Center, off Technology Drive.
Greg Filbeck, the Samuel P. Black III Professor of Finance and Risk Management and the associate director for the Black School of Business at Penn State Behrend, will moderate the discussion. Filbeck conducts consulting and training worldwide for candidates for the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Adviser (CAIA) designations, and he also holds all three designations.
The panelists for the program include:
- Tim Krause, assistant professor of finance at Penn State Behrend. Prior to his career in academia, he spent 20 years in the financial services industry as an investments professional and held management positions at Zecco Trading, Vector Capital Markets, BNP Paribas and Bank of America.
- Susan Middleton, CFA, chief investment officer and chief compliance officer for Counsel Fiduciary, LLC. She previously spent 18 years as a process or quality control engineer to a number of manufacturing firms.
- Adam Nelson, a 2008 Penn State Behrend finance graduate. He owns the Buffalo Road branch of Edward Jones and manages $60 million in investments for both clients and businesses.
- Eric Robbins, CFA, lecturer in finance at Penn State Behrend. The courses he teaches include corporate finance, investments and retirement planning.
- Ryan Smith, private wealth advisor, Mosaic Wealth Consulting. He joined Mosaic Wealth Consulting and Lincoln Financial Advisors in 2011, and his practice specializes in the areas of retirement planning, investment planning and wealth preservation. He has been in the financial services industry for seven years.
The Finance Speaker Series is an outreach program of the Black School of Business at Penn State Behrend. For more information about the event, contact Filbeck at mgf11@psu.edu or call 814-898-6107.