School of Charleston Strategic Funding Symposium Returns for Ninth 12 months

Over the previous eight years, the symposium has attracted attendees from throughout the nation keen on funding technique, together with monetary professionals, institutional wealth managers and traders on the lookout for methods to remain present on cutting-edge practices.

School of Charleston

College of Charleston

School of Charleston

Charleston, South Carolina, Jan. 30, 2023 (GLOBE NEWSWIRE) —  The College of Charleston School of Business Funding Program will host its ninth annual Strategic Investment Symposium on Friday, February 24, 2023, on the Francis Marion Resort in Charleston, South Carolina.

Over the previous eight years, the symposium has attracted greater than 1,400 attendees from throughout the nation keen on funding technique, together with monetary professionals, institutional wealth managers and traders on the lookout for methods to remain present on cutting-edge practices.

Mark Pyles, professor of Finance and director of the School of Charleston College of Enterprise Funding Program, is pleased with how far it has come.

“After we held our first symposium, it began as a small concept and an extension to the central operations of the College of Enterprise Funding Program,” he says.

The Princeton Assessment-featured College of Enterprise Funding Program offers college students career-oriented utility of theoretical information realized within the classroom by means of analytical asset valuation, portfolio administration and group collaboration.

“We merely needed to provide our college students entry to {industry} professionals. Suffice it to say, the occasion has now blossomed into rather more than that, and rather more than I’d have ever dreamed.”

Based on Walter Inexperienced, chairman of this system’s advisory board, latest enhancements have taken the occasion to the subsequent degree.

“Final yr, to accommodate the rising curiosity, we moved to bigger services, expanded publicity, and added breakfast, lunch, and a networking reception,” says Inexperienced. “Because of this, attendance grew to greater than 250 attendees from 20 states. This yr, registrations and sponsor curiosity are working properly forward of prior years, and we anticipate one other full home.”

From plenary periods on international markets and funding methods to breakout periods on subjects akin to portfolio development and tendencies in different investments, the occasion ensures attendees stroll away with sensible takeaways.

Professionals concerned within the administration of endowments, foundations, and household places of work will profit from discussions surrounding normal asset administration methods. These on the promote facet will acquire skilled information to assist within the creation of their services and products, and people on the purchase facet will come away with recent information to raised advise and handle their purchasers’ portfolios. Any enterprise skilled with a direct hyperlink to placing cash to play in an more and more complicated funding setting will profit from attending.

The one-day occasion on strategic funding administration will host {industry} professionals from across the nation and more than 20 speakers from the sector.

“Our speaker lineup is outstanding,” says Pyles. “These people, lots of that are common company on CNBC, Fox Enterprise, Bloomberg, and different high-profile enterprise applications, make up a collective speaker record that we humbly submit is as sturdy as you will discover.”

Featured audio system of this yr’s occasion embrace:

  • David Bailin, Chief Funding Officer & World Head of Investments, Citi

  • Cameron Dawson, Chief Funding Officer, NewEdge Wealth

  • Paul Donovan, Chief Economist, UBS World Wealth Administration

  • David Kelly, Chief World Strategist, J.P. Morgan Asset Administration

  • S. Alan McKnight, Jr., Govt Vice President, Chief Funding Officer, Areas Asset Administration

Since 2015, the symposium has had practically 200 industry-leading audio system and greater than 250 companies, organizations and faculties represented by attendees. It’s the solely occasion of its type within the area the place attendees take pleasure in Charleston’s hospitality whereas exchanging concepts and interesting with the {industry}’s main funding professionals.

Sponsors of the 2023 Strategic Funding Symposium sponsors embrace Tandem Funding Advisors; UBS; J.P. Morgan Non-public Financial institution; First Belief; School of Charleston Basis; Swan World Investments; Changebridge Capital; Greenwood Capital; CFA Society South Carolina; Greystar; Charleston Angel Companions; Capasso Planning Companions; Verum Companions; Pawleys Funding Advisors; Richman Actual Property Investments, Inc.; Financial institution of America Non-public Financial institution; and Detterbeck Wealth Administration.

To study extra data and register, go to




CONTACT: Mike Robertson School of Charleston 8439535667 [email protected]
Previous post Brian Scalabrine makes NBA debut; 2nd lowest level whole
Next post 88 Each day Journal Prompts on Life, Love, and Gratitude