Meeting Open to ALL GPSEG Members.
Registration - $35
What's Ahead for Private Equity in 2016?
Founder, President & Chief Investment Officer
Green Drake Advisors
For our first meeting of 2016, we are excited to welcome back Paul Sloate, founder, president and chief investment officer of Green Drake Advisors. Now a new year tradition for the Private Equity Subgroup, Paul will once again be our January speaker, sharing his always thorough and insightful forecast of what’s ahead for the economy, how the private equity market will fare and where capital will flow to and from. Don’t miss Paul’s informative and entertaining views.
About Paul Sloate
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 Advisors, 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.
About Green Drake Advisors
Green Drake Advisors is a boutique Investment Management firm, serving Qualified Investors, Independent RIA’s, Family Offices, Endowments, and Foundations. 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. As Stewards of Clients’ Assets, Green Drake focuses on Preserving and Growing its Clients’ Wealth. The firm’s dedication to service and open dialogue with Clients impels it to transmit its Thinking and Insights to Clients on a regular basis. Much more about Paul and Green Drake Advisors at http://www.greendrakeadvisors.com/
Save The Date
February 16 - Join us for a true "insider's look" at the private equity operating partner role. Paul Litwack, CEO of three different companies and member of three corporate boards, will discuss the criteria for selecting operating partners and how to become one.
March 15 - Carl Rapp, President & CEO of Philadelphia Gear, and Vice President, Timken, will offer an insider's perspective on the very different challenges and operating environments senior executives must navigate in private equity versus publicly traded companies.
April 19 - Paul Halpern, Chief Investment Officer of Versa Capital Management, a large, successful Philly-based private equity firm focused on investing in distressed companies, will address the group on "Finding Diamonds in the Rough."