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CofC Strategic Investment Symposium

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The Symposium is the Program's preeminent annual event.  Each year, the Program hosts top speakers and industry professionals for a one-day event on strategic investment management.  The Symposium is designed to allow for a dynamic exchange of ideas related to a wide range of investment management strategies and concepts.  It is meant to serve as a unique opportunity for the rapidly growing financial community in Charleston to network and interact with other professionals, as well as the students and faculty/staff of the School of Business.

We are thrilled to announce the 5th Annual Symposium to be held on March 1, 2019. The agenda for the day is:

Schedule 2018

Confirmed Speakers for 2019 CofC Strategic Investment Symposium

DAVID MARCUS

Co-Founder and CEO, Evermore Global Advisors - Summit, New Jersey

D. SCOTT PHILLIPS, JR.

Portfolio Manager and Head of Research, Templeton and Phillips Capital Mgmt. - Chattanooga, TN

CHRISTIAN H.M. ALBERT

Managing Partner, Bowside Capital - Charleston, SC

ERIC BALCHUNAS

Senior ETF Analyst, Bloomberg Intelligence - Philadelphia, PA

DUSTIN BARR, CFA

Consultant and Director of Research, Carolinas Investment Consulting - Charlotte, NC

MARK BUONO

Managing Director—Investment Office, Global Atlantic Financial Group - New York City, NY

JASON BRITTON

Founder and Managing Partner, Reflection Companies - Charleston, SC

JIM CAROLL

Managing Partner, LongRun Capital Management - New York, NY

THOMAS CAROLL

Partner, Ballast Rock Capital and Watermark Partners Real Estate - Charleston, SC

OLIVIA COCO

Associate, Goldman Sachs - Dallas, TX

PETER COSTA

Managing Partner,  Costa Family Office - New York, NY

CHARLES CROW IV

Chief Data Scientist, Portfolio Manager, and Partner, Weiss Multi-Strategy Advisors - New York, NY

TOM DORSEY

President of Dorsey Holdings and Founder of Dorsey, Wright & Association - Richmond, VA

WILL DUBE

Research Analyst, Frontier Capital - Charlotte, NC

ELIZABETH HAMMOND

Director, Kohlberg Kravis Roberts & Co - New York City, NY

DAVID HAYTHE

Senior Advisor,  Morgan Stanley - Charleston, SC

GABE HENDERSON

Associate,  Goldman Sachs - New York City, NY

DR. JOANNE HILL

Chief Advisor for Research and Strategy, CboeVest - McLean, VA

JOHN LEWIS

Visiting Assistant Professor, The Citadel: The Military College of South Carolina - Charleston, SC

MATT MORAN

Head of Global Benchmark Indexes Advancement, Cboe Global Markets - Chicago, IL

JOHN OSBORNE

Managing Partner, Good Growth Capital - Charleston, SC

PAUL MEEKS, CFA

Portfolio Manager, Wireless Fund (WIREX) & Independent Solutions Wealth Management - Bellingham, WA

J. TIM SNAVELY

Portfolio Manager, Crawford Investment Counsel - Atlanta, GA

DEAN SMITH

Founder and Principal, Stonehenge Financial Partners - Charleston, SC

MCLEAN WILSON

CEO, inFactor Corp; General Partner, Charleston Capital Management - Charleston, SC

DR. D. SYKES WILFORD

W. Frank Hipp Distingtuished Professor in Business Administration, The Citadel: The Military College of South Carolina - Charleston, SC

                            . . . AND MORE TO COME!

SPONSORS

2019 Sponsors

View past program's below:

Strategic Investment Symposium Spring 2018

Strategic Investment Symposium Spring 2017

Strategic Investment Symposium Spring 2016

Strategic Investment Symposium Spring 2015

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