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Diversified Investors Group - Philadelphia Commercial Sub Group

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  • London Grill

    2301 Fairmount Avenue, Philadelphia, PA (map)

    39.967575 -75.175453

  • Diversified Investors Group  - Philadelphia Commercial Sub Group

    December 6th, 2016

    1st Tuesday of the Month

    6:30 PM to 8:30 PM

    Location: London Grill  2301 Fairmount Avenue, Philadelphia, PA

    Contact:  Joe Scorese[masked] [masked], David Ingemi (856)[masked] [masked], Francis Mangubat[masked] [masked]

    2017 Economic Update from Paul Sloate, CEO of Green Drake Advisors, LLC

    After an extremely insightful discussion of the economic forecast for 2016, Paul Sloate returns to provide analysis for 2017.  Topics he will cover include:

    ·  The economy with a new President.

    ·  Federal Reserve has raised its key interest rate for the first time in nearly a decade, what is the outlook?

    ·  Discussion of various sectors, such as energy, housing, and other areas that affect our business world

    This is a great opportunity to get a start to the New Year and what lies ahead with the economy.

    About our Speaker:

    Paul Sloate is the Founder and Chief Executive Officer of Green Drake Advisors.  He has spent over 30 years advising individuals, families, and institutions on wealth management, investment management, and global economics.  He has appeared on numerous TV shows to share his expertise and hosted Money Matters TV for many years.

    His career has spanned many major areas in the financial world; including commodities – precious metals and energy, equity research at Drexel Burnham Lambert, to investment advisory and wealth management services at Amadeus Partners for Individuals, Families, and High Net Worth Clients.  In 1995 he joined Wellington Management and was one of two Portfolio Managers overseeing large pools of institutional assets.  Following Wellington, he  was a Founding Principal of Schneider Capital Management, helping to build a mid-sized investment management firm.  Later as a Director at Black Rock Financial Management, he helped oversee investments for individuals and institutions.  In 2005, Paul founded what is today, Green Drake Advisors.  Their focus is on serving Individuals, Families, and, High Net Worth Clients in need of wealth and investment management services. 

    He is involved in several non-profit organizations, in addition to giving lectures on investing and economics.  Currently, he provides economic analysis to a member of Congress and to a potential member.  Paul is a graduate of Cornell University with a BA in Economics and History.  Later he earned an MBA from The Wharton School at the University of Pennsylvania.  In his spare time, Paul is an avid fly fisherman, teaches karate, and spends time with his family.

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