Patrick Gregory

Lecturer

Faculty Director, Culter Center for Investments and Finance
Academic Division: Finance
Tomasso
# 223

Bio

Patrick Gregory, CFA is the Managing Director of the Stephen D. Cutler Center for Investments and Finance, Director of the Babson College Fund, and a lecturer in the Finance Division at Babson College. He is also the faculty representative on the Board of Trustees Investment Committee, which oversees the College's endowment. Patrick was an institutional portfolio manager and senior equity analyst at FM Global from 2007-2015. He managed the Healthcare, Telecom, and Internet sectors of a $6 billion large cap portfolio. He was also responsible for the selection and ongoing evaluation of nearly $1 billion allocated to third-party investment managers. Prior to working at FM Global, Patrick was a full-time faculty member at Bentley College from 1998-2007. While at Bentley, he was the Director of Graduate Programs in Finance, coordinating the development of two AACSB-accredited Master’s degree programs. He then served as the Managing Director of the Hughey Center for Financial Services, providing strategic direction for the Center’s research, teaching, and asset management activities. Patrick was the only non-tenured faculty member to ever receive the Davis Fellowship at Bentley College. He was also the recipient of the Masnicki Award and the Innovation in Teaching Award. Patrick has taught graduate, undergraduate, and professional education courses in investments, risk management, portfolio management for more than 15 years. He has also taught in the CFA review programs offered at the Boston Security Analyst Society (BSAS), Wellington Management, T.RowePrice, and Fidelity to name a few. Patrick is the co-author of Why Stocks Go Up and Down and author of Financial Management: A Guide to Value Creation. Given his academic and industry experience, Patrick has appeared on CNN and CNBC and provided commentary to a number of news sources including the Wall Street Journal, Business Week, The Boston Globe, and the LA Times.

Academic Degrees

  • MS, Bentley University
  • MBA, St. Bonaventure University
  • BS, Indiana University of Pennsylvania

Academic Interests

Security Analysis Portfolio Management Risk Management Financial Management

Awards & Honors

  • 2015 - Fellow, Stephen D. Cutler Center for Investments and Finance
  • 2003 - Innovation in Teaching Award, Bentley University
  • 2000 - Masnicki Award, Bentley University
  • 1999 - Davis Foundation Fellow, Bentley University

Courses

Degree Courses 2016-2017

  • FIN 7200: BL1 INTRODUCTION TO FINANCIAL MANAGEMENT
  • FIN 7200: BL2 INTRODUCTION TO FINANCIAL MANAGEMENT
  • FIN 4521: BABSON COLLEGE FUND II
  • FIN 7503: BL EQUITIES

Degree Courses 2015-2016

  • FIN 7502: CAPITAL MARKETS
  • FIN 4530: INVESTMENTS

Publications

Books

  • Pike, W.H., Gregory, P.C. (2013). Why Stocks Go Up and Down: Bill Pike Books