Patrick Gregory

  • Senior Lecturer
  • Managing Director, Cutler Center for Investments and Finance
  • Managing Director, Stephen D. Cutler Center for Investments and Finance
Academic Division: Finance

Bio

Patrick Gregory, CFA is the Managing Director of the Stephen D. Cutler Center for Investments and Finance, the Director of the Babson College Fund, and a Senior Lecturer in the Finance Division at Babson College. In this role, he oversees Babsons state-of-the-art investments lab, signature learnings experiences like the Babson College Fund, and thought leadership events such as The Future of FinTech Conference, which help to position Babson at the forefront of finance education.

Before coming to Babson, Patrick was an institutional portfolio manager at FM Global from 2007-2015, where he managed the Healthcare, Internet, and Telecom sectors of a $6 billion portfolio. He was also responsible for the evaluation, selection, and ongoing evaluation of third-party investment managers. As a result, Patrick is a member of the Board of Trustees Investment Committee, which is responsible for the Colleges endowment.

Patricks academic career started in 1998. He was a full-time faculty member at Bentley College from 1998-2007. While at Bentley, he was the Director of Graduate Programs in Finance, where he coordinated the development of two AACSB-accredited Masters degree programs. He then served as the Managing Director of the Hughey Center for Financial Services, providing strategic direction for the Centers research, teaching, and asset management activities. While at Bentley, Patrick was the recipient of the Davis Fellowship, Innovation in Teaching Award, and Masnicki Award.

Patrick is also the Lead Instructor for Kaplan Schwesers Chartered Financial Analyst (CFA) programs in Boston, which are offered in partnership with CFA Society Boston. He has taught Level II courses and workshops for Kaplan since 2010 at firms such at Fidelity, Wellington Management, and T. Rowe Price. The topics Patrick teaches range from equity investments to derivatives and portfolio management.

Patrick is the co-author of Why Stocks Go Up and Down and author of two editions of Financial Management: A Guide to Value Creation. Given his academic and industry experience, he 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.

He is a CFA charterholder and member of the CFA Institute and CFA Society Boston.

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
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Courses

  • Degree Courses 2018

    • FIN 7572 BABSON COLLEGE FUND
    • FIN 4520 BABSON COLLEGE FUND I
    • FIN 7503 EQUITIES
    • FIN 7200 SF INTRODUCTION TO FINANCIAL MANAGEMENT
    • FIN 4521 BABSON COLLEGE FUND II
    • FIN 3560 FINANCIAL MARKETS AND INSTRUMENTS
  • Degree Courses 2017

    • FIN 7572 BABSON COLLEGE FUND
    • FIN 4520 BABSON COLLEGE FUND I
    • FIN 3560 FINANCIAL MARKETS AND INSTRUMENTS
    • FIN 7200 BL1 INTRODUCTION TO FINANCIAL MANAGEMENT
    • FIN 7200 BL2 INTRODUCTION TO FINANCIAL MANAGEMENT
    • FIN 4521 BABSON COLLEGE FUND II
    • FIN 7503 BL EQUITIES

Publications

Book

  • Pike, W.H., Gregory, P.C. (2013). Why Stocks Go Up and Down. Issue: 4th, Page: 432. Bill Pike Books.

Additional Links