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Faculty Profiles

Patrick Gregory

  • Senior Lecturer
  • Managing Director, Stephen D. Cutler Center for Investments and Finance
  • Director of the Babson College Fund
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 Babson's state-of-the-art investments lab, signature learning experiences like the Babson College Fund, and thought leadership events that position Babson at the forefront of finance education.

Before joining the faculty, 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 equity 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 managing the College's endowment.

Patrick's 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 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. While at Bentley, Patrick was the recipient of the Davis Fellowship, Innovation in Teaching Award, and Masnicki Award.

Patrick is a member of the Board of Directors for CFA Society Boston. He is also the Lead Instructor for Kaplan Schweser's Chartered Financial Analyst (CFA) programs in Boston, which are offered in partnership with CFA 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.


Academic Degrees

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

Academic Interest / Expertise

Investing; Security Analysis; Portfolio Management; Valuation; Risk Management; Environmental, Social, and Governance (ESG),; Financial Management

Awards & Honors

  • 2020 — CFA University Affiliate Status, CFA Institute
  • 2019 — Most Impactful Faculty , Babson College Class of 2019
  • 2019 — CFA Equity Research Challenge, CFA Institute
  • 2018 — Graduate School Excellence in Service Award, Babson College
  • 2017 — CFA University Affiliate Status, CFA Institute
  • 2017 — CFA Equity Research Challenge, CFA Institute
  • 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
More

Courses

  • Degree Courses 2021

    • FIN 7572 BABSON COLLEGE FUND
    • FIN 4521 BABSON COLLEGE FUND II
    • FIN 7502 CAPITAL MARKETS
  • Degree Courses 2020

    • FIN 7572 BABSON COLLEGE FUND
    • FIN 4520 BABSON COLLEGE FUND I
    • FIN 7503 EQUITIES
    • FIN 7502 CAPITAL MARKETS
    • FIN 4521 BABSON COLLEGE FUND II
    • FIN 4530 INVESTMENTS

Publications

Books

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

Additional Links