College of Charleston Strategic Investment Symposium

Charleston, South Carolina, Jan. 30, 2023 (GLOBE NEWSWIRE) — The Investment Program at the College of Charleston School of Business will host its ninth annual Strategic Investment Symposium on Friday, February 24, 2023, at the Francis Marion Hotel in Charleston , South Carolina.

Over the past eight years, the symposium has attracted more than 1,400 attendees from across the country interested in investment strategy, including financial professionals, institutional wealth managers and investors looking for ways to stay abreast of cutting-edge practices.

Mark Pyles, professor of finance and director of the Charleston College of Business School’s Investment Program, is proud of how far she has come.

“When we held our first symposium, it started as a small idea and an extension to the core operations of the School of Business’ investment program,” he says.

Featured by Princeton Review, the School of Business’ investment program provides students with a career-oriented application of theoretical knowledge learned in the classroom through analytical asset valuation, portfolio management and group collaboration.

“We just wanted to give our students access to industry professionals. Suffice it to say that the event has now grown into much more than that and much more than I could have ever dreamed of.’

According to Walter Green, chairman of the program’s advisory board, recent improvements have taken the event to the next level.

“Last year, to meet the growing interest, we moved to larger facilities, expanded publicity and added breakfast, lunch and a networking reception,” says Green. “As a result, attendance grew to more than 250 participants from 20 states. This year registrations and sponsor interest are well ahead of previous years and we expect another full house.”

From plenary sessions on global markets and investment strategies to sessions on topics such as portfolio construction and trends in alternative investments, the event ensures that attendees will leave with actionable takeaways.

Professionals involved in the management of endowments, foundations and family offices will benefit from discussions around common asset management strategies. Those on the sell side will gain expertise to help build their products and services, and those on the buy side will come away with fresh knowledge to better advise and manage their clients’ portfolios. Any business professional directly involved with investing money in an increasingly complex investment environment will benefit from attending.

The one-day strategic investment management event will host industry professionals from across the country and more than 20 speakers from the field.

“Our range of speakers is outstanding,” says Pyles. “These individuals, many of whom are regulars on CNBC, Fox Business, Bloomberg and other high-profile business programs, make up a collective list of speakers that we humbly submit is as strong as you’ll find.”

Featured speakers at this year’s event include:

  • David Beilin, Chief Investment Officer and Global Head of Investments, Citi
  • Cameron Dawson, Chief Investment Officer, NewEdge Wealth
  • Paul Donovan, Chief Economist, UBS Global Wealth Management
  • David Kelly, Chief Global Strategist, JP Morgan Asset Management
  • S. Alan McKnight, Jr., Executive Vice President, Chief Investment Officer, Regional Asset Management

Since 2015, the symposium has had nearly 200 industry-leading speakers and more than 250 companies, organizations and colleges represented by attendees. This is the only event of its kind in the region where attendees enjoy Charleston hospitality while exchanging ideas and engaging with the industry’s leading investment professionals.

Sponsors of the 2023 Strategic Investment Symposium Sponsors include Tandem Investment Advisors; UBS; JP Morgan Private Bank; Trust first; College of Charleston Foundation; Swan Global Investments; Changebridge Capital; Greenwood Capital; CFA Society South Carolina; Greystar; Charleston Angel Partners; Capasso Planning Partners; Verum Partners; Pawleys Investment Advisors; Richman Real Estate Investments, Inc.; Bank of America Private Bank; and Detterbeck Wealth Management.

To learn more information and to register, visit


Leave a Comment

Your email address will not be published. Required fields are marked *