My 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 professor in the Finance Division at Babson College. He also sits on the 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 the best-selling book 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.

96

Courses

64

Review Sessions

6097

Students Taught

2

Books Published
  • Experience
    • Managing Director, Stephen D. Cutler Center for Investments and Finance

      Babson College

      2015 - Present

    • Portfolio Manager Analyst

      FM Global

      2007 - 2015

    • Professor of Finance

      Bentley College

      1999 - 2007

  • Education

    Master of Business Administration

    Saint Bonaventure University
    1994

    Master of Science in Financial Planning

    Bentley College
    1998

    Certificate (Adv Certificate in Risk Management)

    University of Chicage
    2002
  • Designation

    Chartered Financial Analyst

    2010 - Present

    Certified Risk Manager

    2003-2008

Previous Collaborators

  • "Innovation distinguishes a leader from a follower."

    Steve Jobs

  • “Its choice – not chance – that determines your destiny.”

    Jean Nidetch

  • “Its not that I’m smart. I just stay with problems longer.”

    Albert Einstein

  • “The best investors in the world do not target returns; they focus first on risk”

    Seth Klarman

Background

  • Teaching
    In 2015 I joined Babson College as the Managing Director of the Stephen D. Cutler Center for Investments and Finance, Director of the Babson College Fund, and a professor in the Finance Division at Babson College. I also sits on the Investment Committee, which oversees the College's endowment.

  • Publications
    Our book was an Amazon best seller and is a favorite among value investors. In 2016, we were pleased to have the book listed in Value Walk’s Top 5 Investing Books along with the Graham’s Intelligent Investor and Fisher’s Common Stocks and Uncommon Profits. Interest in the book has been favorably impacted by the release of the film The Big Short, which prominently features Michael Burry, the founder of Scion Capital and one of the few investors to deliver high returns during the financial crisis. Dr. Bury recommended Why Stocks Go Up and Down as one of the 4 fundamental investing texts on his investment blog, which was widely followed by institutional investors.
CONTACT ME



MY OFFICE AT BABSON COLLEGE IS LOCATED AT 223 TOMASSO HALL, WELLESLEY, MASSACHUSETTS.