Annual Investment Performance Update and Outlook 2021-2022

Dec 17
8:00 - 4:00 p.m.

Penn State Great Valley - Main Bldg
Malvern - Map

8-Other
CPE Credits

Learn about recent domestic and global equity and bond market activity. Explore the impact of recent market and economic events on current market conditions, investment objectives, and future decisions.
Highlights

Fundamental investment markets and products
Investment allocation options
Factors that affect potential market direction, including economic conditions
Bonds: valuation analysis and projections
Basic investment valuation techniques and the valuation of investment products
Advantages and disadvantages of various products
Common investment problems and mistakes
Areas of investment and insurance misunderstanding and misuse
Basic analysis, valuation, and ratings of fixed instruments and equities, including life insurance products
Asset allocation and risk tolerance decisions
Deceptive marketing techniques
Costs, fees, and commissions

Registration

PICPA Member: $285
Nonmember: $385

More Information

Course No. 663301 Level: Update

Prerequisites: None

Notes

Masks Required
Penn State requires all individuals, regardless of their vaccination status, to wear face masks while inside all campus buildings. Read more about Penn State's event policies.

Speaker(s)

Gerald Carnes

Professor / Proprietor

GERALD “Chip” CARNES, JR. MBA, CPA, CFF (ret), RIA (ret),

Emeritus Professor 2020-2021

Following retirement from his active Investment Advisory practice beginning in 2020, and his tenured University teaching position in the same year, Chip has continued to research the investment markets seeking to identify reliable financial analytics in order to help investors improve their investment decision making.

After his graduation from Penn State and completion of his military obligation many years ago, Chip came back home to PA and completed his MBA at Gannon University, Erie, PA evening program. He had previously accepted an Industrial Engineering position at a manufacturing division of Textron, Inc. located in western PA. He left Textron five years later to complete a career change at the encouragement of friends and family, and especially a former military buddy who had since become a CPA. His background and experience became valuable to his new employer, and helped him complete the career move easily and pass the CPA exam quickly.

As Chip opened his own CPA practice he accepted a teaching position at a local state owned University to supplement his income. He enjoyed the college environment and continued to teach until his recent retirement. In his practice Chip became heavily involved in Financial Planning which lead to his Investment Advisory registration with the U.S. Securities & Exchange Commission, and the PA Securities Commission. Early in this extension of his new career Chip’s engagements almost totally came from referrals from his fellow CPA’s. In additional to Investment Advisory service and financial planning Chip eventually provided Litigation Support, and Expert Witness testimony in securities cases. This experience lead to Chip becoming an NASD Arbitrator.

Chip is currently living in Cary, NC near his family, but maintains his office and long time residence in Pennsylvania.