Speaker: George Shipp, CFA

Senior Marketing Director of Sterling Capital Management

Meeting date: October 3, 2019

Presentation: Review of Current Equity Markets and 2020 Outlook 

The speaker at the IRT October 2019 meeting will be George Schipp, CFA, Senior Marketing Director of Sterling Capital Management, who will conduct a review of current equity markets and provide his outlook for 2020.

George F. Shipp, CFA®, Senior Managing Director, started the CHOICE Asset Management team of Scott & Stringfellow in 2000 and joined Sterling Capital Management as part of a business realignment in 2013. He has investment experience since 1982. George founded what is now the Sterling Capital Equity Opportunities team in December 2000, after serving for 18 years as a sell-side equity analyst with the broker-dealer BB&T Scott & Stringfellow. He is the lead portfolio manager for the Equity Income and Special Opportunities strategies and has been since their inception. George received his B.A. in Biology from the University of Virginia and his M.B.A. from the University of Virginia’s Darden School of Business. He is a CFA® charterholder

IRT is an educational forum for the presentation and exchange of financial, economic and business information to assist private investors in the management of their individual financial assets.  IRT is not an “investment club” and speakers are not making sales presentations.  Monthly meetings (9 per year) are held at the Country Club of Landfall.  Lunch is served at noon, followed by the featured speaker and a question-and-answer period ending by 1:30pm. Our presenters, recognized leaders in their respective fields, speak on subjects relevant to the current investment and economic environment.  New members and guests are welcome and encouraged at all meetings.  If you would like to attend, please contact us at roundtable477@gmail.com at least one week before the meeting.

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2019 Officers

Beau Cummings – President
Danielle Annechiarico – Vice President
Charles Buckland – Treasurer
Lang Craighill – Secretary
Chris Riley – Immediate Past President

2019 Governors

Lynne Baldacci
Cliff Brock
Ryan Casey
Jay McClung
Chris Tarbert

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Investors Roundtable of Wilmington
PO Box 341
Wrightsville Beach, NC 28480