February Chapter Program 
***THURSDAY February 12th

Registration and networking 11:30 am - 12 noon, Meeting 12 noon - 2:30pm
Courtyard by Marriott 1475 S Colorado Blvd, Denver, 80222 

Guest Speaker #1- Steven Ellis
Impact Investing: The Next Big Thing? 

Guest speaker #2- Chris Reece
Credit Investing in US Energy Markets

Meet your speakers:

Steven Ellis
Founder and President,
Colorado Capital Management 

Steve is the founder and president of Colorado Capital Management, which manages $240 million for individuals and foundations and is a Certified B Corporation.  He has 30 years of experience in the financial industry. His early work included teaching college courses in accounting and finance, consulting for a major accounting firm, and researching and acquiring investments as the chief due diligence officer of a national financial planning firm. Since 1989, he has advised individual and institutional investors on the management of their wealth. He is currently spearheading the firm’s work in the area of impact investing. He is a Chartered Financial Analyst (CFA), holds a business degree from the University of Colorado, magna cum laude, and a masters degree from Cornell University.  Steve is an active volunteer, having served throughout his career on the board or the finance/investment/allocation committees of numerous non-profits in our community. 

Christopher R. Reece, CFA
Senior Vice President,
Fund Strategy Franklin Square Capital Partners

 Christopher Reece serves as Senior Vice President for our Fund Strategy group and is involved in the management, development, rollout and marketing of Franklin Square's product lines, with a focus on the FS Energy & Power Fund. With over 18 years in the investment and financial services industry,      Mr. Reece has a wealth of experience ranging from investment management to institutional sales.

Prior to joining Franklin Square, Mr. Reece spent five years as a Director with Turner Investment Partners, an investment firm that managed more than $13 billion of securities for institutions and individuals. At Turner, he was responsible for managing the firm’s largest institutional relationships spread across alternative, domestic and international strategies. In this role, he was also responsible for generating investment research and articulating detailed portfolio analysis of the firm’s strategies to clients. Prior to joining Turner, Mr. Reece was a Product Specialist with Planco/The Hartford Mutual Funds and was instrumental in successfully building out their registered investment advisor channel. His product responsibilities focused primarily on positioning The Hartford Floating Rate Fund to advisors and wholesalers. Prior to this role, he spent two years at David Vaughan Investments as a senior relationship manager and eight years at The Vanguard Group, most recently as an international investment analyst.

Mr. Reece received his MBA from Villanova University and his BS in Finance from Drexel University. He also holds the Chartered Financial Analyst designation and is an active member of both the CFA Institute and the CFA Society of Philadelphia.