Friday, March 22, 2024 from 11:00 AM to 11:45 AM EDT
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Liam Flaherty 
Julex Capital 

Which Is More Important, Rate Levels Or Rate Surprises?- Discussion with Dr. Rob Brown 

Please join Dr. Rob Brown, CFA, Julex Capital Advisory member, and a thirty-year investment veteran for our weekly webinar series. The topic this week will focus on whether interest rate levels or interest rate surprises are more important.

Dr. Rob Brown, CFA, currently serves as the Chief Investment Strategist at Julex Capital. He is a senior level investment professional with over 3 decades of experience in portfolio management for large, sophisticated foundations, endowments, pensions, and the ultra-high net worth. Prior to Julex, Rob held executive positions with Integrated Financial Partners, United Capital, Genworth Financial, SEI, Envestnet, and the CFA Institute, where he directed the ongoing development of the educational curriculum for the CFA certification program and its examination. 


Prior to joining the investments industry, Rob served as a Professor of Finance at the University of Colorado in Boulder from 1985 through 1989. During this time, he held a faculty position within the graduate school and taught students at the PhD, MBA, and undergraduate levels.

He is a member of the Financial Management Association and the Financial Planning Association. Rob has completed Six Sigma Quality Control training with General Electric and holds GE’s Green Belt process management designation. He also maintains his FINRA Series 7, 63, and 65 securities licenses. 

Rob serves as an Editorial Board member for the Journal of Investing, Journal of Finance and Market, and International Journal of Economics, Finance and Management Sciences. His publications have appeared in the Journal of Derivatives and Hedge Funds, Journal of Investing, Journal of Investment Consulting, Pensions & Investments, FA Magazine, RIA Central, On Wall Street Magazine, Royal Alliance Associates Sourcebook, Bank Investment Consultant, Investment News Magazine, London Financial Times, Financial Planning, Financial Advisor, Journal of Finance and Market, and Journal of Financial Planning.