Join us for a luncheon and educational panel discussion on July 18th.
Gilbert & Cook Portfolio Manager, Brandon Grimm, will moderate our panel of professionals as they discuss the 2019 economic outlook, the current state of the market and their expectations covering a broad range of economics from both public and private equity to agriculture. Lunch will be provided.
Meet our Panelists
Chris Cook, CPA, CFA
Chief Investment Strategist Gilbert & Cook, Inc.
As one of the owners of Gilbert & Cook, Inc., Chris has lead responsibility for client investment strategy and implementation. His strength is in portfolio construction and the design process of overall asset allocation. Client education and understanding are key tenets to that investment process.
Prior to joining the Gilbert & Cook team, Chris helped grow and manage a multi-billion dollar asset management firm for more than ten years.
Chris earned a bachelor’s degree in accounting from the University of Northern Iowa and soon after passed the Certified Public Accountant (CPA) exam. He also holds the Chartered Financial Analyst (CFA) designation. As a current member of both the Iowa Society of CPAs and the CFA Institute, Chris has pledged to uphold the code of ethics in both disciplines.
President, BCC Advisers
President and Co-Founder of BCC Advisers, Steven Jacobs specializes in assisting shareholders and managers identify and accomplish business transfer, corporate finance and business planning objectives.
With over 35 years of experience in the financial services industry, structuring and negotiating transactions and advising companies on financial matters, Mr. Jacobs works with business owners in a variety of industries and markets worldwide.
Prior to founding BCC Advisers in 1990, Mr. Jacobs had a 13-year career with Bankers Trust Company providing commercial, real estate, and consumer lending as a Senior Officer, as well as managing the retail banking division. Mr. Jacobs earned his B.S. and M.B.A. from Drake University. He is a licensed Iowa Real Estate Broker and a Registered Representative with StillPoint Capital, LLC, licensed to deal in securities relating to business transfer, capital markets, corporate finance, limited partnerships and private placements
Dr. Keri Jacobs
Economist, Iowa State University Extension
Dr. Keri L. Jacobs is the Iowa Institute for Cooperatives Economics Endowed Professor, an associate professor, and extension economist in the Department of Economics at Iowa State University. She received a B.A. in economics and business administration from Coe College in 1996 and a Ph.D. in economics from North Carolina State University in 2010.
In her role at ISU, she is an undergraduate educator, researcher, and extension specialist with a focus on cooperatives. In her extension capacity, Jacobs’ provides education and content to cooperative boards, management and other co-op stakeholders. The extension programming is designed to enhance the effectiveness of cooperative organizations and support their efforts in managing sustainable organizations by building capacity in human capital and providing sector financial analysis