Our November speaker will be Jeffrey J. Terrell, CFA.  He is a VP Trust Investment Manager with High Point Bank & Trust.

 I have heard Jeff speak and have found his presentations to be very educational.  He is on top of all global financial developments, and an expert on how world financials impact us here in the US.  This is NOT a how to invest seminar, more of a how to understand global markets and finances, and why you should care.

You might ask…what does this topic have to do with ASHRAE?  In my opinion, we as a group tend to stay so focused on our technical world, seldom we take the time to really understand the world around us and how it works.  I believe what Jeff can teach will help us to be better citizens, which will lead to better decisions.  Also, his insight into the post elections I am sure will be educational as well as entertaining.  The smarter we are, the better we can serve our customers and the industry.

Jeff was very gracious to schedule on such a short notice due to the shuffle in speakers caused by the storm.

Jeff’s Key Qualifications:

Jeff has 27 years’ experience in fiduciary asset management, portfolio strategy, investor suitability, performance measurement and investment analysis. Mr. Terrell is a Chartered Financial Analyst (CFA), an NASD arbitrator and National Futures Association arbitrator. He received his B.B.A. from Western Michigan University.

Jeff joined High Point Bank to lead its Investment Management area in 2003. He is responsible for all Global Investment Strategy and Asset Allocation decisions. He is chairperson of the Bank’s Trust Investment Committee and lead Portfolio Manager.

Prior to joining High Point Bank, Mr. Terrell owned and operated a private Registered Investment Advisor and has served as an expert witness on numerous occasions in the areas of Trust Asset Management, the Uniform Prudent Investor Act, Broker/Client Suitability disputes and Damage Assessment.

Jeff has spoken at continuing professional education seminars often addressing issues related to fiduciary investing, the Uniform Prudent Investor Act and investment policy statements pertaining to suitability. He is a member of the Virginia Society of Financial Analysts and the CFA Institute.

Meeting Emphasis - History