OLLI Lecture

Scary Headlines: What They Mean for Investors and Retirees

Join Scott Colbert as he makes confusing and scary headlines understandable.  A frequent and popular speaker, Scott delivers an energetic, informative, and insightful perspective on the current economic situation and the implications for all of us who are investors and/or retirees.  He will speak on the current world economy, how he views risk in his portfolio, how to find yield in a low-yielding environment, and what investors can do to navigate turbulent markets.

Date and Time

Tuesday, October 30, 2012

Light refreshments served from 6:30 pm - 7:00 pm

Presentation from 7:00 pm - 8:00 pm

Location and Parking

Marty Theatre
Robert H. Michel Student Center, Lower Level
915 N. Elmwood
Peoria, IL 61606

Parking is available in a any blue or white-lined space on campus.

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Free

Your FREE registration is funded from a "Lagniappe" grant from The Bernard Osher Foundation. Though seating is plentiful, registration is required.

If you need to cancel, contact Continuing Education as soon as possible:  (309) 677-3900.

Lectures are held rain or shine, unless inclement weather closes Bradley University.

Presenter

Scott M. Colbert, CFA, Senior Vice President, is the Chief Economist, Director of Fixed Income Management and Chairman of the Fixed Income Strategy Committee at The Commerce Trust Company.  Scott joined Commerce in 1993. He has investment responsibilities for $17 billion in fixed income assets.  Scott manages The Commerce Short-Term Government Fund (CFSTX), and The Commerce Bond Fund (CFBNX).  The Commerce Short-Term Government Fund (CFSTX) ranked Best Fund over 3 Years Short U.S. Government Funds according to Lipper for 2011.  In the May 2012 issue of Bloomberg Markets magazine, The Commerce Bond Fund was recognized in the article “The Best-Performing Mutual Funds” as one of the top 10 risk-adjusted based funds over the past 5 years. 

Scott received his Bachelor of Science degree in Nuclear Engineering from the University of Cincinnati in 1986 and received his Master of Business Administration from Xavier University in 1988.  Previous to his hire at Commerce Bank he was an Adjunct Professor at Xavier University, where he taught graduate finance.  Scott has been a Director and was a past President of the CFA Society of St. Louis.