Webinar: Let's Talk Stock Picking
Every investor has questions.
Should I buy this stock? Is it time to sell? Is this company the real deal, or just the latest hype? Why does a stock like SpaceX seem unstoppable one day and disappoint investors the next?
About the Webinar
Join Charles Scavone, CFA®, Chief Investment Officer, and Chris Perras, CFA, CLU®, ChFC®, Capital Markets Strategist, for an interactive Lunch & Learn where the conversation centers around the stocks and investing questions people are asking right now.
Drawing on decades of experience researching companies and navigating every type of market, Charles and Chris will share the lessons they've learned, the mistakes they see investors make time and again, and the thinking that shapes their investment decisions. Rather than a lecture, expect an open discussion with real examples, market stories, and plenty of opportunities to ask your own questions. We'll close with an interactive Q&A where Charles and Chris will answer attendee questions about single stocks and today's market.
BS in Electrical Engineering, summa cum laude, Georgia Tech, 1988
MBA, Harvard Business School, 1993
Notable Career Highlights
Managed AIM (Invesco) Large Cap Opportunities.
Managed AIM (Invesco) Constellation fund and helped implement a performance turnaround that helped grow assets from $14 billion to a peak of $28 billion over a three-year period.
Managed Quaker Strategic Growth Fund to over $2 billion.
As Capital Markets Strategist and Portfolio Manager, Chris develops and communicates Oak Harvest’s core, top down, financial and economic market outlook, putting his decades of investment experience and expertise to work for our clients. He hosts Oak Harvest’s podcast, “Stock Talk,”available on the website with new episodes each week.
Chris completed his undergraduate engineering studies at Georgia Tech and obtained an MBA from the Harvard Business School. Always wanting to learn more about financial markets, Chris acquired a number of financial planning and investment management qualifications, including obtaining the a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®) designations.
Chris has over 30 years of finance industry experience, has worked for some of the largest and most successful money management firms in the world, including Citadel and Invesco, and has been recognized nationally for his efforts. His transition from managing billions of dollars at the institutional level to helping individuals and families into and through retirement is guided by a desire to see the difference he makes in the lives of clients at Oak Harvest.
Chris is a devoted husband and father. He is passionate about his faith and enjoys cooking for friends and co-workers, fly fishing and spending time with his two golden retrievers.
Charles completed his undergraduate studies at Southeastern Louisiana University and moved to Houston to complete his MBA at the University of Houston. Charles also completed the requirements for his Chartered Financial Analyst (CFA®) designation and is a member of the Houston Financial Analysts Society.
Charles has over 30 years of experience in the investment management industry across multiple asset classes, serving various investor bases. He has worked for some of the largest money management firms in the world, including Invesco, Van Kampen and JP Morgan Chase. Charles is excited to bring a process-driven approach to investing to our clients at Oak Harvest.
Charles and his wife Laura enjoy living in the Heights and have two children. He loves competitive road racing, and is an SCCA champion, and driving instructor at MSR Houston.
Education
Bachelor of Arts in Business Administration, Southeastern Louisiana University
MBA, University of Houston
Notable Career Highlights
Developed and managed the $3.5B in assets long/short AIM (Invesco) Special Opportunities family of funds.
Managed the AIM (Invesco) Constellation Fund from $7.5B in assets to $28B in assets.
Co-managed the Van Kampen American Capital Emerging Growth Fund.
Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax.
Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.