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Patrick Geddes

Goodreads Author

Website

https://patrickgeddes.co/

Member Since

August 2018

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IN 1999, Patrick Geddes cofounded Aperio Group, an equity asset management firm that eventually grew to $42 billion in assets and a hundred employees by the end of 2020.

Patrick served as Aperio’s Chief Investment Officer from 1999 to 2014 and then as the firm’s only CEO thereafter. Prior to starting Aperio, Patrick had been the first Research Director and then first CFO at Morningstar.

Before Morningstar, he worked as a financial analyst at Amoco (now part of BP) where he learned the after-tax cash flow modeling techniques commonly used within corporations but rarely seen in the investment world (much to his bafflement given how much money it can save).

Patrick taught graduate-level portfolio theory and advanced corporate finance for many ye ...more