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September 2020 Chapter Meeting
September 11, 2020 @ 11:30 am - 1:00 pm
Overview:
Topic: Investment Storytelling in the Age of Data
Speaker: Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors
Featured Partners: Christina Gray, Stonecrest and Mike Sukle, NFP
Location: Virtual Event
Apollo Lupescu will help assist advisors in structuring a more effective communication strategy around their investments for both clients and prospects. The session will provide advisors with a framework that can be applied to a variety of conversations and questions. The topics will include Dimensional’s 4S framework, articulating current investing and world themes, and communication best practices in a virtual setting.
Note the earlier start time – 11:30 am. We will have announcements and networking in breakout rooms prior to the presentation. You also have the option for open networking after the meeting ends.
About the Speaker:
Dr. Lupescu is vice president at Dimensional Fund Advisors, one of the premier investment managers in the world. In his role he is responsible for communicating Dimensional’s academic foundations and investment beliefs to financial professionals and individual investors across the world. He is considered the “secretary of explaining stuff”, because he excels at delivering thought provoking presentations in a clear and understandable way. Apollo has been with Dimensional for over 16 years, and prior to that taught at University of California and he also had his own consulting firm. Apollo received his PhD in economics and finance from UC Santa Barbara. He holds a BA in economics from Michigan State University, where he competed and coached water polo.
Webinar Registration: (Note that fees have changed beginning 8/14/2020)
Members $25, Non-members $75, Student $10
Registration: Click here