Our August lunch, for FPA Members and Partners only, will be held at the offices of Dimensional Fund Advisors, 6300 Bee Cave Road, Building One.
Speaker: Kaitlin Hendrix
With the plethora of investment strategies available to advisors and clients, making sense of the complicated landscape can be challenging. Once various strategies are chosen, combining the individual investments into a comprehensive allocation that meets client goals can also present obstacles. In this presentation attendees will explore a logical framework for understanding the key decisions required when forming allocations and review how to systematically apply the framework in the context of client objectives.
Kaitlin Hendrix Bio:
Kaitlin Hendrix is a senior member of the Research team and a Vice President at Dimensional. She conducts research and analyses to evaluate and enhance Dimensional’s investment strategies and conducts empirical research on a variety of investment topics that are useful to clients. Kaitlin also focuses on asset allocation research to develop value-added investment solutions that seek to meet clients’ needs, goals, and preferences in a systematic, reliable, and cost-efficient manner.
Before joining Dimensional, Kaitlin worked as a consultant with NERA Economic Consulting, where she applied econometric and statistical models in order to perform analyses in connection with securities litigation. Kaitlin has an MSc in financial economics from the University of Oxford and a BA in economics from Washington and Lee University. She is a CFA® charterholder and a member of the CFA Society of Austin.
Questions: Contact Sarah Frankenfeld at admin@austinfpa.org.