Join us at our final chapter meeting for 2023 featuring Dimensional Fund Advisors, Above the Fray with Wes Crill, Ph.D. This event includes a breakfast buffet and 1 CE credit. Parking is not included. We hope to see you there!
Check in, networking and breakfast: 8:15AM; Program and Speaker: 8:35 - 9:45 AM
Above the Fray with Wes Crill, Ph.D.
1 CFP , 1 CPA CE credit
Join Wes Crill, Ph.D., Senior Investment Director & Vice President at Dimensional Fund Advisors for a discussion of many key investment headlines from 2023. In this hour-long presentation - Wes will teach advisors how to use an empirical lens to interpret these events using data and provide a framework to answer tough client questions. This presentation takes recent market events and examines them through a research-based lens to provide a framework for not only understanding current market events, but also their broader implications. This review of market events lends itself to the other focus of the conversation, which is breaking down the news and information and structuring productive, informative client conversations around them.
Learning Objectives:
- Market cycles
- Asset allocation and portfolio diversification
- Investment strategies
- Alternative investments and liquidity risk
- Behavioral finance
- General principles of effective communication
- Crisis events with severe consequences
Wes Crill is the Head of Investment Strategists and a Vice President at Dimensional. As a member of the Investment Solutions Group, he directs empirical research on a broad range of investment topics to support client relations. A frequent speaker at Dimensional and industry events, Wes is responsible for developing investment content, analysis, and education that is distributed across a variety of platforms. Wes earned a BS and a PhD in materials science and engineering from North Carolina.
