Who should attend?
This event is designed for investment decision-makers. It is also appropriate for financial professionals who are already familiar with our investment philosophy (such past Foundations Conference attendees) and want to go deeper on details of portfolio design and implementation.
Topics
- A Day in the Life: Equity and Fixed Income—Examines the daily process of moving from the possible investable universe to executed orders.
- Competitive Advantage: Dimensional Trading—Provides a detailed contrast of motivations, trading styles, and outcomes associated with a variety of fund management types.
- The Innovation in ETF Customization—A deep-dive on ETF equity and fixed income baskets. Covers the creation and redeem process, generation scope and scale, and how a flexible and active basket may help reduce costs when compared to a pro-rata basket.
FAQs
Do I have to travel?
Not necessary if you are unable. While we recommend the in-person experience, there are also dates throughout the year. We host multiple conferences at our offices in Austin, Charlotte, and Santa Monica each year. We also go to select cities across the United States. Check the schedule to see if there will be one near you soon.
What expenes are paid by Dimensional?
Dimensional covers the cost of food and beverages at the in-person conferences, which averages $150 per person, per day.
Will you be offering continuing education credit at the event?
Yes, CE credits will be offered to CPA and CFP® professionals and to professionals of the Investments and Wealth Institute. Details will be provided after your registration is confirmed. In the meantime, you can also access our .
Have a question about Dimensional Events?
Send our client support team a message or give us a call at (512) 306-4308 (financial advisors) or (512) 306-4411 (institutional investors for more information.