Who should attend?
Financial professionals who are newer to working with Dimensional or want a refresher on our market philosophy and investment approach.
Topics
- Transformed Investor—Explains Dimensional’s deep and long-standing relationship with the advisor community.
- Pursuing Higher Expected Returns: Research and Design—Examines the years of research behind our investment philosophy.
- Portfolio Management and Trading—Reviews our systematic daily process for managing equity and fixed income portfolios.
- Communicating Investment Principles—Shares techniques to help explain complex concepts to your clients in formats that are easier to digest.
FAQs
Do I have to travel?
No. While we highly recommend the in-person experience, there are also Virtual Foundations Conference 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 expenses 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, continuing education 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 CE Credits On Demand.
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.