Who should attend?
This special event is intended for retail investors alongside their advisors. We encourage financial professionals to invite clients or prospects who would be interested in learning more about Dimensional’s way of investing.
Topics
- Dimensional Investing—This presentation identifies four components in effective portfolio implementation: research, design, management, and trading.
- The Foundational Principles—This session reviews the important questions investors should ask when evaluating different approaches and emphasizes the benefits of a research-driven approach based upon the power of capital markets.
- Stay in Your Seat—This presentation offers a lighthearted look at the world of conventional investment advice and suggests that ignoring the “experts” may be the most fruitful strategy of all.
FAQs
Do I have to travel?
No. While we highly recommend the in-person experience, there is also a Virtual Investor Symposium available. Check the schedule for availability.
What expenses are paid by Dimensional?
Dimensional covers the cost of food and beverages at the conference, which averages $150 per person, per day.
Will you be offering continuing education credit at the event?
No, this event is not eligible for CE credits. If you are interested in CE credit, view our CE Credits On Demand offerings.
How long is this event?
We offer the Investor Symposium in two different in-person formats: a half-day event and a full two-day symposium. Agendas differ based on the time allotted.
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.