AIAM Q3 Event | 11 September 2018
Dimensional’s Advising the Ultra-Affluent Symposium
Dear Ordinary Members,
Dimensional Fund Advisors cordially invites you to a symposium in Q3.
Highlights include:
- Insights into managing the complexities of ultra-affluent families
- Empirical evidence to build portfolios with higher expected returns for clients
- Case studies of successful advisory firms from around the world
To RSVP, please contact fas_asia@dimensional.com
As seats are limited, please RSVP early to confirm your slot.
Speakers
Jeff Coyle
Monograph Wealth Advisers
Founder & CIO
Wei Dai, PhD
Dimensional Fund Advisors LP
Senior Researcher
Mark Gochnour
Dimensional Fund Advisors LP
Head of FAS International & Advisor Services and Vice President
Dimensional’s Advising the Ultra-Affluent Symposium
Dear Ordinary Members,
Dimensional Fund Advisors cordially invites you to a symposium in Q3.
Highlights include:
- Insights into managing the complexities of ultra-affluent families
- Empirical evidence to build portfolios with higher expected returns for clients
- Case studies of successful advisory firms from around the world
To RSVP, please contact fas_asia@dimensional.com
As seats are limited, please RSVP early to confirm your slot.
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