Weston Wellington Speaking Event

Hear from a leading industry expert on the sources of investment returns, how you can put this information to use, and why you won’t hear about this approach from traditional sources.


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Weston J. Wellington, a vice president with Dimensional,is one of the firm's market research experts. One of the industry's most engaging and amusing speakers, Weston also is an accomplished writer whose column, Down to the Wire, appears regularly on Dimensional's client website. Weston's ability to translate complexity into humor and simplicity provides for enjoyable education.

Prior to joining Dimensional in 1995, Weston was director of research at LPL. Financial Services, Inc. in Boston, and he has accumulated over 40 years of experience in the investment industry. He holds a BA in History from Yale University.

About his presentation

  • Learn how traditional investment approaches can be costly when attempting to predict the future
  • Balance risks and rewards
  • What is the science behind market research
  • Who developed the research - how should this research be put to use
  • And more
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Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional* builds and manages strategies to help clients pursue higher expected returns. The firm works closely with leading financial academics to identify new ideas that may benefit investors and applies a dynamic investment process that integrates advanced research with careful portfolio design and implementation, while balancing the investment tradeoffs that can impact returns.

Dimensional has a long history of putting financial science to work for clients. In 1981, the firm introduced its first strategy, a US small cap strategy, to help institutional investors diversify beyond large cap stocks. The launch coincided with research documenting the stronger performance of US small cap stocks. Over the years, Dimensional has created a full suite of global equity and fixed income strategies in response to new research and evolving client needs.

Dimensional is headquartered in Austin, Texas, and maintains trading offices in North America, Europe, and the Asia-Pacific region. As of June 30, 2016, Dimensional* and its affiliates manage $415 billion for investors worldwide.
 

 

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Join us on

Monday, September 11th at

11:30 a.m. - 1:00 p.m. (Lunch will be served)

OR

4: 00 p.m. - 6:00 p.m. (Cocktails will be served)


The event will be held at our office,
located at :

Independent Wealth Management

5050 Poplar Avenue

22nd Floor

Memphis, TN 38157

901-844-0382

http://www.i-wmonline.com


Questions or RSVP to Save Your Spot

For more information or to RSVP, please contact:

Atalya Peterson at 901-844-0382

atalya@i-wmonline.com

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