Dimensional Fund Advisors: Pursuing Higher Expected Returns in Equities / Advancements in Fixed Income Trading
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Part 4 of 6 in our First Wednesdays: The Wealth Management Excellence Series.
David A. Plecha, CFA | David Plecha is Dimensional's Global Head of Fixed Income. Dave is an enthusiastic and incisive communicator at the firm's conferences and seminars. A member of the Investment Committee and Investment Policy Committee, he not only manages US and global portfolios but also maintains much of the fixed income research and client communications. Dave has been instrumental in the planning and execution of Dimensional's tax-managed separate account strategies in the US.
Dave received his Chartered Financial Analyst designation in 1996. Prior to joining Dimensional in 1989, he managed stock index futures and options for Leland O'Brien Rubinstein Associates and was an operations planner for Texas Instruments. He holds an MBA from the University of California, Los Angeles, and a BS in industrial and operations engineering from the University of Michigan. Back To Top ^^
Savina Rizova, PhD | Savina Rizova applies a background in finance to research projects that Dimensional undertakes to improve the design and execution of new and existing strategies. She also examines a variety of empirical research questions. Prior to obtaining her PhD, Savina worked in the Research group at Dimensional. She conducted quantitative analysis used to explain strategies and performance to clients. Savina is also a member of the Investment Policy Committee.
Savina completed her PhD in finance at the University of Chicago Booth School of Business and holds an MBA from the University of Chicago Booth School of Business as well as a BA in economics and mathematics from Dartmouth College. Back To Top ^^
David A. Plecha, CFA | David Plecha is Dimensional's Global Head of Fixed Income. Dave is an enthusiastic and incisive communicator at the firm's conferences and seminars. A member of the Investment Committee and Investment Policy Committee, he not only manages US and global portfolios but also maintains much of the fixed income research and client communications. Dave has been instrumental in the planning and execution of Dimensional's tax-managed separate account strategies in the US.Dave received his Chartered Financial Analyst designation in 1996. Prior to joining Dimensional in 1989, he managed stock index futures and options for Leland O'Brien Rubinstein Associates and was an operations planner for Texas Instruments. He holds an MBA from the University of California, Los Angeles, and a BS in industrial and operations engineering from the University of Michigan. Back To Top ^^
Savina Rizova, PhD | Savina Rizova applies a background in finance to research projects that Dimensional undertakes to improve the design and execution of new and existing strategies. She also examines a variety of empirical research questions. Prior to obtaining her PhD, Savina worked in the Research group at Dimensional. She conducted quantitative analysis used to explain strategies and performance to clients. Savina is also a member of the Investment Policy Committee.Savina completed her PhD in finance at the University of Chicago Booth School of Business and holds an MBA from the University of Chicago Booth School of Business as well as a BA in economics and mathematics from Dartmouth College. Back To Top ^^
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Garage Parking at Dimensional for $6 flat fee after 4:00 PM: 1299 Ocean Ave, Santa Monica, CA (entrance off Arizona, between Ocean Ave and 2nd St).
Santa Monica City Parking Garages on 2nd St within walking distance, both North and South of Arizona Ave.
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Series Registration Fees |
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If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
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Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Series Chairs:
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
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