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Event Details

"Aug. 22nd Meeting (Santa Monica)"
Event Details
Thursday, August 22, 2019
Program: 12:45 P.M. - Adjourn: 4:00 P.M.
Dimensional Fund Advisors
1299 Ocean Ave, Santa Monica, CA 90401
(818) 558-3908
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May qualify for 1 CFP Credit(s). FPALA follows the CE guidelines specified in the California Board of Accountancy Regulations.
 pre-registeredAt the Door
Member $40 $65
Non Member $65 $90
Guest Speaker(s):

FPALA Board, 2020 Discussion with Q&A from attendees
Apollo Lupescu, PhD, Vice President at Dimensional Fund Advisors

Event Schedule:
12:45 PMRegistration & Networking
1:00 PMLunch
2:00 PMAnnouncements & Chapter Business
2:15 PMFPALA Board Discusses 2020
2:50 PMBreak
3:00 PMApollo Lupescu - Communicating Investment Principles (FP)
4-6:00 PMHappy Hour at Shang Ri LA - Thanks to our Sponsor:

Event Details:
FPALA Board Discusses 2020

Apollo Lupescu - Communicating Investment Principles (FP)
This presentation offers guidance on talking to clients about investing and explaining the advantages of Dimensional's philosophy and approach. Advisors will learn how to more effectively communicate critical investment ideas with their clients. By effectively communicating powerful ideas in a way that is digestible to everyday investors who are not investment professionals, clients will be able to make better decisions about their finances.


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2020 Discussion with Q&A from attendees, FPALA Board

Vice President at Dimensional Fund Advisors, Apollo Lupescu, PhD

Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. During his tenure at the firm, Apollo has gained experience in a wide variety of practical subject matters. He was part of the Dimensional Investment Strategies group, worked directly with financial advisors in the Northeast area assisting in the development of their business, managed the internal Client Services team that provides broad analytical support, and then oversaw the firm's national advisor retirement business. He is currently Dimensional's "secretary of explaining stuff." In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events.

Prior to joining Dimensional, Apollo had his own consulting firm, which provided services to the US Department of State and the White House on a variety of projects. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. In addition to his PhD from UCSB,Apollo has a BA from Michigan State University, where he competed in and coached water polo.

Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
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