Details
 

January 10, 2023
11:30AM - 1:00PM

FPA Central Ohio presents Addressing Investment Headlines & Macro Trends Lunch program

Presented by Kevin Green

Fawcett Center

Addressing Investment Headlines & Macro Trends


Tuesday, January 10, 2023

**LUNCH Program**

presented by

Kevin Green
Dimensional

2022 Recap Lessons Learned DFA

Market Review 2022: After a Down Year, Looking to the Past as a Guide

This event is designed to provide context around major investment storylines and macros trends that drove headlines during 2022 and that are likely to persist during 2023. Another goal of this event is to provide compelling, client-friendly anecdotes that can be implemented into upcoming client review meetings. Volatile markets naturally cause anxiety for investors, so this event will provide longer-term perspectives to alleviate concerns and help refocus investors’ attention back to the financial plan. We will be joined by Kevin Green, Senior Researcher & VP based in Dimensional Fund Advisor’s (DFA) Austin, TX headquarters. Dimensional brings 40+ years of experience managing investments on a global scale through a process driven, scientifically rooted approach. Dimensional implements their investment philosophy through their longstanding mutual funds as well as small account minimum SMAs and a fast-growing ETF line-up (largest active/non-index tracking ETF manager and top 10 overall ETF issuer).

Learning Objectives:

  1. Delineating the impact, or not, that macroeconomic outcomes (explaining the past) have on stock and bond markets globally (forward looking).
  2. How to address topical equity related questions through both effective communication frameworks and investment solutions.
  3. How to address topical fixed income related questions through both effective communication frameworks and investment solutions.

Tuesday, January10, 2022The Fawcett Center, 2400 Olentangy River Road - Clinton Room

11:30am - 12:00pm - Registration/Lunch served
12:00pm - 12:15pm - FPA Business/featured Sponsor
12:15pm - 1:15pm - Program (complete attendance for CE credits is required)

 

Fawcett Center Parking Pass January 2023 (be sure to click on the pass and print to bring to meeting) 

We have been granted 1 hour of CFP CE from the CFP Board and have applied for 1 hour of Ohio Insurance CE credit. Please arrive prior to 12:15pm to ensure that you can sign in for CE credits - No Exceptions!

Attendees

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Add to Calendar aCLuDhaqizCaPxAftmqF167204 01/10/2023 11:30 AM 01/10/2023 01:00 PM false America/New York FPA Central Ohio presents Addressing Investment Headlines & Macro Trends Lunch program Addressing Investment Headlines & Macro Trends Tuesday, January 10, 2023 **LUNCH Program** presented by Kevin Green Dimensional 2022 Recap Lessons Learned DFA Market Review 2022: After a Down Year, Looking to the Past as a Guide This event is designed to provide context around major investment storylines and macros trends that drove headlines during 2022 and that are likely to persist during 2023. Another goal of this event is to provide compelling, client-friendly anecdotes that can be implemented into upcoming client review meetings. Volatile markets naturally cause anxiety for investors, so this event will provide longer-term perspectives to alleviate concerns and help refocus investors’ attention back to the financial plan. We will be joined by Kevin Green, Senior Researcher & VP based in Dimensional Fund Advisor’s (DFA) Austin, TX headquarters. Dimensional brings 40+ years of experience managing investments on a global scale through a process driven, scientifically rooted approach. Dimensional implements their investment philosophy through their longstanding mutual funds as well as small account minimum SMAs and a fast-growing ETF line-up (largest active/non-index tracking ETF manager and top 10 overall ETF issuer). Learning Objectives: Delineating the impact, or not, that macroeconomic outcomes (explaining the past) have on stock and bond markets globally (forward looking). How to address topical equity related questions through both effective communication frameworks and investment solutions. How to address topical fixed income related questions through both effective communication frameworks and investment solutions. Tuesday, January10, 2022, The Fawcett Center, 2400 Olentangy River Road - Clinton Room 11:30am - 12:00pm - Registration/Lunch served12:00pm - 12:15pm - FPA Business/featured Sponsor12:15pm - 1:15pm - Program (complete attendance for CE credits is required)   Fawcett Center Parking Pass January 2023 (be sure to click on the pass and print to bring to meeting)  We have been granted 1 hour of CFP CE from the CFP Board and have applied for 1 hour of Ohio Insurance CE credit. Please arrive prior to 12:15pm to ensure that you can sign in for CE credits - No Exceptions! Attendees Fawcett Center