UPCOMING EVENTS

Critical Factors of Value & Small Cap Investing Relative to DFA Performance

August 20th, 2019, 11:00 AM PST | Webinar

If you’ve paid attention at all you know that for the last several years large-cap stocks have outperformed small-cap stocks, and growth stocks have outperformed value stocks. It’s been a confusing period of time as historically it’s been the opposite. I’ll breakdown what’s happening and compare that relative performance to DFA funds (Dimensional Fund Advisors)—the results will likely shock you!

Dimensional Fund Advisors own Apollo Lupescu presents “Redefining Investment Advice”

December 18th, 2019, 6:00 PM PST | Live Client Only Event

Apollo is Dimensional Fund Advisors top speaker. His talk on redefining investment advice will open your eyes to investing! 

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 to assist 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.