March 20, 2018 The State of Indexing
Join Us For Lunch with Kaitlin Simpson
| Topic | The State of Indexing |
|---|---|
| Date | Tuesday, March 20, 2018 |
| Time | 11:30am – 1:30pm |
| Location |
Dimensional Fund Advisors Dimensional Place, Building One 6300 Bee Caves Rd Austin, TX 78746 |
| Speaker | Kaitlin Simpson, CFA, Researcher, Dimensional |
The State of Indexing
With continued flows to traditional market cap weighted index funds and the proliferation of smart beta index strategies, Dimensional often receives questions on the implications of these investment trends. In this presentation, Kaitlin Simpson will offer Dimensional’s views on some of the common questions we receive and explain how our investment approach is designed with the goal of adding value over these strategies.
Kaitlin Simpson, CFA
Researcher
Dimensional Fund Advisors
Kaitlin Simpson conducts research and analyses to evaluate and enhance Dimensional’s investment strategies across equities, fixed income, and commodities. Before joining Dimensional, Kaitlin worked as an analyst at NERA Economic Consulting, where she applied econometric and statistical models in order to perform analyses in connection with securities litigation. Kaitlin is a CFA® charterholder and a member of the CFA Society of Austin. She has an MSc in financial economics from the University of Oxford and a BA in economics from Washington and Lee University.
Thank You to Dimensional Fund Advisors for partnering on this event!
Parking Information: Parking is available onsite free of charge. Once parked, take the elevators up to the garden level and use the walkway that leads into Building One. The event will be on the 2nd Floor of the building.
Registration Deadline: Monday, March 12th at 12:00PM
Space is limited
Registration may close early if capacity is reached
Participants in this event may be photographed. These photographs may appear without compensation in publications, on the web or in social media, or other printed or electronic materials related to this event. Please contact admin@cfaaustin.org if you do not want your photographs used.
Dimensional Fund Advisors LP (“Dimensional”) is an investment advisor registered with the Securities and Exchange Commission. There is no guarantee of Dimensional’s strategy success.