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Where do Returns Come From?

March 19, 2020 @ 2:00 pm - 2:30 pm NZDT

Where do Returns Come From?

How can you reliably outperform the market? Where do returns come from? And how can you communicate these concepts to your clients?
Please join us for a webcast with Portfolio Manager, Slava Platkov, and Regional Director, Tom Fellowes, to explore a clear framework through which to view different investment approaches.

Bios

Slava Platkov joined Dimensional in 2012 after previously working for a large Australian superannuation fund and a large global investment consulting firm. His experience involves all facets of multi-management, including manager research and portfolio construction. Slava holds a master’s degree in applied finance from Macquarie University. He also has a Bachelor of Commerce from University of New South Wales, majoring in finance and actuarial studies.

Tom Fellowes is a Regional Director in Dimensional’s Sydney-based Financial Adviser Services team, working with advisors to aid the delivery of consistent and successful investment experiences to their clients. In this role, Tom updates financial advisors on capital market research, assists in communicating investment concepts and consults on asset allocation and business development issues. He holds a bachelor’s degree in economics and business management from the University of Newcastle Upon Tyne. This course included a year’s work placement working at First State Investments in Edinburgh. He worked in Dimensional’s London office supporting UK and European advisors from 2007 to 2015, and therefore brings a global perspective to the business.

Dimensional is partnering with Financial Advice NZ to provide a virtual webcast series to share valuable insights into Investment Planning, Personal Development and Practice Management to equip adviser and advisory firms with the skills needed to grow a successful business upon a solid theoretical foundation.

 

NOTE:  THIS IS A COMPLIMENTARY WEBCAST FROM OUR LEARNING PARTNER

CPD:   30 STRUCTURED MINUTES

 

Members: After the event we will enter your attendance into your online CPD log

Non-members:  We will send a PDF of your attendance

Please register directly with them using the link below.

https://event.webcasts.com/starthere.jsp?ei=1284802&tp_key=011ae1d3e3

 

Details

Date:
March 19, 2020
Time:
2:00 pm - 2:30 pm

Venue

Online
Link to watch/listen will be sent to registrants on the day before the event New Zealand