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10:00 am
Bring in the Experts: SUPER WEDNESDAY led by Charlene Overell, MAC Committee Member : Key considerations when discussing investments with clients
Hosted by Charlene Overell MAC Committee, with guest speakers Apollo Lupescu PhD, Vice President, Dimensional Fund Advisors Santa Monica office and Tom Deacon, Senior Investment Analyst, Mint Asset Management NZ. Explore concepts and principles for effective communication with clients, the timing of investments, the impact of the US election on client thinking and the surrounding […]
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