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Ascent in Santa Monica

Dates

July 10th
2019

Location

Dimension Fund Advisors Office
1299 Ocean Ave
Santa Monica, CA 90401

Cost

Registration Pricing: $199
Please refer to the list of hotels below if rooms are needed: 

Dimensional is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, we help investors pursue higher expected returns through advanced portfolio design and careful implementation. With clients around the world, Dimensional has 13 offices in nine countries and global assets under management of $576 billion as of March 31, 2019. Learn more at dimensional.com.

Keynote Speakers

Best Practices in Technology Vendor Evaluation

Craig Iskowitz & Kristen Schmidt

Craig & Kristen present a master class in evaluating financial advisor software. They will walk you through methodology distilled from dozens of vendor evaluation projects. From the first discussion of changing technology all the way to signing the contract, both Craig & Kristen share best practices on improving vendor selection decisions to ensure the needs of your firm and your clients are met.

About Craig

Craig Iskowitz is CEO and founder of Ezra Group, a strategy consulting firm providing technology and business advice to the wealth management industry.  Ezra Group helps technology vendors, banks, broker-dealers, RIAs & asset managers reach sound technology decisions, improve their competitive positioning and identify growth opportunities.

Craig is also the publisher of the Wealth Management Today blog and podcast, which both can be found at wmtoday.com.

About Kristen

As Founder of  RIA Oasis, Kristen uncovers the real-time hurdles advisors face when it comes to technology, integrations & workflow building. As a Technology Strategist & Speaker, Kristen works directly with advisors and planners to assess, research, & implement technology platforms. Her passion is uncovering business solutions by marrying tech with best practice initiatives.

Kristen’s career spans over 15 years in financial services, specializing in operational efficiencies related to technology & business infrastructure. Kristen was the Operations Manager and COO of a now billion dollar+ RIA based in the Midwest where she spearheaded & implemented a proprietary tech platform while leading a full operations team in the process. As a prior member of the TD Ameritrade Institutional Operations Panel, Kristen has had the unique opportunity to uncover the ever-changing tech landscape by being boots on the ground with a variety of influencers. She is now as an agnostic, strategic partner to tech vendors, RIA firms, Hybrid model firms, Financial Planning firms, Consultants & Custodians throughout the industry. 

Orion + Dimensional Agenda

7:30am – 8:15am
Registration and Breakfast

Room: First Floor Conf Center

8:15am – 8:30am
Kick Off & Welcome

Room: First Floor Conf Center | Speaker: Randy Lambert and Hunt Cairns

8:30am – 9:30am
Keynote Speakers, Craig Iskowitz & Kristen Schmidt

Room: First Floor Conf Center

9:30am – 10:00am
Intro to Dimensional Fund Advisors

Room: First Floor Conf Center | Speaker: Bryce Skaff

10:00am – 10:30am
Fuse Session

Room: First Floor Conf Center | Speaker: Jeff Kliewer, Hunt Cairns and Eric Gordon

10:30am – 10:45am
Break
10:45am – 4:10pm
Orion Consult Room

Room: Fifth Floor Ocean Large

10:45am – 11:35am
Breakout sessions:
Data/RMD Dashboards & Trends

Room: First Floor Conf Center | Speaker: Adam Palmer

Surviving an SEC Audit

Room: First Floor One Glass | Speaker: Kris Heig

11:35pm – 12:20pm
Lunch

Room: First Floor Conf Center

12:30pm – 1:20pm
Breakout sessions:
Tax Loss Harvesting with ASTRO and Eclispe

Room: First Floor Conf Center| Speaker: Sean Hollingshead, Brian Barry

Non-Standard Assets in Orion

Room: First Floor One Glass | Speaker: Chris Downey

1:30pm – 2:10pm
Dimensional Benchmarking/Investor Survey/Etc. First Floor Conf Center

Room: First Floor Conference Center | Speakers: Al Sears and Charles Sarvari

2:10pm – 2:50pm
Advanced Grouping Options

Room: First Floor Conf Center | Speaker: Adam Palmer

2:50pm – 3:40pm
Integrated Client Experience

Room: First Floor Conf Center | Speaker: Jeff Kliewer

3:40pm – 4:25pm
Custodian Panel

Room: First Floor Conf Center | Speaker: Brad Losson, Tricia Haskins, and Carly Greenfield

4:25pm – 4:45pm
Orion Roadmap

Room: First Floor Conf Center | Speaker: Joe Leyboldt

4:45pm – 5:00pm
Conf Close

Room: First Floor Conf Center | Speaker: Randy Lambert and Hunt Cairns

5:00pm – 6:00pm
Happy Hour

Room: Foyer Area

See You in Santa Monica

Make 2019 the year you commit to innovate, disrupt and win!