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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.

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: Kyle Hiatt, 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: First Floor Breakout Room

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 Conf Center | 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: 5th Floor Large Breakout Room | 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 Catherine Williams

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 – 4:10pm
Custodian Panel

Room: First Floor Conf Center

4:10pm – 4:40pm
Orion Roadmap

Room: First Floor Conf Center | Speaker: Kyle Hiatt

4:40pm – 5:00pm
Conf Close

Room: First Floor Conf Center | Speaker: Kyle Hiatt, 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!