BUY SELL OR HOLD BONDS TODAY?
MAY 31, 2017 6:00 PM
A DISCUSSION WITH A $100 BILLION FIXED INCOME MANAGER
Are bonds still a safe haven? How will interest rate expectations effect your bonds? How might tax code changes impact municipal bonds? Find out what one of the most prominent fixed income managers in the country has to say about it.
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Scott Womack, founder of Womack Wealth Management, hosts a private Q&A session with David Plecha, Global Head of Fixed Income for Dimensional Fund Advisors, who currently oversees more than $100 billion in fixed income assets and Apollo Lepescu, Vice President of Dimensional Fund Advisors, PhD and company appointed "secretary of explaining stuff." We invite you to bring questions for an evening of candid conversation with the experts. Drinks and heavy hors d'oeuvres will be served. Limited space. RSVP required.
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Wednesday, May 31, 2017
6:00 pm
Manhattan Country Club
1330 Park View Ave
Manhattan Beach, CA 90266
SPEAKERS
David A. Plecha
Global Head of Fixed Income and Vice President
Fund Advisors
Apollo D. Lepescu, PhD
Vice President
Fund Advisors
David A. Plecha is Dimensional's Global Head of Fixed Income. Dave is an enthusiastic and incisive communicator at the firm's conferences and seminars. A member of the Investment Committee and Investment Research Committee, he not only manages US and global portfolios but also maintains much of the fixed income research and client communications. Dave has been instrumental in the planning and execution of Dimensional's tax-managed separate account strategies in the US.
Dave received his Chartered Financial Analyst designation in 1996. Prior to joining Dimensional in 1989, he managed stock index futures and options for Leland O'Brien Rubinstein Associates and was an operations planner for Texas Instruments. He holds an MBA from the University of California, Los Angeles, and a BS in industrial and operations engineering from the University of Michigan.
Apollo D. Lupescu is vice president at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. During his tenure at the firm, Apollo has gained experience in a wide variety of practical subject matters. He was part of the Dimensional Investment Strategies group, worked directly with financial advisors in the Northeast area assisting in the development of their business, managed the internal Client Services team that provides broad analytical support, and then oversaw the firm’s national advisor retirement business. He is currently Dimensional’s “secretary of explaining stuff.” In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events.
Prior to joining Dimensional, Apollo had his own consulting firm, which provided services to the US Department of State and the White House on a variety of projects. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. In addition to his PhD from UCSB, Apollo has a BA from Michigan State University, where he competed in and coached water polo.
