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, Steve Garth, and Regional Director, Tom Fellowes, to explore a clear framework through which to view different investment approaches.

Bios

Steve Garth has a key role in helping to communicate Dimensional's investment processes to institutional and advisor clients and prospects. He has specific responsibility for managing Dimensional's Australian fixed interest strategies. Prior to this role, he managed Australian and global equity portfolios and spent a number of years leading Dimensional's Asia Pacific trading team.

Tom Fellowes is 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.

Learning Partnership: Financial Advice New Zealand, as part of the Academy of Professional Learning, partners with organisations such as Dimensional that are leaders in research and learning in financial services.

Dimensional’s Virtual Program: Dimensional is a global investment firm with a strong belief in markets, who identify compelling research and apply it to practical investing.

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 1 STRUCTURED HOUR

Please register directly with them using the link below.  After the event please ‘self-record’ your attendance into your online CPD log and attach the documentation received from Dimensional.

Held on Thursday 25^th October 2pm NZDT

Register now