Symmetry Partners

10nov8:30 am9:30 am8:30 am - 9:30 am(GMT-05:00) Money Manager Insights

Hosts

 

Andrew Keiper is a Vice President and Regional Manager in Dimensional’s Global Client Group. Based in the Austin office, Andrew is a member of the Enterprise Group and leads a team focused on intermediary relationships and model portfolio distribution. Andrew began his career with Dimensional in 2004 in Santa Monica and became a Regional Director in 2007. Prior to joining the firm, he spent three years at John Hancock and two years as a consultant in the international tax group at Ernst & Young.

 

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Dan Villalon is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In this role, he oversees the team responsible for advising clients on portfolio challenges as well as creating investor-oriented thought leadership, such as Alternative Thinking and other published research. Additionally, Dan founded, co-wrote and hosted AQR’s podcast, The Curious Investor. Prior to joining AQR, Dan was a senior business analyst at Mitchell Madison Group and an investment analyst in the private bank at JPMorgan Chase & Co. He earned a B.A. in physics from Pomona College and an M.B.A. with a concentration in analytical finance from the University of Chicago Booth’s School of Business. Dan is a CFA charterholder and a member of the Advisory Board of the Journal of Investing.

 

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Time

November 10, 2022 8:30 am - 9:30 am(GMT-05:00)

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Panoramic Investment Solutions

Investment Solutions Guide

Our guide provides an overview of the breadth of solutions provided by the Panoramic Investing Team at Symmetry Partners, covering everything from mutual fund models to Separately Managed Accounts (SMAs) and Direct Investing to High-Net-Worth Tax Alpha solutions.

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Want to learn more about how elections can influence your investments and what to watch for? Access Elections & Markets – What Investors May Want to Know.

FRIDAY HOLIDAY CLOSURE

The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.