Loading...

SN001124: Indexing is an Active Decision

Zoom

Description

About the Speaker:

Mary Phillips is Deputy Head of Portfolio Management, North America, and a member of the Investment Committee and Investment Research Committee at Dimensional. Together with Allen Pu and Joel Schneider, Mary oversees the Portfolio Management team in North America responsible for delivering Dimensional’s US and non-US equity strategies. Mary is involved in the design and implementation of new products and strategies, and frequently speaks with both prospects and clients on topics ranging from Dimensional’s investment philosophy and process to custom solutions that the firm can provide to help clients achieve their goals.
 
Before coming to Dimensional in 2012, Mary worked as a portfolio manager at Russell Investments, where she designed and implemented derivatives strategies for commingled funds and public and private pensions.
 
Mary earned an MBA from the University of Chicago Booth School of Business. She also holds the CFA® designation and completed a BA in business administration at the University of Puget Sound.

Details

About the Speaker:

Mary Phillips is Deputy Head of Portfolio Management, North America, and a member of the Investment Committee and Investment Research Committee at Dimensional. Together with Allen Pu and Joel Schneider, Mary oversees the Portfolio Management team in North America responsible for delivering Dimensional’s US and non-US equity strategies. Mary is involved in the design and implementation of new products and strategies, and frequently speaks with both prospects and clients on topics ranging from Dimensional’s investment philosophy and process to custom solutions that the firm can provide to help clients achieve their goals.
 
Before coming to Dimensional in 2012, Mary worked as a portfolio manager at Russell Investments, where she designed and implemented derivatives strategies for commingled funds and public and private pensions.
 
Mary earned an MBA from the University of Chicago Booth School of Business. She also holds the CFA® designation and completed a BA in business administration at the University of Puget Sound.

Credit Types

Event Code:SN001124
Other fields:
    CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

    For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.