A Different Way to Invest
Registration and cocktails
5:15pm – 5:45pm
Dinner
5:45pm – 6:30pm
Program
6:30pm – 7:30pm
RESERVATIONS
RSVP via email to admin@saepc.org or register below
by Friday, Apr. 14th
You will be sent a return email confirmation.
The handout for this program can be downloaded via the link below.
* Please note printed handouts at the meetings are only provided to those individuals who have purchased the Handout Subscription *
About Apollo Lupescu
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.
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OFFICERS : President Roxanne L. Fickett, CTFA, AEP®, AAMS®; Vice President/Programs - Scott W. Styrmoe, CPA, CFP®; Secretary Robert B. Fleming, AEP®; Treasurer/Webinars - Benjamin J. Burnside, CELA; Immediate Past President - Anne C. Hoff, CPA, AEP®
DIRECTORS: Director/Estate Planners’ Day - Nicole Harrigan, CPA; Assistant Secretary/ Membership Development - Brent W. Nelson; Assistant Treasurer/Continuing Education – John Stephens, CFP®
SAEPC, 3900 E. Timrod St., Tucson, AZ 85711
Phone: 520-881-1778
FAX: 520-322-6778
