Webinar | Taking stock in elections: Unveiling the stock market’s political dance
When: Thursday, March 7, 2024
Time: 12:00 PM -1:00 PM (EST)
You are invited to join an exclusive live broadcast offering a look at the 2024 election season and how politics can affect the investment world.
Our guest speaker Apollo D. Lupescu, PhD is a highly regarded speaker from Dimensional Fund Advisors, a premier global investment firm managing over $650 billion in assets for institutional investors and clients of select financial advisors. Apollo has the unique ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors with various level of financial acumen.
Hear unique insights on topics such as:
· How intertwined are the government and the stock market?
· What role does Congress and political party control play in market returns?
· How should investors think about politics and their investment decisions?
Questions from the audience are encouraged throughout the session and will be answered by the speaker.
Daniel Yoo, CFP®, CEPA®
Senior Wealth Advisor
PBMares Wealth Management
Daniel Yoo is a Senior Wealth Advisor who simplifies the financial lives of entrepreneurs, executives, and their families. He believes in the good stewardship of wealth that often represents years of hard work and sacrifice. He delivers comprehensive planning and fiduciary advice to help his clients achieve financial harmony with their personal and business goals.
Our Guest Speaker:
Apollo Lupescu, PhD
Dimensional Fund Advisors
Apollo Lupescu is a 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 to assist 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.