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Lunch & Learn

  • Tuesday, August 20, 2024
  • 11:30 AM - 1:00 PM
  • Dimensional Funds 1515 S. Tryon Street, Charlotte

Registration

Join us at Dimensional Funds for our August Lunch & Learn!  We will hear from Kipp Cummins on "Adding Value Daily: Fixed Income Portfolio Mangement" right after our networking lunch.

During this session, Kipp Cummins (Senior Portfolio Manager and Head of EMEA Fixed Income at Dimensional Fund Advisors) will highlight some broad similarities and key differences with traditional active managers and bond indexers. Kipp will focus on key three elements of a fixed income management process: expected returns, risk management, and flexible trading, including some recent research on short-term equity returns as it relates to credit monitoring. Throughout the conversation, Kipp will also address common questions around inflation, fed impact on interest rate movements and global bonds.

Members $25
Nonmembers $40
Students $15

Sponsored by:




FINANCIAL PLANNING ASSOCIATION OF CHARLOTTE | 140 AMICKS FERRY ROAD, SUITE 334 | CHAPIN SC 29036 

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