We wanted to let you know about an upcoming benefit for our clients.

On Thursday November 3rd our clients and their guests are invited to join an exclusive Client Appreciation Event offering a look ahead on various investment topics, as well as answer questions on top-of-mind investor issues. This is a valuable opportunity for our clients to hear from a senior investment professional who will offer some unique perspectives, as well as to allow you to ask questions directly during the event. 

As a Regional Manager and Vice President in Dimensional’s Global Client Group, Shawn Jaberzadeh works closely with RIAs in the Enterprise Group, which partners with the largest US-based national RIA and intermediary clients. In this role, Shawn works with firms to address their most significant issues, from developing investment solutions to thinking through strategic business initiatives.

Prior to joining Dimensional, Shawn was an operations manager at Washington Mutual. He holds a BA in history from the University of California, Los Angeles, and graduated with a College Honors designation. He was a member of the UCLA Brazilian jiu-jitsu club team.

Hear unique insights on topics such as:

• Behavioral finance and media promoting investor fear/greed

• Market Volatility: Investing based on client goals, time horizon and tax situation

• Interest rates & the fixed income landscape – why do I own bonds?

• Mid-term elections – what do they mean for markets?

Questions from the audience are encouraged throughout the session and will be answered by the speaker.

If you would like to join us for this exclusive event, please RSVP by October 28th to secure a spot. Wine, coffee and hors d'oeuvres will be served.