February 5-6, 2023

Dimensional Fund Advisors

1515 S Tryon St.

Charlotte, NC

Live simulcasts will take place in Atlanta, Austin, Charleston, Columbia, Ft. Lauderdale, Houston, Jacksonville, Richmond, and Roanoke.

Registration

Registration will open Monday, November 28.

Registration

Early Bird (by Friday, January 6):

  • Member: $175
  • Non-Member: $199

Regular (after Friday, January 6):

  • Member: $199
  • Non-Member: $225

Special Offers - Must request and use promo code from Claire Brown to receive discount

  • Full-time undergraduate student: Free

Simulcast Fees:

  • Early Bird (by Friday, January 6): $99
  • Regular (after Friday, January 6): $125

Agenda

Sunday, February 5, 2023

5:00 PM - 7:00 PM

Ethics Session

7:00 PM - 9:00 PM

Happy Hour

Monday, February 6, 2023

8:00 AM ‐ 8:30 AM

Networking / Registration

8:30 AM ‐ 8:45 AM

Welcome and Opening Remarks

8:45 AM ‐ 9:45 AM

2023 Economic Update

Laura Ullrich, Ph.D., Senior Regional Economist, Federal Reserve Bank of Richmond

9:45 AM ‐ 10:45 AM

How to Build Strong Families and Lasting Legacies: Insights from Family Businesses that Stand the Test of Time

Torsten Pieper, Ph.D., Associate Professor of Management, Belk College of Business, University of North Carolina - Charlotte and Advisor at Generation6 Family Enterprise Advisors

10:45 AM ‐ 11:15 AM

Morning Break / Networking

11:15 AM ‐ 12:15 PM

Theory Versus Practice: Perspectives on Risk Profiling

John Grable, Ph.D., CFP®, Professor, College of Family and Consumer Sciences, University of Georgia

Amy Hubble, Ph.D., CFA, CFP®, Principal at Radix Financial, LLC

12:15 PM ‐ 1:15 PM

Lunch

1:15 PM ‐ 3:00 PM

Workshop: Uncovering The Client Money Mindset: Identifying Future Millionaires Next Door & Understanding Retirement Approach

Sarah Stanley Fallaw, Ph.D., Author and President of DataPoints, LLC

3:00 PM ‐ 3:15 PM

Afternoon Break/Networking

3:15 PM ‐ 4:15 PM

Review of 2022 DFA Global Investors Survey: What Clients Value Most in Their Advisors

Mark Colaco, Regional Director at Dimensional Fund Advisors

4:15 PM - 4:30 PM

Closing Remarks

All scheduled times are listed in ET. Attendees at all locations are encouraged to email questions for the presenters to SouthSymposium@gmail.com.

Registration Coming Soon