The Financial Forum welcomes Apollo Lupescu from Dimensional Fund Advisors and Angela Wright from the Del Monte Group on Tuesday, May 23rd, at noon in the Fireside Room at Gateway Clubhouse. His topic will be “Navigating Turbulent Markets.” Dimensional Fund Advisors is a premier global investment firm managing over 614 billion dollars in assets.
Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his Ph.D. 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 Ph.D. from UCSB, Apollo has a BA from Michigan State University, where he competed in and coached water polo.
Angela earned a B.S. in business administration with an emphasis in financial services from California State University, Chico, and an MBA from St. Mary’s College of California, Moraga. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Angela has been advising families and family enterprises since 2003. As President of the Del Monte Group, her goal is to ensure that clients and employees of DMG are empowered and flourishing. She is driven to find out-of-the-box solutions that address client needs now, whether it’s related to finances or not. From connecting clients to resources for COVID-19 vaccines to conference calls with farmers, her clients truly are family and not just another portfolio.
The Financial Forum is a 501(c)3 in good standing whose mission is to educate our members in all financial matters, including estate planning, investments, real estate, health care, and fraud prevention. This event is open to all members of the Financial Forum. Morucci's will provide a buffet lunch. To sign-up, click on the Register button. For more information on the speakers or how to become a member, please contact Joe Hoffman at 925-954-7912.