SCHEDULE 5:30-6:15PM – Check-in / Networking / Dinner 6:15-7:30PM – Presentation 7:30-8:00PM – Networking
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Bio: Joseph Chi, CFA (ret.), was previously Co-Head of Portfolio Management and Chairman of the Investment Committee at Dimensional Fund Advisors, an $800 billion global asset manager. Joe oversaw Dimensional’s global portfolio management team, including U.S. equity, non-U.S. equity and fixed income strategies. Prior to joining Dimensional, Joe was a securities and finance attorney and specialized in venture capital, public offerings, and mergers and acquisitions. Joe received an MBA with a concentration in finance from the Anderson School of Management at the University of California, Los Angeles, his J.D. degree from the University of Southern California and holds a B.S. in electrical engineering from UCLA. In his spare time, Joe enjoys traveling, eating, cooking and gardening.
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