Advisor Preferences for ESG/SRI Investing

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Speakers

Daniel Ong, CFA
Senior Portfolio Manager and Vice President
Dimensional

Daniel Ong joined Dimensional in 2005 and is now a Senior Portfolio Manager and Vice President on the International Equity team in the US. Before coming to Dimensional, he was an account manager at Metropolitan West Asset Management and a structure analyst at Pacific Investment Management Company (PIMCO). Daniel received the Chartered Financial Analyst® designation in 2001.

Daniel earned his MBA with concentrations in finance and accounting from the University of Chicago Booth School of Business in 2005. He also holds a BA in economics from the University of California, Irvine.

Leigh Jedeikin, CFP®
Vice President
Dimensional

Leigh Jedeikin is a Vice President and Regional Director in the Santa Monica office. Leigh rejoined Dimensional in 2014 from inStream Solutions, where he was a Director and responsible for marketing and new business development. Previously at Dimensional, Leigh was a Regional Director working closely with advisors on practice management initiatives, educating advisors on capital markets research, and consulting on portfolio construction ideas. Leigh began his career in 2004 as a consultant at FactSet Research Systems in San Francisco.

Leigh earned a Bachelor of Science degree in Business Administration from the University of San Diego and a Master of Business Administration from the University of Arizona. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher founded Advisor Perspectives in 2007, following a 25-year career in the financial services and information technology industry. In 1982, he founded the Investment Software Division of Thomson Financial, and oversaw the introduction and development of its flagship product, PORTIA, currently the leading portfolio management system for buy side investors. In 1990 he founded Hub Data, a redistributor of market data and corporate action information. He sold Hub Data to Advent Software in 1998, and this business continues today as Advent Market Data. He was an officer of Advent until 2002. Beginning in 2003, he served as a consultant to a number of businesses in the wealth management industry. Mr. Huebscher has a BA from Connecticut College and an MBA from Harvard University. He serves on the boards of several local charities.

Under his guidance, Advisor Perspectives has grown to be a widely respected publication for financial advisors, with editorial coverage focusing on investments, financial planning, the economy and practice management. It is also the home to APViewpoint, the largest on-line community for financial advisors, with approximately 18,000 members. Over the last two years, Bob and his team have introduced a market research service to help asset managers understand trends in the advisory industry, and the presentation you are about to see today is an outgrowth of that research service.