Navigating a Turbulent Market in 2023

Last year was an interesting year to invest, wasn’t it? It’d be fair to describe the market conditions as “bumpy” or even “turbulent”.

Join us as we take a look at the year ahead and how to invest in a turbulent market (like the one we had in 2022). With our friends from DFA, we’ll discuss:

  • What is currently happening in the markets.
  • The bond market.
  • Investing through the “noise”
  • Recession talk (are we in a recession or headed towards one).
  • Investing for retirement and beyond.
Where:
Innovation Hotel

1290 Innovation Dr, Naples, FL 34108

When:
February 2

One event, two different times

Choose the time that fits best with your schedule.

  • 10:00 AM
  • 2:00 PM

Please RSVP by Tuesday, January 31


Guest Speaker: Apollo Lupescu

Apollo Lupescu is vice president at Dimensional Fund Advisors, one of the premier investment managers in the world, managing around $650 billion in assets. He is a nationally and internationally recognized speaker who has delivered hundreds of lectures and seminars to financial professionals and individual investors on various investment topics. Apollo is considered the “secretary of explaining stuff”, because he has a knack for explaining complicated issues in a clear and understandable way.

Apollo has been with Dimensional in Santa Monica for over 18 years, and prior to that he taught at the University of California. He received his PhD in economics and finance from UC Santa Barbara. Apollo also holds a BA in economics from Michigan State University, where he competed and coached water polo. Rumor has it that even to this day he is still playing, and more recently he is getting not only in the pool, but also learning how to surf in the ocean.

Host: Tracy Burke, CFP®, ChFC®

Tracy leads Conrad Siegel’s consulting practice specializing in investment management and financial planning. He is one of the firm’s top investment minds and works with individual investors, foundations, endowments and trusts to maximize investment potential.

Tracy plays an important role in leading the investment industry in the region as an influential thinker appearing in print and media often. He has appeared on a Fox affiliate morning news program over forty times to provide his financial opinions to viewers. Tracy has also been a guest multiple times on several radio programs including WITF radio Smart Talk and SiriusXM Your Money. Tracy has been quoted in the Wall Street Journal, Forbes, Kiplinger’s Personal Finance, Money Magazine, US News and World Report and Investment News. He has earned two of the financial industry’s top credentials: Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) accreditations.