Challenging the Conventional Wisdom about Target Date Funds

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Speakers

Ashish Shrestha
Vice President/Head of Advisor Defined Contribution
Dimensional

Ashish Shrestha oversees the firm’s business with advisors in the defined contribution space. His team works directly with advisor clients specializing in retirement plans. The team also serves as a specialty 401(k) resource for other advisors looking to enter the defined contribution market or expand their retirement plan business.

Prior to joining Dimensional in 2008, Ashish was a principal with Mercer Investment Consulting, where he advised Fortune 500 plan sponsors and trustees on the management of their tax-qualified assets. His work with pension plans and endowments and foundations included manager and portfolio research and investment policy development.

Ashish holds an MBA from the Anderson School of Management at the University of California, Los Angeles, and a bachelor's degree in economics and international relations from Claremont McKenna College.

Chris Anderson
Regional Director
Dimensional

Chris Anderson is a Regional Director on the Retirement Distribution Channel. Based in the Austin office, Chris is responsible for educating advisorsworking in the defined contribution space on the firm'swide range ofinvestmentsolutions.He also serves as a specialist defined contribution resource offering advisors support across practice management, plan design, and business development.

Prior to joining Dimensional, Chris was a client service associate for Brinker Capital, where he responded to advisor and client inquiries and facilitated investment changes, contributions and withdrawals, and other account-related needs. He was also an operations associate for Brinker, where he worked in trade execution for client contributions, withdrawals, and rebalances.

Chris earned bachelor's degrees in economics and political science from Bucknell University, minoring in film studies. He is an Accredited Investment Fiduciary (AIF), a Chartered Retirement Plans Specialist (CRPS), and holds Series 7 and Series 66 licenses.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.