Wednesday, December 1st Luncheon

Post Factor Investing

Presenter:

Phil McInnis
Vice President, Director of Investments
Avantis Investors By American Century Investments

Phil is a vice president and director of investments at Avantis Investors�. In this role, Phil oversees all marketing content development surrounding Avantis' investment approach and meets regularly with advisors and institutions to discuss various investment topics and explain Avantis' investment capabilities.

Prior to Avantis Investors' establishment in 2019, Phil was a vice president and head of portfolio solutions at Dimensional Fund Advisors in Austin, TX, where he oversaw a team charged with developing content to explain Dimensional's investment approach and helping clients on topics related to asset allocation, manager evaluation, and risk budgeting. Prior to Dimensional, Phil was an Investment Consultant at Towers Watson (now Willis Towers Watson), working predominately with corporate and public defined benefit and defined contribution pension plans.

Phil earned a bachelor of business administration in finance from the Goizueta Business School at Emory University. He holds Series 7, 24 and 66 licenses.