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Wednesday, November 17, 2021 from 12:00 PM to 1:00 PM CST
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The University of Texas Club 
2108 Robert Dedman Drive
Austin, TX 78712

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CFA Society of Austin 

Wednesday, November 17th Luncheon

Investing Amid Uncertain Inflation


Wan J. Kim
Wan J. Kim is an Investment Strategist in Dimensional’s Investment Solutions Group. Based in the Austin office, Wan works on the product specialists team and serves as a subject matter expert on the firm’s fixed income investment philosophy and strategy to consultants, clients, and prospective clients. He also plays a crucial role in developing internal and external communications related to the firm’s investment philosophy and portfolio management process, as well as portfolio and strategy commentaries.

Prior to joining Dimensional, Wan worked in the investment banking industry for 22 years, including eight years overseas. He spent nearly 12 years at JPMorgan, where he was an executive director working in emerging markets sovereign and corporate bond trading and was responsible for market making execution and expanding the client services business across the Latin American and Asian credit markets. Before JPMorgan, he spent nine years at Goldman Sachs, where he was a vice president with similar trading-related roles and also gained experience in areas such as debt capital markets and emerging markets syndication.

Wan graduated from Columbia University with a bachelor’s degree in operations research: engineering management systems (BSOR:EMS) and a minor in economics.

Kevin Green
Kevin Green is a Senior Researcher based in Dimensional’s Austin office. He is responsible for conducting empirical research on a broad range of investment topics to support client relations. Prior to joining Dimensional, Kevin worked for six years as a risk analyst for Q Investments, where he provided analytical support for the trading and portfolio management teams.

Kevin earned a PhD in finance from the University of Texas at Dallas, an MBA from Texas Christian University, and a BBA from the University of Texas at Austin.