CFA Virginia Lunch Meeting at Omni, with Karen E. Umland

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About the event


CFA Virginia presents Karen E. Umland, CFA


Vice President and Senior Portfolio Manager Dimensional

 Topic: Multi-factor Investing: identifying, perusing and capturing premiums


Karen is a senior portfolio manager and a member of the Investment Committee at Dimensional. Her responsibilities include oversight of investment strategies, particularly in the non-US equity area. She frequently speaks at final presentations to prospective clients, client reviews, consultant meetings, and industry conferences in the US.


Karen joined Dimensional in 1993 as a general portfolio manager in US equities, after beginning her investment career with the Yale University Investment Office in 1988. In 1995, she moved over to the international portfolio management group within Dimensional, and spent the next fourteen years directly involved in the portfolio construction and trading of the non-US developed and emerging markets strategies.


A graduate of Yale (BA, economics, 1988) and the University of California, Los Angeles (MBA, 1993), Karen received her Chartered Financial Analyst (CFA) designation in 1991.


When & Where
May 16
16th May 2017
12:00 PM - 01:30 PM
Richmond, VA
2017-05-16 12:00 PM 2017-05-16 01:30 PM America/New_York CFA Virginia Lunch Meeting at Omni, with Karen E. Umland 100 S 12th St, Richmond, VA, USA 23219

Omni Hotel Richmond

100 S 12th St, Richmond, VA 23219