Art Laffer

Member of President Reagan's Economic Policy Advisory Board (both terms), 1981-1989
Founder and Chairman of Laffer Associates
Bachelors of Economics, Yale University
MBA, Ph.D., Economics, Stanford University

Dr. Laffer's economic acumen brings a distinct advantage to Matson Money, our coaches, and clients with insights on the implication of economic policy on savers and investors. Frequently referred to as "The Father of Supply-Side Economics," Dr. Laffer helps navigate the complexities of the economy, interest rates, and tax efficiency as it applies to portfolio construction.

Michael Lane

Head of iShares, U.S. Wealth Advisory
Member, US Wealth Advisory
Member, US iShares Executive Committees
Executive Committee Member, Binghamton University Foundation Board

Working with financial advisors for nearly three decades, Michael oversees the development of advisor centric solutions, due diligence and implementation of iShares, helping advisors build better portfolios with core, fixed income, factor and model-based ETFs.

Prior to joining iShares at BlackRock in 2018, Michael served as the Global Head of Strategic Retirement Initiatives at Dimensional Fund Advisors, responsible for the strategic development and global distribution of retirement solutions for one of the world's premier asset managers. During his 14-year tenure at Dimensional, Michael played a range of leadership roles, including CEO of Dimensional SmartNest LLC, providing customized managed account solutions for defined contribution plans. He additionally worked in the office of the chairman as well as leading the development of the retirement, broker-dealer, bank and TAMP businesses. Prior to Dimensional, Michael served as a director of advisor services at TIAA-CREF.

Michael has published three books, including Secrets of the Wealth Makers, as well as a range of articles on financial planning and advisory practices. A member of the Carson Wealth FinServ Advisory Council, he is kicking off the FinServ Foundation's Next-Gen program - an initiative that will focus on bringing diverse talent to the financial services industry.

An '89 graduate of Binghamton University in New York, he serves as an Executive Committee member of the Binghamton University Foundation Board and received the Medal of Distinguished Service in 2019. As a former men's tennis student-athlete at Binghamton, the tennis complex was renamed the “Lane Tennis Center,” based on his passion for the sport and involvement with the program.

Savina Rizova

Head of Research, Dimensional
Member of the Investment Committee
Co-Chair of the Investment Research Committee
BA, Economics and Mathematics, Dartmouth College
MBA, Ph.D., Finance, University of Chicago Booth School of Business

Savina applies her background in finance to a wide variety of research projects that Dimensional undertakes to improve every step of its investment process, from research on drivers of returns to portfolio design, portfolio management, and trading. She works closely with the Sales team and the rest of the Investment team to develop value-added investment solutions that seek to meet client needs, goals, and preferences in a systematic, reliable, and cost-efficient manner. In addition, Savina leads the efforts of the Research group to provide thought leadership to clients and prospects on important investment-related topics.

Prior to obtaining her PhD, Savina worked in the Research group at Dimensional. She conducted quantitative analysis used to explain strategies and performance to clients. She also holds a BA in economics and mathematics from Dartmouth College, where she was a research assistant to Professor Kenneth French.

Terrance Odean

Rudd Family Foundation Professor of Finance Haas School of Business, University of California
Bachelors of Statistics, UC Berkeley
Masters of Finance, UC Berkeley
Ph.D., Finance, UC Berkeley

Terrance Odean is a leader in the field of behavioral finance, boasting extensive research in the area of investor behavior, investor biases and habits. His research reveals how behavior can destroy investor performance and the ability to create wealth. Dr. Odean’s expertise is essential to the creation of coaching systems and tools for prudent long–term investing.

Meir Statman

Glenn Klimek Professor of Finance, Santa Clara University, Leavy School of Business Ph.D., Columbia University
B.A. and M.B.A., Hebrew University of Jerusalem

Investor behavior and decision making is a key component to reaching long-term investing goals. Meir Statman's work attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is “Finance for Normal People: How Investors and Markets Behave”.

Lyman Ott

Bachelors of Mathematics and Education, Bucknell University
Masters of Mathematics, Bucknell University
Ph.D., Statistics, Virginia Tech

As an expert in the field of statistics, Dr. Ott lends his expertise to Matson Money and investors by actively analyzing and providing third-party validation for the economic and financial research upon which our portfolios are constructed. His scrutiny indicates the probability of outcomes concerning the implementation of specific investing strategies. His analysis of the existence and confirmation of “The Barbell Effect” has a significant impact on the design of Matson Money portfolios.

David Devoe

Founder, DeVoe & Company
Bachelors of Arts, UC Berkeley
MBA, Cornell University Johnson Graduate School of Management

David DeVoe founded DeVoe & Company in 2011 to help wealth management companies optimize their business decisions. The company has supported hundreds of firms in consulting, investment banking and valuation engagements since launch. David has been a thought leader on RIA practice management for 18 years and was named the 'RIA M&A Guru' by Barron's magazine.

Previously, he served as Managing Director of Strategic Business Development at Charles Schwab Advisor Services. In this role, he developed and led Schwab's Transition Planning platform, which provides comprehensive M&A and succession planning services to registered investment advisors. During this eight-year period, he provided strategic counsel to over 500 advisors. Previously, David worked in the Business Strategy group at American Express.

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Matson Money
Advanced Advisor Conference
Scottsdale, Arizona
March 8-10 2023

An exclusive advisors-only event.

Learn from the brightest minds in the industry.

Register Now

Event Info

The 2023 Advanced Advisor Conference is near, March 8 - 10, 2023. This year, we are hosting an intimate yet dynamic event in Scottsdale, Arizona.

Our theme is Invest Like A Scientist: An opportunity to learn from our Academic Board and other experienced professionals in the field as they explore portfolio construction, business and finance acumen, economic and monetary policy, and much more as we dive deep into the science of investing.

This exclusive VIP event is advisor-only, limited to 250-attendees. Spouses and significant others are invited to attend the welcome reception on March 8, 2023.

It is our vision that you leave this event powerfully inspired to help your clients invest in a disciplined, academically grounded, and purposeful manner. That is the revolution we are out to cause, together as a community.

rev·o·lu·tion
/ˌrevə'lo͞oSH(ə)n/

a dramatic and wide-reaching change in the way something works or is organized or in people's ideas about it: Together we caused a revolution in the investing industry.

March 8-10 2023

For Advisors Only. Not For Public.

This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision.

Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (“SEC”) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia. Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson. The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content. Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result.

All of Matson Money's advisory services are marketed almost exclusively by either Solicitors or Co-Advisors (“Promoters”). The term “Co-Advisor” is equivalent in meaning to the term “Promoter.” Co-Advisors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms. Matson is not affiliated with the Co-Advisors or the firms with which they are associated. Each Co-Advisor enters into a contractual agreement to serve as a non-discretionary Co-Advisor with respect to clients referred by the Co-Advisor to Matson. Solicitors typically do not enter into investment management agreement with clients. Both Co-Advisors and Solicitors have similar responsibilities including promoting and referring clients, and client coaching, including maintaining suitability information, routine service issues, and relationship management. All Co-Advisors are independent contractors, not employees or agents of Matson. Co-Advisors are paid fees as set forth under the tri-party Investment Management Agreement. Such fees are negotiable and may range from .20% to 1.2% of Account Owner assets under management. Matson does not retain any portion of these fees and is compensated only through advisory fees embedded in the Matson Funds.

The Co-Advisor receives an annual fee, paid quarterly in advance by Matson, based on total assets under management of the Co-Advisor's clients. Generally, the greater the assets under management that the Co-Advisor's clients have, the higher their annual compensation will be. Due to this compensation arrangement, the Co-Advisor has a financial incentive to promote Matson in lieu of other financial services providers, which results in a material conflict of interest.

Account Owners referred by other Co-Advisors may pay lower advisory fees for comparable services as a result of the range of fees available at each asset level breakpoint.

Co-Advisor's fee may be paid directly by Account Owner to Co-Advisor or this fee may be deducted from Account Owner's account by Matson and paid by Matson to Co-Advisor. No part of this fee is retained by Matson. The Co-Advisor's relationship with Matson, including fees payable from the Account Owner's Account, is governed by a separate agreement between Matson and the Co-Advisor. The nature of this relationship creates an inherent conflict of interest.

Additionally, Co-Advisors who have entered into a Co-Advisory Agreement with Matson Money can also choose to enroll in the Matson Money Brand Ambassador program under an additional separate Brand Ambassador Agreement with Matson Money. A Brand Ambassador can use Matson's Licensed Marks in connection with the operation of its business as an investment advisor, and Matson grants the Brand Ambassador a license to use the Licensed Marks, subject to the terms and conditions of the Agreement. In addition, the Brand Ambassador retains Matson to provide certain operational consulting services in connection with the Brand Ambassador's business operations and use of the Licensed Marks, and provides such Operational Consulting Services which includes additional training and coaching, subject to the terms and conditions of the Agreement. Matson Money receives compensation for the Brand Ambassador arrangement of approximately $100,000 to cover the cost of creating branded assets like films, presentations, logos, and other various marketing material, as well as additional services like in-depth training and coaching for leading the American Dream Experience. Some additional expenses can be charged for additional services.

In Canada, Matson acts as a sub-advisor to another registered portfolio manager (“Advisor”). Matson is not affiliated with the Advisor. The Advisor and Matson have entered into a sub-advisory agreement, under which Matson has agreed to sub-advise client accounts managed by the Advisor. Client accounts are invested in strategies managed by Matson. The Advisor is responsible for client onboarding and account opening collection of know-your-client information and suitability determination and overall client relationship management.

All investing involves risks and costs. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. The information contained in this content is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS

Copyright © 2022 Matson Money, Inc.

Dr. Lyman Ott, Dr. Meir Statman, Dr. Terrance Odean, and Dr. Art Laffer are members of Matson Money's Academic Advisory Board.

Academic Advisory Board members receive compensation from Matson Money for their services which include, but are not limited to, independent leadership consulting; co-authoring white papers; and speaking at Matson Money conferences. Academic Advisory Board members may also provide insight to Matson Money on portfolio construction, asset allocation, quantitative analysis, investor behavior and other areas of expertise, as needed.

Black Rock is not affiliated with Matson Money, Inc.
David Devoe is not affiliated with Matson Money, Inc.
Dimensional Fund Advisors is not affiliated with Matson Money, Inc.