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The views expressed by the speakers do not necessarily reflect the views or policies of CFA Society Colorado, its Board of Directors or its members. CFA Society Colorado does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same.

Women & Wealth Webcast


June 03, 2020
3:00 PM - 4:00 PM

Webinar

Women & Wealth Webcast

Dimensional is committed to exploring how we can help our clients offer women a better investment experience. Since 2015 we’ve been bringing Dimensional clients together to share insights on women and wealth. This presentation explores key lessons learned about whether serving women is different, women’s common financial hurdles, and how to deepen relationships with women by building high trust environment. 

Speaker

Kahne Krause, Vice President & Head of Communities

As Head of Client Communities, Kahne Krause oversees more than 80 groups and forums, ranging from traditional advisor study groups to executive forums and specialized groups focused on common interests, such as Women and Wealth and Sustainable Investing. Dimensional communities provide a place for clients to have trusted conversations, build on their expertise, share ideas, and learn from each other. Kahne has been at Dimensional for over 12 years. In that time, she has also worked closely with RIAs to address their most significant issues, from developing investment solutions to addressing practice management needs to working through strategic business initiatives.

Prior to joining Dimensional in 2007, Kahne was a principal audio/video engineer at Walt Disney Imagineering, where she worked on the design and installation of theme park attractions at Disney parks worldwide. Kahne holds an MBA from the Anderson School of Management at UCLA and a bachelor’s degree in aeronautical and astronautical engineering from Purdue University. She is a CFA® charterholder.

Ashley Ilardo, Regional Director, Communities

Ashley Ilardo is a Regional Director in Dimensional’s Communities team. Based in the Austin office, Ashley facilitates some of the firm’s specialty study groups and communities, including Compliance and Women and Wealth, and helps oversee the 80-plus study groups and communities Dimensional has globally. In this role, she creates content for study groups on topics related to investment solutions, messaging, and business strategy, and shares best practices across the team.

Before joining the Communities team, Ashley worked with some of Dimensional’s largest clients as part of the firm’s Enterprise Group; she also worked in the Bank Trust Group and consulted with financial advisors. Prior to joining Dimensional, Ashley was an investment executive at National Securities, where she established and maintained relationships with high-net-worth individuals. She holds an MS in finance from the University of Texas at Austin and a BS in mathematics and economics from Adelphi University.

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