Biographies. Blair Anderson. Paul Catt-Camfield FINANCIAL ADVISER SERVICES

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1 FINANCIAL ADVISER SERVICES Blair Anderson Senior Associate Blair is part of Dimensional s financial adviser services business in Europe. In his role as senior associate, Blair works closely with regional directors to support them with adviser education, use of Dimensional s internal tools and resources and general client support. He has been working with Dimensional since Before joining Dimensional, Blair earned his Bachelor of Science degree in Geography from the University of Nottingham and has since attained the Investment Management Certificate from the CFA Society of the United Kingdom. Paul Catt-Camfield Regional Director Paul Catt-Camfield is a regional director in Financial Advisor Services based in London, working closely with financial advisers in the UK and Ireland. In this role he helps advisers understand capital markets research, assists in communicating investment concepts and consults on business development and practice management issues. Paul has over 25 years experience working with financial advisers. Prior to joining Dimensional he worked as an account manager with Standard Life and as a financial planner with The Financial Planning Group. Paul holds a Diploma in Regulated Financial Planning and a BSc in Geography from Kingston University.

2 FINANCIAL ADVISER SERVICES Martyn Chappell Regional Director As a regional director at Dimensional Fund Advisors, Martyn Chappell works with UK-based financial planning practices to help them deliver a successful investment experience to clients. He has more than 15 years of experience working with financial planners and benefit consultants, where he has provided guidance on the client value proposition, business planning, legislative and technical support, and investment practice. Martyn holds a diploma in Financial Planning, is an affiliate of the Society of Tax and Estate practitioners (STEP), holds a bachelor of Business from the University of Brighton, and studied business consultancy at Strathclyde Business School. Patrick Fogarty Regional Director Patrick Fogarty is a regional director with the London Financial Advisor Services team, working with UK and European advisors. In this role, he helps financial advisors understand capital market research, communicates investment concepts, and consults on asset allocation, portfolio construction, and business development. Patrick joined Dimensional from the investment strategy group at SEI Investments, where he worked closely with third-party investment managers and SEI s financial advisor clients. In this role, he developed expertise in the comparison and communication of a wide range of investment strategies. He earned his bachelor's degree in business from the University of Otago in New Zealand.

3 FINANCIAL ADVISER SERVICES David Jones Head of Financial Adviser Services, EMEA and Vice President Vice President David Jones brings 25 years of financial planning experience to his role as Head of Financial Adviser Services EMEA. He works with UK financial advisers to help them build their businesses on the solid foundation of a robust investment philosophy. Prior to joining Dimensional, David was the managing director of his own financial advisory firm, providing pensions and investment services to corporate and private clients. David holds an MA in military studies and a BA in American studies from the University of Manchester. Catherine Lovatt Vice President Vice President Catherine E. Lovatt, based in Dimensional's London office, trains and manages the financial advisor client service team in London. This team provides direct support to financial advisors within the Dimensional community. As head of client services, Katie is responsible for the growth and development of the client service associates, onboarding new employees, and organizing recruitment for the Financial Advisor Services team. As a regional director, Katie also works closely with financial advisors to help them develop their businesses. Katie previously worked with institutional clients in the region. Before joining Dimensional in 2002, Katie was a marketing and equity research analyst for SoundView Technology. She earned her MA in French and German from the University of Edinburgh in She also holds an Advanced Certificate in Marketing from the Chartered Institute of Marketing and a Financial Planning Certificate from the Chartered Insurance Institute.

4 FINANCIAL ADVISER SERVICES David Swanwick Vice President David is a regional director with the London Financial Adviser Services team, working with UK and European advisers to aid the delivery of consistent and successful investment experiences to their clients. David also helps advisory firms achieve their true potential, through the analysis and application of proven practice management techniques. Prior to joining Dimensional, David was a private client adviser with Shadforth Financial Group, a leading Australian wealth management firm servicing high net worth families and organisations. Originally from a banking background with Commonwealth Bank of Australia, David was later appointed a director of Ellwood Barry McPherson. The firm was a founding member of Shadforth Financial Group in David holds a bachelor of business from Queensland University of Technology, the diploma of financial planning from Deakin University, and is a graduate of the Australian Institute of Company Directors Diploma course. David has chaired industry committees and participated in numerous projects and panels regarding advice and investment issues. He has also been invited to speak within the financial planning profession and by external groups within Australia and internationally.

5 PORTFOLIO MANAGEMENT Akbar Ali Senior Portfolio Manager and Vice President As a Senior Portfolio Manager in London, Akbar Ali oversees global equity portfolios managed for clients in Europe, the Middle East, and Africa. He sits on the London Investment Committee and is a member of Dimensional's Investment Policy Committee, which formulates strategy enhancements and develops new strategies. Akbar previously managed international equity portfolios in Dimensional's Santa Monica office, with a focus on emerging markets and the firm's international core equity strategies. He regularly speaks on international investment topics with clients and at conferences. Akbar came to Dimensional in 2002 after developing equity and fixed income strategies for high net worth clients at Goldman Sachs. Prior to that, he was senior technology officer at JP Morgan Chase, where he developed trading systems to manage fixed income derivatives. Akbar began his career at Bankers Trust, where he developed derivatives pricing software. He received his MBA from the Anderson School of Management at the University of California, Los Angeles, and an MS in electrical engineering from the University of Michigan.

6 PORTFOLIO MANAGEMENT Nathan Lacaze, CFA Head of Portfolio Management and Vice President Nathan Lacaze has more than 10 years of experience at, starting as a trading assistant in In 2007, he was approved by the then Financial Services Authority to undertake the CF30 function. In 2010, he was promoted to portfolio manager, in 2012 to vice president and in 2014 to senior portfolio manager. In this role, Nathan oversees the day-to-day running of s portfolios. He is also involved in the design and implementation of new strategies and speaks to current and prospective clients on investment-related topics. Nathan received a bachelor of chemical engineering and a bachelor of commerce, with majors in finance and economics, from the University of Sydney and an MBA from the University of Chicago Booth School of Business in London. He is a CFA Charterholder.

7 PORTFOLIO MANAGEMENT Joy Yang Portfolio Manager Joy Yang is a portfolio manager in the Investment Strategy group within Dimensional s London office. Her responsibilities include working with internal teams to build Dimensional s external message and collaborating with clients to help them understand Dimensional s philosophy and approach. This role allows Joy to better service clients needs and requirements, which in turn ensures that Dimensional s investment strategy remains valuable to clients. Prior to joining Dimensional, Joy was head of equities for Europe at Vanguard. Joy also served as head of index and enhanced indexation at Scottish Widows Investment Partnership/Insight Investment as well as head of strategy engineers at AXA Rosenberg in London. In addition, Joy held various roles at Barclays Global Investors (BlackRock) and Scudder, Stevens & Clark (now Zurich Scudder Investments). Joy holds a BS degree in electrical engineering from Cooper Union s Albert Nerken School of Engineering and an MBA from the University of Chicago.

8 TRADING Mark Butterworth Senior Trader and Vice President Mark Butterworth is a senior trader with the Global Equity Trading team. Prior to joining Dimensional, Mark was a director on the BlackRock equity trading team in London and senior trader for the scientific-active funds and hedge-funds, he also helped to manage the Mid-Horizon hedge-fund. Mark started his career in the city in 1998 working for a small hedge-fund initially in IT and later trading. He joined BGI in 2000 and spent his 12 years trading for all of the internal teams including Index, transitions and scientific-active. Mark had oversight for electronic-trading development in Europe, broker relationships and trading strategy and development. Mark holds a BSc in Computer Systems Engineering from Warwick University and a diploma from the Chartered Institute for Securities & Investment. Polly Weiss Fixed Income Trader Polly Weiss conducts direct market access trading and manages broker distribution of trades for global fixed income securities on Dimensional s fixed income trading desk. Polly joined Dimensional s Austin team in 2008, and moved to the London desk in She previously worked for State Street Global Advisors. Polly holds an AB in art from Vassar College.

9 COMMUNICATIONS Andrew Webb EMEA Communications Manager Andrew Webb is Dimensional's Communications Manager in London. He is responsible for the production and adaptation of material that helps Dimensional and its clients across the EMEA region talk about its approach to investing. Prior to joining Dimensional, Andrew worked at Fidelity Worldwide Investment initially in retail and institutional operations and then as a writer of varied internal and external material, including a regular investment column in a leading advisor trade magazine.

10 ACUMEN FINANCIAL PLANNING Sandy Robertson Managing Director Acumen Financial Planning Sandy Robertson is managing director of Acumen Financial Planning, and has worked in banking, accounting and financial services for 40 years. In 1995, he was the first person in Scotland to become a fellow of the Institute of Financial Planning, now part of the CISI. Sandy is a member of the Institute of Bankers in Scotland, a fellow of the Chartered Association of Certified Accountants, a Certified Financial Planner and a Chartered Fellow of the Institute of Securities & Investment. He is trained in Collaborative Practice in accordance with the International Academy of Collaborative Professionals and helps develop standards on financial matters of divorce and separation. Acumen Financial Planning was formed in 2002 and has grown from a small team to an established firm, with some of the highest qualified planners in Scotland. An Accredited and Chartered firm, Acumen Financial Planning has offices in Aberdeen, Edinburgh, Elgin and Peterhead, serving 1,400 clients across the UK, with funds under management of 300M.