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S03E07 Dave Butler, CEO of Dimensional Fund Advisors - From pro basketball to leading a $600 billion investment business; timeless money advice for entrepreneurs.

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Manage episode 384088481 series 3364430
Content provided by Alan Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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In my ‘day job’, when I speak with entrepreneurs and ask them what their single biggest financial concern is once they sold their business and received a capital sum, the answer is often ‘I don't want to lose it - I don’t want to mess this up!’
So I started this podcast as a resource for founders and business owners - those who’ve taken the leap, created a business and are now in the process of growing it or possibly already sold and exited.
Anyone who’s started a business knows how difficult it can be, and if you manage to navigate the inevitable rollercoaster ride that being an entrepreneur involves and created some economic success, the last thing you want to do is be exposed to unnecessary risks.
That's why I was delighted to invite Dave Butler to share his wisdom with our community.
Dave is the CEO of what I've often called The Best Kept Secret in Investment - Dimensional Fund Advisors and is one of the smartest people in finance.
I’ve had the pleasure of meeting him several times and I can tell you that he’s a deeply thoughtful guy, super high integrity and incredibly passionate about helping investors succeed.
During our conversation he explained his journey from playing pro basketball through his early days on Wall Street and now leading Dimensional - and the lessons he’s learned along the way, such as:

  • Why business owners with money to invest should be wary of hiring a specific type of fund manager or wealth adviser.
  • The three essential areas you must focus on to maximise your chances of long-term investment success.
  • His checklist of essential attributes to look for if you plan to hire a wealth adviser or money manager.

Towards the end, after over 30 years in the money management business, and now running a company that manages hundreds of billions of dollars, his personal definition of True Wealth is just brilliant.
Packed full of stories, anecdotes and words of wisdom, you're going to enjoy this conversation - ladies and gentlemen I gave you Mr Dave Butler.
Links:

Dimensional Investing

Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever

www.capital.co.uk

This podcast is produced by GR Media
Sponsored by Capital Asset Management

  continue reading

55 episodes

Artwork
iconShare
 
Manage episode 384088481 series 3364430
Content provided by Alan Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

In my ‘day job’, when I speak with entrepreneurs and ask them what their single biggest financial concern is once they sold their business and received a capital sum, the answer is often ‘I don't want to lose it - I don’t want to mess this up!’
So I started this podcast as a resource for founders and business owners - those who’ve taken the leap, created a business and are now in the process of growing it or possibly already sold and exited.
Anyone who’s started a business knows how difficult it can be, and if you manage to navigate the inevitable rollercoaster ride that being an entrepreneur involves and created some economic success, the last thing you want to do is be exposed to unnecessary risks.
That's why I was delighted to invite Dave Butler to share his wisdom with our community.
Dave is the CEO of what I've often called The Best Kept Secret in Investment - Dimensional Fund Advisors and is one of the smartest people in finance.
I’ve had the pleasure of meeting him several times and I can tell you that he’s a deeply thoughtful guy, super high integrity and incredibly passionate about helping investors succeed.
During our conversation he explained his journey from playing pro basketball through his early days on Wall Street and now leading Dimensional - and the lessons he’s learned along the way, such as:

  • Why business owners with money to invest should be wary of hiring a specific type of fund manager or wealth adviser.
  • The three essential areas you must focus on to maximise your chances of long-term investment success.
  • His checklist of essential attributes to look for if you plan to hire a wealth adviser or money manager.

Towards the end, after over 30 years in the money management business, and now running a company that manages hundreds of billions of dollars, his personal definition of True Wealth is just brilliant.
Packed full of stories, anecdotes and words of wisdom, you're going to enjoy this conversation - ladies and gentlemen I gave you Mr Dave Butler.
Links:

Dimensional Investing

Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever

www.capital.co.uk

This podcast is produced by GR Media
Sponsored by Capital Asset Management

  continue reading

55 episodes

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