Best Dimensional Fund Advisors Podcasts (2024)

1
Dimensional Fund Advisors Co-Founder David Booth on The Birth of Modern Finance and Embracing Uncertainty in Investing 49:34

22d ago49:34

49:34

The impact David Booth has had on your financial life is profound, whether you realize it or not. David is the co-founder of Dimensional Fund Advisors, a firm that fundamentally changed the way we make everyday decisions about practical investing and money. David knew the future of investing would depend on data, so in 1981 he moved a noisy, hot, r…

1
Gerard O’Reilly of Dimensional Fund Advisors - What Happens When a Rocket Scientist Becomes an Investment Manager? 48:49

28d ago48:49

48:49

Today Rusty & Robyn are joined by Gerard O’Reilly from Dimensional Fund Advisors. Gerard O’Reilly serves as Co-Chief Executive Officer and Co-Chief Investment Officer of Dimensional Fund Advisors LP and is a Dimensional Director. He was named Co-CEO in 2017 and has been with Dimensional since 2004. Along with Co-CEO Dave Butler, Gerard guides the f…

1
James St. Aubin of Sierra Investment Management and Ocean Park Asset Management - What’s Ahead for the Markets and How Will Artifical Intelligence Impact the Investment Industry? 36:27

1h ago36:27

36:27

Today, Rusty and Robyn are joined by James St. Aubin, Chief Investment Officer of Sierra Investment Management and Ocean Park Asset Management. James St. Aubin, CFA®, CAIA®, is Chief Investment Officer for Sierra Investment Management. He has oversight of all activities of the Investment Management department, in collaboration with Sierra co-founde…

1
From Growth Within to Success Throughout: Nurturing Employee Development for Firm Prosperity 40:46

3h ago40:46

40:46

Mark Johnson, CEO of Wealth Architects, and Rob Greenman, Chief Growth Officer of Vista Capital, both live, breathe, and bear the responsibility in their respective firms for managing growth, and with it, creating a culture and sales cycle that fosters a business development mindset. They talk through their leadership styles and some of the ways th…

1
President of ERA Real Estate Alex Vidal shares four business lessons from completing an IRONMAN 31:10

2h ago31:10

31:10

Ep. 189: Alex shares 4 lessons that remain the same whether you devoting 500 hours to IRONMAN training or overseeing operations for more than 40,000 affiliated brokers and sales associates across 2,400 offices worldwide. Our BONUS RESOURCE for this episode includes Don’s favorite quotes from today’s episode and a reflection question so you can appl…

1
Preschool Drug Dealer, Professor, and Author J. Dana Trent 52:31

16h ago52:31

52:31

Born to drug-dealing parents in rural Indiana, J. Dana Trent was a preschooler the first time she used a razor blade to cut up weed and fill dime bags for her schizophrenic father, King. This is the opening log line to her new memoir “Between Two Trailers”, and it is a wild story. She talks with Carl about the experience of hustling with her father…

1
Tyson Walker of Orion OCIO - The Ins and Outs of Portfolio Audits 35:14

7d ago35:14

35:14

Today Rusty & Robyn are joined by Tyson Walker, Director of Portfolio Strategy at Orion OCIO, also known as Town Square Capital, in Salt Lake City. Tyson Walker serves as the Director of Portfolio Strategy at TownSquare Capital, where he leads a dedicated team of investment analysts. In this role, Tyson ensures that financial advisors receive exper…

1
Guild Chief Product & Technology Officer Rohan Chandran asks: Will you be ready when a momentous opportunity arises? 45:35

3d ago45:35

45:35

Ep. 188: Cricket shaped this executive’s decision to attend Stanford University. Rohan became a founding member of the cricket media site Cricinfo, which was later acquired by ESPN, and a member of the Stanford Supernovas Cricket Team, an alumni team that recently hoisted a league trophy. Today, he works at Guild – an education benefits company tha…

1
World Series Champion Dexter Fowler On Investing In Himself After a 14 Year Career in Major League Baseball 55:02

8d ago55:02

55:02

When former Major League Baseball Player Dexter Fowler was drafted out of high school in 2004, he signed for $1 million dollars and immediately got a wealth advisor. He played 14 years in the league, and despite all of his success on the field, he attributes his success off the field to his parents, wife, and children. As Dexter explains to Carl in…

1
Kostya Etus of Dynamic Advisor Solutions - Investment Models and Why Advisors Should Use Them 1:01:45

4d ago1:01:45

1:01:45

Today, Rusty and Robyn are joined by Kostya Etus, CIO of Dynamic Advisor Solutions. Konstantin “Kostya” Etus, CFA® is the Chief Investment Officer at Dynamic Advisor Solutions. He is responsible for leading Dynamic’s Investment Management team and overseeing all investment operations at Dynamic, including investment people, philosophy, process, por…

1
U.S. Navy Blue Angels Commander Alex Armatas shares how to build your high-trust organization 33:07

10d ago33:07

33:07

Ep. 187: Absolute faith in each other is imperative among members of the U.S. Navy’s Blue Angels precision flying team, where soaring canopy-to-canopy at 500 mph is all part of a day’s work. In this episode, “Boss” Armatas – a former lacrosse and basketball player— teaches you how to build trust, repair trust, resist micromanaging, and debrief effe…

1
Finding Financial Forgiveness with Trauma of Money Specialist Shannah Game 53:20

15d ago53:20

53:20

Shannah Game and Carl have one important thing in common: they both love talking about money. Shannah, a Certified Financial Planner and Trauma of Money Specialist has been talking about money for a long time. As host of the podcast Everyone’s Talkin’ Money, Shannah’s goal is to help people see their money as a tool they can use to create they want…

1
Kevin Carter of EMQQ Global - The Compelling Case for Emerging Markets 49:31

11d ago49:31

49:31

Today Rusty & Robyn are joined by Kevin Carter, Founder and Chief Investment Officer of EMQQ Global. Kevin T. Carter is the Founder & Chief Investment Officer of EMQQ Global, including EMQQ, FMQQ, and INQQ. While he considers himself an active “value” investor first and foremost, he has collaborated with Princeton economist and indexing legend, Dr.…

1
AmeriLife Executive Brian Peterson says: When you think you have communicated enough, communicate one more time. 26:04

17d ago26:04

26:04

Ep. 186: Basketball shaped Brian, who was the President and CEO of TruChoice Financial Group. He was the architect behind its construction before accepting his role at AmeriLife. Our BONUS RESOURCE for this episode includes Don’s favorite quotes from today’s episode and a reflection question so you can apply Brian’s insights. --- Looking for a spea…

1
A Timely, Interesting Conversation with Visionary John Davi from Astoria Portfolio Advisors 23:18

18d ago23:18

23:18

In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three years of John consistently and accurately forecasting inflation would persist, he now shares his revised outlook for the current challenging environment and actionable recommendations for investors. We believe this interview will help advisors to nav…

1
Building Brain Habits that Accelerate Your Team and Practice 55:25

26d ago55:25

55:25

Art Markman, PhD, is vice provost for academic affairs at the University of Texas at Austin and the author of more than 150 scholarly works on cognitive science and related topics. In this podcast episode, he shares his expertise on “smart” thinking and decision-making. With tens of thousands of decisions to make every day, what allows us to move f…

1
EY Global CEO Carmine Di Sibio teaches how to develop a mentoring culture 35:44

24d ago35:44

35:44

Ep. 185: Baseball shaped this leader originally from Italy, who manages a global workforce of 400,000 team members serving clients in 150 countries and generated an impressive $50 billion in revenue last year. You will learn lessons in: Turning mentorship into an expectation in your organization’s promotion structure. Using onboarding to hire emplo…

1
Index Pioneer David Booth, Bestselling Author Greg McKeown, Meditation Guru Sharon Salzberg, and Much More! 5:57

27d ago5:57

5:57

50 Fires returns with new episodes! Carl gets deep on money and what it means with Index Pioneer David Booth, Bestselling Author Greg McKeown, Meditation Guru Sharon Salzberg, and many more*: June 26: Dimensional Co-Founder David Booth July 03: Host of Everyone’s Talkin’ Money Shannah Game July 10: World Series Champion Dexter Fowler July 17: Bests…

1
Bill Wostoupal of Orion - Custom Indexing and the Future of Wealth Management 34:21

25d ago34:21

34:21

This week, Rusty and Robyn are joined by Bill Wostoupal, EVP of OCIO at Orion. Bill is the EVP, of Orion OCIO. He is responsible for the coordination and execution of Orion's vision to offer custom indexing, and other outsourced services, to our prospective and existing investment advisory customer base. Key Takeaways [04:26] - Bill has been in the…

1
LKQ Corporation Executive Genevieve Dombrowski wants to help you “steal” a victory 36:45

1M ago36:45

36:45

Ep. 184: Ashland University basketball shaped this HR exec who learned a lesson in preparation while racking up double digit steals game after game. “I would study film of the point guard as she was running down looking over to the coach and calling the play, so I knew exactly where they were going to pass it,” she shared. Now she’s studying what h…

1
Jessica Golson of Carson Wealth Management - The Future of the Wealth Management Industry and How to Encourage More Women to Join It 28:52

1M ago28:52

28:52

Today Rusty & Robyn are joined by Jessica Golson, Senior Vice President of Investments and Trading at Carson Wealth Management. Jessica received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking and Investment Science, and minored in Management. In 2012, she received a Mast…

1
Dimensional Fund Advisors Co-CEO Dave Butler says: Take something off your boss’ desk and bring it back better than expected 41:51

1M ago41:51

41:51

Ep. 183: Cal Basketball shaped Dave who was drafted by the Boston Celtics, only to be denied an NBA career because of a player’s strike and injury. But he pivoted to a career in finance and now serves as Co-CEO of Dimensional Fund Advisors. In the 25 years since he joined, the firm has grown from $10 billion in assets under management to nearly $70…

1
Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management 29:01

1M ago29:01

29:01

In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology …

1
Greg Wilensky and Jeremiah Buckley of JanusHenderson - Fixed Income and Building Balanced Portfolios 45:39

2M ago45:39

45:39

Today Rusty & Robyn are joined by Greg Wilensky and Jeremiah Buckley, head of US Fixed Income and Portfolio Manager at JanusHenderson respectively. Greg Wilensky is Head of US Fixed Income and a portfolio manager at Janus Henderson Investors, a position he has held since 2020. Prior to joining the firm, Greg served as senior vice president, directo…

1
Target CEO Brian Cornell asks: How can you immerse yourself with your team? 40:02

2M ago40:02

40:02

Ep. 182: As a four-sport athlete, sports was one area that provided a level-playing field for Brian who grew up in Queens raised by his mom and grandparents. Coaching high school football helped pay his way through UCLA and now the chair and CEO of one of America’s most iconic companies, nearly 2,000-store Target, just shakes his head in wonder as …

1
Alex Fink - Leadership Advice from a US Army General 50:43

2M ago50:43

50:43

Today Rusty & Robyn are joined by Alex Fink, Retired US Army Major General and former Chief Marketing Officer for the US Army. General Fink last served as the Army’s Chief Marketing Officer and is credited with reinventing the classic “Be All You Can Be” campaign. General Fink served for over 33 years in a variety of domestic and overseas operation…

1
Florida Blue President and CEO Pat Geraghty wants you to “Make it a great day!” 41:16

2M ago41:16

41:16

Ep. 181: Colgate Football shaped this leader whose family of companies serves more than 38.5 million people. You will learn how to model calm presence and total responsibility to your team when these qualities are needed most. Our BONUS RESOURCE for this episode includes Don’s favorite quotes from today’s episode and a reflection question so you ca…

1
Paul Baiocchi of SS&C ALPS Advisors - ETFs: Growth Prospects, Obstacles and the Future of the ETF Marketplace 52:24

2M ago52:24

52:24

Today Rusty & Robyn are joined by Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors in Denver, CO. Paul Baiocchi is the Chief ETF Strategist at SS&C ALPS Advisors, spearheading the firm’s distribution strategy and execution for the ETF suite as well as the Select Sector SPDRs lineup of ETFs. Paul works closely with the distribution, researc…

1
Custodian Roundtable: The Industry Landscape, Options, and Innovation in 2024 and Beyond 1:01:05

2M ago1:01:05

1:01:05

With more options than ever, how do advisors decide on a custodial partner? Ben Harrison of BNY Mellon Pershing, Gabe Garcia of SEI, and Thomas Moore of Betterment for Advisors join us in a roundtable discussion on how their custodial firms are going beyond asset security to offer services in other major operational and strategic capacities. They e…

1
Netflix Co-Founder Marc Randolph reveals the four words behind every company policy he created 46:44

2M ago46:44

46:44

Ep. 180: Baseball shaped the founder of the company that grew to more than 250 million subscribers and fundamentally altered how the world experienced media. Lessons include: What playing second base taught Marc about the importance of good daily habits. Why Netflix decided to have no vacation policy or travel policy. How to develop managers to be …

1
Harry Hartford of Causeway Capital Management - Value Investing and the Case for International Markets 40:28

2M ago40:28

40:28

Today Rusty & Robyn are joined by Harry Hartford, a Portfolio Manager at Causeway Capital Management in Los Angeles, CA. Mr. Hartford is the president at Causeway, fundamental portfolio manager, and head of fundamental research. Mr. Hartford co-founded the firm in June 2001 and is a member of the operating committee. From 1996 to June 2001, Mr. Har…

1
Good Sports CEO Melissa Harper asks: Can you reduce your mission to a bumper sticker? 31:50

2M ago31:50

31:50

Ep. 179: Field Hockey at the University of Pennsylvania shaped this non-profit leader. Good Sports – “a food bank for sporting goods” – just hit their $100 million donation milestone. If you are a leader who wants to learn how to make a larger impact through your clearly defined mission, you have much to learn from Melissa’s experience building Goo…

1
An Invitation From Carl: Share Your Own Conversations About Money 11:10

2M ago11:10

11:10

50 Fires is taking a very short break to gear up for Season 2 with even more meaningful conversations about money. In this quick episode, Carl invites you to kindle your own enlightening discussions around money with a spouse, family member, or dear friend, and offers 5 simple, yet impactful steps to start these conversations: Look for time and spa…

1
Michael Arone of State Street Global Advisors - What Are the Odds of Seeing Stagflation in the Economy and How Should Investors Prepare? 38:13

3M ago38:13

38:13

Today Rusty & Robyn are joined by Michael Arone, Chief Investment Strategist and Managing Director at State Street Global Advisors. Michael is the Chief Investment Strategist for the SPDR® Americas Business at State Street Global Advisors. He is responsible for expanding State Street Global Advisors’ footprint and thought leadership effort through …

1
Positioning for a Steady State Economy: A Conversation with Lewis Stocks from WestEnd Advisors 30:03

2M ago30:03

30:03

In this episode, we are joined by Lewis Stocks, portfolio specialist with WestEnd Advisors, who specializes in managing strategies built around the economic cycle. Lewis shares the firm's outlook on the U.S. and international landscape and how they are positioned for a slow but steady phase of the economic cycle with an emphasis on U.S. sector posi…

1
H&R Block CEO Jeff Jones Reveals the Best Way to Begin Team Meetings 37:23

2M ago37:23

37:23

Ep. 178: Baseball and basketball shaped Jeff who leads 60,000 global tax professionals. While he doesn’t do his own taxes, Jeff does “file” several practical tips in this episode including: The best way to begin team meetings by “checking in” and “checking out” How to frame questions that are “provocative” but also productive rather than aggressive…

1
Brian Storey and Andrew Goins of Brinker Capital - Managing Risk and The Art and Science of Portfolio Management 51:00

3M ago51:00

51:00

Today Rusty & Robyn are joined by Brian Storey and Andrew Goins of Brinker Capital, Deputy Chief Investment Officer and Senior Portfolio Manager at Brinker Capital respectively. Key Takeaways [03:47] - Andrew’s and Brian’s professional backgrounds and what they do in their current positions. [09:05] - Who have provided some of their key philosophic…

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