Best Dimensional Fund Advisors Podcasts (2025)

1
Alejandra Grindal, Ned Davis Research – Tariff Lesson with Prof. Grindal 49:22

8d ago49:22

49:22

Today’s guest is Alejandra Grindal. Alejandra serves as the Chief Economist for Ned Davis Research. Based in Florida and a graduate (undergraduate and Master’s) of Florida State University, we were pleased to host a true Floridian for this episode. We recently hosted Alejandra for our Annual Dinner for CFA Society Orlando and did such a great job, …

1
Transform the Experience, Transform Your Business 59:48

1M ago59:48

59:48

Dennis Moseley-Williams, founder of DMW Strategic Consulting, brings a fresh lens to the financial services industry through the concept of the “experience economy.” Dennis shares how financial advisors can grow their business by shifting from delivering services to staging experiences. Learn how the experience economy can help you deepen client re…

1
Sales Success Starts with Relationships, Not Deals 38:48

2M ago38:48

38:48

Casey Jacox, sales leader and author of Win the Relationship, Not the Deal, turned his experience in sales and leadership into a career of coaching and mentoring professionals on building authentic relationships. He shares his expertise in building confidence, communication, and business development, offering strategies for advisors to strengthen c…

1
Mike Thrasher, Modus - Family Office 101 1:01:14

2M ago1:01:14

1:01:14

In this episode, the discussion centered around the complexities and dynamics of family offices. Topics covered included the growing number of single-family offices, especially in North America, the typical asset size that justifies establishing a family office, and the transition to multifamily offices to manage costs and expand services. The conv…

1
Staying the Course Through Market Volatility - A Conversation with Phil McInnis of Avantis Investors 30:47

2M ago30:47

30:47

In this episode, we are pleased to be joined by first time guest Phil McInnis, Chief Investment Strategist at Avantis Investors. Phil shares research on why investors should stay the course during periods of market volatility like what we recently witnessed following the trade tariff announcements on April 2 "Liberation Day." He reminds listeners t…

1
Mission-Driven Leadership: Creating a Transformational Client Experience 49:14

3M ago49:14

49:14

Scott Highmark, President of Mosaic Wealth, shares how his firm’s mission, vision, and values have become the foundation for driving growth, shaping culture, and delivering a transformational client experience. From fostering a team-first environment to aligning financial strategies with clients’ personal values, Scott breaks down how Mosaic integr…

1
Herb Greenberg – Red Flags 1:03:07

3M ago1:03:07

1:03:07

For our third episode of year six of the podcast, we welcome Herb Greenberg to the Investors First Podcast. Herb’s career is incredible, with time as a journalist at major news outlets ranging from the Chicago Tribune and San Francisco Chronicle, to the WSJ, and also time at The Street and CNBC. It should be noted that he was born and raised in Flo…

1
Reaffirming the U.S. Small Cap Value Premium - A Conversation with Wes Crill, Dimensional Fund Advisors 25:06

4M ago25:06

25:06

In this episode, we are rejoined by Wes Crill, Senior Investment Director at Dimensional Fund Advisors to discuss the latest performance challenges for the Fama/French factor premium framework, namely small cap value within the U.S. market. Wes provides context for these performance challenges, especially in light of positive performance of the pre…

1
The Future of Your Firm: Building the Next Generation of Leaders 48:15

4M ago48:15

48:15

How can financial advisory firms successfully transition to the next generation of leadership? In this episode, host Catherine Williams talks with Jessi Howe of Silver Oak Advisory Group and Yusuf Abugideiri of Yeske Buie about their journeys to firm leadership. They share key lessons on succession planning, developing future leaders, and balancing…

1
John Bowman, CAIA Association – Alternative Investing in 2035 55:46

4M ago55:46

55:46

For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I can’t say enough positive things about what John is doing with the CAIA Association (as well as his predecessor Bill Kelly), both of whom put investors first, which is what this podcast is all about. John stepped in as CEO at the beginning of 2025 …

1
Health Meets Wealth: The Power of Transformational Financial Advice 45:01

5M ago45:01

45:01

In this episode of the Managing your Practice podcast, Catherine Williams of Dimensional Fund Advisors is joined by Brady Fineske, president of TFO Wealth Partners, and Richard Stott, CEO and CIO of Connectum Capital Management. They explore the critical connection between health and wealth, sharing personal stories and strategies for helping clien…

1
Tom Lee, Fundstrat – 2025 Market Outlook 48:54

6M ago48:54

48:54

To kick off year six of the Investors First Podcast, today’s guest is Tom Lee. Tom is the Managing Partner and Head of Research at Fundstrat Global Advisors, with over 25 years of experience in equity research. Formerly J.P. Morgan's Chief Equity Strategist, he is a top-ranked strategist and you will frequently find him on CNBC. Lee holds a BS in E…

1
2024 Wrapped: Practice Management Trends That Shaped the Year 1:19:43

6M ago1:19:43

1:19:43

Join Dimensional’s Practice Management team as they recap the top trends that shaped advisory firms in 2024 and share insights to help you succeed in the year ahead. From strategic planning and business scaling to managing talent and enhancing the client experience, this year-end podcast highlights key takeaways, actionable strategies, and emerging…

1
Thematic Investing in 2025: Insights from Jay Jacobs, BlackRock 33:57

6M ago33:57

33:57

In this episode we are pleased to be joined by Jay Jacobs, Head of Thematic and Active ETFs at BlackRock, as we explore the firm's 2025 outlook for thematic investing. Key topics include opportunities driven by a lower interest rate environment, a renewed focus on improving U.S. physical infrastructure for transportation and manufacturing, and the …

1
Rob Arnott, Research Affiliates – Getting Dumped, AI, & Expected Returns 1:03:02

6M ago1:03:02

1:03:02

Today’s guest is Rob Arnott, Founder and Chairman of Research Affiliates, where he actively contributes to research, portfolio management, product innovation, business strategy, and client relations. He co-manages several funds, including the PIMCO All Asset and RAE™ funds. Throughout his career, Rob has challenged conventional financial wisdom and…

1
Leading with Purpose: How Your “Why” Drives Growth in a Financial Advisory Firm 43:21

7M ago43:21

43:21

In this episode, Gordon Bernhardt and Scott Oeth discuss how storytelling and incorporating their own personal “why” into various interactions can support deeper client relationships and drive growth in their advisory firms. Bernhardt, a wealth manager and principal with Modera Wealth Management, and Oeth, a wealth manager and principal for Cahill …

1
Is Now the Time to Invest in Small Caps? A Conversation with Massimo Santicchia, Alpha Quant 20:00

7M ago20:00

20:00

In this episode, we are joined by Massimo Santicchia, Co-Founder of Alpha Quant specializing in systematically-managed portfolios using a quantitative approach. We discuss the current environment where U.S. large caps have handily outperformed small caps over the last decade and why the environment is shaping up to favor small caps over large caps.…

1
Marlena Lee, PhD – Fama, Factors & Women in Finance 1:01:24

7M ago1:01:24

1:01:24

Today’s guest is Marlena Lee. Marlena is Dimensional Fund Advisor’s (DFA) Global Head of Investment Solutions, leading a team focused on investment thought leadership and client education. She is also a member of DFA’s Investment Research Committee. Founded in 1981, DFA is a global asset management firm with ~$800B in assets under management, known…

1
Uncovering Opportunities within the Federal Tax-Exempt Bond Market: A Conversation with Chad Farrington, DWS 22:16

8M ago22:16

22:16

In this episode, we are pleased to be joined by Chad Farrington, Co-Head Municipal Bond Investment Strategy at DWS Asset Management. Chad provides an update on the federal tax-exempt bond market, which includes issuers spanning state and local municipalities to public use facilities such as mass transit, airports, and toll roads. We also discuss th…

1
Feedback as Fuel for Growth: Why Your Clients’ Point of View Matters Most 41:10

8M ago41:10

41:10

Helen Stephens, president and CEO of Aspen Wealth Management, has more than three decades of experience serving investors across various client profiles. Her firm has developed several personas for those clients that they serve best, and Stephens attributes success to advisory councils that match those personas. The councils provide a dedicated ven…

1
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets 53:51

8M ago53:51

53:51

Today’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA’s Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework fo…

1
Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s 49:35

10M ago49:35

49:35

Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head research assistant for Professor Jeremy Siegel and became his co-author on the sixth edition of the book Stocks for the Long Run. He received his B.S. in economics from the Wharton School of the University…

1
Ingredients of Engagement: How Trust, Presence, and Values Make for a Winning Combination 58:12

10M ago58:12

58:12

Helen Learmonth, director and financial planner at WealthFlow, and Matt Hall, cofounder and CEO of Hill Investment Group, put the client experience at the forefront of their business operations to increase retention and drive referrals. They have each incorporated their firms’ mission and values, as well as a higher level of service and presence, t…

1
Don't Try This At Home - Making Sense of the Early August Spike in Market Volatility with Taylor Lukof, ABR Dynamic Funds 28:59

10M ago28:59

28:59

In this episode, we are rejoined by Taylor Lukof, CEO and Founder of ABR Dynamic Funds, to discuss the spike in market volatility catalyzed by the Bank of Japan's decision to raise interest rates that precipitated a sharp unwinding of Japanese yen-funded risk positioning. Taylor mentions how difficult it was for both professional and retail volatil…

1
Stay the Course But Be Ready to Navigate Through Some Turbulence - A Conversation with Brian Weisenberger, Kensington Asset Management 27:51

11M ago27:51

27:51

In this episode, we discuss the current market environment with Brian Weisenberger, Senior Market Strategist at Kensington Asset Management. Brian shares how Kensington assesses the equity and fixed income markets through a systematic lens. Although the current environment remains conducive for risk-on positioning across equities and fixed income, …

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

11M ago40:46

40:46

Mark Johnsen, 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
Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill 1:05:46

11M ago1:05:46

1:05:46

In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Michael is currently the Head of Consilient Research at Counterpoint Global (part of Morgan Stanley Investment Management). He also serves a…

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

12M 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

12M 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
Ali Hamed – Contrarian Early-Stage Investing 56:12

1y ago56:12

56:12

Today we host Ali Hamed, a Co-Founder and Partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the s…

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

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

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

1y 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
Dr. Meir Statman – A Diversified Measure of Wealth 54:19

1y ago54:19

54:19

Today we host Dr. Meir Statman, somebody who was extremely productive during the pandemic, which included completing his new book A Wealth of Well Being. For those familiar with his behavioral finance research, Meir needs no introduction. For the rest of you listening, Meir has devoted his entire career to behavioral finance and making better inves…

1
Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC 55:22

1y ago55:22

55:22

Our guest today is Sion Evans, CFA, Senior Investment Manager at VenCap, one of the longest-established investment management and advisory firms active in the VC industry today. They’ve made over 500 commitments to venture capital funds in the US, Europe, China and India. In today’s episode, Sion gives a masterclass on what the data says about vent…

1
How Leaders Can Map Career Journeys to Drive Growth and Innovation 44:23

1y ago44:23

44:23

Jennifer Climo, CEO of Milestone Financial Planning, and Martine Lellis, chief talent officer at Mercer Advisors, work in advisory firms that are vastly different in size but have the common goal of creating an environment that fosters growth in both revenue and talent. They share their experience in bringing on new employees, how their firms conti…

1
The Earnings Backdrop Remains Strong for U.S. Equities: A Conversation with Brian Mulberry, Zacks Investment Research 27:09

1y ago27:09

27:09

In this episode, Brian Mulberry shares with our audience the insights that can be gleaned from earnings estimate revisions as well as the need to contextualize earnings revisions with other data to provide a more robust market outlook. Zacks recognizes the headwinds of higher interest rates and a deceleration in post-pandemic spending, so investors…

1
Future Proofing your Practice: How to Prepare for Succession and Transactions in a Period of Growth 43:46

1+ y ago43:46

43:46

David DeVoe, founder of DeVoe & Co., appropriately nicknamed the "RIA M&A Guru," has spent 15 years helping advisors buy, sell, and merge their firms. With so much to consider in a deal, how are advisors avoiding analysis paralysis when preparing for a transition? Hear from the expert on why you should get purposeful and have a succession plan in p…

1
Covering the Left Flank of Your Balanced Program: A Conversation with Eben Burr, President of Toews Asset Management 31:01

1+ y ago31:01

31:01

As we kick off the 2024 season, we are pleased to be joined by Eben Burr, President of Toews Asset Management. In this episode, we discuss Toews' approach to dynamically managing downside risk in both equities and fixed income allocations within a balanced portfolio. Eben also provides his outlook on the challenges facing capital markets, especiall…

1
Vikram Mansharamani on Developments to Watch Over the Next Five Years 1:12:28

1+ y ago1:12:28

1:12:28

Our returning guest today is Vikram Mansharamani, a global trend-watcher who shows people how to anticipate the future, manage risk and spot opportunities. In today’s episode, Vikram updates us on what’s been a busy three years since he first came on the podcast. We discuss his senatorial campaign in New Hampshire, his unfortunate split at Harvard,…

1
Strategic Psychology: Elevating Advisory Excellence through Prioritization and Proactivity 54:55

1+ y ago54:55

54:55

Dr. Moira Somers, founder of Money, Mind and Meaning, is a financial psychologist, family wealth consultant, executive coach, and author, specializing in areas like neuroscience and behavioral economics. Her body of work helps financial advisors facilitate follow-through on recommendations and advice to clients. She poses important questions to ide…

1
Howard Marks - Investing During a Regime Change from CFA Charter #3,700 49:18

1+ y ago49:18

49:18

Today we host Howard Marks of Oaktree Capital Management. For most of us in the investment community, Howard needs no introduction. He is somebody we have looked forward to hosting for quite some time and I couldn’t think of anybody better to kick off year five of the Investors First Podcast. We could go on and on about his track record, whether it…

1
Investing in Volatile Times: A Conversation with Taylor Lukof of ABR Dynamic Funds 36:24

1+ y ago36:24

36:24

In the final episode for 2023, we are pleased to be joined by first-time guest Taylor Lukof, Founder and CEO of ABR Dynamic Funds. We discuss the basics of what it means to invest in Volatility Strategies, how to consider such strategies within a traditional asset allocation framework, and whether any market insights can be gleaned from the behavio…

1
Winning Plays for Advisors from a Harvard Lawyer Turned NFL Coach 55:11

1+ y ago55:11

55:11

Daron Roberts, founding director of the Center for Sports Leadership & Innovation at the University of Texas, is a Harvard Law School graduate turned NFL coach who now guides students, athletes, and business leaders on stepping outside their comfort zone, practicing discipline, and hiring and managing teams. In this special live episode, hear insig…

1
Daffy’s Adam Nash on Disrupting DAF’s (Donor Advised Funds) 1:03:44

1+ y ago1:03:44

1:03:44

Our guest today is Adam Nash, the co-founder & CEO of Daffy.org, a modern platform and community for charitable giving that allows you to sign up for your donor-advised fund. Adam has served as an executive, angel investor, and advisor to some of the most successful technology companies to come out of Silicon Valley, including Dropbox, LinkedIn, eB…

1
Give Them Something to Talk About: Effective Client and Employee Communications 54:30

1+ y ago54:30

54:30

Arabella Macpherson, director of Resonate Communications, turned a passion for acting into a career coaching, mentoring, and training leaders and teams to overcome communication obstacles. She shares her experience in influencing, negotiation, and conflict resolution; ways that advisors can manage difficult conversations with clients and employees;…

1
Addressing Factor Investing Research With Wes Crill of Dimensional Funds 31:31

1+ y ago31:31

31:31

In this episode, we have the pleasure of catching up with Wes Crill, Senior Investment Director at Dimensional Funds. We address some of the latest academic reviews of factor investment research, specifically research for what's driving the factor performance/variability. We also discuss the challenges 2023 is posing on the factor premiums such as …

1
Aswath Damodaran: Unmasking ESG 1:20:11

1+ y ago1:20:11

1:20:11

Today we host Professor Aswath Damodaran, where we speak about how Aswath gained his love for teaching and how it led to him becoming an expert in valuation. The episode quickly veered into a sharp critique of the shortcomings of ESG investing. We also discuss market efficiency as it relates to active vs. passive investing, his story approach to in…

1
The Power of Your People: How Employee Experience Impacts the Bottom Line 55:42

1+ y ago55:42

55:42

Michael C. Bush, CEO of Great Place to Work®, has found data-driven ways to connect the dots between human-centered leaders and good business. He shares how a focus on trust in the workplace correlates with business performance, what leaders can do to enhance the employee experience, and insights from his own 30-year career that have had a lasting …

1
Getting Paid to Park - A Cross-Asset Allocation Update with Jason Bloom from Invesco 37:40

1+ y ago37:40

37:40

In this episode, we catch up with prior guest Jason Bloom, Head of Fixed Income and Alternative Asset ETF Strategy at Invesco. We discuss the current market landscape and economic backdrop for cross-asset class positioning. Hear why Jason was not surprised by this year's rise in interest rates and why investors are being paid to park in fixed incom…

Podcasts Worth a Listen

Dimensional Fund Advisors Podcasts

Podcasts Worth a Listen