Aug 27, 2026
David Booth is one of the most influential figures in modern investing. As the co-founder and Executive Chairman of Dimensional Fund Advisors, he helped bridge the gap between academic finance and real-world portfolio management, transforming decades of research into practical investment solutions for advisors and...
Aug 6, 2026
In today's episode, we welcome Don Wordell, CFA, Chief Investment Officer of Ceredex Value Advisors, an institutional asset manager specializing in value-oriented domestic small, mid and large cap equity strategies. Don has been with the firm since 1996, starting with Ceredex’s predecessor firm as a research analyst...
Jul 9, 2026
In today’s episode, we sit down with Ari Rubin, Founder & CEO of
Flock Homes, for a deep dive into tax‑efficient exits for
residential real estate through 721 exchanges into the Flock Homes
fund.
Ari was born in Brooklyn, Harvard undergrad, served in the Israeli
military, and attended (then left, like many...
Jun 4, 2026
In today’s episode, we welcome the PE Guy, whose real name is Johnny Hilbrant Partridge. The PE Guy character was started in early 2025 after capitulating from years of ridiculous travel and lifestyle stories from folks in finance, but particularly, private equity. He is certainly making his rounds in the CFA...
May 14, 2026
In today’s episode, we welcome back Mike Pyle of BlackRock. Mike is a senior leader within BlackRock and a key member of the BlackRock Investment Institute (BII), where he helps shape the firm’s global macro views and portfolio construction frameworks. Mike has a law degree from Yale and a bachelor’s degree...