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Watch The Interview
Peter interviews Gerard O’Reilly, Co-Chief Investment Officer and Chief Investment Officer of Dimensional Fund Advisors, which manages $653 billion for clients across the globe.
Listen now and learn:
- Gerard’s perspective on current market valuations, interest rates, and inflation
- A behind-the-scenes look at Dimensional’s approach to research and implementation decisions
- What to expect for the future of the investing universe
Show Notes
Gerard O’Reilly serves as Co-Chief Executive Officer and Chief Investment Officer of Dimensional Fund Advisors LP and is a Dimensional Director. Gerard joined Dimensional in 2004, but was named Co-CEO in 2017. Along with Co-CEO Dave Butler, Gerard guides the firm’s vision and strategy through daily oversight of the company’s people and processes.
Since joining the firm, Gerard has been instrumental in the evolution of Dimensional’s systematic approach to creating and implementing investment solutions. He was formerly Head of Research, managing the firm’s rigorous, scientific approach to interpreting, testing, and applying research in portfolios. He is a member of the firm’s Investment Research Committee, which reviews potential investment strategy enhancements, and a member of the Investment Committee, which oversees portfolio and account management.
Prior to joining Dimensional, Gerard obtained his PhD in aeronautics from the California Institute of Technology. He holds a master of science degree in high-performance computing from Trinity College Dublin in his native country of Ireland, where he also received a first-class honors degree in theoretical physics and was a recipient of the Foundation Scholarship.
Perspective on What Investors Are Seeing In The Media
- Market valuations
- Interest rates
- Inflation
Resources related to our conversation:
- Should Investors Be Concerned With Market Valuations?
- All Time High Anxiety
- Bond Trading: The Flexibility to Find a Better Price
- Key Questions for Long-Term Investors
- Are Concerns About Inflation Inflated?
- The Impact of Inflation, Interest Rates, and Market Risks
Dimensional’s Approach to Research & Decisions Around Implementation & Design
- Profitability and Momentum could be good case studies
- Could share how you think about the “end investor” when designing products using your research as your guide
- How does the Investment Committee work? How does it influence day-to-day operations?
Resources related to our conversation:
The Future of Investing
- How do you think the investing universe will look different in the future?
- Environmental, Social, and Governance (ESG) Investing
- Separately managed accounts
Resources related to our conversation:
- Do ESG Ratings Get High Marks?
- SMAs at Work: A Smarter Approach to Tax Loss Harvesting
- SMAs at Work: Aligning Investment and Sustainability Goals
- Dimensional SMAs
Closing Questions
- How do you invest?
- What does being a long-term investor mean to you?
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Until next time…to Long Term Investing.
Resources
- See all links for each section above
- Submit your question for the show through my “Ask Me Anything” form
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About the Podcast
Long term investing made simple. Most people enter the markets without understanding how to grow their wealth over the long term or clearly hit their financial goals. The Long Term Investor shows you how to proactively minimize taxes, hedge against rising inflation, and ride the waves of volatility with confidence.
Hosted by the advisor, Chief Investment Officer of Plancorp, and author of “Making Money Simple,” Peter Lazaroff shares practical advice on how to make smart investment decisions your future self with thank you for. A go-to source for top media outlets like CNBC, the Wall Street Journal, and CNN Money, Peter unpacks the clear, strategic, and calculated approach he uses to decisively manage over 5.5 billion in investments for clients at Plancorp.
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