Direct Indexing: A Paradigm Shift in Investment Management

Managing Risk and Conflict

On Episode 38 of The Wealth Cast, Charles Boinske [https://www.moderawealth.com/charles-p-boinske/] talks to executive mentor Charles Scott about constructive conflict and informed risk taking. During Mr. Scott’s time as a director at Intel Capital, he guided Intel’s investment operations, which necessarily led to interpersonal conflict which needed to be resolved, and a systematic approach to managing risk in an effort to optimize the potential rewards. He discusses this, as well as his role as an athletic guide to a friend who was afflicted with blindness in adulthood—and the lessons about leadership this has taught him. Get the full show notes and more resources at TheWealthCast.com [http://thewealthcast.com/]

Make or Break: One Key Focus

On episode 37 of The Wealth Cast, Charles Boinske talks to Dan Barnett, the creator of Make or Break Execution, and current CEO and owner of The Primavera Company. Dan's experience in heading companies spans across several of the world's largest corporations, and it has informed his Make or Break strategy. He talks to Chas about the importance of determining what the Make or Break is for your own company, in order to find the most expedient path to success. Get the full show notes and more resources at TheWealthCast.com [http://thewealthcast.com/]

History Edition: Little Bighorn with Neil Mangum

Episode 36 of The Wealth Cast sees National Park historian Neil Mangum join Chas to discuss one of the most infamous military conflicts in American history, the Battle of Little Bighorn. General Custer’s defeat shook the foundations of the country, and for over a century, far less was known by establishment historians than should have been, due to a systematic failure to consult with Native American custodians of knowledge about the battle. Neil highlights this and other insights into the battle, in the context of his own journey as an historian and his work in the National Park System. Get the full show notes and more resources at TheWealthCast.com [http://thewealthcast.com/]

Markets Work: Improving the Client Experience

On episode 35 of The Wealth Cast, Chas speaks to Dimensional Fund Advisors co-CEO, Dave Butler. Following a brief career in professional basketball, Dave worked at a Wall Street financial services firm. After a few years, in which he became disillusioned with the then-prevalent industry model, he moved to California and joined Dimensional, which was pioneering a new investment model based on academic research and a scientific approach. His stories and insights into this transformation paint a vivid picture. Get the full show notes and more resources at TheWealthCast.com [http://thewealthcast.com/]

Direct Indexing: A Paradigm Shift in Investment Management

On episode 34 of The Wealth Cast, Chas is joined by Dave Twardowski, Vice President and Head of Investment Strategy at Vise, an intelligent automation platform that delivers personalized investment solutions. Dave discusses how he works at the intersection of tech and finance and shares how direct indexing is transforming the industry. Get the full show notes and more resources at TheWealthCast.com [http://thewealthcast.com/]