At Jackson, we've created a digital retirement planning experience with you and mine.

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

that are designed to enable financial professionals and clients to plan a path to financial freedom.

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

and Jackson National Life Insurance Company of New York, purchase New York.

Please stay tuned for important disclosure information at the conclusion of this episode.

Hi, and welcome to the Longview. I'm Jeff Patak, chief ratings officer at Morningstar Research Services. And I'm Christine Ben's Director of Personal Finance for Morningstar. Our guest this week is

Gerard O'Reilly. Gerard is co-CEO and chief investment officer of dimensional fund advisors,

an asset manager headquartered in Austin, Texas, that manages more than $600 billion using a systematic investing

approach. In his role, Gerard works with his co-CEO, Dave Butler, to set the firm's vision and

strategy while also overseeing its investment processes. Prior to assuming his current post,

Gerard was Dimensional's head of research. In addition to serving as a

dimensional director, Gerard co-chairs the firm's investment research committee and is a member of its

investment committee. Gerard obtained his doctorate in aeronautics from the California Institute

of Technology and his master's degree in high-performance computing from Trinity College, Dublin.

Gerard, welcome to the Longview.

Thanks for having me, Jeff, and thanks for having me, Christine.

It's a pleasure to be here.

To familiarize our listeners with your role at Dimensional,

can you walk through what your specific responsibilities are as co-CEO and how those might

differ from Dave Butler's, who is Dimensional's other co-CEO and how those might differ from Dave Butler's,

who is Dimensional's other co-CEo? Yeah, absolutely, and it might help to provide a bit of context.

...