An "Indirect" summer internship / learnings from Dimensional Fund Advisors

DFA is offering an interesting summer program for Finance Interns with strategic partners (me & Perigon Wealth Management). I know a LOT of students attend our meetups, so I wanted to pass along the details to this 3-week series (six classes in all

Dimensional Virtual Investing Summer Series
July 8–24
Dimensional is offering a three-week program designed for college interns and new hires. The one-hour sessions will focus on foundational science, tools, and communication principles associated with evidence-based investing.

You can learn more here:

https://event.webcasts.com/starthere.jsp?ei=1705006&tp_key=09f47ac6f9&sti=weeklydigestemail&_cldee=fy48lU0jzf53p2Qaz6KSNDxtIwLot0mcwSs7-XhxXdgfoMLMc9pN68fZrCrfUcYR&recipientid=contact-7386e93b1babe8118153e0071b6ad111-f8ff66f5162d4d7cade151d329640215&utm_source=ClickDimensions&utm_medium=email&utm_campaign=US%20Weekly%20Digest%202025&esid=87333e08-9140-f011-b4cb-000d3a350224

Here's my overview:
The first week of the series will focus on key tenets associated with how markets work and how advisors can use that information to build portfolios for clients.

• Fundamentals of Evidence Based Investing Tuesday, July 8, 2025 - 10:30am CT
• Office Hours - Building Client Portfolios Thursday, July 10, 2025 - 10:30am CT

The second week of the series will focus on the skills and frameworks financial advisors can use to talk about investment principles and to answer tough client questions on the economy, markets, and investment performance.

• Communicating Investment Principles & 4S Framework Tuesday, July 15, 2025 - 10:30am CT
• Panel Discussion - Answering Tough Client Questions Thursday, July 17, 2025 - 10:30am CT

In the last week, participants will learn the basics of analyzing client portfolios, including characteristics and using performance-based tools, as well as how to run basic regression analyses and spot key trends in portfolios that are most likely to impact investment outcomes. We will close the series with a Q&A on career development.

• Tools and Resources for Evaluating Investment Allocations Tuesday, July 22, 2025 - 10:30am CT
• Career Development Session Thursday, July 24, 2025 - 10:30am CT

If you have a summer internship, feel free to register & use your firm data. HOWEVER, if you don't have a summer finance internship, BUT you are curious (and a SF/EBOT meetup group member), please feel free to consider yourself my "Unpaid Intern" this summer for (MC)^2: Masse Capital Markets Consulting (and I work for Perigon Wealth Management, a $9 Billion AUM RIA Registered Investment Advisor