Recorded from the beautiful Castle Hill Inn in Newport, Rhode Island, this special episode of the Dakota Live! Podcast captures the energy and insights of the Havener Capital Partners StorySales Accelerator Capstone Event.
In this conversation, host Robert Morier sits down with Evan Butler, Investment Analyst at CW Advisors, to explore the art and science of manager research and due diligence from the perspective of both the Chief Investment Officer and the analyst. Evan shares how CW Advisors identifies and underwrites top-tier managers across asset classes, balancing institutional rigor with a boutique approach to client service.
Evan shares his journey from studying marketing at Bryant University to becoming a key member of CW’s alternative investment research team—illustrating how data analytics, storytelling, and relationship-building converge in the modern investment landscape.
From sourcing niche managers and structuring bespoke client portfolios to managing the delicate balance between performance and partnership, Evan offers an authentic look into the relationship between idea generation, investment committee collaboration, and client education.
Recorded amid the ocean air of Newport, this conversation dives deep into:
• The evolving relationship between CIOs and analysts in modern wealth management
• The discipline behind manager sourcing and due diligence
• How CW Advisors balances accessibility with institutional-quality investments
• The mentorship and decision-making process that defines successful investment teams
This episode reminds us that great investing—like great conversation—is built on curiosity, collaboration, and trust.
