Shows
Dakota Live! PodcastWhy Banks Are Increasing Private Market Exposure—A Manager Research View from PNC BankRetail and wealth management platforms inside large banks are increasing exposure to private markets—but not through hype, shortcuts, or “democratization” headlines.They’re doing it through institutional-grade manager research, governance, and due diligence.In this episode of Dakota Live, host Robert Morier sits down with Scott Lavelle, Managing Director and Head of Investment Advisor Research & Product Management at PNC Bank, to unpack how one of the largest U.S. bank platforms evaluates, selects, and monitors investment managers across public and private markets.
2026-02-1146 min
Dakota Live! PodcastThe Joy of Discovery | GP Seeding, Hedge Funds & Manager Research with Scott Schweighauser (Borealis Strategic Capital Partners)In this episode of Dakota Live!, host Robert Morier sits down with Scott Schweighauser, Managing Partner of Borealis Strategic Capital Partners, for a wide-ranging conversation on GP seeding, hedge fund history, and why now is such a compelling moment to back emerging managers.Scott brings decades of experience across trading, fund-of-funds investing, and early-stage hedge fund seeding to unpack how the hedge fund industry has evolved—from the early, relationship-driven days through institutionalization, the GFC, and today’s renewed focus on differentiated alpha. The discussion explores why emerging managers can outperform early in their lifecycle, how t...
2026-02-041h 22
Dakota Live! PodcastAksia, Alternatives & the Wealth Channel | Chris Schelling on Private Markets TodayIn this episode of the Dakota Live! Podcast, host Robert Morier welcomes back Chris Schelling for his second appearance on the show—and his first since joining Aksia.Aksia is one of the world’s leading alternatives research and portfolio advisory firms, advising on approximately $400+ billion across private equity, private credit, real assets, and hedge funds. With deep institutional roots and a global footprint, Aksia is known for its rigorous manager research, operational due diligence, and portfolio construction expertise—capabilities that have made it a tr...
2026-01-2848 min
Dakota Live! PodcastInside a Single Family Office: How CIOs Allocate Capital, Select Managers, and Think Long-TermIn this episode of dakota live, host Robert Morier sits down with Stephanie Szymanski, Chief Investment Officer of Lakeview Capital Management, for a wide-ranging, practitioner-level conversation on how single-family offices actually invest.Stephanie pulls back the curtain on what it means to run portfolio construction inside a single-family office, covering how family office CIOs think differently from endowments and foundations when it comes to asset allocation, manager selection, liquidity, and after-tax outcomes.This episode is essential viewing for:• Asset managers seeking to work with single-family offices• Emerging managers navigating early allocations• Allocators and CI...
2026-01-211h 08
Dakota Live! PodcastHow to Earn Investment Conviction: From Mean Reversion to Manager Selection with Springtide PartnersIn this episode of dakota live!, host Robert Morier sits down with Aaron Dirlam, Co-Founder and Chief Investment Officer of Springtide Partners, for a wide-ranging conversation on building conviction in uncertain markets—and why humility remains one of the most underappreciated edges in investing.Founded in 2017, Springtide Partners has grown into a trusted investment partner for RIAs, family offices, and financial institutions, advising on over $80 billion in client assets. In this discussion, Aaron shares how Springtide’s mean reversion framework, disciplined research process, and client-first mindset have been refined through multiple market cycles—from pre-COVID volatility to today’...
2026-01-1457 min
Dakota Live! PodcastNEPC Uncovered: The OCIO Model, Private Markets & What’s Next with Scott PerryIn this episode of dakota live!, Robert Morier welcomes Scott Perry, Partner and Head of OCIO Portfolio Strategy at NEPC, one of the largest investment consulting firms in the industry. Scott brings nearly two decades of institutional experience and a candid perspective on how the OCIO model is evolving — from portfolio construction and liquidity management to alignment of incentives, pacing, and risk.We cover what it really takes to be an effective discretionary partner in a world defined by complexity, compressed alpha, and a rising demand for private markets access.
2025-12-1058 min
Dakota Live! PodcastInside Taft-Hartley Allocations with Investment Performance Services (IPS)In this week’s episode of Dakota Live, Robert Morier sits down with Jennifer Mink, President of Investment Performance Services (IPS). With IPS advising on approximately $70 billion in assets—98% of which are Taft-Hartley (Union) plans—this conversation offers a rare masterclass on how to navigate the unique ecosystem of union pensions. Jennifer takes us behind the curtain of IPS’s rigorous investment consulting practice, breaking down exactly how her team approaches manager research, due diligence, and the critical "finals" presentation. If you are an asset manager lo...
2025-12-0353 min
Dakota Live! PodcastThe CIO's Playbook with American Beacon AdvisorsIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Paul Cavazos, Senior Vice President and Chief Investment Officer at American Beacon Advisors.Paul brings more than 25 years of experience managing institutional portfolios for major corporate plans—including Chrysler, Boeing, and DTE Energy—before joining American Beacon to lead their investment strategy, manager oversight, and OCIO business.Paul shares how those years as an asset owner shaped the way he evaluates investment managers today: his emphasis on disciplined oversight, quarterly underwriting, long-term partnership, and understanding the “why” behind performance—good or ba...
2025-11-191h 07
Dakota Live! PodcastEmpowering Emerging Managers: A Conversation with Chrissie Pariso of MPowered CapitalIn this episode of dakota live!, host Robert Morier sits down with Chrissie Pariso, Managing Partner of MPowered Capital, to discuss what it takes to identify, underwrite, and empower the next generation of investment managers. With over two decades of allocator experience—from leading Exelon’s Private Equity Manager Program to joining MPowered Capital alongside industry legend Marcia Page—Chrissie offers an insider’s perspective on manager selection, due diligence, and firm building in today’s complex private markets.From her early career in capital markets to her leadership at MPowered, Chrissie shares how emerging managers can position t...
2025-11-1255 min
Dakota Live! PodcastListening First with Crewcial PartnersIn this episode, host Robert Morier sits down with Kyle Marmelstein, Investment Director at Crewcial Partners, live from Newport, Rhode Island. With over 15 years in institutional consulting and manager research, Kyle shares insights into building lasting partnerships, managing risk through market cycles, and why empathy and listening are essential tools in the allocator’s toolkit. From the lessons of 2008 to today’s private equity dislocations, Kyle offers a grounded view of what it means to invest with conviction, humility, and purpose.
2025-11-0536 min
Dakota Live! PodcastManager Research in Focus with CW AdvisorsRecorded 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.
2025-10-2931 min
Dakota Live! PodcastThe OCIO Playbook with Prime BuchholzWhat’s changed—and what still matters—in the OCIO model? In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Adam Lerner, Senior Director of Investments at Prime Buchholz, to unpack how a research-driven OCIO and consulting platform evaluates managers, constructs portfolios, and serves nonprofit clients across endowments, foundations, healthcare systems, and more. Founded in 1988, Prime Buchholz is one of the industry’s leading independent investment consulting firms, advising on over $80 billion in assets for a diverse range of clients, including colleges and universities, foundations, endowments, hospitals, pension plans, and other long-term investors...
2025-10-2252 min
Dakota Live! PodcastReentering with Rigor: Sean Poe on Manager Selection at Key Private BankIn this episode of the Dakota Live! Podcast, host Robert Morier welcomes Sean Poe, Director of Investment Manager Research at Key Private Bank, for an insightful conversation about investment philosophy, rethinking career paths, and the art of selecting managers across public and private markets.With a dynamic background that spans equity research, private investing, and operating roles at firms like Wayfair and Lowe’s, Sean brings a unique perspective to portfolio construction and manager evaluation. Listen in to explore how Sean’s unconventional path has shaped his views on risk, alignment, and long-term partnerships—and how he's applyi...
2025-10-151h 02
Dakota Live! PodcastFixed Income and the Future of Asset Allocation: Inside the CIO Mindset with Nick GentileIn this episode of Dakota Live!, host Robert Morier sits down with Nick Gentile, Interim President and Chief Investment Officer of Knights of Columbus Asset Advisors, to explore how a mission-driven $29 billion organization navigates today’s complex fixed income and alternative markets.Nick Gentile, a seasoned fixed income specialist, offers an inside look at how his team approaches asset allocation, manager selection, and liquidity management while staying true to the Knights’ Catholic investing principles. From private credit and securitized products to real estate debt and duration positioning, Nick shares how the firm balances stewardship with innovation in a vo...
2025-10-0842 min
Dakota Live! PodcastIdentifying the Hidden Signals in Manager Research with Dr. Dali MaLearn how allocators identify early warning signs, build vision-based trust, and evaluate managers effectively.In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Dr. Dali Ma, Head of the Management Department at Drexel University’s LeBow College of Business, to explore how timeless principles of leadership apply directly to today’s asset management and allocator community.Dr. Ma shares actionable insights that asset managers and allocators can incorporate into their manager research and evaluation processes, including:The Role of Character: Why courage, patience, and integrity in leadership rema...
2025-10-0157 min
Dakota Live! PodcastDakota Live! Podcast: Client Service as Strategy: Verger Capital’s OCIO ApproachIn this special episode of the Dakota Live! Podcast, host Robert Morier takes the show back on the road to Winston-Salem, North Carolina, where he sits down with Jim Dunn, Chief Executive Officer of Verger Capital Management.From his beginnings as a first-generation college graduate and collegiate soccer goalie to leading one of the most respected OCIO firms in the country, Jim shares how formative experiences in athletics, lifeguarding, and family life shaped his views on risk, leadership, and client service.Jim offers candid insights into:How Verger’s cl...
2025-09-1049 min
Dakota Live! PodcastDakota Live! Podcast: Venture Capital Fund of Funds and the Emerging Manager Outlook with Slipstream InvestorsIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Edelson, Founder & General Partner of Slipstream Investors, a venture capital fund of funds dedicated to backing emerging pre-seed and seed-stage managers.Alex shares his unique journey from law to venture capital, his lessons as Chief Strategy Officer and COO at QED Investors, and why Slipstream focuses on smaller, harder-to-access funds with outsized return potential.We cover:- What makes emerging managers so compelling, and so difficult to evaluate- The role of fund-of-funds in today’s venture landscape
2025-08-2053 min
Dakota Live! PodcastFinding the Edge: Sourcing Investment Opportunities with Matthew Wright of the Disciplina GroupIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Matthew Wright, founder of Disciplina Group and former Chief Investment Officer at Vanderbilt University, for a deep dive into manager research, due diligence, and portfolio construction in the OCIO market.Matthew shares his philosophy for sourcing and underwriting emerging managers, with a particular focus on boutique, employee-owned firms that bring a true “edge” to private markets, venture capital, and hedge funds.He explains how Disciplina builds conviction-driven allocations in less efficient markets, balances liquidity and return expectations, and integrates alternatives into clie...
2025-08-1358 min
Dakota Live! PodcastDakota Live! Podcast: Doing the Research: Systematic Investing with Ken Frier of Atlas CapitalIn this episode of the Dakota Live! Podcast, Robert Morier sits down with Ken Frier, Chief Investment Officer at Atlas Capital Advisors, to discuss the role of systematic investing in portfolio construction and decision-making. With more than three decades of experience managing institutional capital at Disney, Hewlett-Packard, Stanford Management Company, and the UAW Retiree Medical Benefits Trust, Ken brings a deep understanding of asset allocation, quantitative investing, and cost-conscious portfolio construction. Whether you're an allocator evaluating systematic managers or a sales professional seeking insight into how data-driven investors think about portfolio construction and decision-making, this e...
2025-08-0641 min
Dakota Live! PodcastDakota Live! Podcast: Private Market Manager Research with Windrose AdvisorsIn this episode of the Dakota Live! Podcast, host Robert Morier welcomes Amanda Kane, Director of Private Investments with Windrose Advisors, for an in-depth discussion on private market manager research and its critical role in portfolio construction.With extensive experience in asset allocation, investment due diligence, and manager selection, Amanda shares insights on navigating private equity, private credit, and venture capital allocations for families, foundations, and endowments.Amanda discusses Windrose’s rigorous due diligence framework, how they identify and evaluate managers, and the importance of vintage ye...
2025-07-2324 min
Dakota Live! PodcastDakota Live! Podcast: Inside Fixed Income Manager Research with Marquette AssociatesIn the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Frank Valle, Associate Director of Fixed Income at Marquette Associates, for a thoughtful and practical conversation on manager research, fixed income portfolio construction, and the evolving dynamics of investment consulting.Frank shares insights from nearly two decades in the industry, offering valuable perspective for both asset managers and institutional allocators. From core and core-plus strategies to satellite exposures like structured credit and emerging market debt, Frank explains what makes a manager stand out—and what makes a process sustainable.Key topics include:
2025-07-1647 min
Dakota Live! PodcastDakota Live! Podcast: Inside the Private Markets Playbook with HB WealthJoin host Robert Morier and Andrew O’Shea in this insightful episode of the Dakota Live! Podcast as they sit down with Zach Ruchman, Managing Director of Private Investments at HB Wealth, a $26 billion multi-family office and RIA.With a background that spans from global public policy to direct private equity co-investments, Zach shares his journey and offers a masterclass on navigating private investments in today’s evolving wealth management landscape.In this episode, you’ll learn:• How HB Wealth approaches asset allocation for private equity, venture capital, and private credit• The must-ask q...
2025-06-2540 min
Dakota Live! PodcastDakota Live! Podcast: Inside the WK Kellogg Foundation's Investment Strategy with Shanelle BrownJoin us for an exclusive conversation with Shanelle Brown, Managing Director of Public Equity at the W.K. Kellogg Foundation.With more than a third of the Foundation’s assets under her oversight, Shanelle offers a rare, behind-the-scenes look at how a values-based organization navigates the complexities of global markets while staying grounded in its purpose: to ensure children, families, and communities thrive.From the structure of the investment office to manager research and selection, Shanelle breaks down how the team thinks about portfolio construction, due diligence, and long-term partnerships.You’ll learn abou...
2025-06-1856 min
Dakota Live! PodcastDakota Live! Podcast: Seeding Next-Gen Venture Managers with Main Character CapitalJoin us for an insightful episode of the Dakota Live! Podcast featuring Andrea Lo, Founding and Managing Partner at Main Character Capital. Andrea shares her unique journey across venture capital, fund operations, and blockchain innovation—and how those experiences led her to launch a GP seeding strategy focused on backing the next generation of bold, high-conviction fund managers. In this episode, Andrea breaks down the art and science of sourcing emerging GPs, conducting institutional due diligence, and designing bespoke GP staking deals with long-term alignment in mind. She also shares how she identifies "main character" managers, what mak...
2025-05-281h 02
Dakota Live! PodcastDakota Live! Podcast: Reentering with Rigor - Sean Poe on Manager Selection at Key Private BankIn this episode of the Dakota Live! Podcast, host Robert Morier welcomes Sean Poe, Director of Investment Manager Research at Key Private Bank, for an insightful conversation about investment philosophy, rethinking career paths, and the art of selecting managers across public and private markets.With a dynamic background that spans equity research, private investing, and operating roles at firms like Wayfair and Lowe’s, Sean brings a unique perspective to portfolio construction and manager evaluation. Listen in to explore how Sean’s unconventional path has shaped his views on risk, alignment, and long-term partnerships—and how he's applyi...
2025-05-211h 02
Dakota Live! PodcastDakota Live! Podcast: Lessons from a Single-Family Office with Verdis Investment ManagementIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Jamie Biddle, Founding Partner and CEO of Verdis Investment Management, a single-family office managing capital for multiple generations of the DuPont family. Together, they explore the philosophy and practice behind multi-generational investing, how legacy shapes long-term investment decisions, and why family offices think differently from traditional institutions. Jamie walks us through the transition from his early venture capital career to building Verdis from the ground up, and how lessons from history—both personal and financial—inform his firm’s investment decisions today.
2025-05-1458 min
Dakota Live! PodcastDakota Live! Podcast: The Importance of Portfolio Innovation with Partners CapitalIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Band, Chief Investment Officer of Partners Capital, for an in-depth discussion about the evolving landscape of institutional investing and Outsourced Chief Investment Officer (OCIO) services.Alex shares his journey from biochemical sciences to finance, pivotal lessons from his career, and how these experiences have shaped his contributions at Partners Capital.Discover how Partners Capital approaches OCIO services with a focus on dynamic strategies, emerging managers, and innovative investment structures. Alex also provides a sneak peek into the key elements of...
2025-05-0730 min
Dakota Live! PodcastDakota Live! Podcast: Growth, Innovation, and the Future of Private Markets with Cerity PartnersIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Chris Burrows, Partner at Cerity Partners, to explore the modern allocator’s toolkit for private market manager selection.With nearly two decades of experience leading private markets research, Chris shares how data, technology, and deeper qualitative insights have reshaped due diligence—going far beyond past performance.From virtual due diligence to the increasing role of culture in manager assessments, this conversation dives into the key trends shaping private markets today.Chris also reflects on the importance of relationships in capi...
2025-04-3051 min
Dakota Live! PodcastDakota Live! Podcast: The Waco Edge: Investing with Purpose at Baylor UniversityIn this compelling episode of the Dakota Live! Podcast, host Robert Morier sits down with Renee Hanna and Kailey Ransom from Baylor University's Office of Investments to explore how a mission-driven approach informs manager research, team dynamics, and long-term investment success.Baylor’s $2.1 billion endowment supports a range of initiatives including scholarships and professorships—and behind the numbers is a deeply collaborative team led by values, diligence, and a commitment to developing strong investment partnerships.Renee, Managing Director of Investments, shares insights from her 17-year tenure building out Baylor’s private markets portfolio with intentionality and di...
2025-04-231h 02
Dakota Live! PodcastDakota Live! Podcast: Constructing the Future of Wealth Management with CW AdvisorsIn this episode of the Dakota Live! Podcast, host Robert Morier welcomes back Jennifer DeSisto, Chief Investment Officer of CW Advisors, for a wide-ranging conversation about her new role and the rapidly evolving RIA landscape.Now overseeing a $14 billion platform, Jen shares how she's building out CW Advisors’ investment platform from the ground up, integrating private markets, tax-managed strategies, and institutional-level manager research across a growing network of acquired firms. With a sharp focus on scalable infrastructure, Jen walks us through what it takes to harmonize disparate teams, systems, and philosophies into one unified, forward-looking investment platform.
2025-04-1642 min
Dakota Live! PodcastDakota Live! Podcast: Following the Fundamentals with the Knights of ColumbusIn this unique episode of the Dakota Live! Podcast, Robert Morier sits down with Anthony Minopoli, President and Chief Investment Officer of Knights of Columbus, to explore nearly two decades of leadership, investment insights, and values-based decision making at one of the largest Catholic financial institutions in the world.What makes this episode stand out is Tony's dual perspective as both an allocator and a former consultant, offering listeners a rare inside look at the full lifecycle of manager research, from sourcing and underwriting to long-term partnership. With a portfolio that spans traditional fixed income, public equities...
2025-04-0951 min
Dakota Live! PodcastDakota Live! Podcast: Inside Fixed Income Manager Research with Marquette AssociatesIn the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Frank Valle, Associate Director of Fixed Income at Marquette Associates, for a thoughtful and practical conversation on manager research, fixed income portfolio construction, and the evolving dynamics of investment consulting.Frank shares insights from nearly two decades in the industry, offering valuable perspective for both asset managers and institutional allocators. From core and core-plus strategies to satellite exposures like structured credit and emerging market debt, Frank explains what makes a manager stand out—and what makes a process sustainable.Key topics include:
2025-04-0247 min
Dakota Live! PodcastDakota Live! Podcast: Seeding the Next Generation of Private Market GPs with New Catalyst Strategic PartnersIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Demetrius Sidberry, Managing Director at New Catalyst Strategic Partners, to explore the transformative role GP seeding and strategic capital are playing in shaping the future of private markets.From early-stage seeding opportunities to structured partnerships and growth capital, Demetrius walks us through the increasingly institutionalized world of GP staking and how his team is catalyzing success for fund managers launching their first through fifth funds.The conversation dives into the rise of pre-consensus investing, the nuances of underwriting next-gen managers, and...
2025-03-261h 09
Dakota Live! PodcastDakota Live! Podcast: Unlocking Alpha in Private Markets with Epic FundsIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alec Garza, Managing Partner at Epic Funds, to explore how smaller, differentiated private market investments can drive superior risk-adjusted returns.Epic Funds specializes on identifying and partnering with managers in niche, under-the-radar segments of private markets, collaborating through primary funds and co-investments to unlock distinct sources of returns and risk. Alec shares how his time at IWP Family Office shaped his investment philosophy, leading to the launch of Epic Funds and the development of a scalable due diligence process to underwrite hard-to-access, high-potential...
2025-03-1953 min
Tank Talks By Ripple VenturesFrom Wall Street to the Classroom: Investing, Teaching, and Lifeguarding Lessons for Leadership with Robert Morier of Drexel UniversityMatt Cohen sits down with Robert Morier, a former global investment executive turned venture capital professor at Drexel University. Robert shares his non-traditional journey—from studying history to managing multi-billion dollar investment portfolios, and ultimately returning to education to mentor the next generation of startup founders and VCs. They discuss his experience teaching venture capital, how risk management in lifeguarding relates to investing, how podcasting helps drive awareness, and why universities need more real-world startup training.About Robert Morier:Robert Morier is a professor at Drexel University, specializing in venture capital, early-stage finance, and private ma...
2025-03-0655 min
Dakota Live! PodcastDakota Live! Podcast: Looking Beyond the Crowd with Titan AdvisorsIn the latest episode of the Dakota Live! Podcast, host Robert Morier welcomes Chris Paolino, Co-Chief Investment Officer at Titan Advisors, a global alternative investment firm managing approximately $3.7 billion for institutional investors. family offices, and high net worth individuals.With decades of experience in manager research and due diligence, Chris shares his insights into hedge fund investing, portfolio construction, and the evolving landscape of alternative investments.He reflects on how his early exposure to financial markets, coupled with his deep institutional experience at Hartford Investment Management and United Technologies Corporation, shaped his approach to absolute...
2025-02-2643 min
Dakota Live! PodcastDakota Live! Podcast: Growth, Innovation, and the Future of Private Markets with Cerity PartnersIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Chris Burrows, Partner at Cerity Partners, to explore the modern allocator’s toolkit for private market manager selection.With nearly two decades of experience leading private markets research, Chris shares how data, technology, and deeper qualitative insights have reshaped due diligence—going far beyond past performance.From virtual due diligence to the increasing role of culture in manager assessments, this conversation dives into the key trends shaping private markets today.Chris also reflects on the importance of relationships in capi...
2025-02-1951 min
Dakota Live! PodcastDakota Live! Podcast: Private Market Manager Research with Windrose AdvisorsIn this episode of the Dakota Live! Podcast, host Robert Morier welcomes Amanda Kane, Director of Private Investments with Windrose Advisors, for an in-depth discussion on private market manager research and its critical role in portfolio construction.With extensive experience in asset allocation, investment due diligence, and manager selection, Amanda shares insights on navigating private equity, private credit, and venture capital allocations for families, foundations, and endowments.Amanda discusses Windrose’s rigorous due diligence framework, how they identify and evaluate managers, and the importance of vintage ye...
2025-02-1224 min
Dakota Live! PodcastDakota Live! Podcast: Reactivating Investments with CIBC Pension FundIn this episode of The Dakota Live! Podcast, host Robert Morier sits down with Yasir Mallick, Executive Director and Head of Public Markets at CIBC Pension Fund.Yasir shares insights into the evolving landscape of Canadian institutional investing, detailing his experience in manager selection, due diligence, and portfolio construction across public equity, fixed income, hedge funds, and private markets.With a career spanning major institutions like UBC Investment Management, Ontario Power Generation, and the University of Toronto Asset Management, Yasir discusses his approach to reactivating investment programs, optimizing portfolio allocations, and navigating the complexities of...
2025-02-0558 min
Dakota Live! PodcastDakota Live! Podcast: Breaking Into Venture Capital with Girls Into VCIn this episode of the Dakota Live Podcast, Robert Morier sits down with Isabella Mandis, the inspiring founder of Girls Into VC, to explore her journey in venture capital and the future of private markets.With the increased adoption of private markets in retail portfolios, Isabella shares her insights on how venture capital serves as both a starting ground for company growth and an incredible platform for career development.As a Harvard undergraduate studying statistics and data science, Isabella brings a unique perspective to the VC world, blending analytical skills with entrepreneurial passion. We dive...
2025-01-2928 min
Dakota Live! PodcastDakota Live! Podcast: GP Staking and Emerging Manager Success with Xponance Alternative SolutionsIn this episode of the Dakota Live! Podcast, Robert Morier sits down with Marquette Chester, Head of Alternatives, and Michael A.B. Orr, Chief Investment Officer at Xponance Alternative Solutions (XAlts), a subsidiary of Xponance focused on GP stakes investing and emerging manager research.Headquartered in Philadelphia, Xponance Alternative Solutions brings decades of experience in private equity, private credit, and real assets, with a mission to support the growth and success of diverse and lower-middle-market managers.Marquette and Michael have built a robust platform that combines innovative portfolio construction with a commitment to partnership and...
2025-01-221h 07
Dakota Live! PodcastDakota Live! Podcast: Building Financial Resilience with Bernstein Private Wealth ManagementKick off the new year by focusing on what matters most. In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Clare Golla, National Managing Director of Philanthropic Services at Bernstein Private Wealth Management, to explore their unique approach to building financial resilience for families and nonprofits alike.Clare shares insights into Bernstein's "OCIO Plus" model, where outsourced CIO services go beyond traditional offerings to include holistic advice on investment and spending policies.Learn how Bernstein works with individual families to craft tailored investment and philanthropic solutions that align with their...
2025-01-0840 min
Dakota Live! PodcastDakota Live! Podcast: The Specialist Equities Model with Loyola University ChicagoIn this episode of the Dakota Live! Podcast, Robert Morier sits down with Sam Johnson, Director of Investments at Loyola University Chicago, to explore how the university approaches manager research and due diligence.Rooted in Loyola University Chicago’s value of cura personalis—which emphasizes care for the whole person—Loyola’s investment philosophy reflects a commitment to thoughtful decision-making and long-term impact.Sam shares insights into the strategic shift toward a specialist equities model, the development of their private markets program, and the importance of alignment between managers and endowment goals.Lear...
2024-12-1854 min
Dakota Live! PodcastDakota Live! Podcast: Mission-Driven Investing with the Hershey Trust CompanyIn this episode of the Dakota Live! Podcast, Robert Morier sits down with Leslie Lenzo, Chief Executive Officer and Chief Investment Officer of the Hershey Trust Company, to explore her inspiring journey from rural Iowa to leading a mission-driven institution dedicated to making a lasting impact.Leslie shares insights into her investment philosophy, manager research process, and the delicate balance between short-term decisions and long-term sustainability.Key topics include:Navigating private markets and finding areas of opportunity.Asset allocation strategies and adapting to market challenges.Building a diverse...
2024-12-1150 min
Dakota Live! PodcastDakota Live! Podcast: Private Equity Deals with Ted Seides of Capital AllocatorsIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Ted Seides, renowned host of the Capital Allocators podcast, best-selling author, and a leader in private equity insights.Ted shares his journey from building a multi-billion-dollar hedge fund to pioneering in the podcasting world, and how his experiences have shaped his entrepreneurial outlook.In this episode, Ted discusses:The evolution of the Capital Allocators Podcast and its impact on the investment community.Key lessons from his career, including his new book, Private Equity Deals....
2024-12-0447 min
Dakota Live! PodcastDakota Live! Podcast: Investing in Education with the CIO of Drexel UniversityIn this enlightening episode of Dakota Live!, host Robert Morier sits down with Catherine Ulozas, the seasoned Chief Investment Officer of Drexel University's Endowment. With over 30 years of experience in managing investments across various sectors including insurance companies, banks, and a state pension fund, Catherine shares her unique journey and the strategic decisions that have cemented her success in the investment world.Join us as Catherine delves into her 14th year at the helm of Drexel University's Endowment, discussing the transformative policies and operational improvements she has implemented. These strategic shifts have not only repositioned assets into...
2024-11-271h 00
Dakota Live! PodcastDakota Live! Podcast: The Importance of Portfolio Innovation with Partners CapitalIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Band, Chief Investment Officer of Partners Capital, for an in-depth discussion about the evolving landscape of institutional investing and Outsourced Chief Investment Officer (OCIO) services.Alex shares his journey from biochemical sciences to finance, pivotal lessons from his career, and how these experiences have shaped his contributions at Partners Capital.Discover how Partners Capital approaches OCIO services with a focus on dynamic strategies, emerging managers, and innovative investment structures. Alex also provides a sneak peek into the key elements of...
2024-11-2030 min
Dakota Live! PodcastDakota Live! Podcast: Unlocking the Power of Alternatives with Eric Gerster of AlphaCoreIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Eric Gerster, Chief Investment Strategist at AlphaCore Wealth Advisory. With nearly three decades of experience in the financial industry, Eric shares insights into his impressive background in long/short and long only equity management, having worked with notable firms like Point72, Guggenheim, and T. Rowe Price.AlphaCore is a wealth advisory firm dedicated to helping clients build and preserve their wealth. The firm combines sophisticated wealth planning techniques with investment management services.This episode delves into AlphaCore’s innovative approach to ma...
2024-10-2338 min
Dakota Live! PodcastDakota Live! Podcast: Underwriting from the Windshield with Summation CapitalIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Roger Vincent, Founder and Chief Investment Officer of Summation Capital.With over 25 years of experience in private equity, Roger shares his unique insights on how to approach private equity investing with an endowment-style philosophy. He discusses the importance of diversification, the balance between qualitative and quantitative analysis, and how to build a resilient portfolio that looks ahead—"underwriting from the windshield."Tune in to learn:The power of diversification and vintage risk managementRoger’s ap...
2024-10-091h 08
Dakota Live! PodcastDakota Live! Podcast: Respecting the Process with WilshireIn this episode of the Dakota Live! Podcast, Robert Morier sits down with Steven Foresti, Senior Advisor of Investments at Wilshire, who brings over 30 years of experience in investment management. Steve has played a key role in shaping Wilshire’s research efforts and supporting both public and private market strategies.Wilshire offers a wide range of investment solutions and services for institutional investors, financial advisors, and intermediaries. They focus on tailored advisory and outsourced CIO services. With over $1.4 trillion in assets under advisement and $121 billion in assets under management, Wilshire delivers advanced financial analytics, market-leading indexes, and in...
2024-10-0247 min
Dakota Live! PodcastDakota Live! Podcast: Unlocking Early-Stage Venture Capital with ScreendoorIn this episode of the Dakota Live! Podcast, Robert Morier sits down with Lisa Cawley and Jamie Rhode from Screendoor, an investment platform focused on backing the next generation of venture capital managers.Lisa, Jamie, and Layne Johnson, who was unable to attend the recording, represent Screendoor, an investment platform that invests in new managers, driving the next wave of innovation and new perspectives in venture capital. They provide limited partners with access to highly competitive managers, driving alpha that would be challenging for them to otherwise identify, access, and underwrite.The conversation explores how...
2024-09-2551 min
Dakota Live! PodcastDakota Live! Podcast: How Character Science Drives Investment Success with KRW InternationalIn this episode of the Dakota Live! Podcast, Robert Morier sits down with Kelly Kiel Garramone, CEO of KRW International, to explore how character science is impacting manager research and asset allocation in investment management. Whether you’re an allocator or an asset manager, this episode offers invaluable insights into how character-based leadership can lead to financial success and stronger decision-making.In an industry where people and culture are recognized as key drivers, why does understanding them remain such a mystery in the due diligence process?Kelly Garramone and KRW International shed light on the co...
2024-09-1853 min
Dakota Live! PodcastDakota Live! Podcast: Mapping the Future of Alternative Investments with CaprockIn this captivating episode of the Dakota Live! Podcast, host Robert Morier welcomes Chris Schelling, Managing Director of Private Markets at Caprock, to explore the intricate world of alternative investments. With a rich background spanning over two decades in the investment industry, Chris has been at the forefront of building portfolios with a keen focus on alternatives, achieving remarkable success through his strategic allocations across hedge funds, real assets, private credit, and private equity.Caprock is a multifaceted wealth advisory firm that specializes in providing comprehensive investment and wealth management solutions to high-net-worth individuals, families, and institutional...
2024-09-1151 min
Dakota Live! PodcastDakota Live! Podcast: Inside GP Stakes Investing with WafraIn this episode of the Dakota Live! Podcast, we sit down with Gustavo Cardenas, Managing Director at Wafra, a global investment firm with over $30 billion under management. Headquartered in New York, Wafra has clients around the globe and is owned by the Public Institution for Social Security of Kuwait (PIFSS).Gustavo specializes in strategic partnerships, also known as GP stakes investing. This asset class, involving backing asset management businesses, has garnered significant interest in the past few years. Wafra was one of its pioneers – it carried out its first GP stakes deal back in 2012.Wafra fo...
2024-09-0436 min
Dakota Live! PodcastDakota Live! Podcast: Redefining Returns with Cambridge AssociatesIn this episode of Dakota Live! Podcast, Robert Morier sits down with Chavon Sutton, Senior Investment Director at Cambridge Associates, for an inspiring conversation that transcends traditional finance. Recorded at the TIDE Spark 2024 conference in Dana Point, California, Chavon shares her incredible journey to becoming a leader in sustainable and impact-driven investing.Chavon discusses how Cambridge Associates seamlessly integrates sustainability, diversity, and long-term value creation into the investment process. She shares her approach to manager research, emphasizing the importance of intentionality and collaboration with investment managers committed to making a real-world difference.Throughout the episode...
2024-08-2134 min
Dakota Live! PodcastDakota Live! Podcast: Private Equity Seeding with Catalyst PartnersIn the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Daniel Pogue, Vice President at Moelis Asset Management, and a pivotal member of the Catalyst Partners team. Join us as we delve into the nuances of private equity seeding and the critical role Catalyst Partners plays in empowering emerging private equity managers.Moelis Asset Management is a global investment management firm providing asset management services across various strategies, including private equity, credit, and real assets. Moelis Asset Management is a New York city based asset management firm with approximately 8 billion in assets under ma...
2024-08-141h 01
Dakota Live! PodcastDakota Live! Podcast: Client Collaboration with FEG Investment AdvisorsIn the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Quincy Brown, Managing Director at Fund Evaluation Group (FEG) and a prominent leader in promoting inclusive investment practices within the asset management industry. With over 27 years at FEG, Quincy has significantly contributed to the creation and implementation of initiatives that support diversity among managers, making a substantial impact on the investment advisory landscape.This episode not only highlights the sophisticated strategies and manager research practices employed by FEG but also offers a deeper insight into Quincy’s leadership and his forward-thinking approach to managing diversity wi...
2024-08-0739 min
Dakota Live! PodcastDakota Live! Podcast: Strategic Growth and Innovation with Vince Smith of the New Mexico State Investment CouncilIn the latest episode of the Dakota Live! Podcast, Robert Morier is thrilled to welcome Vince Smith, Chief Investment Officer and Deputy State Investment Officer at the New Mexico State Investment Council.With over 37 years of experience in public fund investment, Vince oversees New Mexico's Permanent Funds, managing a diverse portfolio valued at $53.5 billion.Under Vince’s guidance, the investment strategies of the New Mexico State Investment Council have evolved to include a comprehensive top-down macro approach. Vince delves into his extensive background and how it has shaped his investment philosophy and strategies.Di...
2024-07-2450 min
Dakota Live! PodcastDakota Live! Podcast: Risk Management and Portfolio Strategy with Makena CapitalIn this enlightening episode of the Dakota Live! Podcast, host Robert Morier sits down with Breanna Stein Genecov, Director of Portfolio Solutions and OCIO with Makena Capital. With a background in risk management, portfolio strategy, and manager selection, Breanna offers a deep dive into the complex world of Makena Capital’s OCIO business and how the firm shapes investment outcomes for a diverse client base.Makena Capital Management, LLC was formed in 2005 by senior executives from the Stanford Management Company along with other leading practitioners from elite North American endowments and foundations.The firm offers in...
2024-07-1743 min
Dakota Live! PodcastDakota Live! Podcast: CIO Insights with the Southern Ute Indian TribeIn the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Daniel Gottlieb, Chief Investment Officer for the Southern Ute Indian Tribe. Discover how Daniel oversees the tribe’s Permanent Fund Investments (PFI), which manages a diversified portfolio to support the tribe's long-term financial goals and essential community services.Under Daniel’s leadership, the investment strategies have expanded to include private investments alongside traditional asset classes, reflecting a commitment to diversification and sustainability. With a background in the alternative investment industry, Daniel brings a wealth of expertise in portfolio management and investment strategies.Daniel shar...
2024-07-1039 min
Dakota Live! PodcastDakota Live! Podcast: Making a Difference with CHOPIn the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Jenny Chan, Senior Vice President, and Chief Investment Officer at the Children’s Hospital of Philadelphia (CHOP). Jenny oversees CHOP's substantial investment portfolio, playing a crucial role in supporting the hospital's mission through strategic and innovative investment approaches.Jenny shares her journey from working in asset management to leading the investment office at CHOP. She delves into CHOP's unique governance structure and the evolution of its investment strategies, highlighting the hospital's commitment to sustainability and mission-driven goals.Jenny also discusses the...
2024-07-0344 min
Dakota Live! PodcastDakota Live! Podcast: Navigating North Dakota’s Investment Landscape: Insights from the Department of Trust LandsIn this episode of the Dakota Live! Podcast, Robert Morier welcomes Joseph Heringer, Commissioner, and Frank Mihail, Chief Investment Officer, from the North Dakota Department of Trust Lands.This conversation provides a comprehensive look into how North Dakota manages its substantial land and mineral assets to support educational institutions and other state beneficiaries.The discussion highlights the unique structure and strategies of the North Dakota Department of Trust Lands, detailing the management of over 2.6 million acres of land.Joseph Heringer shares insights into his role and the department's mission to maximize returns and...
2024-06-1918 min
Dakota Live! PodcastDakota Live! Podcast: Mastering OCIO Solutions: Insights from Chestnut Advisory GroupIn the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Amanda Tepper and Ravi Venkatraman, managing partners and co-founders of Chestnut Advisory Group.Chestnut Advisory Group and the Chestnut Solutions Institute specialize in providing strategic advisory services and investment solutions tailored to the needs of OCIOs (Outsourced Chief Investment Officers). They offer comprehensive support, including market insights, best practices, and customized strategies to enhance the effectiveness and performance of OCIOs in managing their clients' investment portfoliosAmanda and Ravi bring deep insights into the world of investment management and strategic...
2024-06-1250 min
Dakota Live! PodcastDakota Live! Podcast: Making a Difference with CHOPIn the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Jenny Chan, Senior Vice President, and Chief Investment Officer at the Children’s Hospital of Philadelphia (CHOP). Jenny oversees CHOP's substantial investment portfolio, playing a crucial role in supporting the hospital's mission through strategic and innovative investment approaches.Jenny shares her journey from working in asset management to leading the investment office at CHOP. She delves into CHOP's unique governance structure and the evolution of its investment strategies, highlighting the hospital's commitment to sustainability and mission-driven goals.Jenny also discusses the...
2024-06-0544 min
Dakota Live! PodcastDakota Live! Podcast: Private Equity Investing with Abbott CapitalIn the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Jonathan Tubiana, Managing Director, Investments with Abbott Capital.Established in 1986, Abbott Capital Management focuses on creating value for its investors through carefully crafted portfolios of private equity investments. The firm is known for its strategic approach to primaries, secondaries, and co-investments, emphasizing the depth of its market insights and the strength of its global relationships. Since joining Abbott Capital in 2009, Jonathan has played a pivotal role in guiding the firm's investment strategy. With a background in finance from Grenoble School of Finance...
2024-05-2957 min
Dakota Live! PodcastDakota Live! Podcast: Transforming Healthcare with AdventHealthIn the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Rob Roy, Senior Vice President, Chief Investment Officer, and Co-Head of Environmental Sustainability at AdventHealth.Rob oversees investments for one of the nation’s largest faith-based health systems, which include operating capital and employee retirement portfolios totaling approximately $18 billion. In addition, he co-leads the company's environmental profile transformation, including all emissions, waste, and water streams, and cooperates on the company-wide ESG reporting.Rob shares the innovative strategies that have transformed AdventHealth's investment portfolio, emphasizing risk management and data-driven decisions. Discover ho...
2024-05-221h 06
Dakota Live! PodcastDakota Live! Podcast: Investment Due Diligence Insights with Fiducient AdvisorsIn the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Joe Cortese, Partner, and Senior Consultant with Fiducient Advisors.Fiducient Advisors is a full-service asset advisory business founded in 1995. With 215 professionals and $309 billion in assets under advisement (as of December 31, 2023), Fiducient is one of the premier consultancy businesses in the US with providing investment consulting services to retirement plans, endowments and foundations, private clients, and financial institutions.In this episode, Joe shares his wealth of knowledge and insights on the subtleties of asset allocation, investment strategy design, manager research and...
2024-05-0846 min
Dakota Live! PodcastDakota Live! Podcast: Investing in the Future with the North Dakota Retirement and Investment OfficeIn the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Scott Anderson, Chief Investment Officer for the North Dakota Retirement & Investment Office (RIO), which coordinates the activities of the State Investment Board and the Teachers’ Fund for Retirement.Join us as we delve deep into the intricacies of investment management and asset allocation, and Scott's strategic approach at the helm of one of the nation’s significant investment offices.Scott discusses the unique challenges and opportunities in managing a diverse portfolio that includes public and private markets, detailing his philosophy on l...
2024-05-011h 01
Dakota Live! PodcastDakota Live! Podcast: Risk Management and Portfolio Strategy with Makena CapitalIn this enlightening episode of the Dakota Live! Podcast, host Robert Morier sits down with Breanna Stein Genecov, Director of Portfolio Solutions and OCIO with Makena Capital. With a background in risk management, portfolio strategy, and manager selection, Breanna offers a deep dive into the complex world of Makena Capital’s OCIO business and how the firm shapes investment outcomes for a diverse client base.Makena Capital Management, LLC was formed in 2005 by senior executives from the Stanford Management Company along with other leading practitioners from elite North American endowments and foundations.The firm offers in...
2024-04-2443 min
Dakota Live! PodcastDakota Live! Podcast: Private Market Innovation and Insights with Hamilton LaneIn the latest episode of the Dakota Live! Podcast, Robert Morier welcomes John Brecker and Jackie Rantanen from Hamilton Lane. Discover how Hamilton Lane, one of the largest private market investment firms globally, leverages its extensive experience to offer innovative solutions to institutional and private wealth investors worldwide.Hamilton Lane provides innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs nearly 700 professionals operating in offices throughout North America, Europe, Asia Pacific, and the Middle East.Hamilton Lane has over $903...
2024-04-1744 min
Dakota Live! PodcastDakota Live! Podcast: Investment Manager Research with VanguardIn the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Matt Piro, Global Head of Oversight and Manager Search at Vanguard. With a staggering $9 trillion in global assets under management, Vanguard stands at the pinnacle of the investment world, and Matt gives us an exclusive look behind the scenes of managing the firm’s approximately $700 billion in subadvisory assets.Matt shares his extensive journey of over two decades at Vanguard from a phone representative on the direct client desk to leading Vanguard’s subadvisory investments, overseeing 24 subadvisors, and nearly 80 mandates across more than 50 funds globally. His...
2024-04-101h 00
Dakota Live! PodcastDakota Live! Podcast: Mapping the Future of Alternative Investments with CaprockIn this captivating episode of the Dakota Live! Podcast, host Robert Morier welcomes Chris Schelling, Managing Director of Private Markets at Caprock, to explore the intricate world of alternative investments. With a rich background spanning over two decades in the investment industry, Chris has been at the forefront of building portfolios with a keen focus on alternatives, achieving remarkable success through his strategic allocations across hedge funds, real assets, private credit, and private equity.Caprock is a multifaceted wealth advisory firm that specializes in providing comprehensive investment and wealth management solutions to high-net-worth individuals, families, and institutional...
2024-04-0351 min
Dakota Live! PodcastDakota Live! Podcast: Steering Through the Currents: Family Office Wealth Management with Gilder Partners for GrowthIn this insightful episode of the Dakota Live! Podcast, host Robert Morier sits down with Robert Lovas and Emily Sumner of Gilder Partners for Growth, delving deep into the intricate world of family office investments. Robert Lovas, the firm's President and Chief Operating Officer, and Emily Sumner, the Chief Investment Officer, share their wealth of experience in managing multi-generational wealth, emphasizing growth, sustainability, and the importance of due diligence in today's market.Gilder Partners for Growth, LLC is a Registered Investment Adviser that offers a family office approach to investment. The firm is based in Raleigh, NC...
2024-03-271h 25
Dakota Live! PodcastDakota Live! Podcast: Mastering Complexity: The OCIO Approach with Meketa Investment GroupIn the latest episode of Dakota Live! Podcast, Robert Morier welcomes Brian Dana, Director of Outsourced Chief Investment Officer (OCIO) Solutions at Meketa Investment Group. This episode delves into why a range of institutions are increasingly depending on OCIOs to navigate today's complex investment landscape.Brian outlines how Meketa employs its expertise in governance, market intricacies, and the pursuit of alpha through alternative investments and private markets to provide fiduciary solutions, emphasizing manager research and asset allocation analysis.Founded in 1978, Meketa is an employee-owned, full-service investment consulting and fiduciary...
2024-03-2053 min
Dakota Live! PodcastDakota Live! Podcast: Mastering Investment Ecosystems with Tom BrakkeIn this episode of the Dakota Live! Podcast, host Robert Morier sits down with Tom Brakke, Founder of the Investment Ecosystem, to explore the dynamic landscape of investment manager research and asset allocation. Tom's remarkable journey from portfolio manager and director of research to providing pivotal advice and education in the asset management industry offers invaluable insights into organizational design, investment process, and the art of due diligence.As a forty-year veteran in asset management, Tom shares his experiences and lessons learned over a distinguished career, highlighting the importance of adapting to change and the role of...
2024-03-1345 min
Dakota Live! PodcastDakota Live! Podcast: Navigating Wealth Management with Fiduciary TrustIn this engaging episode of the Dakota Live Podcast, Robert Morier welcomes Harison Sidhu, Head of Manager Selection and Due Diligence at Fiduciary Trust Company. Join us as we delve into Harison's experience in the finance industry, covering his strategic approach to investment manager selection, the intricacies of due diligence, and his perspective on asset allocation.Fiduciary Trust Company was founded as a family office in 1885 and incorporated as a trust bank in 1928. Throughout their history, Fiduciary Trust has maintained a proud tradition of providing clients with objective and comprehensive investment management, trust, estate settlement, and other...
2024-03-0645 min
Dakota Live! PodcastDakota Live! Podcast: Investing in Education with the CIO of Drexel UniversityIn this enlightening episode of Dakota Live!, host Robert Morier sits down with Catherine Ulozas, the seasoned Chief Investment Officer of Drexel University's Endowment. With over 30 years of experience in managing investments across various sectors including insurance companies, banks, and a state pension fund, Catherine shares her unique journey and the strategic decisions that have cemented her success in the investment world.Join us as Catherine delves into her 14th year at the helm of Drexel University's Endowment, discussing the transformative policies and operational improvements she has implemented. These strategic shifts have not only repositioned assets into...
2024-02-281h 00
Dakota Live! PodcastDakota Live! Podcast: The Agility Advantage with Coalition GreenwichIn our latest episode of the Dakota Live Podcast, host Robert Morier engages in an insightful conversation with Todd Glickson, a renowned consultant and Head of the North American Investment Management Practice for Coalition Greenwich, a division of CRISIL. The discussion offers an in-depth exploration of the ever-evolving investment management landscape, highlighting the critical importance of agility for asset managers in today's fast-paced market environment.Todd shares invaluable insights drawn from his latest research paper, "The Agility Advantage," providing asset managers and allocators with actionable strategies to enhance their agility and, consequently, their competitive edge. The conversation...
2024-02-1449 min
Dakota Live! PodcastDakota Live! Podcast: Private Market Consulting with LCG AssociatesIn this insightful episode of the Dakota Live! Podcast, host Robert Morier is joined by Catharine Burkett, the former Co-Director of Private Investments at LCG Associates. Catharine shares her extensive experience in the investment industry, focusing on LCG’s strategic approach to private investments. Founded in 1973, LCG is an employee owned, full service national consulting firm headquartered in Atlanta, Georgia.With a career spanning various aspects of private markets, including venture capital, private equity, and private market fund-of-funds management, Catharine offers valuable insights into the challenges and opportunities facing investors and fund managers today within private market in...
2024-02-0759 min
Dakota Live! PodcastDakota Live! Podcast: The Art and Science of Investing with PFM Asset ManagementIn this insightful episode of the Dakota Live! podcast, host Robert Morier engages in a thought-provoking conversation with Alex Gurvich, Director of Investment Research and Head of Asset Allocation for PFM Asset Management. The episode delves into the intricate world of investment decision-making, with a focus on understanding the complexities behind manager research and asset allocation. Alex shares his rich experience spanning over 25 years in various sectors of finance, including his transition from a physics background to a career in finance. His journey illuminates the multifaceted nature of the investment industry and the intellectual rigor required to navigate its...
2024-01-1055 minDakota Live! PodcastDakota Live! Podcast: Empowering Investment Insights with Fiera CapitalEmpowering Investment Insights with Fiera CapitalIn this insightful episode of the Dakota Live! podcast, host Robert Morier welcomes Majlinda Kamberi, Senior Investment Officer with Fiera Capital. Majlinda, an industry veteran in private market solutions, shares her extensive knowledge and experience in private market investing. We discuss Majlinda's role at Fiera Capital, where she oversees the private market solutions team. She delves into the intricacies of portfolio construction, investment due diligence, and the unique challenges of managing investments in private credit, real estate, agriculture, timberland, infrastructure, and private equity.Majlinda's approach is analytical...
2024-01-0349 minDakota Live! PodcastDakota Live! Podcast: Selling Specialized Solutions with Nisha Atre of Old City Investment PartnersNisha Atre of Old City Investment Partners shares her over twenty years of asset allocation and sales experience in this informative discussion on how she has navigated her successful career in asset management. Along the way, Nisha guides our listeners through Old City’s approach to offering specialized investment solutions for their clients. Founded in 2006, Old City identifies high-quality alternative investment sponsors for a growing investor base of families and institutions. Nisha shares her experiences distributing alternatives and how specialist strategies fit into a broader asset allocation model. Join Nisha and Robert as they discuss changes in the industry, and...
2023-08-0255 minDakota Live! PodcastDakota Live! Podcast: Going Off Script with Raz Der-Tavitian, CIO of SLK Private WealthRaz Der-Tavitian, Chief Investment Officer with SLK Private Wealth joins us at Dakota Live! to share his experience as CIO of an independent Registered Investment Advisor (RIA). SLK Private Wealth is a $1.6 billion RIA based in Los Angeles. Raz walks us through the investment opportunities he and his colleagues are currently evaluating and how to work with SLK as an asset management partner. Raz takes us from his work with Wilshire, leading their hedge fund and liquid alternatives research efforts to his role today as CIO of a newly launched wealth advisor. Along the way, Raz goes deeper into...
2023-04-1931 minDakota Live! PodcastDakota Live! Podcast: Clarity of Vision with Ryan Hicke of SEIRyan Hicke, Chief Executive Officer of SEI joins us at Dakota Live! to share his journey from intern to the company's CEO. Throughout our conversation, Ryan shares the lessons he's learned from his nearly twenty-five years with SEI and how overcoming his insecurities took him to the highest levels of the company while remaining anchored in what's most important to SEI's culture. SEI is a publicly traded financial services firm delivering technology and investment solutions that connect the financial services industry. As of December 31, 2022, SEI manages, advises, or administers approximately $1.2 trillion in assets including US$815 billion in assets under a...
2023-04-1229 minDakota Live! PodcastDakota Live! Podcast: Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital AdvisorsJennifer DeSisto, Chief Investment Officer of Anchor Capital Advisors joins us at Dakota Live! to take us through her experience from portfolio manager to asset allocator and what she has learned over the years to help her build multi-asset portfolios on behalf of her clients. Jennifer's responsibilities as CIO include manager selection, asset allocation, business management, and product development for Anchor’s $8.5 billion in assets under management. Anchor Capital is a Boston-based Registered Investment Advisor, managing approximately $5.5 billion with external managers across all asset classes, and an additional $3 billion in fundamental, in-house value-based equity and fixed income strategies. Founded in...
2023-04-0540 minDakota Live! PodcastDakota Live! Podcast: Early-Stage Opportunities with Chris Winiarz of Stable Asset ManagementChris Winiarz, Chief Investment Officer of Stable Asset Management shares his journey from the endowment to the family office model through his role today as CIO of an investment firm focused on building strategic partnerships with top performing emerging managers. Chris takes our audience through what Stable looks for in investment partners when considering an allocation. Stable Asset Management backs top performing investment talent to build next generation asset management firms. Stable oversees over $3 billion in assets under management with over $12 billion of aggregate assets across Stable Partnerships. Stable is among the most experienced and largest strategic partners in...
2023-03-2940 minDakota Live! PodcastDakota Live! Podcast: Insights into OCIOs with William Kennedy of RiskBridge AdvisorsWilliam “Bill” Kennedy is the CEO and Chief Investment Officer of RiskBridge Advisors. RiskBridge serves as an Outsourced Chief Investment Officer (OCIO) firm providing discretionary investment management, custom research solutions, and investment guidance and implementation. RiskBridge primarily serves non-profit endowments and foundations, pensions, financial institutions, family offices, and ultrahigh-net-worth individuals. Bill takes the Dakota Live! team in this special edition episode through RiskBridge’s approach to risk management, the firm’s manager research and underwriting process, and what a potential client partnership looks like with their firm. Join us as we come to better understand RiskBridge and their allocation to vario...
2023-03-2227 minDakota Live! PodcastDakota Live! Podcast: Finding Fixed Income Opportunities with Will Beck of WilshireWill Beck of Wilshire is a Senior Vice President and member of Wilshire’s Traditional Manager Research Group where he focuses on fixed income strategies. After the fastest U.S. Federal Reserve tightening cycle on record, fixed income markets are the focus of asset allocation conversations across the investment landscape. Join us as Will takes us through the current fixed income environment and where he and his colleagues at Wilshire are finding opportunity. In addition to Will’s responsibilities in identifying, researching, and monitoring fixed income managers, Will is also a rotating member of the Wilshire Investment Committee. He is a...
2023-03-1557 minDakota Live! PodcastDakota Live! Podcast: The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta GroupAoifinn Devitt, Chief Investment Officer at Moneta, and founder and creator of The Fiftyfaces Podcast tells us her story from corporate law to being named the first female Chief Investment Officer of the Moneta Group, a US-based RIA with over $30 bn in investments. Aoifinn is a true modern day renaissance woman, achieving success across multiple disciplines from education to investments to long-distance running, all while creating a central resource of innovative and creative content with her podcast platform. Watch and listen to this insightful and inspiring episode as Aoifinn shares the work she has done with institutional investors for o...
2023-03-0841 minDakota Live! PodcastDakota Live! Podcast: Running Towards Adversity with Mark Steed, CIO of Arizona PSPRSMark Steed, Chief Investment Officer for the Arizona Public Safety Personnel Retirement System shares his journey from an intern to the Plan’s CIO. The Arizona Public Safety Personnel Retirement System provides a uniform, consistent and equitable statewide retirement program for Arizona’s public safety personnel. PSPRS provides retirement benefits and programs to nearly 60,000 active members, retired members and surviving beneficiaries, and to more than 300 employer groups (municipalities, agencies, and districts) throughout the state. Mark has played an instrumental role in transforming the Plan’s $17 billion in investments from a traditional, stock-heavy portfolio to a modern, highly diversified set of inv...
2023-02-2758 minDakota Live! PodcastDakota Live! Podcast: Engaging OCIOs through Private Market Solutions with Carolyn Patton of TIFF Investment ManagementCarolyn Patton, Head of Private Market Client Solutions at TIFF Investment Management shares how their business approaches private market assets on behalf of their clients. TIFF is a leading asset management firm dedicated to delivering comprehensive OCIO and private equity investment solutions to primarily endowments, foundations, and other charitable organizations. As of June 30, 2022, TIFF manages approximately $8 billion on behalf of their members. Looking at current market conditions in the context of the firm’s outlook, Carolyn walks our audience through the diversification benefits of private markets as part of an OCIO solution. Carolyn shares TIFF’s approach to manager sour...
2023-02-1547 minDakota Live! PodcastDakota Live! Podcast: Journey through John Hancock Investment Management with York LoYork Lo is the Head of Alternative Product and LLCs at John Hancock Investment Management where he has been a key member of the team responsible for manager selection and oversight, product development and management for global fund platforms with assets more than US$200 billion. York has launched products across structure, asset class, and style which has contributed significantly to the firm’s growth. Join York as he guides us through John Hancock Investment Management's business while sharing his passion for promoting diversity, equity, and inclusion in our industry and beyond.
2023-02-0746 minDakota Live! PodcastDakota Live! Podcast: Demystifying the University Endowment Model with Matt DeAngelo of Drexel UniversityMatt DeAngelo, Deputy Chief Investment Officer of Drexel University’s Endowment shares how he and his colleagues evaluate asset managers, approach due diligence meetings, and consider allocation decisions in both traditional and alternative assets. In 2021, Drexel University’s endowment surpassed $1 billion for the first time, increasing Drexel’s ability to support and expand its academic and research goals for current and future generations. Matt discusses the steps Drexel University took to reach this successful milestone. Join Matt as he takes you through the Drexel University Endowment model and what drives him in and out of the office.
2023-01-2442 minDakota Live! PodcastDakota Live! Podcast: Targeting the Sub-Advisory Market with Greg Stumm of Resolute Investment ManagersGreg Stumm of Resolute Investment Managers shares his perspective on the firm’s investment process in the context of its multi-affiliate model. Greg guides our listeners through the sub-advisory market and the growth their firm has experienced over the years. Resolute Investment Managers is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers across style and strategy. Join Greg as he takes us through his experience in building and developing manager and client relationships through the lens of the multi-affiliate model.
2023-01-1754 minDakota Live! PodcastDakota Live! Podcast: Positioning for US Plan Sponsors with Russ KampRuss Kamp of Ryan ALM shares his more than forty years of investment advisory experience with US plan sponsors as he discusses the current pension landscape and how to position your investment strategies for success. Join Russ for a wide ranging discussion on Defined Benefit and Defined Contribution Plan management in the context of the current economic environment. The conversation explores the use of alternative strategies and attractiveness of bonds to US pension plans, as well as how recent legislative changes are presenting new opportunities for allocators and investment managers alike. If your New Year's resolutions include a more...
2022-12-2944 minDakota Live! PodcastDakota Live! Podcast: Mapping the Morningstar Process with Alyssa StankiewiczAlyssa Stankiewicz of Morningstar shares her insights into the firm's manager research process and the key pillars of the Morningstar analyst rating. Alyssa guides the audience through the firm's approach to researching best practices in sustainable investing, and their efforts to improve transparency across the U.S. sustainable funds landscape for investors. Morningstar is a publicly traded financial services firm providing a variety of investment research and investment management solutions. Their research and recommendations in evaluating asset managers and funds are some of the most influential in the asset management industry. Join Alyssa as she shares her journey in...
2022-12-2148 minDakota Live! PodcastDakota Live! Podcast: Bringing Perspective to Consulting with Alan Spatrick of MeketaAlan Spatrick shares his forty-two years of investment consulting experience as he discusses the Meketa manager research process, the changes he's seen in the consultant space over the decades, and his advice for investment sales people and fellow consultants in the context of the investment industry. Meketa Investment Group is an employee-owned full service investment consultant and advisory firm. Meketa works with clients on a non-discretionary or discretionary (OCIO) basis. With over $1.7 trillion in Assets under Advisement and an additional $100 billion in Private Markets and Real Estate consulting, Meketa has grown into the third largest institutional consultant in the U...
2022-12-0647 minDakota Live! PodcastDakota Live! Podcast: Understanding RIAs with Aldo Vultaggio, CIOAldo Vultaggio, Chief Investment Officer at Capstone Financial Advisors, Inc. shares his manager research process, approach to sourcing alternative investments, current investment research focus, and more in this informative conversation on the importance of Registered Investment Advisors (RIAs) and Multi-Family Offices. RIA firms have represented the fastest-growing category in the U.S. wealth management market for the past six years. Learn more about why you should not overlook this channel when prioritizing your business development goals, while discovering successful firms like Capstone Financial Advisors.
2022-11-1645 minDakota Live! PodcastDakota Live! Podcast: Selling Asian Equities with Zlata Gleason of Indus CapitalZlata Gleason shares her experiences distributing and servicing long-only and hedge fund strategies and the questions clients ask surrounding succession planning, investment management fees, and how specialist strategies fit into a broader asset allocation model. She discusses her approach to selling equity strategies in the context of the sales process she has developed with Indus Capital, an Asian Pacific equities investment manager. Join Zlata and Robert as they discuss the changes they have seen in the industry over the past twenty years, and how best to position your investment strategies with investors for the years ahead.
2022-11-0946 minDakota Live! PodcastDakota Live! Podcast: Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset ManagementFloyd Simpson shares how he evaluates asset managers, approaches due diligence meetings, and considers asset allocation decisions. He discusses his experience in working in Emerging Manager Research, Multi-Asset Strategy Solutions, and an Outsourced CIO business model with PFM Asset Management. In his current role he works with institutional clients to develop and implement Multi-Asset strategies for their portfolios and is a voting member of the Outsourced Chief Investment Officer Investment Committee which has oversight of $16.7 billion Assets Under Management as of June 30, 2022.
2022-10-3137 min