Shows
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: Assessing True Alpha with XponanceJoin us as Tracy Cao and Adam Choppin of Xponance discuss the firm’s unique approach to identifying and nurturing up-and-coming investment talent, the challenges, and rewards of supporting emerging managers, and the role of technology and data-driven approaches in shaping manager research decisions. Xponance is a Diverse, Woman-led multi-strategy investment firm founded by Tina Byles Williams in 1996. The firm offers global and non-U.S. equity investment strategies through a multi-manager construct that harnesses the investment edge and focus of entrepreneurial, emerging, and diverse managers. Tracy and Adam guide our audience through Xponance’s proprietary due diligence process and seed...2023-10-0457 minDakota Live! PodcastDakota Live! Podcast: Following the Fundamentals with Gerber TaylorJoin us as Sean Montesi, Partner with Gerber Taylor, dives deep into the nuances of investment management in this interesting and informative discussion. Gerber Taylor is a multi-asset class investment management firm with a heritage rooted in deep fundamental investment research. Founded in 1990 and headquartered in Memphis, Tennessee, Gerber Taylor has $7 billion in assets under management as of June 2023 and an additional $6 billion in assets under advisement as of December 2022. Sean sheds light on the evolution of Gerber Taylor’s investment strategies, offering a closer look at their diversified asset class allocation process that leads to them to a ri...2023-09-2744 minDakota Live! PodcastDakota Live! Podcast: Decoding Manager Research with R.J. Smolenski of PitcairnIn this episode of the Dakota Live! Podcast, we are thrilled to welcome R.J. Smolenski, Managing Director of Investment Research at Pitcairn. Based in Jenkintown, Pennsylvania, Pitcairn stands as a beacon in the multi-family office space, steering the financial course for over 125 client families, encompassing around 500 households throughout the U.S. Their expertise also extends to managing 20 single-family offices, overseeing nearly $7 billion in assets. With a rich legacy spanning two decades at the firm, R.J. Smolenski joins us to unravel the nuances of Pitcairn's manager research and selection methodology. Delve deep with us as R.J. delineates...2023-09-2050 minDakota Live! PodcastDakota Live! Podcast: Investing in the Future of Pediatrics with Children’s Healthcare of AtlantaIn the latest episode of Dakota Live!, we are thrilled to welcome Mike Negussie, a pivotal investor in the world of pediatric healthcare investments. As the Investment Director at Children’s Healthcare of Atlanta (CHOA), Mike and the investment team are at the forefront of revolutionizing children's healthcare through strategic investments in biotechnology, life sciences, and more. Dive deep into the world of CHOA, a beacon of hope and innovation, managing over a million patient visits each year and offering over 60 specialized pediatric programs. Discover how the investment team at CHOA is sculpting a brighter, healthier future for children, wi...2023-09-1353 minDakota Live! PodcastDakota Live! Podcast: The Value of Why with Franklin ParkNarayan Chowdhury, Partner, and Co-Founder of Franklin Park joins Dakota Live! to discuss the company's private market investment and advisory business. Founded twenty years ago, Franklin Park is an SEC-registered private markets investment firm that provides their clients access to private equity, private debt, and venture capital. At Franklin Park, Narayan is responsible for the analysis and evaluation of private equity investment opportunities, monitoring clients’ portfolios and conducting industry research. He is also involved in the development and implementation of Franklin Park’s technology platform, and regularly interacts with clients on investment and portfolio matters. Whether you are interested in l...2023-09-061h 12Dakota Live! PodcastDakota Live! Podcast: Advising with Integrity with Mill Creek Capital AdvisorsSam McFall is a Managing Director of Investments with Mill Creek Capital Advisors. Mill Creek was founded in 2006 to provide customized advice to help clients achieve their financial goals. The firm serves over 300 families and institutions as an independent, fully staffed investment office, managing over $8 billion of assets on their behalf. Sam takes the Dakota Live! team in this special edition episode through Mill Creek’s approach to manager research and selection and what a potential client partnership looks like with their firm. Join us as we come to better understand Mill Creek and their allocation to various asset cl...2023-08-3020 minDakota Live! PodcastDakota Live! Podcast: Under the Wall of Capital with UCLA Investment CompanyMichael Marvelli, Deputy Chief Investment Officer of the UCLA Investment Company joins Dakota Live! to discuss the company's investment strategy, its approach to asset allocation, and investment manager research and selection process. Along the way, Michael walks us through UCLA’s lower middle market (LMM) private equity portfolio from its first LMM commitment in 2016 through today’s investment opportunities. With the increasing availability of dry powder driving activity in the LMM market, Michael walks us through UCLA’s LMM strategy and approach to sourcing investment partners. The UCLA Investment Company provides professional stewardship of investment assets entrusted to The UCLA F...2023-08-231h 03Dakota Live! PodcastDakota Live! Podcast: Navigating Investments with the CIO of North Dakota Trust LandsFrank Mihail, Chief Investment Officer of the North Dakota Department of Trust Lands joins us to share his experiences over his first year in the role and how he is approaching the strategic investments for the $7 billion sovereign wealth fund. The Land Board, which oversees the North Dakota Department of Trust Lands manages 2.4 million mineral acres with interest in more than 8,600 of the 17,400 producing oil and gas wells in the state. The Land Board manages 13 permanent education trusts, including the Common Schools Trust Fund, the state’s primary education trust fund. Over the last decade the Land Board has di...2023-08-1647 minDakota Live! PodcastDakota Live! Podcast: Understanding Investor Behavior with VanguardKevin Khang, Head of Active and Alternatives Research and Andy Reed, Head of Investor Behavior at Vanguard sit down to discuss a variety of topics ranging from the fundamentals of behavioral economics to how artificial intelligence is expected to play a role in both research and application. Along the way, Kevin and Andy touch on active and passive management solutions, liquid alternatives, how insights are generated for external value, and how Vanguard sets their priorities and manager research process. The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with approximately $7.7 trillion in global assets...2023-08-0955 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: Riding the TIDES with Melvin Lindsey of Nile Capital GroupMelvin Lindsey, CFA, Founder and Managing Partner of the Nile Capital Group joins us on the Dakota Live! Podcast to share his more than thirty years of experience in business development and manager selection. Mel shares advice and the attributes he and his team look to identify when investing in asset management businesses. Throughout this informative conversation, Mel shares the approach he developed from his success at Julius Baer Investment Management through the formation and launch of Nile Capital nearly a decade ago. By relying on the pillars of talent, innovation, diversity, economies of scale, and speed, which Mel...2023-07-2656 minDakota Live! PodcastDakota Live! Podcast: The Power of Courage with Doug Hanly of the Louisiana State Police Retirement SystemDoug Hanly, Chief Investment Officer for the Louisiana State Police Retirement System (LSPRS) joins us at Dakota Live! to take us through his experience as the first CIO of the LSPRS. The Louisiana State Police Retirement System is a qualified pension and retirement plan created to provide retirement benefits for Louisiana state police officers and their beneficiaries. Currently, the LSPRS serves over 1,000 active members and over 1200 retired/survivor members. With over $1 billion in assets, LSPRS’ primary goal is to safeguard and manage the funds it holds in trust so that future benefits are guaranteed and protected. Over the course of...2023-07-1930 minDakota Live! PodcastDakota Live! Podcast: The Power of Authentic Leadership with Venus Phillips of the Kresge FoundationVenus Phillips, Managing Director of the Kresge Foundation joins us at Dakota Live! to share her insights and experience in manager selection and asset allocation. Over the course of our conversation, Venus takes us on her career journey and shares with us those who have influenced over the years. The Kresge Foundation is a philanthropic private foundation with over $4 billion in assets. The foundation works to expand opportunities in America's cities through grantmaking and investing in arts and culture, education, environment, health, human services, and community development efforts. Venus is responsible for evaluating investment opportunities and investment managers across...2023-07-121h 08Dakota Live! PodcastDakota Live! Podcast: Investing in Times of Uncertainty with Gildas Quinquis of Windrose AdvisorsGildas Quinquis, Chief Investment Officer for the Boston-based Windrose Advisors, takes us through his nearly thirty-year career in investment management, describing how he approaches the current landscape for his clients and where he is finding areas of opportunity. Gildas oversees investment strategy, asset allocation, and manager selection at this independent boutique wealth management firm that delivers sophisticated, customized investment advice to a select group of families, foundations, and endowments. Founded in 2009 by Boston-area entrepreneurs and experienced institutional investment professionals, the firm has grown to approximately $4 billion in assets under advisement. Gildas shares his team’s process to manager sourcing, du...2023-07-0558 minDakota Live! PodcastDakota Live! Podcast: Going Outside the Model with Adam Landau of Cerity PartnersAdam Landau is a Partner and Co-Market Leader for the Pennsylvania office of Cerity Partners. He is also a member of the firm's Investment Committee. Cerity Partners LLC is a Registered Investment Advisor serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations with approximately $62 billion in assets.In this special edition episode, Adam takes the Dakota Live! team through Cerity'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 Cerity Partners an...2023-07-0323 minDakota Live! PodcastDakota Live! Podcast: An Allocator’s Journey with William Yung of Angeles InvestmentsWilliam Yung, Partner, and Director of Private Markets at Angeles Investments takes us on his career journey from wealth management to investment manager research for one of the financial industry’s innovative leaders in OCIO and investment consulting. With over seventeen years of investment experience, William is responsible for conducting research in private capital and real asset strategies for the firm. Join us as William takes our listeners through the firm’s approach to manager research and selection. Along the way, we learn more about William and the personal and professional impact of his family’s journey to the United...2023-06-2859 minDakota Live! PodcastDakota Live! Podcast: Selling through the Cycle with Laura Esposito of Rockefeller Capital ManagementLaura Esposito of Rockefeller Capital Management shares her nearly twenty-five years of client service and sales experience in this informative discussion on how she has navigated her successful career in asset management. Along the way, Laura guides our listeners through the firm’s approach to providing service and investment solutions for their clients regardless of market conditions. Rockefeller Capital Management was established in 2018 as a leading independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations. The f...2023-06-2157 minDakota Live! PodcastDakota Live! Podcast: Leading by Example with Angela Miller-May of the Illinois Municipal Retirement FundAngela Miller-May, Chief Investment Officer for the Illinois Municipal Retirement Fund joins us at Dakota Live! for a special discussion on how she found her start in the investment management industry and what lessons she has carried forward now leading the $49.5 billion pension fund that services a membership of over 178,000 active members, 262,000 inactive members, 138,000 retired members and over 3,000 employers for Illinois. In our discussion Angela provides insight into strategic portfolio construction, manager selection and due diligence, and how she leads a team of investment professionals to meet IMRF’s investment goals. Tune into this insightful and informative episode and le...2023-06-1449 minDakota Live! PodcastDakota Live! Podcast: A Masterclass in Digital Asset Investing with Joe Marenda of Cambridge AssociatesJoe Marenda, Partner, and Head of Digital Assets Investing with Cambridge Associates shares his experience through this masterclass on blockchain technology and digital assets investing. Joe specializes in discovering and diligencing blockchain-related funds across all fund formats. He also serves as the Head of the firm’s San Francisco office. Joe contributes to firm research on alternative assets in portfolios and crypto-blockchain more broadly. Join us in this fascinating and informative episode as Joe takes us through his experience in building the first blockchain portfolio for a Cambridge client beginning in 2018 and how they approached the firm’s first due di...2023-06-0751 minDakota Live! PodcastDakota Live! Podcast: Building Client Trust with Greg Leonberger of Marquette AssociatesGreg Leonberger is the Director of Research for Marquette Associates. Greg is responsible for creating the firm’s capital markets research and directing the investment strategies and policy. He also serves as the chair of the investment committee. A partner of the employee-owned firm, Greg has been with the company since 2008. Greg joins us at Dakota Live! to take us through Marquette Associates’ manager research process and how to approach the firm and their clients with private markets through fixed income investments and what they look for in asset management partners. Marquette was founded thirty-seven years ago with the sole...2023-06-0520 minDakota Live! PodcastDakota Live! Podcast: Delivering for Clients with Kate Pizzi of Fiducient AdvisorsKate Pizzi, Partner and Senior Consultant of Fiducient Advisors joins us at Dakota Live! to take us through her experience from actuary to portfolio manager to investment consultant and what she has learned over the years to help her deliver success for clients and colleagues. Kate services institutional clients by providing advice and counsel on all areas of fund oversight including investment policy development, asset allocation, manager research, portfolio structure, rebalancing, and performance monitoring. Fiducient Advisors is a full-service asset advisory business founded in 1995. With over 200 professionals and $230 billion in assets under advisement (as of June 30, 2022), Fiducient is one...2023-05-3146 minDakota Live! PodcastDakota Live! Podcast: Thinking Boldly with Chenae Edwards of NEPCChenae Edwards, Partner with NEPC, LLC shares her investment consulting experience as she discusses the NEPC manager research process, how clients are maneuvering through the current market environment, and her experience in working with non-profit institutions. NEPC is one of the industry’s largest independent, full-service investment consulting firms, serving more than 400 clients with over $1.4 trillion in assets under advisement. With over 350 employees and over 400 clients across channel, NEPC’s five distinct practices and eight regional offices make it one of the more important consultants in the industry. Learn more about what has made NEPC so successful over the year...2023-05-2449 minDakota Live! PodcastDakota Live! Podcast: Staying on the Fairway with Andy Spellar, CIO of Fairfax County Employees' Retirement SystemAndy Spellar, Chief Investment Officer for the Fairfax County Employees' Retirement System shares his journey over his two decades for the $5.0 billion Plan located in the suburbs of Washington, DC. Andy started with Fairfax County in June 1998 as a Senior Investment Manager and has been an important aspect of the Plan’s innovative and insightful approach to asset allocation and manager selection over his successful career. Andy shares his process on manager sourcing, due diligence, selection, and how he and his team consider asset allocation decisions. Watch and listen to this insightful episode where Andy shares many of the att...2023-05-1758 minDakota Live! PodcastDakota Live! Podcast: Home Country Bias with Ernst Knacke, Head of Research for Shard CapitalErnst Knacke, Head of Research at London-based, Shard Capital Partners as well as its subsidiary, LeifBridge Investment Management joins the Dakota Live! Podcast to share his nearly twenty years of experience in manager research and selection. Shard Capital is a leading wealth and asset manager advising over $1.6 billion on behalf of high net worth and institutional clients in both the European and US markets. Ernst shares how he and his colleagues are developing their growing OCIO business through the sourcing of asset managers globally. Ernst in his role as Head of Research, shares how he attempts to minimize the...2023-05-1058 minDakota Live! PodcastDakota Live! Podcast: Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway LeagueChris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry. Join us in this informative and insightful episode as Chris shares how he navigates his role, serving as the Employer Co-Chair on 11 multi-employer pension funds, 6 health funds and 6 annuity/401(k) funds with approximately $9 Billion in assets, covering 140,000 current or future retirees and providing health care coverage for more than 31,000 employees, plus dependents, in the entertainment industry. Chris shares his experience working with both investment consultants and Outsourced CIOs, as well as his work with asset managers across...2023-05-0346 minDakota Live! PodcastDakota Live! Podcast: Family Office Opportunities with John Tassone of Forbes Family TrustJohn Tassone is the Director of Investments for Forbes Family Trust. Forbes Family Trust is a multi-family office serving institutions and single-family offices as an outsourced investment advisor. The firm represents over 250 families and 50 institutions globally. John is senior member of the investment team responsible for manager due diligence and monitoring of both public and private investments, as well as asset allocation, portfolio construction, and risk management for client families. John takes the Dakota Live! team in this special edition episode through Forbes Family Trust’s approach to asset allocation, the firm’s manager research and underwriting process, and what...2023-05-0117 minDakota Live! PodcastDakota Live! Podcast: Recipes for Success with Doug MacBean, Deputy CIO of Caltech’s Investment OfficeDoug MacBean, Deputy Chief Investment Officer of the California Institute of Technology’s Investment Office (Caltech) joins us at Dakota Live! to share the ingredients from his career and how he approaches his role as an endowment allocator. Like any good recipe, Doug shares the steps to help us better understand his team’s approach to asset allocation and underwriting process as it relates to investment manager research and selection. Sit down for this insightful and informative conversations with one of the industry’s leading investors.2023-04-2659 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