Shows
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
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
South Dakota Hall of Fame Legacy PodcastA Profound Impact on Mental Health with Dr. Robert ArnioDr. Robert Arnio was inducted into the South Dakota Hall of Fame in 2023 for his contributions to the betterment of mental healthcare across South Dakota. South Dakota Hall of Fame board member and 2015 Inductee Ann McKay Thompson sat down with Dr. Arnio to discuss the ways in which he has championed excellence in South Dakota. In this episode, you will hear about:Dr. Arnio’s early lifeThe impact a positive mindset focused on possibility had in his lifeDr. Arnio’s impact on mental health across the state. “If we work together, we can have a f...2024-12-1129 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
Marketer of the Day with Robert Plank1172: From the Heartland to the Spotlight: Putting North Dakota Basketball on the Map with Watford City High School PG Sears WireduSmall-town athletes often put in extra effort to gain the recognition they deserve from top college programs. With persistence, determination, and natural talent, they rise to become some of the nation's top high school prospects. Their dedication opens doors to multiple offers from prestigious schools, setting them on a promising path toward basketball success and […]
The post 1172: From the Heartland to the Spotlight: Putting North Dakota Basketball on the Map with Watford City High School PG Sears Wiredu first appeared on Marketer of the Day with Robert Plank.2024-10-3104 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: Growth of Capital in North DakotaWelcome to our latest episode of the Dakota Live! Podcast. In this special episode, we recorded live from North Dakota State University in Fargo, bringing together a panel of distinguished guests to explore the growth of capital in the state and how investment decisions from the State’s Department of Trust Lands, North Dakota State University (NDSU) Foundation, and its student-managed investment strategy come together at the intersection of education, energy, and investment policy in this nuanced institutional market.Our goal at Dakota Live! is to demystify the investment sales ecosystem by introducing you to the key pa...2024-05-1545 min
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: Legacy and Leadership with the CIO of GirardAs Chief Investment Officer, Timothy Chubb oversees Girard’s investment process and creates strategies that are designed to meet the unique financial needs of every client. Tim passionately shares his knowledge of financial markets and the economy in the latest episode of the Dakota Live! Podcast.In this special edition release, Tim takes the Dakota Live! team through Girard’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 Girard and their allocation to various asset classes and investment strategies....2024-02-2126 min
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: Private Market Research and Strategy with AndCo ConsultingIn the latest episode of Dakota Live!, we welcome Xinxin Liu, Senior Research Analyst for Private Equity and Credit with AndCo Consulting. AndCo Consulting is an independent, SEC registered institutional investment consulting firm headquartered in Winter Park, Florida. As of December 2022, they are responsible for nearly $91 billion in assets under advisement, advising hundreds of institutional clients across the United States, Bermuda, and Canada.In her role, Xinxin focuses on private equity and private debt investment research, including the servicing of institutional client relationships. Previously, she held a variety of roles with Wells Fargo for...2023-11-0841 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: 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 min
Savage Perspective PodcastReverse Dieting with Dakota GeilFor this episode, I welcomed friend and client Dakota Geil, who recently finished his first competition. We discussed his first-time experience competing, especially the reverse dieting aspect of a prep, as well as his impressive home gym setup. It was a pleasure chatting with him and I've got no doubt that you'll enjoy this episode. What you'll hear: How he's feeling after his prep and the challenges of reverse dieting (1:48) Perspective on where he started and where he ended up (2:33) Post-show maintenance (5:25) What the competition season was like for him emotionally and ps...2023-07-2151 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: 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: 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: 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: 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: 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 min
Hitting It With DakThe Butcher Baker Robert HansenRobert Christian Hansen (February 15, 1939 – August 21, 2014), known in the media as the Butcher Baker, was an American serial killer. Between 1971 and 1983, Hansen abducted, raped, and murdered at least seventeen women in and around Anchorage, Alaska; he hunted many of them down in the wilderness with a Ruger Mini-14 and a knife. He was arrested and convicted in 1983, and was sentenced to 461 years without the possibility of parole. He died in 2014 of natural causes due to lingering health conditions at age 75.2023-02-1636 min
South Dakota Hall of Fame Legacy PodcastCultivating Success in Higher Education with Robert Burns2016 Inductee Robert (Bob) Burns made a massive impact on the State of South Dakota and joined Miles Beacom to talk about his legacy in higher education. During his tenure at South Dakota State University, Robert Burns received many teaching awards including being named College of Arts and Sciences “Teacher of the Year” seven different times. In this episode you will hear:Bob’s early life, and time in the military,what drew Bob to higher education and what kept him there,and how Bob hopes to inspire the youth. Bob was invited by his...2023-01-1234 min
The Ferryman ProductionsDan, Robert, and Dakota Episode 4 Season 5Robert plans a barbecueSupport the show2022-11-161h 27
South Dakota Hall of Fame Legacy PodcastLegacy Interview: Dr. Robert Van DemarkIn this Legacy Podcast episode, host Miles Beacom sits down with Richard and Bob Van Demark, sons of 1980 Inductee Dr. Robert Van Demark, to discuss their father's life and legacy. Dr. Robert Van Demark was a compassionate doctor who cared for children with disabilities, was a pioneer in hand surgery, and always a physician hungry for the latest in medical knowledge. He advocated for children with disabilities and for their families to ensure care would be affordable, especially to those in rural South Dakota. Dr. Van Demark was a member of the clinical faculty of th...2021-11-0422 minThe Ferryman ProductionsRobert and Dakota Part 2 Episode 6 Season 1What is a good person? Does Robert know? Does Dakota know? The only thing they do know is that nipples are something you should be proud of. Support the show2021-10-0254 min
South Dakota Hall of Fame Legacy PodcastLegacy Interview: Robert MudgeIn this Legacy Interview, host Miles Beacom sits down with 2015 Inductee Robert Mudge to discuss his life and career as a metallurgist and the history of his company, RPM Innovations, Inc. After graduating from South Dakota School of Mines & Technology with a B.S. and M.S. in Metallurgical Engineering, Robert and his wife Debbie spent a few years living in Montana and then California for Roberts's work. With a want to be back in their hometown and near family, Robert's father encouraged him to start his own company, and RPM & Associates, Inc. was born. To...2021-05-2040 min
The Comic Chronicle PodcastIssue #177: Robert Quinn(Champions, Capt. America, Way of X)Marvel and Indie artist, Bob Q joins me on the show as we talk hope, stocks, comics, art and so much craziness ensues! Be sure to subscribe for NEW episodes every Monday.
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Drinking The Cool AidEric Robert // South Dakota // 22Eric Robert posed as a police officer, pulled over an 18-year-old woman and forced her into the trunk of his car. He heard her talking to someone on her cellphone and ended up fleeing, but was convicted and sentenced to 80 years in prison. Eric ended up beating a prison guard, Ronald Johnson with a pipe, killed him and attempted to escape. Website: Drinking The Cool AidResources:Eric Robert: South Dakota murderer prepares for his execution with a last meal of Moose Track ice cream | Daily Mail OnlineEric Robert South Dakota Exe...2020-07-1914 min
33 Dreams of Indy - IndyCar & Road to Indy StoriesDakota Dickerson 2019 F3 Americas Champion 2020 Daytona Podium WinnerWhat does the winner of the 2019 F3 Americas Championship do for an encore? How about claiming a podium finish in the 1st race of 2020 in the IMSA Prototype Challenge at Daytona International Raceway. I had the pleasure of catching up with Dakota Dickerson, 2015 Team USA Scholarship winner, to discuss his great start to 2020 and his Indy Dreams.Dakota still dreams of the Indy 500 someday, but in the interim he is making...2020-01-2128 min
Grab the Top Full Audiobooks in Literature, Short StoriesStories from White Hats: Epic Western Tales of Legendary Heroes by Robert J. RandisiPlease visit https://thebookvoice.com/podcasts/1/audiobook/265939 to listen full audiobooks. Title: Stories from White Hats: Epic Western Tales of Legendary Heroes Author: Robert J. Randisi Narrator: Judith Smiley, Mirron Willis, Gabrielle De Cuir, Rex Linn, A Full Cast, Kathe Mazur, Stefan Rudnicki Format: Unabridged Audiobook Length: 3 hours 11 minutes Release date: May 5, 2016 Ratings: Ratings of Book: 5 of Total 1 Genres: Short Stories Publisher's Summary: Buffalo Bill Cody, Bat Masterson, and other legendary heroic figures of America’s Old West get the royal treatment in White Hats, a collection of stories by esteemed Western authors. This anthology is expertly compiled by Robert J...2016-05-0503 min