Dakota Live! Podcast
The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
Podcasting since 2022 • 136 episodes
Dakota Live! Podcast
Latest Episodes
Inside Fixed Income Manager Research with Marquette Associates
In 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 construct...
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Season 1
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Episode 136
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47:27
Dakota Live! Podcast: Inside the Private Markets Playbook with HB Wealth
Join 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...
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Season 1
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Episode 135
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40:29
Dakota Live! Podcast: Inside the WK Kellogg Foundation's Investment Strategy with Shanelle Brown
Join 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-scene...
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Season 1
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Episode 134
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56:30
Dakota Live! Podcast: Empowering Institutional Investors with Callan
Explore the world of investment consulting with Lauren Mathias, Senior Vice President at Callan, on this episode of the Dakota Live! Podcast.Lauren shares her journey from an analyst to a leader in manager research and due diligence, cov...
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Season 1
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Episode 133
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40:29
Dakota Live! Podcast: Private Credit & the OCIO Mindset with Adam Ladd of Windrose Advisors
Welcome back to the Dakota Live! Podcast—where insights from top allocators and industry professionals meet the practical tools needed to succeed in asset management.In this episode, we head to Boston to meet with Adam Ladd<...
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Season 1
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Episode 132
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26:29
