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.
Dakota Live! Podcast
Latest Episodes
Client Service as Strategy: Verger Capital’s OCIO Approach
In this special episode of the Dakota Live! Podcast, host Robert Morier takes the show back on the road to Winston-Salem, North Carolina, where he sits down with Jim Dunn, Chief Executive Officer of Verger Capital Management.From his beginn...
Why Great Investors Fail to Raise Capital | Jason Howard Explains "Fundability"
Every allocator says they're looking for great investors.Jason Howard argues they're actually looking for something else.In this conversation, the founder of New Catalyst Strategic Partners introduces an idea that deserves far mor...
Private Markets, Fund of Funds & the Future of Wealth Management with Samir Kaji of Allocate
Private markets are moving deeper into wealth management. But access is only part of the equation.The harder questions are: Which managers should you invest with? How should you construct a private markets portfolio? And when does a fund...
BNY's $175B CIO Chris Vella on AI, Manager Selection & the Future of Investing
Few investment leaders have spent more than three decades selecting, evaluating, and overseeing the world's best investment managers. Even fewer have done it while leading one of the industry's largest multi-asset investment platforms.In...
How Elite RIAs Evaluate Private Markets | Dhruv Maniktala, CIO of True North Advisors
The lines between institutional investing and wealth management are disappearing.In this episode of Dakota Live, Robert Morier sits down with Dhruv Maniktala, CFA, Chief Investment Officer and Partner at True North Advis...
