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 • 153 episodes
Dakota Live! Podcast
Latest Episodes
Empowering Emerging Managers: A Conversation with Chrissie Pariso of MPowered Capital
In this episode of dakota live!, host Robert Morier sits down with Chrissie Pariso, Managing Partner of MPowered Capital, to discuss what it takes to identify, underwrite, and empower the next generation of investment managers. With ov...
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Season 1
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Episode 148
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55:30
Listening First with Crewcial Partners
In this episode, host Robert Morier sits down with Kyle Marmelstein, Investment Director at Crewcial Partners, live from Newport, Rhode Island. With over 15 years in institutional consulting and ma...
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Season 1
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Episode 147
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36:07
Manager Research in Focus with CW Advisors
Recorded from the beautiful Castle Hill Inn in Newport, Rhode Island, this special episode of the Dakota Live! Podcast captures the energy and insights of the Havener Capital Partners StorySales Accelerator Capstone Event.In this conver...
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Season 1
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Episode 146
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31:10
The OCIO Playbook with Prime Buchholz
What’s changed—and what still matters—in the OCIO model? In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Adam Lerner, Senior Director of Investments at Prime Buchholz, to unpack how a research-driven OCIO and cons...
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Season 1
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Episode 145
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52:13
Reentering with Rigor: Sean Poe on Manager Selection at Key Private Bank
In 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 ...
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Season 1
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Episode 144
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1:02:14
