
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
Dakota Live! Podcast: Decoding Manager Research with R.J. Smolenski of Pitcairn
In 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 the evolutionary journey of their approach, characterized by meticulous planning and incremental adaptations over the years. This conversation promises to shed light on the sophisticated evolution of Pitcairn's investment strategies, offering a closer look at their diversified asset class allocations. Don't miss this opportunity to gain a richer understanding of Pitcairn's success story, and the wisdom that has guided their trajectory over the years. Tune in for an episode brimming with insightful narratives and invaluable perspectives.