Dakota Live! Podcast: Investing in the Lives of Others with Verger Capital

Join us as Taylor Jackson, Investment Director with Verger Capital Management, delves deep into the intricacies of manager research in this interesting and informative discussion. Verger Capital Management is an SEC registered investment adviser providing Outsourced Chief Investment Officer (OCIO) services to a select group of non-profit institutions. Verger’s mission is to invest in the lives of others, which has led the firm to exclusively serve clients focused on improving lives and providing opportunity. The Verger team’s unique non-profit heritage offers a deep understanding of this segment’s needs, as well as the ability to benefit from the scale and purchasing power of approximately $2.6 billion in assets under management. Verger was founded in 2014 and was created out of the Wake Forest University Office of Investments.

Taylor offers insights into the rigorous due diligence processes that Verger employs to identify top-tier investment managers. We discuss the challenges and rewards of private market investing and the crucial role it plays in a diversified portfolio. Throughout the conversation, Taylor sheds light on how Verger balances risk and reward for its clients. Whether you're an investment novice or a seasoned pro, this episode promises to enhance your understanding of the dynamic world of private markets, asset allocation, and manager research.

Stay tuned throughout the entire episode as Taylor’s colleague, Inge Smith, Marketing Coordinator for Verger Capital closes our discussion with the firm’s approach to community engagement, partnerships, and developing talent.