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.
Episodes
153 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
Fixed Income and the Future of Asset Allocation: Inside the CIO Mindset with Nick Gentile
In this episode of Dakota Live!, host Robert Morier sits down with Nick Gentile, Interim President and Chief Investment Officer of Knights of Columbus Asset Advisors, to explore how a mission-driven $29 billion organization navigates today’s co...
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Season 1
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Episode 143
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42:08
Identifying the Hidden Signals in Manager Research with Dr. Dali Ma
Learn how allocators identify early warning signs, build vision-based trust, and evaluate managers effectively.In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Dr. Dali Ma, Head o...
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Season 1
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Episode 142
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57:51
Scaling Healthcare for Life: A Conversation with Adele C. Oliva of 1315 Capital
On this special episode of the Dakota Live! Podcast, we take a slightly different path from our usual allocator conversations. Thanks to a connection made by one of our Drexel University summer interns, we sit down with Adele C. Oliva, Founding...
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Season 1
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Episode 141
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37:32
Dakota Live! Podcast: After the Exit - Teaching the Next Generation of Investors with Chris Cesare
In this episode of Dakota Live!, we sit down with Chris Ceasare, institutional investing veteran, teacher, and mentor—focused on turning theory into practice and helping students and managers communicate what truly matters.From UPS’s pe...
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1:11:10
Dakota Live! Podcast: 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.F...
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Season 1
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Episode 139
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49:19
Dakota Live! Podcast: CIO Insights with Caprock’s Vivek Jindal: Building Portfolios Across Public & Private Markets
Join Dakota Live! as we sit down with Caprock Group CIO Vivek Jindal to discuss his first 100 days, the investment landscape, and where he sees opportunity in alternatives, venture capital, private credit, and impact investing. Discover how Cap...
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Season 1
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Episode 138
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58:38
Dakota Live! Podcast: Consistency and Culture with CIBC Private Wealth
In this episode of Dakota Live! Podcast, we sit down with Angela Williams, a Senior Investment Analyst at CIBC Private Wealth in Boston.Angela brings over 25 years of industry experience to her role, where she is responsible for manager...
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37:02
Dakota Live! Podcast: Venture Capital Fund of Funds and the Emerging Manager Outlook with Slipstream Investors
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Edelson, Founder & General Partner of Slipstream Investors, a venture capital fund of funds dedicated to backing emerging pre-seed and seed-stage managers.<...
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Season 1
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Episode 136
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53:11
Finding the Edge: Sourcing Investment Opportunities with Matthew Wright of the Disciplina Group
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Matthew Wright, founder of Disciplina Group and former Chief Investment Officer at Vanderbilt University, for a deep dive into manager research, due diligence, and p...
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Season 1
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Episode 135
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58:22
Dakota Live! Podcast: Doing the Research: Systematic Investing with Ken Frier of Atlas Capital
In this episode of the Dakota Live! Podcast, Robert Morier sits down with Ken Frier, Chief Investment Officer at Atlas Capital Advisors, to discuss the role of systematic investing in portfolio construction and decision-making. With more than t...
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41:20
Dakota Live! Podcast: Strategic LP Perspectives & the Future of Emerging Managers in Venture Capital
In this powerful episode of the Dakota Live! Podcast, we dive deep into the future of venture capital, emerging manager selection, and the evolving dynamics between GPs and LPs with two thought leaders reshaping the industry: Rohit Yadav, autho...
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58:41
Dakota Live! Podcast: Private Market Manager Research with Windrose Advisors
In this episode of the Dakota Live! Podcast, host Robert Morier welcomes Amanda Kane, Director of Private Investments with Windrose Advisors, for an in-depth discussion on private market manager research and its critical ...
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24:44
Dakota Live! Podcast: 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
Dakota Live! Podcast: Seeding Next-Gen Venture Managers with Main Character Capital
Join us for an insightful episode of the Dakota Live! Podcast featuring Andrea Lo, Founding and Managing Partner at Main Character Capital. Andrea shares her unique journey across venture capital, fund operations, and blockchain innovation—and ...
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Season 1
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Episode 131
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1:02:14
Dakota Live! Podcast: 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 130
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1:02:14
Dakota Live! Podcast: Lessons from a Single-Family Office with Verdis Investment Management
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Jamie Biddle, Founding Partner and CEO of Verdis Investment Management, a single-family office managing capital for multiple generations of the DuPont family.&nb...
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Season 1
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Episode 129
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58:59
