Dakota Live! Podcast

Dakota Live! Podcast: Following the Fundamentals with the Knights of Columbus

Robert Morier Season 1 Episode 123

In this unique episode of the Dakota Live! Podcast, Robert Morier sits down with Anthony Minopoli, President and Chief Investment Officer of Knights of Columbus, to explore nearly two decades of leadership, investment insights, and values-based decision making at one of the largest Catholic financial institutions in the world.

What makes this episode stand out is Tony's dual perspective as both an allocator and a former consultant, offering listeners a rare inside look at the full lifecycle of manager research, from sourcing and underwriting to long-term partnership. With a portfolio that spans traditional fixed income, public equities, and private alternatives—including senior secured lending and water infrastructure—Tony shares real-world anecdotes from industry icons to demonstrate how process, discipline, and values coexist in institutional investing.

The conversation covers everything from building repeatable investment philosophies and manager selection criteria to navigating Catholic investment guidelines in both public and private markets. Listeners will hear how Tony evaluates managers not just on performance but on process, people, and purpose, including the seldom-discussed importance of manager “sell discipline.”

Whether you're a seasoned asset manager or new to the sales side of the business, this episode is a masterclass in CIO engagement—and a compelling reminder that, as Tony puts it, “every strategy will be out of favor at some point.”

Tune in for practical wisdom, memorable stories, and a glimpse into how character and conviction guide one of the most values-aligned CIO seats in the industry.

People on this episode