Dakota Live! Podcast

Where Investors are Allocating | Insights from Dakota Live! On The Road

Robert Morier Season 1 Episode 175

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0:00 | 13:37

What happens when you leave the conference stage and sit down with investors where they actually work?
Over the past year, Dakota Live! has traveled the country, recording conversations with CIOs, investment office leaders, consultants, OCIOs, foundations, endowments, family offices, and institutional investors. This special episode brings together the most important themes, market observations, and portfolio discussions from those conversations.
In this episode, we explore:
• How allocators are thinking about portfolio construction in today's market
• The outlook for private equity, venture capital, and private credit
• Manager selection and due diligence trends
• The growing role of AI in investing and operations
• Active versus passive management in concentrated markets
• Risk management amid uncertainty and idiosyncratic volatility
• Emerging opportunities across public and private markets
The Dakota Live! On the Road series is different because these conversations happen where decisions are made—inside investment offices, on university campuses, and alongside the teams responsible for stewarding long-term capital.
On the road. On the ground. In the room.