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
111 episodes
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...
•
Season 1
•
Episode 111
•
40:01
Dakota Live! Podcast: Building Financial Resilience with Bernstein Private Wealth Management
Kick off the new year by focusing on what matters most. In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Clare Golla, National Managing Director of Philanthropic Services at Bernstein Private Wealth Management, to...
•
Season 1
•
Episode 110
•
40:27
Dakota Live! Podcast: The Specialist Equities Model with Loyola University Chicago
In this episode of the Dakota Live! Podcast, Robert Morier sits down with Sam Johnson, Director of Investments at Loyola University Chicago, to explore how the university approaches manager research and due diligence.Rooted in Loyola Un...
•
Season 1
•
Episode 109
•
54:49
Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company
In this episode of the Dakota Live! Podcast, Robert Morier sits down with Leslie Lenzo, Chief Executive Officer and Chief Investment Officer of the Hershey Trust Company, to explore her inspiring journey from rural Iowa to leading a mission-dri...
•
Season 1
•
Episode 108
•
50:51
Dakota Live! Podcast: Private Equity Deals with Ted Seides of Capital Allocators
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Ted Seides, renowned host of the Capital Allocators podcast, best-selling author, and a leader in private equity insights.Ted shares his journey from buildin...
•
Season 1
•
Episode 107
•
47:39
Dakota Live! Podcast: Investing in Education with the CIO of Drexel University
In this enlightening episode of Dakota Live!, host Robert Morier sits down with Catherine Ulozas, the seasoned Chief Investment Officer of Drexel University's Endowment. With over 30 years of experience in managing investments across various se...
•
Season 1
•
Episode 106
•
1:00:05
Dakota Live! Podcast: The Importance of Portfolio Innovation with Partners Capital
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Band, Chief Investment Officer of Partners Capital, for an in-depth discussion about the evolving landscape of institutional investing and Outsourced Chief Inve...
•
Season 1
•
Episode 105
•
30:59
Dakota Live! Podcast: Inside the Manager Research Process with DeMarche
In this episode, we welcome Hunter Swanson, Senior Research Coordinator at DeMarche, a rising star in the investment consulting industry, to dive into the intricacies of manager sourcing, search, and selection.Based in Kansas, and with ...
•
Season 1
•
Episode 104
•
41:07
Dakota Live! Podcast: Macro Insights with Bryn Mawr Trust
In this episode of the Dakota Live! Podcast, we sit down with Andrew Davis, Head of Macro Research at Bryn Mawr Trust. Andrew brings a wealth of experience to the conversation, drawing from his background as an economist and portfolio strategis...
•
Season 1
•
Episode 103
•
34:28
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...
•
Season 1
•
Episode 102
•
37:02
Dakota Live! Podcast: Unlocking the Power of Alternatives with Eric Gerster of AlphaCore
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Eric Gerster, Chief Investment Strategist at AlphaCore Wealth Advisory. With nearly three decades of experience in the financial industry, Eric shares insights into ...
•
Season 1
•
Episode 101
•
38:56
Dakota Live! Podcast: Inverting the Manager Research Process with Xponance
In this episode of the Dakota Live! Podcast, we are thrilled to welcome back Adam Choppin, Vice President, and Assistant Portfolio Manager for Multi-Manager Strategies at Xponance, marking exactly one year since his last appearance.With...
•
Season 1
•
Episode 100
•
54:27
Dakota Live! Podcast: Underwriting from the Windshield with Summation Capital
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Roger Vincent, Founder and Chief Investment Officer of Summation Capital.With over 25 years of experience in private equity, Roger shares his unique insights...
•
Season 1
•
Episode 99
•
1:08:32
Dakota Live! Podcast: Respecting the Process with Wilshire
In this episode of the Dakota Live! Podcast, Robert Morier sits down with Steven Foresti, Senior Advisor of Investments at Wilshire, who brings over 30 years of experience in investment management. Steve has played a key role in shaping Wilshir...
•
Season 1
•
Episode 98
•
47:26
Dakota Live! Podcast: Unlocking Early-Stage Venture Capital with Screendoor
In this episode of the Dakota Live! Podcast, Robert Morier sits down with Lisa Cawley and Jamie Rhode from Screendoor, an investment platform focused on backing the next generation of venture capital managers.Lisa, Jamie, and Layne Johns...
•
Season 1
•
Episode 97
•
51:31
Dakota Live! Podcast: How Character Science Drives Investment Success with KRW International
In this episode of the Dakota Live! Podcast, Robert Morier sits down with Kelly Kiel Garramone, CEO of KRW International, to explore how character science is impacting manager research and asset allocation in investment management. Whether you’...
•
Season 1
•
Episode 96
•
53:02
Dakota Live! Podcast: Mapping the Future of Alternative Investments with Caprock
In this captivating episode of the Dakota Live! Podcast, host Robert Morier welcomes Chris Schelling, Managing Director of Private Markets at Caprock, to explore the intricate world of alternative investments. With a rich background spanning ov...
•
Season 1
•
Episode 95
•
51:16
Dakota Live! Podcast: Inside GP Stakes Investing with Wafra
In this episode of the Dakota Live! Podcast, we sit down with Gustavo Cardenas, Managing Director at Wafra, a global investment firm with over $30 billion under management. Headquartered in New York, Wafra has clients around the globe and is ow...
•
Season 1
•
Episode 94
•
36:20
Dakota Live! Podcast: Rewriting Wealth Management with Windrose Advisors
In this insightful episode of the Dakota Live! Podcast, we sit down with Celicia Chaung, Deputy CIO of Windrose Advisors, to explore the intricacies of manager research, market insights, and asset allocation strategies that have defined her 20-...
•
Season 1
•
Episode 93
•
39:25
Dakota Live! Podcast: Redefining Returns with Cambridge Associates
In this episode of Dakota Live! Podcast, Robert Morier sits down with Chavon Sutton, Senior Investment Director at Cambridge Associates, for an inspiring conversation that transcends traditional finance. Recorded at the TIDE Spark 2024 conferen...
•
Season 1
•
Episode 92
•
34:30
Dakota Live! Podcast: Private Equity Seeding with Catalyst Partners
In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Daniel Pogue, Vice President at Moelis Asset Management, and a pivotal member of the Catalyst Partners team. Join us as we delve into the nuances of private e...
•
Season 1
•
Episode 91
•
1:01:08
Dakota Live! Podcast: Client Collaboration with FEG Investment Advisors
In the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Quincy Brown, Managing Director at Fund Evaluation Group (FEG) and a prominent leader in promoting inclusive investment practices within the asset management industry. Wi...
•
Season 1
•
Episode 90
•
39:06
Dakota Live! Podcast: Recipes for Success with Doug MacBean, Deputy CIO of Caltech’s Investment Office
Doug MacBean, Deputy Chief Investment Officer of the California Institute of Technology’s Investment Office (Caltech) joins us at Dakota Live! to share the ingredients from his career and how he approaches his role as an endowment allocator. Li...
•
Season 1
•
Episode 89
•
59:47
Dakota Live! Podcast: Strategic Growth and Innovation with Vince Smith of the New Mexico State Investment Council
In the latest episode of the Dakota Live! Podcast, Robert Morier is thrilled to welcome Vince Smith, Chief Investment Officer and Deputy State Investment Officer at the New Mexico State Investment Council.With over 37 years of experienc...
•
Season 1
•
Episode 88
•
50:59
Dakota Live! Podcast: Risk Management and Portfolio Strategy with Makena Capital
In this enlightening episode of the Dakota Live! Podcast, host Robert Morier sits down with Breanna Stein Genecov, Director of Portfolio Solutions and OCIO with Makena Capital. With a background in risk management, portfolio strategy, and manag...
•
Season 1
•
Episode 87
•
43:31
