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
125 episodes
Dakota Live! Podcast: Constructing the Future of Wealth Management with CW Advisors
In this episode of the Dakota Live! Podcast, host Robert Morier welcomes back Jennifer DeSisto, Chief Investment Officer of CW Advisors, for a wide-ranging conversation about her new role and the rapidly evolving RIA landscape....
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Season 1
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Episode 125
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42:41
Dakota Live! Podcast: Investing Early with the Brooklyn Youth Charitable Investment Group
In this special release episode of the Dakota Live! Podcast, we sit down with Jasper Gould and Emile Chilingirian, co-founders of the Brooklyn Youth Charitable Investment Group (BYCIG), just as students in New York and across the country begin ...
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Season 1
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Episode 124
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40:59
Dakota Live! Podcast: Following the Fundamentals with the Knights of Columbus
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 val...
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Season 1
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Episode 123
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51:10
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 ...
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Season 1
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Episode 122
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47:27
Dakota Live! Podcast: Seeding the Next Generation of Private Market GPs with New Catalyst Strategic Partners
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Demetrius Sidberry, Managing Director at New Catalyst Strategic Partners, to explore the transformative role GP seeding and strategic capital are playing in shaping ...
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Season 1
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Episode 121
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1:09:55
Dakota Live! Podcast: Unlocking Alpha in Private Markets with Epic Funds
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alec Garza, Managing Partner at Epic Funds, to explore how smaller, differentiated private market investments can drive superior risk-adjusted returns.<...
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Season 1
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Episode 120
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53:13
Dakota Live! Podcast: Navigating Uncertainty with Brian LaBore
With increasing market volatility and shifting capital allocations, experienced hands are invaluable. On this episode of the Dakota Live! Podcast, we sit down with Brian LaBore, founder of LaBore Investment Partners, to take a top-down view of ...
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Season 1
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Episode 119
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49:25
Dakota Live! Podcast: Building Resilient Portfolios: A Live Panel on Manager Selection
Join us for a special live episode of the Dakota Live! Podcast, recorded at Loyola University Chicago. Our latest show presents a unique opportunity to hear from three distinguished leaders in the world of manager research and selectio...
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Season 1
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Episode 118
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53:44
Dakota Live! Podcast: Looking Beyond the Crowd with Titan Advisors
In the latest episode of the Dakota Live! Podcast, host Robert Morier welcomes Chris Paolino, Co-Chief Investment Officer at Titan Advisors, a global alternative investment firm managing approximately $3.7 billion for institutional inv...
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Season 1
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Episode 117
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43:11
Dakota Live! Podcast: Growth, Innovation, and the Future of Private Markets with Cerity Partners
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Chris Burrows, Partner at Cerity Partners, to explore the modern allocator’s toolkit for private market manager selection.With nearly two decades of...
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Season 1
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Episode 116
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51:57
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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Season 1
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Episode 115
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24:44
Dakota Live! Podcast: Reactivating Investments with CIBC Pension Fund
In this episode of The Dakota Live! Podcast, host Robert Morier sits down with Yasir Mallick, Executive Director and Head of Public Markets at CIBC Pension Fund.Yasir shares insights into the evolving landscape of Canadian inst...
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Season 1
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Episode 114
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58:19
Dakota Live! Podcast: Breaking Into Venture Capital with Girls Into VC
In this episode of the Dakota Live Podcast, Robert Morier sits down with Isabella Mandis, the inspiring founder of Girls Into VC, to explore her journey in venture capital and the future of private markets.With the increased adoption of...
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Season 1
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Episode 113
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28:40
Dakota Live! Podcast: GP Staking and Emerging Manager Success with Xponance Alternative Solutions
In this episode of the Dakota Live! Podcast, Robert Morier sits down with Marquette Chester, Head of Alternatives, and Michael A.B. Orr, Chief Investment Officer at Xponance Alternative Solutions (XAlts), a subsidiary of Xponance focused on GP ...
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Season 1
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Episode 112
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1:07:25
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 111
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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...
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Season 1
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Episode 110
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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...
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Season 1
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Episode 109
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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...
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Season 1
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Episode 108
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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...
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Season 1
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Episode 107
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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...
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Season 1
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Episode 106
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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...
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Season 1
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Episode 105
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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 ...
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Season 1
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Episode 104
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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...
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Season 1
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Episode 103
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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...
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Season 1
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Episode 102
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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 ...
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Season 1
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Episode 101
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38:56
