Dakota Live! Podcast
by Robert Morier
Latest episode
Building Private Markets Programs for RIAs with Opto Investments
Building Private Markets Programs for RIAs with Opto Investments
About this 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
The newest 20 of 200 episodes
- Building Private Markets Programs for RIAs with Opto Investments · 1 h 3 min · Season 1 Episode 195In this episode of the Dakota Live! Podcast, host Robert Morier sits down in the Philadelphia studio with Matt Malone, President and Head of Investment Management at Opto…
- Depth Over Breadth: Inside The Next Collective · 1 h 0 min · Season 1 Episode 194What happens when the women just behind the industry’s senior ranks build the network they wished existed? In this special episode of the Dakota Live! Podcast, host Robert Morier…
- Brad Mook | Rosemont's History in GP Stakes and the Move to Permanent Capital · 1 h 1 min · Season 1 Episode 193What happens when a firm that helped pioneer minority investing in asset managers decides to step off the private equity treadmill? In this episode of Dakota Live!, Robert Morier…
- The Unconventional VC: Maddi Holman of Daring Ventures · 44 min · Season 1 Episode 192Is a traditional background in high finance, big tech, or startups required to break into venture capital? The short answer is no. Maddi Holman is living proof of that. In…
- The Discipline of No: Chip Caravati and Chris Dion of Brockenbrough · 1 h 13 min · Season 1 Episode 191What does it take to earn a place in a portfolio when the default answer is no? For Chip Caravati and Chris Dion of Brockenbrough, selectivity is not simply a feature of manager…
- Inside Private Real Estate: How Hamilton Lane Evaluates Managers with Liz Bell · 54 min · Season 1 Episode 190What does it actually take for a private real estate manager to earn an institutional allocation? In this episode of the Dakota Live Podcast, host Robert Morier sits down with…
- Inside the AI Infrastructure Super Cycle with EQT Infrastructure CEO Erwin Thompson · 1 h 5 min · Season 1 Episode 189Erwin Thompson, CEO of EQT Infrastructure Company (EQIC) and 17-year EQT veteran, joins Robert Morier on Dakota Live! to break down the AI data center and power build-out, a…
- Trevor Graham on Becoming Co-CIO at TIFF · 1 h 4 min · Season 1 Episode 188Most CIO conversations happen years after a transition is finished, or years before one starts. This one happens in the middle of it. Trevor Graham was named Co-Chief Investment…
- GP Seeding Explained: How Taproot Capital Backs First-Time PE Funds | Eric Zoller · 1 h 4 min · Season 1 Episode 187GP seeding is one of the least understood corners of private equity — and one of the fastest growing. In this episode of Dakota Live, Robert Morier sits down with Eric Zoller…
- Governance Over Everything: Inside the CIO Seat (WVU Live) · 1 h 10 minWhat does it look like to sit in the CIO seat? This episode of Dakota Live was recorded on campus at West Virginia University, bringing students directly into the room with…
- On the Road in Waco, Texas | Inside Baylor University with CIOs, Allocators & Students · 1 h 24 min · Season 1 Episode 185In this special On the Road episode, we travel to Baylor University in Waco, Texas, to record a live, on-campus conversation with some of the most thoughtful allocators and…
- Client Service as Strategy: Verger Capital’s OCIO Approach · 49 min · Season 1 Episode 184In 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…
- Why Great Investors Fail to Raise Capital | Jason Howard Explains "Fundability" · 1 h 8 minEvery allocator says they're looking for great investors. Jason Howard argues they're actually looking for something else. In this conversation, the founder of New Catalyst…
- Private Markets, Fund of Funds & the Future of Wealth Management with Samir Kaji of Allocate · 57 min · Season 1 Episode 182Private markets are moving deeper into wealth management. But access is only part of the equation. The harder questions are: Which managers should you invest with? How should you…
- BNY's $175B CIO Chris Vella on AI, Manager Selection & the Future of Investing · 1 h 0 min · Season 1 Episode 181Few investment leaders have spent more than three decades selecting, evaluating, and overseeing the world's best investment managers. Even fewer have done it while leading one of…
- How Elite RIAs Evaluate Private Markets | Dhruv Maniktala, CIO of True North Advisors · 1 h 2 min · Season 1 Episode 180The lines between institutional investing and wealth management are disappearing. In this episode of Dakota Live, Robert Morier sits down with Dhruv Maniktala, CFA, Chief…
- From Spanish Teacher to $18B OCIO CEO | Tim Yates, Commonfund OCIO · 1 h 13 min · Season 1 Episode 179On this episode of Dakota Live!, host Robert Morier sits down with Tim Yates, President & CEO of Commonfund OCIO, whose path to leading an $18 billion investment platform is…
- Operational Alpha in Private Markets: Manager Research, GP Staking & Succession Planning with Chris Brimsek · 1 h 3 minOn this episode of Dakota Live!, Robert Morier sits down with Chris Brimsek, Founder and Managing Partner of CAB Advisory, for a deep discussion on one of the most important—and…
- Inside Modern Wealth Management: How Top RIAs Build Portfolios, Select Managers & Manage Risk · 56 min · Season 1 Episode 177The RIA landscape is changing fast. Today’s top wealth advisors are doing far more than traditional portfolio management. They’re acting as investment committees, tax…
- From Anthropology to Investing: How Drexel's Endowment Makes Investment Decisions with Stephen Chase · 53 min · Season 1 Episode 176Stephen Chase, Associate Director of Investments at Drexel University, joins host, Robert Morier to discuss how a three-person investment office oversees approximately $1.25…
