OCIO in Practice: Jeff Croteau on Total Portfolio Thinking and Manager Due Diligence

Join dakota Live! as we sit down with Jeff Croteau, Founder & CIO of Tide Cycle Resources, to discuss building durable portfolios, the evolution of the OCIO model, and why patience—not prediction—drives long-term success.We explore what it means to step away from a traditional institutional consulting career and launch a focused, high-conviction investment platform designed for families and foundations navigating increasingly complex markets.With approximately $3 billion advised across client portfolios, Tide Cycle is built on a simple idea: stability, discipline, and thoughtful asset allocation matter more than complexity or constant change.Jeff explains how decades of experience across market cycles—from the dot-com bubble to the Global Financial Crisis—have shaped his approach to portfolio construction, manager selection, and client relationships.We explore:• Why “stability” is the most underrated driver of long-term investment success.• How the OCIO model is evolving toward deeper integration with families, boards, and advisors.• Why Tide Cycle indexes public equities—and where they choose to spend their active risk and fee budget instead.• Risks in private credit and the importance of aligning liquidity with underlying investments.• How governance and education shape better decision-making during periods of market stress.Throughout the conversation, Jeff returns to a core idea: Sometimes nothing is broken— the tide just hasn’t come back in yet.Whether you’re an allocator, asset manager, or student of the markets, this episode offers a clear, experience-driven perspective on how portfolios are actually built, managed, and sustained over full cycles.Listen now for a grounded conversation on patience, discipline, and the frameworks that endure.