EPISODE · Jul 14, 2026 · 19 MIN
The Emerging Manager Growth Show - Episode 45
from All Things Fundraising · host Dakota Team
In Episode 45 of the Emerging Manager Growth Show, Gui Costin and Tim Dolan focus on family offices as an increasingly accessible channel for emerging managers. They trace the channel's growth to 15 years of private equity, private credit, and alternatives expansion, which has produced a wave of first-generation family offices run more like RIAs, actively seeking deal flow and new managers. Gui and Tim also walk through Dakota's core operating model: city scheduling against RIAs and family offices, the quarterly webinar as free brand-building, and CRM discipline powered by Claude for meeting notes. A key insight: family offices don't compete for capital, making the channel unusually referral-friendly for consistent managers.
Embed this episode
What this episode covers
In Episode 45 of the Emerging Manager Growth Show, Gui Costin and Tim Dolan focus on family offices as an increasingly accessible channel for emerging managers. They trace the channel's growth to 15 years of private equity, private credit, and alternatives expansion, which has produced a wave of first-generation family offices run more like RIAs, actively seeking deal flow and new managers. Gui and Tim also walk through Dakota's core operating model: city scheduling against RIAs and family of...
Ready to play
The Emerging Manager Growth Show - Episode 45
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.