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All Episodes

Dakota Live! Podcast — 176 episodes

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Title
1

Inside LPL’s Alternatives Platform: Manager Research, Due Diligence & What’s Next

2

Inside Foundation Investing and the OCIO Model | On the Road at Georgia State University

3

Habits, Not Assets: What Piada Teaches Investors About Capital Discipline and Scaling Right

4

Operators as Investors: Scaling Healthcare Platforms

5

How Top Investment Consultants Pick Managers | The Future of Due Diligence with Callan

6

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

7

The PE Guy (April Fool’s Day Special) | A Serious Lesson on Content Creation in Financial Services

8

Governance Over Everything: Inside the CIO Seat (WVU Live)

9

Inside an Emerging Manager: Building from the Ground Up

10

Seeding the Next Generation of Asset Managers: Hedge Funds, VC, and Private Equity Compared

11

Underwriting Consumer VC: Early-Stage Due Diligence and the Operator Edge

12

Understanding Volatility in a Structurally Shifting Market

13

How University Endowments Invest | Private Equity & Institutional Strategy

14

Why Banks Are Increasing Private Market Exposure—A Manager Research View from PNC Bank

15

The Joy of Discovery | GP Seeding, Hedge Funds & Manager Research with Scott Schweighauser (Borealis Strategic Capital Partners)

16

Aksia, Alternatives & the Wealth Channel | Chris Schelling on Private Markets Today

17

Inside a Single Family Office: How CIOs Allocate Capital, Select Managers, and Think Long-Term

18

How to Earn Investment Conviction: From Mean Reversion to Manager Selection with Springtide Partners

19

Inside SEI: New Year, New Mandate | A 2026 CEO Conversation with Ryan Hicke

20

On the Road in Waco, Texas | Inside Baylor University with CIOs, Allocators & Students

21

NEPC Uncovered: The OCIO Model, Private Markets & What’s Next with Scott Perry

22

Inside Taft-Hartley Allocations with Investment Performance Services (IPS)

23

The CIO's Playbook with American Beacon Advisors

24

Empowering Emerging Managers: A Conversation with Chrissie Pariso of MPowered Capital

25

Listening First with Crewcial Partners

26

Manager Research in Focus with CW Advisors

27

The OCIO Playbook with Prime Buchholz

28

Reentering with Rigor: Sean Poe on Manager Selection at Key Private Bank

29

Fixed Income and the Future of Asset Allocation: Inside the CIO Mindset with Nick Gentile

30

Identifying the Hidden Signals in Manager Research with Dr. Dali Ma

31

Scaling Healthcare for Life: A Conversation with Adele C. Oliva of 1315 Capital

32

Dakota Live! Podcast: After the Exit - Teaching the Next Generation of Investors with Chris Cesare

33

Dakota Live! Podcast: Client Service as Strategy: Verger Capital’s OCIO Approach

34

Dakota Live! Podcast: CIO Insights with Caprock’s Vivek Jindal: Building Portfolios Across Public & Private Markets

35

Dakota Live! Podcast: Consistency and Culture with CIBC Private Wealth

36

Dakota Live! Podcast: Venture Capital Fund of Funds and the Emerging Manager Outlook with Slipstream Investors

37

Finding the Edge: Sourcing Investment Opportunities with Matthew Wright of the Disciplina Group

38

Dakota Live! Podcast: Doing the Research: Systematic Investing with Ken Frier of Atlas Capital

39

Dakota Live! Podcast: Strategic LP Perspectives & the Future of Emerging Managers in Venture Capital

40

Dakota Live! Podcast: Private Market Manager Research with Windrose Advisors

41

Dakota Live! Podcast: Inside Fixed Income Manager Research with Marquette Associates

42

Dakota Live! Podcast: Inside the Private Markets Playbook with HB Wealth

43

Dakota Live! Podcast: Inside the WK Kellogg Foundation's Investment Strategy with Shanelle Brown

44

Dakota Live! Podcast: Empowering Institutional Investors with Callan

45

Dakota Live! Podcast: Private Credit & the OCIO Mindset with Adam Ladd of Windrose Advisors

46

Dakota Live! Podcast: Seeding Next-Gen Venture Managers with Main Character Capital

47

Dakota Live! Podcast: Reentering with Rigor - Sean Poe on Manager Selection at Key Private Bank

48

Dakota Live! Podcast: Lessons from a Single-Family Office with Verdis Investment Management

49

Dakota Live! Podcast: The Importance of Portfolio Innovation with Partners Capital

50

Dakota Live! Podcast: Growth, Innovation, and the Future of Private Markets with Cerity Partners

51

Dakota Live! Podcast: The Waco Edge: Investing with Purpose at Baylor University

52

Dakota Live! Podcast: Constructing the Future of Wealth Management with CW Advisors

53

Dakota Live! Podcast: Investing Early with the Brooklyn Youth Charitable Investment Group

54

Dakota Live! Podcast: Following the Fundamentals with the Knights of Columbus

55

Dakota Live! Podcast: Inside Fixed Income Manager Research with Marquette Associates

56

Dakota Live! Podcast: Seeding the Next Generation of Private Market GPs with New Catalyst Strategic Partners

57

Dakota Live! Podcast: Unlocking Alpha in Private Markets with Epic Funds

58

Dakota Live! Podcast: Navigating Uncertainty with Brian LaBore

59

Dakota Live! Podcast: Building Resilient Portfolios: A Live Panel on Manager Selection

60

Dakota Live! Podcast: Looking Beyond the Crowd with Titan Advisors

61

Dakota Live! Podcast: Growth, Innovation, and the Future of Private Markets with Cerity Partners

62

Dakota Live! Podcast: Private Market Manager Research with Windrose Advisors

63

Dakota Live! Podcast: Reactivating Investments with CIBC Pension Fund

64

Dakota Live! Podcast: Breaking Into Venture Capital with Girls Into VC

65

Dakota Live! Podcast: GP Staking and Emerging Manager Success with Xponance Alternative Solutions

66

Dakota Live! Podcast: Empowering Institutional Investors with Callan

67

Dakota Live! Podcast: Building Financial Resilience with Bernstein Private Wealth Management

68

Dakota Live! Podcast: The Specialist Equities Model with Loyola University Chicago

69

Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company

70

Dakota Live! Podcast: Private Equity Deals with Ted Seides of Capital Allocators

71

Dakota Live! Podcast: Investing in Education with the CIO of Drexel University

72

Dakota Live! Podcast: The Importance of Portfolio Innovation with Partners Capital

73

Dakota Live! Podcast: Inside the Manager Research Process with DeMarche

74

Dakota Live! Podcast: Macro Insights with Bryn Mawr Trust

75

Dakota Live! Podcast: Consistency and Culture with CIBC Private Wealth

76

Dakota Live! Podcast: Unlocking the Power of Alternatives with Eric Gerster of AlphaCore

77

Dakota Live! Podcast: Inverting the Manager Research Process with Xponance

78

Dakota Live! Podcast: Underwriting from the Windshield with Summation Capital

79

Dakota Live! Podcast: Respecting the Process with Wilshire

80

Dakota Live! Podcast: Unlocking Early-Stage Venture Capital with Screendoor

81

Dakota Live! Podcast: How Character Science Drives Investment Success with KRW International

82

Dakota Live! Podcast: Mapping the Future of Alternative Investments with Caprock

83

Dakota Live! Podcast: Inside GP Stakes Investing with Wafra

84

Dakota Live! Podcast: Rewriting Wealth Management with Windrose Advisors

85

Dakota Live! Podcast: Redefining Returns with Cambridge Associates

86

Dakota Live! Podcast: Private Equity Seeding with Catalyst Partners

87

Dakota Live! Podcast: Client Collaboration with FEG Investment Advisors

88

Dakota Live! Podcast: Recipes for Success with Doug MacBean, Deputy CIO of Caltech’s Investment Office

89

Dakota Live! Podcast: Strategic Growth and Innovation with Vince Smith of the New Mexico State Investment Council

90

Dakota Live! Podcast: Risk Management and Portfolio Strategy with Makena Capital

91

Dakota Live! Podcast: CIO Insights with the Southern Ute Indian Tribe

92

Dakota Live! Podcast: Making a Difference with CHOP

93

Dakota Live! Podcast: Investing in the Future of Pediatrics with Children’s Healthcare of Atlanta

94

Dakota Live! Podcast: Navigating North Dakota’s Investment Landscape: Insights from the Department of Trust Lands

95

Dakota Live! Podcast: Mastering OCIO Solutions: Insights from Chestnut Advisory Group

96

Dakota Live! Podcast: Making a Difference with CHOP

97

Dakota Live! Podcast: Private Equity Investing with Abbott Capital

98

Dakota Live! Podcast: Transforming Healthcare with AdventHealth

99

Dakota Live! Podcast: Growth of Capital in North Dakota

100

Dakota Live! Podcast: Investment Due Diligence Insights with Fiducient Advisors

101

Dakota Live! Podcast: Investing in the Future with the North Dakota Retirement and Investment Office

102

Dakota Live! Podcast: Risk Management and Portfolio Strategy with Makena Capital

103

Dakota Live! Podcast: Private Market Innovation and Insights with Hamilton Lane

104

Dakota Live! Podcast: Investment Manager Research with Vanguard

105

Dakota Live! Podcast: Mapping the Future of Alternative Investments with Caprock

106

Dakota Live! Podcast: Steering Through the Currents: Family Office Wealth Management with Gilder Partners for Growth

107

Dakota Live! Podcast: Mastering Complexity: The OCIO Approach with Meketa Investment Group

108

Dakota Live! Podcast: Mastering Investment Ecosystems with Tom Brakke

109

Dakota Live! Podcast: Navigating Wealth Management with Fiduciary Trust

110

Dakota Live! Podcast: Investing in Education with the CIO of Drexel University

111

Dakota Live! Podcast: Legacy and Leadership with the CIO of Girard

112

Dakota Live! Podcast: The Agility Advantage with Coalition Greenwich

113

Dakota Live! Podcast: Innovating Pension Fund Management with the Toronto Transit Commission Pension Plan

114

Dakota Live! Podcast: Private Market Consulting with LCG Associates

115

Dakota Live! Podcast: Powering Advisors with Brinker Capital Investments

116

Dakota Live! Podcast: Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors

117

Dakota Live! Podcast: Micro and Small Cap Manager Analysis with Acuitas Investments

118

Dakota Live! Podcast: The Art and Science of Investing with PFM Asset Management

119

Dakota Live! Podcast: Empowering Investment Insights with Fiera Capital

120

Dakota Live! Podcast: Reverse Networking with Sonia Hunt, Chief Marketing Officer and Best-Selling Author

121

Dakota Live! Podcast: Delivering Effective Communication Strategies with Julian Samways of JPES Partners

122

Dakota Live! Podcast: Breaking Down Hedge Fund Investments with Crewcial Partners

123

Dakota Live! Podcast: Aligning for Clients with Bel Air Investment Advisors

124

Dakota Live! Podcast: A Principled Approach to Investing with the Utah School & Institutional Trust Funds Office

125

Dakota Live! Podcast: Customized Recommendations: Exploring RVK's Inclusive Strategy in Investment Consulting

126

Dakota Live! Podcast: For the Love of Investing with the John Templeton Foundation

127

Dakota Live! Podcast: Private Market Research and Strategy with AndCo Consulting

128

Dakota Live! Podcast: Planning for the Long-Term with Paul Ried Financial Group

129

Dakota Live! Podcast: Curating Private Market Investments with the New Jersey Division of Investment

130

Dakota Live! Podcast: A Scientific Approach to Manager Research with Lockheed Martin

131

Dakota Live! Podcast: Investing in the Lives of Others with Verger Capital

132

Dakota Live! Podcast: Assessing True Alpha with Xponance

133

Dakota Live! Podcast: Following the Fundamentals with Gerber Taylor

134

Dakota Live! Podcast: Decoding Manager Research with R.J. Smolenski of Pitcairn

135

Dakota Live! Podcast: Investing in the Future of Pediatrics with Children’s Healthcare of Atlanta

136

Dakota Live! Podcast: The Value of Why with Franklin Park

137

Dakota Live! Podcast: Advising with Integrity with Mill Creek Capital Advisors

138

Dakota Live! Podcast: Under the Wall of Capital with UCLA Investment Company

139

Dakota Live! Podcast: Navigating Investments with the CIO of North Dakota Trust Lands

140

Dakota Live! Podcast: Understanding Investor Behavior with Vanguard

141

Dakota Live! Podcast: Selling Specialized Solutions with Nisha Atre of Old City Investment Partners

142

Dakota Live! Podcast: Riding the TIDES with Melvin Lindsey of Nile Capital Group

143

Dakota Live! Podcast: The Power of Courage with Doug Hanly of the Louisiana State Police Retirement System

144

Dakota Live! Podcast: The Power of Authentic Leadership with Venus Phillips of the Kresge Foundation

145

Dakota Live! Podcast: Investing in Times of Uncertainty with Gildas Quinquis of Windrose Advisors

146

Dakota Live! Podcast: Going Outside the Model with Adam Landau of Cerity Partners

147

Dakota Live! Podcast: An Allocator’s Journey with William Yung of Angeles Investments

148

Dakota Live! Podcast: Selling through the Cycle with Laura Esposito of Rockefeller Capital Management

149

Dakota Live! Podcast: Leading by Example with Angela Miller-May of the Illinois Municipal Retirement Fund

150

Dakota Live! Podcast: A Masterclass in Digital Asset Investing with Joe Marenda of Cambridge Associates

151

Dakota Live! Podcast: Building Client Trust with Greg Leonberger of Marquette Associates

152

Dakota Live! Podcast: Delivering for Clients with Kate Pizzi of Fiducient Advisors

153

Dakota Live! Podcast: Thinking Boldly with Chenae Edwards of NEPC

154

Dakota Live! Podcast: Staying on the Fairway with Andy Spellar, CIO of Fairfax County Employees' Retirement System

155

Dakota Live! Podcast: Home Country Bias with Ernst Knacke, Head of Research for Shard Capital

156

Dakota Live! Podcast: Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway League

157

Dakota Live! Podcast: Family Office Opportunities with John Tassone of Forbes Family Trust

158

Dakota Live! Podcast: Recipes for Success with Doug MacBean, Deputy CIO of Caltech’s Investment Office

159

Dakota Live! Podcast: Going Off Script with Raz Der-Tavitian, CIO of SLK Private Wealth

160

Dakota Live! Podcast: Clarity of Vision with Ryan Hicke of SEI

161

Dakota Live! Podcast: Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors

162

Dakota Live! Podcast: Early-Stage Opportunities with Chris Winiarz of Stable Asset Management

163

Dakota Live! Podcast: Insights into OCIOs with William Kennedy of RiskBridge Advisors

164

Dakota Live! Podcast: Finding Fixed Income Opportunities with Will Beck of Wilshire

165

Dakota Live! Podcast: The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta Group

166

Dakota Live! Podcast: Running Towards Adversity with Mark Steed, CIO of Arizona PSPRS

167

Dakota Live! Podcast: Engaging OCIOs through Private Market Solutions with Carolyn Patton of TIFF Investment Management

168

Dakota Live! Podcast: Journey through John Hancock Investment Management with York Lo

169

Dakota Live! Podcast: Demystifying the University Endowment Model with Matt DeAngelo of Drexel University

170

Dakota Live! Podcast: Targeting the Sub-Advisory Market with Greg Stumm of Resolute Investment Managers

171

Dakota Live! Podcast: Positioning for US Plan Sponsors with Russ Kamp

172

Dakota Live! Podcast: Mapping the Morningstar Process with Alyssa Stankiewicz

173

Dakota Live! Podcast: Bringing Perspective to Consulting with Alan Spatrick of Meketa

174

Dakota Live! Podcast: Understanding RIAs with Aldo Vultaggio, CIO

175

Dakota Live! Podcast: Selling Asian Equities with Zlata Gleason of Indus Capital

176

Dakota Live! Podcast: Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management