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All Episodes

Dakota Research Podcast — 210 episodes

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Title
1

Buying the Fee Stream: What GP Stakes Investing Really Means for Allocators

2

It's Not Oil Money: Soling Partners on the Middle East's Evolving Allocator Landscape

3

The $9 Trillion Public Pension Market: What Every Investment Firm Needs to Know

4

The Evergreen Market Landscape: How a Niche Structure Became a Mainstream Wealth Channel

5

AI Doesn't Run on Code Alone: Inside Tortoise Capital's AI Infrastructure Strategy

6

Inside the Consultant Channel: How Institutional Capital Really Flows

7

Fundraising News: Spring Has Sprung

8

Fundraising News: Springing Forward

9

Inside TAMPs: From Back-Office Tool to Strategic Wealth Management Infrastructure

10

PeakSpan Capital: Redefining Growth Equity with a Risk-Adjusted, Founder-First Approach

11

Fundraising News Podcast: March is Marching

12

Dakota Fundraising News: Fundraising is Heating Up

13

The Institutionalization of Family Capital: Inside the 2025 Global Family Office Report

14

Newmarket Capital on Bitcoin as a Credit Instrument

15

Fundraising News Podcast: Fabulous Fundraising

16

A 75-Year Playbook: How Crow Holdings Capital Approaches Industrial Investing

17

RIAs Are Becoming Institutions: How Centralized Allocation Is Reshaping the RIA Market

18

Fundraising News Podcast: January Jubilance

19

Fundraising News Podcast: New Year, New Fundraising

20

Private Markets Performance: What “Good” Really Looks Like Across Vintages and Asset Classes

21

Fundraising News Podcast: Capital Efficiency

22

Fundraising News Podcast: Market News

23

Fundraising News Podcast: Dedicated December

24

Fundraising News Podcast: The Scale

25

India Rising: Unlocking Growth Across Digital, Industrial, and Private Markets

26

Fundraising News Podcast: Capital Dialogue

27

Fundraising News Podcast: Crazy Capital

28

Inside BridgeInvest: How Ian Glaser Helped Build a Cycle-Tested Platform for Real Estate Credit

29

Fundraising News Podcast: Capital Markets

30

Fundraising News Podcast: Fanatic Fundraisers

31

Fundraising News Podcast: Money on a Mission

32

Fundraising News Podcast: Market Makers

33

Fundraising News Podcast: Capital Updates

34

Fundraising News Podcast: Fundraising Fall

35

Inside Corporate Venture Capital: How Strategic Investors Are Shaping the Future of Innovation

36

Fundraising News Podcast: Capital Talks

37

Fundraising News Podcast: The Briefing

38

Inside the Build-to-Rent Boom: Brad Case on Data-Driven Real Estate Investing | Dakota Research

39

Fundraising News Podcast: Constructive Capital

40

Fundraising News Podcast: Follow the Fundraising

41

Fundraising News Podcast: Capital Deployment

42

Fundraising News Podcast: Do Not Disturb the Dry Powder

43

Fundraising News Podcast: Dry Powder on Display

44

Fundraising News Podcast: Intrigued Investors

45

Why Industrials Are the Hottest M&A Sector in 2025

46

Fundraising News Podcast: The Movement of Capital

47

Fundraising News Podcast: Capital Compass

48

Inside CRE Credit: How ArrowMark Is Lending Through the Dislocation

49

Fundraising News Podcast: The Pipeline

50

Fundraising News Podcast: Institutional Intelligence

51

NAV Loans & Continuation Vehicles Discussions with ORIX’s Jed Johnson on Private Capital Innovation

52

Fundraising News Podcast: Fund and Games

53

Fundraising News Podcast: Raising Capital, Raising Standards

54

Inside ExchangeRight’s $6.6B Net Lease & 1031 Real Estate Strategy

55

Fundraising News Podcast: The Fundamentals of Fundraising

56

Asset-Based Finance in 2025: ABL, Securitization & Private Credit's $6 Trillion Shift

57

Fundraising News Podcast: Where Capital is Flowing

58

Investing in Real Estate’s Next Cycle: Data, Diversification & Russell’s Dual-Market Strategy

59

Fundraising News Podcast: Fastidious Fundraising

60

Dakota Fundraising News: Mandates & Markets

61

Fundraising News Podcast: Capital Connect

62

Fundraising News Podcast: Funded and Focused

63

Why Infrastructure is a Quiet Winner in the Age of AI and Electrification

64

Fundraising News Podcast: Capital Calls

65

Fundraising News Podcast: Founders and Funders

66

Fundraising News Podcast: The Capital Stack Chronicles

67

Investing in Europe – Energy, Defense & Digital Infrastructure in a Fragmented Market

68

Fundraising News Podcast: The Deployment Desk

69

Fundraising News Podcast: Fundraising Foresight

70

Fundraising News Podcast: Institutional Intel

71

Fundraising News Podcast: The Capital Call

72

Investing Ahead of the Curve: Deepwater’s Guide to Frontier Tech

73

Fundraising News 7/8 Podcast: Behind the Raise

74

Cybersecurity in 2025 – AI Defense, M&A, and Investing in a $10T Threat Landscape

75

Fundraising News Podcast: Centrica Wealth Management, Texas Municipal Retirement

76

Fundraising News Podcast: A Substantive Guide for Investment Allocators

77

Timberland Investing Reimagined: Southview’s Boots-on-the-Ground Approach to Real Asset Income

78

Middle East Investment Boom – SWFs, Megaprojects & Private Market Expansion

79

Pembroke Pines, Illinois, European Fund Launches

80

Hub International, Co-Invest RFP, Consultant Hires, CTPF 2026 Plan, Infrastructure Commitments

81

Texas A&M, New RIAs, NEPC, Boston RFPs, New Pension Commitments

82

Space: The $2 Trillion Opportunity Investors Are Chasing

83

Caprock, Mariner Wealth, Upcoming Global Tech Equity Search, Orange County, AlpInvet, Thoma Bravo

84

PKG Pensionskasse, Arax Investment Partners, Private Credit RFP, Montona BOI Real Assets, Antares Capital, Bitcoin Fund

85

The Dakota Research Podcast #15: Inside Co-Investing – LP Access, Lower Fees & Direct Deal Opportunities

86

LPL, RayJay, Infrastructure Search Finalists, Pension Allocations.

87

Focus Financial, PE RFP, Bank Loan Search, CalSTRS Allocations, Carlyle's Japan Team

88

Foundation Investment Hires, Hightower, Search Updates, Pension Commitments, Fundraising Updates

89

The Dakota Research Podcast #14: Investing in AI – Private Equity, CoreWeave, and the VC Backing the Future

90

West Virginia CIO HIre, Sanctuary Wealth, Callan's New Client, Large Cap RFP, Search Winners

91

The Dakota Research Podcast #13: Top Real Estate Themes – AI Data Centers, Renewables & Life Sciences

92

Border to Coast, New Family Office, Janney, PE RFP, Search Updates, Mass PRIM

93

LPL, Direct Lending RFP, Maryland 2025 Investment Plan, Apollo Accord+

94

Energy Investing for a Changing World with Matt Miller: Inside Grey Rock’s Dual Approach to Oil and Carbon

95

The Dakota Research Podcast #12: Investing in Aerospace & Defense – What’s Fueling Investor Momentum

96

AkademikerPension, Edward Jones Alts, New RIAs, Small Cap RFP, Pension Allocations, StepStone

97

UBS, Raymond James, International Equity RFP, Fixed Income Hires, Gaw Capital

98

Dakota Research Interview: Blue Tulip Ventures

99

The Dakota Research Podcast #11: M&A, RIAs, and Retail Alts – What’s Reshaping Investment Management

100

New Michigan RIA, US Small Cap RFP, LACERS Plans, Private Market Commitments, Yale Endowment

101

Arizona CIO, Newly Launched RIAs, Real Assets & Real Estate RFPs, Sculptor Fund Close

102

Osaic, Aon, Real Assets & Real Estate Commitment Plans, Hg Saturn 4A, Morgan Stanley

103

The Dakota Research Podcast Episode #10: Why Private Equity Keeps Betting on Consumer Brands

104

Stifel, New RIAs, Oklahoma $1.1B Private Markets Plan, Border to Coast, $1.5B Timberland Fund

105

Cortes, JANA, iA Hires; LPL-FHA Deal; Cerity & Raymond James Moves; Fund Closes from Andros & Trive; Public Plan Activity

106

Dakota Research Interview: Lion Real Estate

107

The Dakota Research Podcast Episode #9: Klarna, CoreWeave & the Return of the IPO Market

108

Cerity Acquiring West Coast Financial, Howard Trust's $105M Private Markets Plan, EM Equity Manager Hire, PGIM $2B Data Center Fund

109

LPL Acquiring Commonwealth, Morgan Stanley Head of OCIO, Commodities RFP, EQT Infra VI

110

The Dakota Research Podcast Episode #8: Early-Stage VC, Turn/River & Google’s $32B Wiz Deal

111

CalPERS, Focus Financial, Real Assets/US Small Cap RFPs, Absolute Return Hires

112

Dakota Research Interview: Bluewater

113

Morgan Stanley Hires, Consultant Hires & Searches, Fixed Income RFP, Private Infrastructure, Aviation Fund

114

WEG $3B Acquisition, ACCESS Pool Direct Lending, Core Plus RE RFP, Lincoln Financial Private Market Funds.

115

The Dakota Research Podcast Episode #7: Energy Investing in Focus – Private Capital & the Transition to Renewables

116

Blue Owl, Stifel, US Small Cap RFP, Private Fund Investments, Infrastructure/Timberland Fund Updates

117

The Dakota Research Podcast Episode #6: Lower Middle Market Buyouts – Strategies, Risks & Opportunities

118

Abu Dhabi Investment Council, LPL Additions, Fixed Income RFP, Brookfield's $1B Fundraise

119

Abu Dhabi CIO, CalSTRS Consultant, Six New Investment RFPs, 2025 Private Market Plans

120

The Dakota Research Podcast Episode #5: Private Equity Plays in Sports – Media, Franchises & the Future of Fan Engagement

121

CAPTRUST Acquires $1.4B Charlotte RIA, International Equity RFPs & Investments, 400 Capital's $1.39B

122

Cetera Acquires CFGS, LACERS Consultant, Chicago Teachers' Fixed Income RFP, Bank Loan Allocations, Sports Investing.

123

The Dakota Research Podcast Episode #4: Infrastructure Investing & Private Fund Trends – M&A, Earnings & Market Shifts

124

Cetera Acquires CFGS, LACERS Consultant, Chicago Teachers' Fixed Income RFP, Bank Loan Allocations, Sports Investing.

125

Rockefeller, UBS, LPL Teams, RE & Fixed Income Search Selections, Schroders LTAF

126

Ohio STRS CIO, Creative Planning, Fixed Income RFPs, Recent Allocations, Polen Capital's Abu Dhabi Expansion

127

Dakota Research Podcast Episode #3: Evergreen Funds & the Future of Private Market Access

128

Adams Street International Expansion, Bluespring Acquisition, PSG & KRR

129

Dakota Research Podcast Episode #2: Investing in Healthcare – PE Trends, Sub-Sectors & the Future of Health Tech

130

Meketa Public Markets Director, Wells Fargo Recruits $1.6B Team, Houston Police's $555M Commitment Plan, Hamilton Lane Closes Venture Fund

131

Commonfund Deputy CIO, Rockefeller's New $1B Team, Fixed Income Search Finalists, Pension Allocations, Pearl Energy's Near $1B Fundraise

132

Dakota Research Podcast Episode #1: Secondaries, Consumer Deals & Private Market Growth Trends

133

Cogenuity Partners' Raise, LegalSuper Job Change and LPL is at it again

134

Brightside Joins Pitcairn, CIO Hires, Sequoia Acquires $3.8B Carlson Capital, Consultant Updates, SCV RFP, NM SIC's $700M Private Credit Plan

135

PSP Investments CIO, Focus Financial $4.1B Seattle Team, PE Consultant RFP, Hedge Fund Search Finalists, 2025 Investment Plans, Grosvenor Emerging Manager Fund

136

LGPS CIO, LPL Recruits ATL Team, RE Debt Search, Private Fund Allocations, $3.6B Thoma Bravo Fund.

137

Corient Acquires Geller, Search Finalists & Winners, Consultant RFPs, Pension Allocaitons

138

Ardian Record Breaking Raise, Focus Financial, LAFPP Committments

139

Kestra Financial Leadership Change, Niche M&A Activity, Consultant Updates from Q4

140

Schroders CIO, New Miami Sanctuary Wealth Team, Ohio P&F's $460M Real Estate/Real Assets Plan, Stockbridge's New Residential RE Fund

141

London Pension CEO, Focus Financial's New Hub, Private Equity Investment Plans, Wellington's First Interval Fund.

142

APAC Region Executive Hires, Wells Fargo Adds $625M, 2025 PE Commitment Targets, Search Winners & Finalists, Allianz Infra First Close.

143

RayJay Salt Lake Advisors, International Equity RFP, Private Market Plans and Investments, Fund Launches

144

RIA Acquisition Trends, NEPC's New Client, Fixed Income RFP, Hedge Fund Investments, Infrastructure Investment Plan

145

ANZ's New CEO, SageView Acquires DC Consultant, Absolute Return Search Update, Private Market Investments, Virtus Private Credit CLO ETF

146

BlondBloxx Private Credit ETF, Mariner Wealth Completes Double Deal, 2025 Private Market Commitment Plans, PE & RE Search Winners, S3 Capital First Close

147

Iconiq Capital, RIA Acquisitions, Sacramento 2025 Investment Plan, Private Market Commitments, Fund Closings

148

Iconiq Capital, RIA Acquisitions, Sacramento 2025 Investment Plan, Private Market Commitments, Fund Closings

149

Aksia Real Assets Hire, LPL and US Bank Additions, Upcoming 2025 RFPs, New Private Market Investments, Fund Closings & Launches

150

AIMCo Leadership Change, LPL in SoCal, Private Equity Fundraising Update

151

New RIAs, Alberta TRS VP, Marin County Private Equity Plan, Florida SBA Q3 Commitments, Private Funds

152

Dakota Fundraising News: November 6th, 2024

153

Dakota Fundraising News: November 1st, 2024

154

Dakota Fundraising News: October 30th, 2024

155

Dakota Fundraising News: October 25th, 2024

156

Dakota Fundraising News: October 23rd, 2024

157

Dakota Fundraising News: October 16, 2024

158

Dakota Fundraising News: October 9th, 2024

159

New Fund Launches, Merrill's $1.5B Move, Upcoming International Small Cap RFP, Private Credit Allocations

160

Citi & Apollo Private Credit, Steward Partners Head of Wealth Management, Morgan Stanley $1.2B Acquisition, Timber/Farmland RFP, Texas TRS Investment Plan

161

Non-Profit OCIOs, AIMCo Executive Team, RBC's New $2.8B Team, LA Fire Real Estate Plan, Private Market Allocations

162

Family Office Trends, Australian Super, True North's New Dallas Acquisition, Fixed Income RFPs, Recent Allocations, Conferences

163

Global Equity RFP, Private Market Consultants & Allocations, Sanctuary Wealth's $2B Partnership, University Hospitals CIO

164

Private Credit ETF, Innovia Wealth CIO, Private Real Estate RFP, Recent Allocations

165

OMERS Private Equity, LPL, Value-Add RE RFP, Alternative Commitments

166

Wealth Enhancement Group, Private Credit Allocations, Latest RFPs Including Hedge Funds and EM Equity, Pension Investments

167

Texas Muni Team Hires, New Denver UBS Team, Upcoming RFPs, Consultant Searches and Hires

168

Maryland's Deputy CIO, Raymond James New Advisor, Alternatives Commitment Plans, Small Cap Hire

169

Growth of Alts, PSP Investments, Upcoming Small Cap Search, Private Equity Allocations

170

People Moves, Raymond James, ACCESS Pool Direct Lending Search, RFP Finalists, Alternative Investments

171

Canadian Public Pension Board, NYU's New CIO, Advisor Team Updates, Alt Investment Plans

172

Pacing Plans for Alts, RIA Move in Toronto, VRS Job Change

173

Private Markets at Rockefeller, NY State Common’s 1.2B Move, Alts Searches

174

IPOPIF Deputy CIO, Wealth Enhancement Group Acquisition, US Fixed Income & Emerging Market Equity RFPs, Recent Alternative Commitments

175

Investment Consultant Updates, Advisor Moves, US Equity & Real Estate RFPs, Recent Alternative Investments

176

NewEdge Advisors Acquisition, Real Estate & EM Equity RFPs, Global Equity Manager Hires, Alternative Commitments

177

Missouri ERS Head of PE, New UBS Team, PE & High Yield RFPs, Ireland Strategic Investment Fund

178

New $1B RIA Formed, Direct Lending RFPs, SMID Cap Manager Hire, New PE Fund Launch

179

RIA Founded by NFL Players, Real Estate RFP, UK Investment Coverage

180

Cook County New Hire & RE Search, Focus Financial Firms Joining The Colony Group, Emerging Manager RFPs, Mid Cap Manager Hires

181

Small Cap, Private Equity & Infrastructure RFPs, Waverly Advisors Acquisitions, Miracle Mile Advisors CIO, Pension Investments

182

City of Holyoke Retirement, New PE Fund Launch, Merrill Lynch and LPL Acquisitions

183

CalSTRS CIO, William Blair Expands in Philly, Upcoming Investment Searches, New PE Fund Launch

184

Guardian Life's Head of Investment Strategy, RIA Activity, LACERS 2024 RE Plan, Fixed Income Manager Hires, Consultant Search

185

Abu Dhabi Head of NA Infrastructure, AlTI Global Acquires Envoi, Meketa RFPs, LA Pension New Investments

186

Gordon Ross Leaving LGPS, New $115B RIA, Private Equity RFP, NY Common Investments

187

MAI Capital Acquisition, NYSTRS Invests $900M, Newest Investment RFPs

188

Canada Post Pension Plan, Consultant Acquisitions, Washington State IB

189

LPL's Continued Momentum, City of Milwaukee Pension and Alternative Investment News

190

LPL goes to Delaware, Jordan Park New Hire, Natick Mass and Weld County, CO Retirement Searches

191

Stifel Acquisition, Louisiana State and VA Investment Decisions, Events Update

192

University of Alabama Investment, LPL Continues to Grow

193

WEG Leadership, Michigan State Investment Board, New Secondaries Fund Launch

194

West Coast Pension Investments, Glenmede New CIO, PE Fund Launches

195

Cerity Acquires Agility, TRS of TX, Mariner Wealth & WEG

196

CalPERS New CIO, Emerging Markets RFPs, NY Common’s $400M Emerging Manager Program Investment

197

NEPC's Newest Principal, UBS' $1.3B Advisor Move, Massachusetts Pension Equity Searches, New Fund Launches

198

Caprock Acquires Grey Street, Tennessee & Tampa Allocation Adjustments, Consultant Update

199

Industry Events, Concurrent Advisors, Arizona State Retirement Allocation

200

Bluespring Activity, LA Water & Power + Quincy Searches & Real Estate

201

Illinois Emerging Markets Debt, Alaska Retirement & TRS of TX Look to Alts

202

US Firms Invest in Dubai, Private Markets Searches + Consultants, MAI and Commonwealth Evolve

203

Santa Barbara's 2024 Investment Plan, Global Equity in Favor, Endeavor Wealth's New Chapter

204

Mercer Global Head of Real Assets, Wells Fargo Hiring Spree, LACERS Private Credit Goals

205

Pathstone & Crestone Merge, New Faces at American University & BMO, Investment Strategies + Searches

206

Fairfax & California Pension Activity, RIA Mergers, and AIMco’s big moves

207

Emerging Manager Leadership, Alternative Allocations & Consultants, UBS & Merrill Moves

208

Illinois' New CIO, LPL's Expansion, Summit's Acquisition Moves

209

Mariner's Move, Mass PRIM's 2024 Vision, & OneDigital Acquires WealthSource

210

Job Changes in Consulting, Blue Spring's Acquisition, Oregon Invests $850M