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All Episodes

Dakota Research Podcast — 205 episodes

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Title
1

Inside the Consultant Channel: How Institutional Capital Really Flows

2

Fundraising News: Spring Has Sprung

3

Fundraising News: Springing Forward

4

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

5

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

6

Fundraising News Podcast: March is Marching

7

Dakota Fundraising News: Fundraising is Heating Up

8

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

9

Newmarket Capital on Bitcoin as a Credit Instrument

10

Fundraising News Podcast: Fabulous Fundraising

11

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

12

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

13

Fundraising News Podcast: January Jubilance

14

Fundraising News Podcast: New Year, New Fundraising

15

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

16

Fundraising News Podcast: Capital Efficiency

17

Fundraising News Podcast: Market News

18

Fundraising News Podcast: Dedicated December

19

Fundraising News Podcast: The Scale

20

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

21

Fundraising News Podcast: Capital Dialogue

22

Fundraising News Podcast: Crazy Capital

23

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

24

Fundraising News Podcast: Capital Markets

25

Fundraising News Podcast: Fanatic Fundraisers

26

Fundraising News Podcast: Money on a Mission

27

Fundraising News Podcast: Market Makers

28

Fundraising News Podcast: Capital Updates

29

Fundraising News Podcast: Fundraising Fall

30

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

31

Fundraising News Podcast: Capital Talks

32

Fundraising News Podcast: The Briefing

33

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

34

Fundraising News Podcast: Constructive Capital

35

Fundraising News Podcast: Follow the Fundraising

36

Fundraising News Podcast: Capital Deployment

37

Fundraising News Podcast: Do Not Disturb the Dry Powder

38

Fundraising News Podcast: Dry Powder on Display

39

Fundraising News Podcast: Intrigued Investors

40

Why Industrials Are the Hottest M&A Sector in 2025

41

Fundraising News Podcast: The Movement of Capital

42

Fundraising News Podcast: Capital Compass

43

Inside CRE Credit: How ArrowMark Is Lending Through the Dislocation

44

Fundraising News Podcast: The Pipeline

45

Fundraising News Podcast: Institutional Intelligence

46

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

47

Fundraising News Podcast: Fund and Games

48

Fundraising News Podcast: Raising Capital, Raising Standards

49

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

50

Fundraising News Podcast: The Fundamentals of Fundraising

51

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

52

Fundraising News Podcast: Where Capital is Flowing

53

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

54

Fundraising News Podcast: Fastidious Fundraising

55

Dakota Fundraising News: Mandates & Markets

56

Fundraising News Podcast: Capital Connect

57

Fundraising News Podcast: Funded and Focused

58

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

59

Fundraising News Podcast: Capital Calls

60

Fundraising News Podcast: Founders and Funders

61

Fundraising News Podcast: The Capital Stack Chronicles

62

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

63

Fundraising News Podcast: The Deployment Desk

64

Fundraising News Podcast: Fundraising Foresight

65

Fundraising News Podcast: Institutional Intel

66

Fundraising News Podcast: The Capital Call

67

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

68

Fundraising News 7/8 Podcast: Behind the Raise

69

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

70

Fundraising News Podcast: Centrica Wealth Management, Texas Municipal Retirement

71

Fundraising News Podcast: A Substantive Guide for Investment Allocators

72

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

73

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

74

Pembroke Pines, Illinois, European Fund Launches

75

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

76

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

77

Space: The $2 Trillion Opportunity Investors Are Chasing

78

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

79

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

80

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

81

LPL, RayJay, Infrastructure Search Finalists, Pension Allocations.

82

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

83

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

84

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

85

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

86

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

87

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

88

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

89

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

90

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

91

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

92

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

93

Dakota Research Interview: Blue Tulip Ventures

94

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

95

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

96

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

97

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

98

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

99

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

100

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

101

Dakota Research Interview: Lion Real Estate

102

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

103

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

104

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

105

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

106

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

107

Dakota Research Interview: Bluewater

108

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

109

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

110

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

111

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

112

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

113

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

114

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

115

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

116

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

117

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

118

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

119

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

120

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

121

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

122

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

123

Adams Street International Expansion, Bluespring Acquisition, PSG & KRR

124

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

125

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

126

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

127

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

128

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

129

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

130

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

131

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

132

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

133

Ardian Record Breaking Raise, Focus Financial, LAFPP Committments

134

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

135

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

136

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

137

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

138

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

139

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

140

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

141

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

142

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

143

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

144

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

145

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

146

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

147

Dakota Fundraising News: November 6th, 2024

148

Dakota Fundraising News: November 1st, 2024

149

Dakota Fundraising News: October 30th, 2024

150

Dakota Fundraising News: October 25th, 2024

151

Dakota Fundraising News: October 23rd, 2024

152

Dakota Fundraising News: October 16, 2024

153

Dakota Fundraising News: October 9th, 2024

154

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

155

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

156

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

157

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

158

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

159

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

160

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

161

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

162

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

163

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

164

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

165

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

166

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

167

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

168

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

169

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

170

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

171

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

172

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

173

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

174

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

175

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

176

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

177

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

178

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

179

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

180

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

181

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

182

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

183

Canada Post Pension Plan, Consultant Acquisitions, Washington State IB

184

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

185

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

186

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

187

University of Alabama Investment, LPL Continues to Grow

188

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

189

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

190

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

191

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

192

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

193

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

194

Industry Events, Concurrent Advisors, Arizona State Retirement Allocation

195

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

196

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

197

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

198

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

199

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

200

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

201

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

202

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

203

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

204

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

205

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