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All Episodes

Dakota Research Podcast — 208 episodes

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Title
1

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

2

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

3

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

4

Inside the Consultant Channel: How Institutional Capital Really Flows

5

Fundraising News: Spring Has Sprung

6

Fundraising News: Springing Forward

7

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

8

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

9

Fundraising News Podcast: March is Marching

10

Dakota Fundraising News: Fundraising is Heating Up

11

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

12

Newmarket Capital on Bitcoin as a Credit Instrument

13

Fundraising News Podcast: Fabulous Fundraising

14

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

15

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

16

Fundraising News Podcast: January Jubilance

17

Fundraising News Podcast: New Year, New Fundraising

18

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

19

Fundraising News Podcast: Capital Efficiency

20

Fundraising News Podcast: Market News

21

Fundraising News Podcast: Dedicated December

22

Fundraising News Podcast: The Scale

23

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

24

Fundraising News Podcast: Capital Dialogue

25

Fundraising News Podcast: Crazy Capital

26

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

27

Fundraising News Podcast: Capital Markets

28

Fundraising News Podcast: Fanatic Fundraisers

29

Fundraising News Podcast: Money on a Mission

30

Fundraising News Podcast: Market Makers

31

Fundraising News Podcast: Capital Updates

32

Fundraising News Podcast: Fundraising Fall

33

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

34

Fundraising News Podcast: Capital Talks

35

Fundraising News Podcast: The Briefing

36

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

37

Fundraising News Podcast: Constructive Capital

38

Fundraising News Podcast: Follow the Fundraising

39

Fundraising News Podcast: Capital Deployment

40

Fundraising News Podcast: Do Not Disturb the Dry Powder

41

Fundraising News Podcast: Dry Powder on Display

42

Fundraising News Podcast: Intrigued Investors

43

Why Industrials Are the Hottest M&A Sector in 2025

44

Fundraising News Podcast: The Movement of Capital

45

Fundraising News Podcast: Capital Compass

46

Inside CRE Credit: How ArrowMark Is Lending Through the Dislocation

47

Fundraising News Podcast: The Pipeline

48

Fundraising News Podcast: Institutional Intelligence

49

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

50

Fundraising News Podcast: Fund and Games

51

Fundraising News Podcast: Raising Capital, Raising Standards

52

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

53

Fundraising News Podcast: The Fundamentals of Fundraising

54

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

55

Fundraising News Podcast: Where Capital is Flowing

56

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

57

Fundraising News Podcast: Fastidious Fundraising

58

Dakota Fundraising News: Mandates & Markets

59

Fundraising News Podcast: Capital Connect

60

Fundraising News Podcast: Funded and Focused

61

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

62

Fundraising News Podcast: Capital Calls

63

Fundraising News Podcast: Founders and Funders

64

Fundraising News Podcast: The Capital Stack Chronicles

65

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

66

Fundraising News Podcast: The Deployment Desk

67

Fundraising News Podcast: Fundraising Foresight

68

Fundraising News Podcast: Institutional Intel

69

Fundraising News Podcast: The Capital Call

70

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

71

Fundraising News 7/8 Podcast: Behind the Raise

72

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

73

Fundraising News Podcast: Centrica Wealth Management, Texas Municipal Retirement

74

Fundraising News Podcast: A Substantive Guide for Investment Allocators

75

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

76

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

77

Pembroke Pines, Illinois, European Fund Launches

78

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

79

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

80

Space: The $2 Trillion Opportunity Investors Are Chasing

81

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

82

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

83

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

84

LPL, RayJay, Infrastructure Search Finalists, Pension Allocations.

85

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

86

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

87

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

88

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

89

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

90

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

91

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

92

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

93

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

94

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

95

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

96

Dakota Research Interview: Blue Tulip Ventures

97

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

98

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

99

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

100

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

101

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

102

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

103

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

104

Dakota Research Interview: Lion Real Estate

105

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

106

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

107

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

108

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

109

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

110

Dakota Research Interview: Bluewater

111

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

112

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

113

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

114

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

115

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

116

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

117

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

118

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

119

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

120

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

121

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

122

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

123

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

124

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

125

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

126

Adams Street International Expansion, Bluespring Acquisition, PSG & KRR

127

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

128

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

129

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

130

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

131

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

132

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

133

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

134

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

135

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

136

Ardian Record Breaking Raise, Focus Financial, LAFPP Committments

137

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

138

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

139

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

140

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

141

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

142

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

143

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

144

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

145

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

146

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

147

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

148

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

149

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

150

Dakota Fundraising News: November 6th, 2024

151

Dakota Fundraising News: November 1st, 2024

152

Dakota Fundraising News: October 30th, 2024

153

Dakota Fundraising News: October 25th, 2024

154

Dakota Fundraising News: October 23rd, 2024

155

Dakota Fundraising News: October 16, 2024

156

Dakota Fundraising News: October 9th, 2024

157

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

158

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

159

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

160

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

161

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

162

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

163

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

164

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

165

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

166

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

167

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

168

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

169

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

170

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

171

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

172

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

173

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

174

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

175

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

176

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

177

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

178

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

179

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

180

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

181

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

182

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

183

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

184

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

185

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

186

Canada Post Pension Plan, Consultant Acquisitions, Washington State IB

187

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

188

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

189

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

190

University of Alabama Investment, LPL Continues to Grow

191

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

192

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

193

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

194

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

195

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

196

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

197

Industry Events, Concurrent Advisors, Arizona State Retirement Allocation

198

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

199

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

200

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

201

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

202

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

203

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

204

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

205

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

206

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

207

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

208

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