Dakota Live! Podcast
The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
Dakota Live! Podcast
Latest Episodes
How Elite RIAs Evaluate Private Markets | Dhruv Maniktala, CIO of True North Advisors
The lines between institutional investing and wealth management are disappearing.In this episode of Dakota Live, Robert Morier sits down with Dhruv Maniktala, CFA, Chief Investment Officer and Partner at True North Advis...
From Spanish Teacher to $18B OCIO CEO | Tim Yates, Commonfund OCIO
On this episode of Dakota Live!, host Robert Morier sits down with Tim Yates, President & CEO of Commonfund OCIO, whose path to leading an $18 billion investment platform is anything but typical — he started out teaching Spa...
Operational Alpha in Private Markets: Manager Research, GP Staking & Succession Planning with Chris Brimsek
On this episode of Dakota Live!, Robert Morier sits down with Chris Brimsek, Founder and Managing Partner of CAB Advisory, for a deep discussion on one of the most important—and underexplored—topics in private markets: how great investment firm...
Inside Modern Wealth Management: How Top RIAs Build Portfolios, Select Managers & Manage Risk
The RIA landscape is changing fast.Today’s top wealth advisors are doing far more than traditional portfolio management. They’re acting as investment committees, tax strategists, coaches, and long-term partners helping families navigate ...
From Anthropology to Investing: How Drexel's Endowment Makes Investment Decisions with Stephen Chase
Stephen Chase, Associate Director of Investments at Drexel University, joins host, Robert Morier to discuss how a three-person investment office oversees approximately $1.25 billion across the university's endowment and investment portfolio.
