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.
Episodes
176 episodes
Inside LPL’s Alternatives Platform: Manager Research, Due Diligence & What’s Next
On this episode of the Dakota Live Podcast, we sit down with Andrew Deck, Vice President and Head of Alternative Investments at LPL Financial, alongside his colleague Matt Doyle, Head of ...
Inside Foundation Investing and the OCIO Model | On the Road at Georgia State University
In this special on-the-road edition of the Dakota Live Podcast, host Robert Morier brings the show to Atlanta for a live recording at Georgia State University in front of students from GSU's Student Managed Investment Fund and Drexel University...
Habits, Not Assets: What Piada Teaches Investors About Capital Discipline and Scaling Right
Before something becomes an asset, a platform, or a strategy, it has to become a habit. And it's exactly why this conversation matters for allocators, investors, and operators alike.On this episode of Dakota Live, Robert Morier sits dow...
Operators as Investors: Scaling Healthcare Platforms
In a market where allocators are increasingly focused on healthcare innovation, growth equity discipline, and the role of operators in driving outcomes, this episode sits directly at the intersection.This conversation with Sal DeTrane of...
How Top Investment Consultants Pick Managers | The Future of Due Diligence with Callan
Join Dakota Live! as we sit down with senior leaders from one of the largest investment consultants in North America, Callan, for a deep dive into private markets, hedge funds, and their process behind manager selection.Ashley Kahn lead...
OCIO in Practice: Jeff Croteau on Total Portfolio Thinking and Manager Due Diligence
Join dakota Live! as we sit down with Jeff Croteau, Founder & CIO of Tide Cycle Resources, to discuss building durable portfolios, the evolution of the OCIO model, and why patience—not prediction—drives long-term success.We explore ...
The PE Guy (April Fool’s Day Special) | A Serious Lesson on Content Creation in Financial Services
This episode starts as a parody.An April Fool’s take on private equity, financial media, and the way we position ourselves in the investment industry.It’s exaggerated. It’s intentional. And it might feel too familiar.
Governance Over Everything: Inside the CIO Seat (WVU Live)
What does it look like to sit in the CIO seat?This episode of Dakota Live was recorded on campus at West Virginia University, bringing students directly into the room with institutional investors responsible for billions in capital....
Inside an Emerging Manager: Building from the Ground Up
Instead of sitting across from an allocator, this week we flip the table—and sit in the seat of an emerging manager building a firm from the ground up.In this conversation with Brandon Ladoff, Founder & Portfolio Manager of Denmark Capi...
Seeding the Next Generation of Asset Managers: Hedge Funds, VC, and Private Equity Compared
What does it really take to back the next generation of investment managers?In this special live recording of the Dakota Live Podcast from Drexel University’s Boathouse Row, host Robert Morier moderates a rare discussion on GP seeding a...
Underwriting Consumer VC: Early-Stage Due Diligence and the Operator Edge
In this episode of dakota Live!, we step into a space where venture capital meets operator realism.While we often sit with allocators and emerging manager gatekeepers, today we turn the lens toward the managers themselves — and examine ...
Understanding Volatility in a Structurally Shifting Market
In the latest episode of dakota live!, we step into a part of the market that rarely gets explained well — the mechanics of volatility trading.As equity markets move through higher dispersion, regime shifts, and increasingly sy...
How University Endowments Invest | Private Equity & Institutional Strategy
In this special “On the Road” episode of the Dakota Live! Podcast, Robert Morier travels to the University of Tennessee in Knoxville for a live CIO panel discussion on endowment management, private equity, private credit, asset allocation, and ...
Why Banks Are Increasing Private Market Exposure—A Manager Research View from PNC Bank
Retail and wealth management platforms inside large banks are increasing exposure to private markets—but not through hype, shortcuts, or “democratization” headlines.They’re doing it through institutional-grade manager research...
The Joy of Discovery | GP Seeding, Hedge Funds & Manager Research with Scott Schweighauser (Borealis Strategic Capital Partners)
In this episode of Dakota Live!, host Robert Morier sits down with Scott Schweighauser, Managing Partner of Borealis Strategic Capital Partners, for a wide-ranging conversation on GP seeding, hedge fund history, and why now is such a compelling...
Aksia, Alternatives & the Wealth Channel | Chris Schelling on Private Markets Today
In this episode of the Dakota Live! Podcast, host Robert Morier welcomes back Chris Schelling for his second appearance on the show—and his first since joining Aksia.Aksia is one of the world’s leading alternative...
Inside a Single Family Office: How CIOs Allocate Capital, Select Managers, and Think Long-Term
In this episode of dakota live, host Robert Morier sits down with Stephanie Szymanski, Chief Investment Officer of Lakeview Capital Management, for a wide-ranging, practitioner-level conversation on how single-family offices actually invest.
How to Earn Investment Conviction: From Mean Reversion to Manager Selection with Springtide Partners
In this episode of dakota live!, host Robert Morier sits down with Aaron Dirlam, Co-Founder and Chief Investment Officer of Springtide Partners, for a wide-ranging conversation on building conviction in uncertain markets—and why humility remain...
Inside SEI: New Year, New Mandate | A 2026 CEO Conversation with Ryan Hicke
We’re kicking off 2026 the same way many investors are setting their New Year’s resolutions: by going straight to the source.In our first episode of the new year, Dakota Live goes on site to SEI’s headquarters in O...
On the Road in Waco, Texas | Inside Baylor University with CIOs, Allocators & Students
In this special On the Road episode, we travel to Baylor University in Waco, Texas, to record a live, on-campus conversation with some of the most thoughtful allocators and investment leaders in the institutional investment world....
NEPC Uncovered: The OCIO Model, Private Markets & What’s Next with Scott Perry
In this episode of dakota live!, Robert Morier welcomes Scott Perry, Partner and Head of OCIO Portfolio Strategy at NEPC, one of the largest investment consulting firms in the industry. Scott brings nearly two decades of i...
Inside Taft-Hartley Allocations with Investment Performance Services (IPS)
In this week’s episode of Dakota Live, Robert Morier sits down with Jennifer Mink, President of Investment Performance Services (IPS). With IPS advising on approximately $70 billion in assets—98% of which are Taft-Hartley (...
The CIO's Playbook with American Beacon Advisors
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Paul Cavazos, Senior Vice President and Chief Investment Officer at American Beacon Advisors.Paul brings more than 25 years of experience ...
Empowering Emerging Managers: A Conversation with Chrissie Pariso of MPowered Capital
In this episode of dakota live!, host Robert Morier sits down with Chrissie Pariso, Managing Partner of MPowered Capital, to discuss what it takes to identify, underwrite, and empower the next generation of investment managers. With ov...
