Dakota Research Podcast
The Dakota Research Podcast delivers the most relevant updates and expert commentary on the private fund industry, straight from our in house Research Team. Whether you’re an allocator, consultant, or fund manager, Dakota Research Podcast equips you with the knowledge you need to navigate private markets with confidence and make smarter decisions.
Episodes
202 episodes
Inside TAMPs: From Back-Office Tool to Strategic Wealth Management Infrastructure
In Episode 27 of the Dakota Insights Podcast, we explore how Turnkey Asset Management Platforms — TAMPs — have evolved from back-office utilities into core infrastructure powering modern wealth management.We break down how the U.S. TAMP...
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22:53
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PeakSpan Capital: Redefining Growth Equity with a Risk-Adjusted, Founder-First Approach
In this Dakota Research Interview, Chris Leroy and Alex deMarco sit down with Phil Durr, Co-founder and Managing Partner of PeakSpan Capital, a growth equity firm with $2.6 billion in AUM focused exclusively on bootstrapped business software co...
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35:42
Fundraising News Podcast: March is Marching
We cover RIA acquisitions by the likes of Choreo, Cerity Partners, and First Manhattan. We also share updates on commitments from and. On the search front, we highlight activity from Plymouth County Retirement Association, Dahab Associates, and...
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12:56
Dakota Fundraising News: Fundraising is Heating Up
We cover newly launched RIAs like Ocean Path Advisors, Madson Wealth Advisors, and Stephen Smith Financial. We also share updates on commitments from Maine Public Employees’ Retirement System (PERS), Texas County & District Retirement Syste...
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13:05
The Institutionalization of Family Capital: Inside the 2025 Global Family Office Report
In Episode 26 of the Dakota Insights Podcast, we explore how family offices are evolving into fully institutional capital platforms—and why this shift is reshaping private markets.Drawing from Dakota’s 2025 Global Family Office Report, ...
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30:02
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Newmarket Capital on Bitcoin as a Credit Instrument
In this Dakota Research Interview, Dr. Andrew Hohns, Founder and CEO of Newmarket Capital and Battery Finance, explains how the firm is redefining private credit by integrating Bitcoin into real estate and asset-backed lending. He discusses how...
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49:22
Fundraising News Podcast: Fabulous Fundraising
In this episode of Dakota's Fundraising News Podcast, we cover newly launched RIAs like Bright Advisors, BayTrust Wealth Management, and Farmers Asset Management. We also share updates on commitments from The State of Wisconsin Investment Board...
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12:38
A 75-Year Playbook: How Crow Holdings Capital Approaches Industrial Investing
In this Dakota Research Interview, Chris LeRoy and Alex DeMarco sit down with Kelsea Alexander, Director, and Michael Balcom, Managing Director in the Industrial Group at Crow Holdings Capital, to discuss the firm’s long-standing approach to in...
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18:26
RIAs Are Becoming Institutions: How Centralized Allocation Is Reshaping the RIA Market
In Episode 25 of the Dakota Research Podcast, we examine how the RIA market is entering a new phase of institutionalization—and why this shift is fundamentally changing capital allocation, distribution, and platform economics across wealth mana...
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35:05
Fundraising News Podcast: January Jubilance
In this episode of Dakota's Fundraising News Podcast, We cover acquisitions by Azimut Group and newly launched and registered RIAs including Cohen Capital Advisors and MFT Wealth Management. We also share updates on commitments from the Fairfax...
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11:09
Fundraising News Podcast: New Year, New Fundraising
In this episode of Dakota's Fundraising News Podcast, we cover newly launched RIAs like Valorem and acquisitions by Wealth Enhancement. Hear updates on commitments coming from The Sacramento County Employees Retirement System (SCERS), The Illin...
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12:10
Private Markets Performance: What “Good” Really Looks Like Across Vintages and Asset Classes
In Episode 24 of the Dakota Research Podcast, we examine how private markets have evolved from a “satellite” allocation to a core component of institutional and family office portfolios—and why performance dispersion now matters more than ever....
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43:22
Fundraising News Podcast: Capital Efficiency
In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including acquisitions by Constellation Wealth Capital and Wealthcarte Capital Management as well as newly launched RIAs like Willow Creek Capital Management. Hear...
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10:11
Fundraising News Podcast: Market News
In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity like acquisitions by Sequoia Financial Group and Allworth Financial as well as newly launched RIAs like Ticino Wealth. Hear updates on investments coming from Fubo...
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10:16
Fundraising News Podcast: Dedicated December
In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity like acquisitions by Cambridge Investment Research. Hear updates on investments coming from the Boston Retirement System, Los Angeles Fire & Police Pension Sys...
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12:04
Fundraising News Podcast: The Scale
In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including potential acquisitions by RIA Captrust. Hear updates on investments coming from CalPERS and the IFC. Hear updates on searches coming from San Antonio Fir...
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13:20
India Rising: Unlocking Growth Across Digital, Industrial, and Private Markets
In Episode 23 of the Dakota Research Podcast, we explore why India is emerging as one of the most attractive global investment destinations. With sustained GDP growth of 6–7% annually, a young population, and increasingly favorable policy frame...
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24:26
Fundraising News Podcast: Capital Dialogue
In today's episode of the Dakota Fundraising News Podcast we cover newly formed RIAs like 71 West Capital Partners and RIA fund launches like Strongheart Energy Fund II. Hear updates on investments coming from The World Bank and Los Ange...
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10:40
Fundraising News Podcast: Crazy Capital
In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including acquisitions by OneDigital Investment Advisors, Lido Advisors, and Abacus Wealth Partners. Hear updates on investments coming from The World Bank, The Te...
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15:40
Inside BridgeInvest: How Ian Glaser Helped Build a Cycle-Tested Platform for Real Estate Credit
In this episode, Chris LeRoy and Alex deMarco sit down with Ian Glaser, Partner and Investment Committee Member at BridgeInvest, to explore how the Miami-based real estate credit manager is navigating one of the most attractive lending environm...
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39:50
Fundraising News Podcast: Capital Markets
In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including Cambium Wealth Partners joining RFG Advisory’s $7B platform, World Investment Advisors’ acquisition of TCG Wealth Management, and CAPNOR’s full acquisiti...
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13:00
Fundraising News Podcast: Fanatic Fundraisers
In today's episode of the Dakota Fundraising News Podcast, we cover acquisitions like Dakota Wealth Management, Wealth Enhancement, and Waverly Advisors. Hear updates on investments coming from Kansas City Police Retirement System and In...
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13:22
Fundraising News Podcast: Money on a Mission
In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including AssetMark’s acquisition of Efficient Advisors from Fiduciary Services Group, OneAscent Financial’s addition of Houston-based Patron Partners to its platf...
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15:29
