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
160 episodes
NAV Loans & Continuation Vehicles Discussions with ORIX’s Jed Johnson on Private Capital Innovation
In this episode of the Dakota Research Interview, Chris LeRoy speaks with Jed Johnson, Head of GP Solutions at ORIX USA, about how the firm is reshaping capital access for private equity sponsors. With a $40B AUM platform and $10B in p...
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28:54
Fundraising News Podcast: Fund and Games
In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Serenity Capital Advisors, mergers like the one between Cerity Partners and Graypoint, and acquisitions by Corient Private Wealth. Hear updates on in...
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12:57
Fundraising News Podcast: Raising Capital, Raising Standards
In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs KTF Investments and WaFd Wealth as well as acquisitions by EP Wealth Advisors. Hear updates on investments coming from Public Employees' Retirement System o...
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10:49
Inside ExchangeRight’s $6.6B Net Lease & 1031 Real Estate Strategy
In this Dakota Research Interview, Chris LeRoy and Alex DeMarco sit down with Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, to explore how the firm built a $6.6B real estate platform focused on 1031 exchanges and net...
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29:40
Fundraising News Podcast: The Fundamentals of Fundraising
In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like L 1 Global Wealth and acquisitions by Simplicity Group Holdings as well as firms like Rise Growth Partners that are vigorously backing mid-sized RIAs...
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15:12
Asset-Based Finance in 2025: ABL, Securitization & Private Credit's $6 Trillion Shift
In Episode 20 of the Dakota Research Podcast, we unpack the rise of Asset-Based Finance (ABF) and Asset-Based Lending (ABL)—two fast-evolving segments reshaping how capital flows into private markets. As banks retrench and institutiona...
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17:35
Fundraising News Podcast: Where Capital is Flowing
In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Countryside Financial and Puissance Capital Management as well as acquisitions by The Retirement Planning Group. Hear updates on investments coming from...
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11:14
Investing in Real Estate’s Next Cycle: Data, Diversification & Russell’s Dual-Market Strategy
In this Dakota Research Interview, Tim Ryan, Managing Director at Russell Investments, shares how the firm is navigating the complexities of today’s real estate market. With over $7B in AUM, Russell combines listed and private real estate strat...
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41:15
Fundraising News Podcast: Fastidious Fundraising
In this episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Cedar Cove Wealth Partners and Clear Trail Advisors as well as potential acquisitions by Merit Financial Advisors. Hear updates on investments coming from...
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15:29
Dakota Fundraising News: Mandates & Markets
In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Holistic Wealth Advisors and SKM Wealth Management as well as potential acquisitions by Steward Partners. We also share the latest fundraising ...
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13:43
Fundraising News Podcast: Capital Connect
In today's Fundraising News Podcast episode we cover newly registered RIAs like Clearwave Capital and as well as acquisitions by Merit Financial Advisors and Maridea Wealth Management. Hear updates on investments coming from the and searches co...
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10:41
Fundraising News Podcast: Funded and Focused
In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Mavs Wealth Management Group and Meadowbrook Advisors as well as acquisitions by Wealth Enhancement. Hear updates on investments coming from the New Jer...
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9:19
Why Infrastructure is a Quiet Winner in the Age of AI and Electrification
In this episode of Dakota Research Interview, we sit down with Michael Steingold, Director of Private Markets at Russell Investments, to explore the rapidly evolving world of infrastructure investing. With nearly 20 years of experience, Russell...
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49:35
Fundraising News Podcast: Capital Calls
On today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Simco Financial and FAO Wealth as well as acquisitions by JTC. Hear updates on investments coming from the Rhode Island State Pension and searches co...
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10:09
Fundraising News Podcast: Founders and Funders
In this episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Bellingrath Wealth Management and Sharp Wealth Management as well as acquisitions by iA Financial Group. Hear updates on investments coming from the Kansa...
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12:44
Fundraising News Podcast: The Capital Stack Chronicles
In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Pearl Planning and Holistic Wealth Advisors as well as mergers between Resonant Capital Advisors and QBCo Advisory. Hear updates on investments coming ...
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10:51
Investing in Europe – Energy, Defense & Digital Infrastructure in a Fragmented Market
In Episode 19 of the Dakota Research Podcast, we explore why Europe is becoming a strategic destination for private market investors. Amid fragmented markets and favorable valuations, institutional capital is surging into sectors like ...
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28:59
Fundraising News Podcast: The Deployment Desk
In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Innovative Asset Advisors Group and Ascension Advisors as well as acquisitions by Maridea Wealth Management. Hear updates on investments coming ...
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10:18
Fundraising News Podcast: Fundraising Foresight
In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Grenadilla Advisory and Asset One Wealth Management as well as acquisitions by Merchant Investment Management. Hear updates on the Maine Public E...
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11:08
Fundraising News Podcast: Institutional Intel
In this episode of the Dakota Fundraising News Podcast, we cover registered RIAs like The Mather Group as well as acquisitions by Composition Wealth. Hear updates on the Vermont Pension Investment Committee and Teach Retirement System of Texas....
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7:45
Fundraising News Podcast: The Capital Call
In this episode of Dakota's Fundraising News Podcast, we cover registered RIAs like RWA Wealth Partners as well as acquisitions by Beacon Pointe Advisors. Hear updates on the Los Angeles Fire & Police Systems and St. Paul Teac...
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6:38
Investing Ahead of the Curve: Deepwater’s Guide to Frontier Tech
In this episode of the Dakota Research Interview Series, Chris LeRoy and Alex DeMarco sit down with Doug Clinton, Co-Founder and General Partner at Deepwater Asset Management. Known for backing “alien” founders and betting early on paradigm-shi...
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41:43
Fundraising News 7/8 Podcast: Behind the Raise
We cover newly registered RIAs like Abundant Wealth Management as well as acquisitions by Carson Group. Hear updates on Kansas City Police Retirement System and Texas County & District Retirement System. We also share the latest fundraising...
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10:00
Cybersecurity in 2025 – AI Defense, M&A, and Investing in a $10T Threat Landscape
In Episode 18 of the Dakota Research Podcast, we explore the fast-evolving world of cybersecurity—a $10 trillion risk vector transforming from IT concern to boardroom mandate. With cybercrime costs projected to skyrocket, we examine ke...
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32:54
Fundraising News Podcast: Centrica Wealth Management, Texas Municipal Retirement
In this episode of our Dakota Fundraising News Podcast, we cover freshly launched RIAs like Centrica Wealth Management as well as acquisitions by Focus Partners Wealth and BMO Financial Group. Hear consultant updates from Bristol County Retirem...
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10:04
