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
113 episodes
Dakota Research Interview: Blue Tulip Ventures
In this episode of Dakota Research, host Chris LeRoy sits down with Dr. Rana el Kaliouby, co-founder and managing partner of Blue Tulip Ventures, to explore the future of human-centric AI innovation. Drawing from her groundbreaking work as an A...
•
44:17
Dakota Research Podcast E11: Asset Manager & RIA Consolidation, Rise of Alts, & Retail Access Trends
In Episode 11 of the Dakota Research Podcast, we explore how the investment management industry is rapidly evolving. We kick off with key private equity headlines, including a16z’s $20B AI fundraise, Blackstone’s $10.8B European real estate clo...
•
Episode 11
•
41:33
New Michigan RIA, US Small Cap RFP, LACERS Plans, Private Market Commitments, Yale Endowment
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job moves including Tony Pritzker launching Pritzker Alternative Strategies, Akshay Patel joining North Dakota Trust Lands, and Dylan Campbell moving to the Un...
•
14:13
Arizona CIO, Newly Launched RIAs, Real Assets & Real Estate RFPs, Sculptor Fund Close
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job changes including Ashu Pal joining Nomura Capital from Maryland State Retirement, Jeff Peterson becoming CIO at Dallas-based Gillion Capital, and Alexander...
•
11:41
Osaic, Aon, Real Assets & Real Estate Commitment Plans, Hg Saturn 4A, Morgan Stanley
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves including Cheryl Alston stepping down after 20 years at Dallas ERF, Sam Johnson joining Gresham Partners, and Atria co-founders exiting LPL. On t...
•
13:22
The Dakota Research Podcast Episode #10
In Episode 10 of the Dakota Research Podcast, we cover the latest in private equity—from fundraising momentum and major deals to key people moves. Highlights include Goldman Sachs’ new PE fund for high-net-worth investors, HarbourVest’s $500M p...
•
46:38
Stifel, New RIAs, Oklahoma $1.1B Private Markets Plan, Border to Coast, $1.5B Timberland Fund
In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight job moves including Sam Johnson joining Gresham Partners, two Northern Trust vets joining Endeavor Advisors, and Soltis naming Jeffrey Harris as head of M&A. On...
•
13:14
Cortes, JANA, iA Hires; LPL-FHA Deal; Cerity & Raymond James Moves; Fund Closes from Andros & Trive; Public Plan Activity
In this episode of the Dakota Fundraising News Podcast, Konch covers job changes including Antonella Carranco joining Cortes Capital, David Wilson moving to JANA, and Etienne Dion joining iA Global AM. On the RIA side, LPL is acquiring First Ho...
•
11:51
Dakota Research Interview: Lion Real Estate
In this episode of Dakota Research, Chris LeRoy sits down with Jeff Weller, Co-CEO of Lion Real Estate Group, to discuss the firm’s value-add investment strategy in multifamily real estate across high-growth Sunbelt markets like Texas, Georgia,...
•
30:21
The Dakota Research Podcast Episode #9
In Episode 9 of the Dakota Research Podcast, we cover the latest in private equity news and trends—from BlackRock’s new public-private model portfolios to Olympus Partners’ $3.5B fund close and OpenAI’s record-breaking $40B raise. The ...
•
Episode 9
•
26:50
Cerity Acquiring West Coast Financial, Howard Trust's $105M Private Markets Plan, EM Equity Manager Hire, PGIM $2B Data Center Fund
In this episode of the Dakota Fundraising News Podcast, Konch spotlights key job moves and deal activity across the institutional and wealth landscape. Elise Angelich joins Cliffwater in LA from JSF Financial, while Con Michalakis is n...
•
9:20
LPL Acquiring Commonwealth, Morgan Stanley Head of OCIO, Commodities RFP, EQT Infra VI
In this episode of the Dakota Fundraising News Podcast, Konch and Matt Marino discuss notable industry job moves, including Christina Kopec Rooney's appointment as head of US wealth at Wellington, Sona Menon joining Morgan Stanley to l...
•
12:19
The Dakota Research Podcast Episode #8
In Episode 8 of the Dakota Research Podcast, we unpack the latest in private equity—from fundraising momentum and major deal activity to key personnel shifts. Highlights include Turn/River’s $2.5B fund close, Google’s $32B acquisition of Wiz, a...
•
44:55
CalPERS, Focus Financial, Real Assets/US Small Cap RFPs, Absolute Return Hires
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover job moves across the investment landscape, including CalPERS Deputy CIO Dan Bienvenue departing to join General Atlantic, Genan Kirby joining Iowa State Bank, ...
•
9:31
Dakota Research Interview: Bluewater
In this episode of Dakota Research, Chris LeRoy talks with Frazer Blyth, Head of Investor Relations & Marketing at Bluewater Energy, about the firm’s global private equity strategy in the energy supply chain. Bluewater, with over 14 years o...
•
20:19
Morgan Stanley Hires, Consultant Hires & Searches, Fixed Income RFP, Private Infrastructure, Aviation Fund
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover a wave of key job moves, including Ty Powers rejoining North Carolina’s Department of State Treasurer, Sona Menon being tapped to lead Morgan Stanley’s $184B O...
•
10:26
WEG $3B Acquisition, ACCESS Pool Direct Lending, Core Plus RE RFP, Lincoln Financial Private Market Funds.
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key industry updates, starting with the record-breaking $6.1 billion sale of the Boston Celtics and major job moves, including Erick Liu joining Russell Invest...
•
9:36
The Dakota Research Podcast Episode #7
In this episode of The Dakota Research Podcast, the team dives into the latest private equity news, including major fundraising highlights, notable deals, and key personnel moves. A central focus is energy investing, featuring insights...
•
51:41
Blue Owl, Stifel, US Small Cap RFP, Private Fund Investments, Infrastructure/Timberland Fund Updates
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Blake Shorthouse joining Blue Owl Capital as Global Head of Family Capital, Sam Anderson and Harris Baltch taking leadership roles at ...
•
11:16
The Dakota Research Podcast Episode #6
In this episode of The Dakota Research Podcast, the team explores the latest private equity news, highlighting major fundraising rounds, notable acquisitions, and key industry moves. The discussion centers on lower middle market (LMM) ...
•
59:25
Abu Dhabi Investment Council, LPL Additions, Fixed Income RFP, Brookfield's $1B Fundraise
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job moves, including Ben Meng's appointment as Head of Investment Portfolio Management at CPP Investments, David Vickers becoming CIO at Windmill Hill Asse...
•
9:18
Abu Dhabi CIO, CalSTRS Consultant, Six New Investment RFPs, 2025 Private Market Plans
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Reid Spears joining Texas Permanent School Fund as Senior Investment Officer for Private Credit, Bryan Pinedo moving to Jefferie...
•
12:33
The Dakota Research Podcast Episode #5
In this episode of The Dakota Research Podcast, the team covers the latest private equity news, featuring major fundraising rounds, deals, and industry shifts. The main discussion focuses on investing in sports, exploring the increasing role of...
•
47:26
CAPTRUST Acquires $1.4B Charlotte RIA, International Equity RFPs & Investments, 400 Capital's $1.39B
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including Terri Sanchez retiring from PA PSERS, Matt Marshall joining Mass PRIM as a Private Equity Investment Officer, and Jimmy Ross moving ...
•
10:18
Cetera Acquires CFGS, LACERS Consultant, Chicago Teachers' Fixed Income RFP, Bank Loan Allocations, Sports Investing.
In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover key job changes, including JJ Figlin joining Evoke Advisors, Jack Wildermuth moving to Sendero Wealth Management, and Teddy Repko joining the sovereign wealth ...
•
10:21
