Rainmaker Podcast | Dakota (4)

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Client-Centric Leadership at Vanguard with Jane Greenfield

Gui Costin: What is up, everybody? It's Gui Costin. And welcome to the latest episode of The Rainmaker Podcast. I am joined by Jane Greenfield, head of consultant engagement at Vanguard. Jane, welcome. Jane Greenfield: Thanks, Gui. I'm thrilled to be here. Gui Costin: So happy to have you. So, Jane...

Strategic Leadership and Wealth Management: Frank Riccio of First Eagle Investments

Dan DiDomenico: Hello, everyone, and welcome to this next edition of Rainmaker Podcast. I am Dan DiDomenico, president of Dakota. And I am thrilled to have here in the studio with us, from Denver, Colorado, we have Frank Riccio. Frank Riccio is the head of US Wealth Solutions' Sales and Strategic...

Mastering Boutique Growth: Mark Clewett on Leading Conestoga Capital Advisors to $8 Billion in Assets

DAN DIDOMENICO: Hello, everyone, and welcome to another edition of Rainmaker Podcast. My name is Dan DiDomenico. I am filling in for Gui. I am honored to be here today and very much looking forward to our conversation with Mark Clewett, one of the leaders in our industry. And that's the spirit of...

Navigating the World of Alternative Investments: Insights from Mark Allan of New Republic Partners

The information shown in this video is as of September 2024. Certain conditions may have changed at the time of viewing. Mark Allan is an employee of New Republic Capital LLC, which does business as New Republic Partners, or NRP. The opinions expressed are those of NRP. The opinions referenced as...

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Strategic Growth and Innovation: Damion Hendrickson of AGF Investments on Navigating the U.S. Market

DAN DIDOMENICO: Hello, and welcome to another edition of Rainmaker Podcast. My name is Dan DiDomenico, the president of Dakota. And I am thrilled to have here in studio with us, from Boston, Damion Hendrickson, who is the managing director for the US business at AGF Investments. Damion, welcome....

Behind the Scenes of Collaborative Sales Leadership with FS Investments

Gui Costin: What's up, everybody. It's Gui Costin, founder CEO of Dakota, and welcome to the latest edition of the Rainmaker Podcast. I'm thrilled to be joined by two distribution leaders from FS Investments, Kirsten Pickens and Ryan Robertson. Kirsten Pickens: It's great to be here. Ryan...

Flexible Leadership and Data-Driven Sales with abrdn’s Steve Dunn

GUI COSTIN: What is up, everybody? It's Gui Costin, CEO and founder of Dakota. Welcome to the latest edition of the Rainmaker Podcast. I'm thrilled to be joined by Steve Dunn, head of US distribution and exchange traded funds from Abrdn. Steve, welcome. STEVE DUNN: Good afternoon. Thanks, Gui. GUI...

Inside Global Wealth: Leadership and Strategies with Carlyle's Shane Clifford

Dan DiDomenico: Hello, and welcome everyone to Rainmaker Podcast. We are here in studio with Shane Clifford of Carlyle. My name is Dan DiDomenico. We are thrilled to have you down here today. Shane is the Managing Director-Partner, Head of Global Wealth at Carlyle. These conversations have been...

Breaking Down Barriers: Jeff Carlin on Nuveen’s Shift to De-Channelized Sales Models

Complete Capital Structure Analysis™: Penn Capital's Secret to Small-Cap Success

The Power of Cold Outreach in Private Markets with Valentine Whittaker of Epic Funds

Gui Costin: Hello, everybody. It's Gui Costin, Founder and CEO of Dakota. Welcome to the latest episode of the Rainmaker Podcast. I'm so proud to be joined by Val Whittaker, Director at Epic Funds. Val, welcome.

Valentine Whittaker: Thank you, Gui. It's truly a pleasure and an honor to be here.

Navigating the World of Alternative Investments: Insights from Mark Allan of New Republic Partners

Daily Pension Fund Investment News

Client-Centric Leadership at Vanguard with Jane Greenfield

Strategic Leadership and Wealth Management: Frank Riccio of First Eagle Investments

Mastering Boutique Growth: Mark Clewett on Leading Conestoga Capital Advisors to $8 Billion in Assets

Navigating the World of Alternative Investments: Insights from Mark Allan of New Republic Partners

Strategic Growth and Innovation: Damion Hendrickson of AGF Investments on Navigating the U.S. Market

Behind the Scenes of Collaborative Sales Leadership with FS Investments

Flexible Leadership and Data-Driven Sales with abrdn’s Steve Dunn

Inside Global Wealth: Leadership and Strategies with Carlyle's Shane Clifford

Breaking Down Barriers: Jeff Carlin on Nuveen’s Shift to De-Channelized Sales Models

Complete Capital Structure Analysis™: Penn Capital's Secret to Small-Cap Success

The Power of Cold Outreach in Private Markets with Valentine Whittaker of Epic Funds

Navigating the World of Alternative Investments: Insights from Mark Allan of New Republic Partners

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