Dakota Live Podcast

Tune in every Wednesday to hear from CIOs, manager research professionals, senior sales leaders and other key players in the industry who will help you sell in between the lines and better understand the investment sales ecosystem.

Podcasts

Aligning for Clients with Bel Air Investment Advisors

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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A Principled Approach to Investing with the Utah School & Institutional Trust Funds Office

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Customized Recommendations: Exploring RVK's Inclusive Strategy in Investment Consulting

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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For the Love of Investing with the John Templeton Foundation

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Private Market Research and Strategy with AndCo Consulting

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Planning for the Long-Term with Paul Ried Financial Group

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Robert Morier: Welcome to the Dakota Live! Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you know the people behind the investment decisions. We introduce you to chief investment officers, manager research professionals,...

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Curating Private Market Investments with the New Jersey Division of Investment

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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A Scientific Approach to Manager Research with Lockheed Martin

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Investing in the Lives of Others with Verger Capital

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Assessing True Alpha with Xponance

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Following the Fundamentals with Gerber Taylor

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Decoding Manager Research with R.J. Smolenski of Pitcairn

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Investing in the Future of Pediatrics with Children's Healthcare of Atlanta

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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The Value of Why with Franklin Park

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host, Robert Morier. The goal of this podcast is to help the people behind investment decisions. We introduce you to Chief Investment Officers, manager research professionals, sales...

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Advising with Integrity with Mill Creek Capital Advisors

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Robert Morier: Sam McFall. Sam serves as managing director of investments at Mill Creek Capital Advisors. Before joining the team at Mill Creek, Sam spent three years at Pitcairn as a senior research analyst with primary research coverage of liquid...

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Under the Wall of Capital with UCLA Investment Company

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Navigating Investments With the CIO of North Dakota Trust Lands

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Robert Morier: Welcome to the Dakota Live podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Understanding Investor Behavior with Vanguard

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Robert Morier: Welcome to the Dakota Live! Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, research professionals, sales...

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Selling Specialized Solutions with Nisha Atre of Old City Investment Partners

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Robert Morier: Welcome to the Dakota Live podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Riding the TIDES with Melvin Lindsey of Nile Capital Group

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Robert Morier: I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to Chief Investment Officers, Manager Research Professionals, Sales Leaders, and other important...

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The Power of Courage with Doug Hanly of the Louisiana State Police Retirement System

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Robert Morier: Welcome to the Dakota Live podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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The Power of Authentic Leadership with Venus Phillips of the Kresge Foundation

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Robert Morier: Welcome to the Dakota Live! Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Investing in Times of Uncertainty with Gildas Quinquis of Windrose Advisors

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Robert Morier: Welcome to the Dakota Live! Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know that people behind investment decisions. We introduce you to chief investment officers, manager research...

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Going Outside the Model with Adam Landau of Cerity Partners

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Robert Morier: Welcome to the Dakota Live podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief Investment and executive officers, manager research...

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An Allocator's Journey with William Yung of Angeles Investments

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Selling through the Cycle with Laura Esposito of Rockefeller Capital Management

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Robert Morier: Welcome to the Dakota Live podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Leading by Example with Angela Miller-May of the Illinois Municipal Retirement Fund

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ROBERT MORIER: Welcome to the Dakota Live Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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A Masterclass of Digital Assets Investing with Joe Marenda of Cambridge Associates

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Robert Morier: Welcome to the Dakota Live! Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Building Client Trust with Greg Leonberger of Marquette Associates

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Robert Morier: Welcome to the Dakota Live podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief Investment and executive officers, manager research...

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Delivering for Clients with Kate Pizzi of Fiducient Advisors

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Robert Morier: Welcome to the Dakota Live! Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Thinking Boldly with Chenae Edwards of NEPC

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Robert Morier: Welcome to the Dakota Live! podcast. I am your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Staying on the Fairway with Andy Spellar, CIO of Fairfax County Employees' Retirement System

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Robert Morier: Welcome to the Dakota Live podcast. I am your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. And we introduce you to chief investment officers, manager research...

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Home Country Bias with Ernst Knacke, Head of Research for Shard Capital

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Robert Morier: Welcome to the Dakota Live! Podcast. I am your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway League

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Family Office Opportunities with John Tassone of Forbes Family Trust

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Robert Morier: Welcome to the Dakota Live! Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment and executive officers, managers,...

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Recipes for Success with Doug MacBean, Deputy CIO of Caltech's Investment Office

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Robert Morier: Welcome to the Dakota Live! Podcast. I am your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Going Off Script with Razmig Der-Tavitian, CIO of SLK Private Wealth

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Robert Morier: Welcome to the Dakota Live! Podcast. I am your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Clarity of Vision with Ryan Hicke, CEO of SEI

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Robert Morier: Welcome to the Dakota Live! Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment and executive officers, manager...

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Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors

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Robert Morier: Welcome to the Dakota Live podcast. I am your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager, research...

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Early-Stage Opportunities with Chris Winiarz of Stable Asset Management

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Robert Morier: Welcome to the Dakota Live! podcast.I am your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Insights Into OCIOs with William Kennedy of RiskBridge Advisors

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Robert Morier: Welcome to the Dakota Live Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment and executive officers, manager...

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Finding Fixed Income Opportunities with Will Beck of Wilshire

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Robert Morier: Welcome to the Dakota Live! Podcast. I am your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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The Art of Storytelling with Aoifinn Devitt of the Moneta Group

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Robert Morier: Welcome to the Dakota Live! Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Running Towards Adversity with Mark Steed, CIO of Arizona PSPRS

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ROBERT MORIER: Welcome to the Dakota Live! Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Engaging OCIOs through Private Market Solutions with Carolyn Patton of TIFF Investment Management

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ROBERT MORIER: Welcome to the Dakota Live! Podcast. I am your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Journey through John Hancock Investment Management with York Lo

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ROBERT MORIER: Welcome to the Dakota Live Podcast. I'm your host, Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

Podcasts

Demystifying the Endowment Model with Matt DeAngelo of Drexel University

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Robert Morier: Welcome to the Dakota Live! Podcast. I'm your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to investment officers, manager research professionals,...

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Targeting the Sub-Advisory Market with Greg Stumm of Resolute Investment Managers

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Robert Morier: Welcome to the Dakota Live! Podcast. I am your host Robert Morier. The goal of this podcast is to help you better know the people behind investment decisions. We introduce you to chief investment officers, manager research...

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Positioning for US Plan Sponsors with Russ Kamp

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Robert Morier: Welcome to the Dakota Live! Podcast. I am your host Robert Morier. The goal of this podcast is to help you better know the people behind the decisions. We introduce you to Chief Investment Officers, Manager Research professionals,...

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Mapping the Morningstar Process with Alyssa Stankiewicz

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Robert Morier: Welcome to the Dakota Live! Podcast. I am your host Robert Morier. The goal of this podcast is to help you better know the people behind the decisions. We introduce you to Chief Investment Officers, Manager Research Professionals, and...

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Bringing Perspective to Consulting with Alan Spatrick of Meketa

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ROBERT MORIER: All right. Welcome to the Dakota Live! Podcast. I am your host, Robert Morier. The goal of this podcast is to help you better know the people behind the decisions. We introduce you to chief investment officers, manager research...

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Understanding RIAs with Aldo Vultaggio, CIO

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ROBERT MORIER: All right. Well, welcome to the Dakota Live podcast. I am your host, Robert Morier. And we are thrilled to bring you our third episode. If you're not familiar with Dakota and their Dakota Live content, please check out dakota.com to...

Podcasts

Selling Asian Equities with Zlata Gleason of Indus Capital

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ROBERT MORIER: Welcome to the Dakota Live podcast. I am your host, Robert Morier. And we are thrilled to bring you our second episode. If you're not familiar with Dakota and the Dakota live content, please check out dakota.com to learn more about...

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Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management

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Robert Morier: Welcome to the Dakota Live! Podcast. I am your host Robert Morier, and we are thrilled to bring you this inaugural episode. If you're not familiar with Dakota and their Dakota Live content, please check out dakota.com to learn more...