September 04, 2025 |

CIO Insights with Caprock’s Vivek Jindal: Building Portfolios Across Public & Private Markets

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About The Episode

Join Dakota Live! as we sit down with Caprock Group CIO Vivek Jindal to discuss his first 100 days, the investment landscape, and where he sees opportunity in alternatives, venture capital, private credit, and impact investing. Discover how Caprock’s culture and customized approach shape long-term success.

We’re kicking off a new season of the Dakota Live! Podcast with a rare opportunity: sitting down with a CIO in the earliest days of their leadership journey. With $13.8 billion under advisement as of June 2025, $4.4 billion of which invested in alternative investments, Caprock employs a full balance sheet approach to wealth management.

 

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Transcript

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