About The Episode
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Chris Burrows, Partner at Cerity Partners, to explore the evolving toolkit allocators are using for private market manager selection. With nearly two decades of experience in private markets research, Chris shares how data, technology, and qualitative insights are transforming the due diligence process—moving far beyond traditional metrics like past performance.
Throughout the conversation, Chris discusses emerging trends such as virtual due diligence, the increasing emphasis on organizational culture in manager assessments, and the enduring importance of relationships in capital allocation. He offers valuable insights into how manager selection has evolved over the years, the balance between quantitative and qualitative diligence, the rise of non-traditional and emerging managers, and the ongoing challenge of navigating liquidity in private investments.
Chris also reflects on his personal career journey—from collecting carts at Home Depot to leading private investments at a firm managing over $100 billion in assets. This episode offers a compelling and informative look into the mindset of a modern allocator, and we invite you to tune in for an engaging conversation with Chris Burrows and Cerity Partners.
