Finding the Edge: Sourcing Investment Opportunities with Matthew Wright of the Disciplina Group

About The Episode

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Matthew Wright, founder of Disciplina Group and former Chief Investment Officer at Vanderbilt University, for a deep dive into manager research, due diligence, and portfolio construction in the OCIO market.

Matthew shares his philosophy for sourcing and underwriting emerging managers, with a particular focus on boutique, employee-owned firms that bring a true “edge” to private markets, venture capital, and hedge funds. He explains how Disciplina builds conviction-driven allocations in less efficient markets, balances liquidity and return expectations, and integrates alternatives into client portfolios for mission-based institutions.

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