All Things Fundraising

The Dakota Rainmaker Sales Coaching program helps investment sales professionals develop a repeatable and effective sales process, focusing on four key areas: setting aligned sales plans, targeting the right audience, delivering impactful pitches, and building a strong follow-up system. Led by Gui Costin, Founder of Dakota, the program leverages 25 years of industry experience to enhance sales pro...

In this Rainmaker Podcast episode, host Gui Costin interviews Steve Dunn, Head of U.S. Distribution and Exchange Traded Funds at abrdn. Steve shares his journey from starting at Vanguard to building a 25-year career in the ETF industry, with roles at iShares, Deutsche, and Abrdn. A key takeaway is Steve’s focus on flexibility within distribution teams. He advocates against rigid territorial struct...

In this episode of the Rainmaker Podcast, Shane Clifford, Managing Director and Head of Global Wealth at Carlyle, discusses his extensive career journey from Ireland to significant roles at Merrill Lynch, BlackRock, Legg Mason, and Franklin Templeton. Clifford delves into Carlyle's strategic focus areas—insurance, credit, and wealth—and explains the firm's transition to perpetual, evergr...

The Dakota Emerging Manager Growth Show Episode 22 covered key strategies for emerging managers, focusing on market volatility, the importance of AUM and track record, and myths about bank and broker-dealer requirements. It also highlighted the role of DEI initiatives, the due diligence process, and upcoming conferences for fundraising and networking. The show emphasized the value of clear sales p...

In the latest Rainmaker Podcast episode, host Gui Costin interviews Todd Myers, the Chief Operating Officer of Private Wealth Solutions at Blackstone. The discussion covers Todd’s impressive career, which spans from his beginnings in investment banking to strategic roles at Merrill Lynch, and ultimately to his position at Blackstone. Todd highlights the importance of discipline, analytical thinkin...

The Dakota Rainmaker Sales Coaching program helps investment sales professionals develop a repeatable and effective sales process, focusing on four key areas: setting aligned sales plans, targeting the right audience, delivering impactful pitches, and building a strong follow-up system. Led by Gui Costin, Founder of Dakota, the program leverages 25 years of industry experience to enhance sales pro...

The Dakota Rainmaker Sales Coaching program helps investment sales professionals develop a repeatable and effective sales process, focusing on four key areas: setting aligned sales plans, targeting the right audience, delivering impactful pitches, and building a strong follow-up system. Led by Gui Costin, Founder of Dakota, the program leverages 25 years of industry experience to enhance sales pro...

In this episode of the Rainmaker Podcast, Gui Costin, Founder and CEO of Dakota, hosts Jennifer Lundmark and Alex Catterick from Manulife Investment Management. Jennifer, Head of Institutional Distribution North America, oversees both public and private market business development. Alex, Senior Managing Director, leads the alternative investment solutions team, focusing on private markets and reta...

In this episode of the Rainmaker podcast, Gui Costin interviews Troy Chakarun, Managing Director and Head of Private Wealth and Alternative Distribution at Voya Investment Management. Troy discusses his journey from roles at Merrill Lynch and Bank of America to leading sales teams at Voya. He emphasizes the critical role of data in driving sales strategies and introduces his innovative roundtable...

Episode 21 of the Emerging Manager Growth Show discusses the focus of allocators on niche and specialized smaller funds, emphasizing the importance for emerging managers to concentrate on a single strategy. It covers public pension programs' evolving definitions of emerging managers, debunking myths about required track records and AUM, and explaining the diverse criteria used by different pe...

In this insightful episode of The Rainmaker Podcast, hosted by Dan DiDomenico, TF Meagher, Head of North America Institutional Distribution at Janus Henderson Investors, shares his career journey, leadership philosophy, and strategies for success in institutional sales. Meagher discusses his background, including his educational journey at the University of Illinois and previous roles at Aegon Ass...

The Dakota Rainmaker Sales Coaching program helps investment sales professionals develop a repeatable and effective sales process, focusing on four key areas: setting aligned sales plans, targeting the right audience, delivering impactful pitches, and building a strong follow-up system. Led by Gui Costin, Founder of Dakota, the program leverages 25 years of industry experience to enhance sales pro...

Episode 20 of the Emerging Manager Growth Show highlighted opportunities for new investment managers, emphasizing new capital sources from RIAs and family offices. Key advice included targeting the right audience with a clear theme, maintaining consistent and concise outreach, and focusing on meetings later in the quarter. The episode categorized consultants into three types: emerging manager cons...

In this insightful episode of the "Rainmaker Podcast" hosted by Dakota, Gui Costin chats with Madeleine Sinclair, Head of Distribution for North America at Blue Owl Capital. The discussion centers around innovative sales strategies and team dynamics in the financial services industry. Madeleine shares her extensive background, detailing her journey from BlackRock to her pivotal role at B...

The Dakota Rainmaker Sales Coaching program helps investment sales professionals develop a repeatable and effective sales process, focusing on four key areas: setting aligned sales plans, targeting the right audience, delivering impactful pitches, and building a strong follow-up system. Led by Gui Costin, Founder of Dakota, the program leverages 25 years of industry experience to enhance sales pro...

In this Rainmaker Podcast episode, hosted by Gui Costin, Phil Shankweiler of Starwood Capital discusses his trajectory in sales leadership within the financial sector. Shankweiler shares insights from his time at Hartford Funds and PLANCO, emphasizing the importance of storytelling in communicating investment value. He delves into the specifics of managing sales strategies and teams, particularly...

In this episode of the Rainmaker Podcast, Gui Costin interviews Jonathan Kingery, Senior VP at Franklin Templeton, on his investment sales career strategies. Kingery discusses his rise from financial advisor to leadership, highlighting the value of adaptability and strategic career pivots. He emphasizes leadership through effective communication and CRM systems, essential for client relations and...

In the latest Rainmaker Podcast episode, Gui Costin, Founder and CEO of Dakota, sits down with Nick Wood from Baillie Gifford, exploring the intricacies of long-term growth investing and the power of the partnership model. Costin and Wood dive into the challenges faced in fundraising, emphasizing the podcast's aim to shed light on best practices and insights in a sector lacking public guidanc...

In this episode of the Emerging Manager Growth Show Episode 19, several key insights for emerging managers are discussed, particularly focusing on fundraising strategies with family offices. There's a discussion on the current landscape of family offices, including their innovative nature and preference for referrals. The episode also provides a list of notable family offices and upcoming con...

In an engaging episode of The Rainmaker Podcast, host Gui Costin welcomes Doug Keller, T. Rowe Price’s Head of Alternative Investments. Keller shares his journey from a collegiate baseball pitcher to a finance professional, highlighting the influence of his family’s financial advisory background. He emphasizes the significance of teamwork, leadership, and the strategic blend of generalists and spe...

The Dakota Rainmaker Sales Coaching program helps investment sales professionals develop a repeatable and effective sales process, focusing on four key areas: setting aligned sales plans, targeting the right audience, delivering impactful pitches, and building a strong follow-up system. Led by Gui Costin, Founder of Dakota, the program leverages 25 years of industry experience to enhance sales pro...

In this enlightening Rainmaker Podcast episode, host Gui Costin is joined by Lisa Harrow-Chodock, Managing Director at Lateral Investment Management, who brings 17 years of experience in institutional capital fundraising. Lisa shares her journey and the philosophies underpinning her successful fundraising strategies, emphasizing the importance of genuine relationships over traditional sales tactic...

In this episode of the Rainmaker Podcast, Gui Costin interviews Steve Brennan of Hamilton Lane, exploring the evolution of sales strategies in the investment management industry. Steve shares insights from his journey starting in the operations department at Bank of New York, moving through relationship management at Goldman Sachs, to leading Hamilton Lane’s global private wealth solutions. The di...

In the Dakota Rainmaker Podcast episode, Gui Costin interviews Pete LaMassa on storytelling's significance in finance. Pete discusses his journalism background and how narrative skills have benefited his finance career, especially in sales and fundraising. They delve into transitioning journalistic storytelling to finance, emphasizing communication, effective pitching, and personal storytelli...

The Emerging Manager Growth Show is a show that's focused on helping emerging managers do more with less. Episode 18 focuses on insights for emerging managers in the finance industry, particularly regarding engaging with Registered Investment Advisors (RIAs) and Family Offices for fundraising purposes. The episode also provides strategies for scheduling meetings effectively and discusses key...