All Things Fundraising

In Episode 38 of The Emerging Manager Growth Show, Gui Costin shares why RIAs are the top fundraising channel for emerging managers—and how to break in effectively. He debunks myths about needing large AUM, long track records, or fee flexibility, and explains why cold outreach is essential to success. Gui walks through city scheduling, crafting strong email invites, and using quarterly webinars to...

In this episode of the Rainmaker Podcast, featuring Mark Tower, Senior Institutional Sales and Marketing Professional at Asset Management One USA, delivers a comprehensive masterclass in relationship-driven sales strategy, leadership, and career longevity within the asset management industry. With 25 years of experience, Tower offers a mix of practical advice and personal anecdotes that emphasize...

In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity like acquisitions by Sequoia Financial Group and Allworth Financial as well as newly launched RIAs like Ticino Wealth. Hear updates on investments coming from Fubon Life Insurance, Arkansas Teacher Retirement System, and City of Tampa General Employees Retirement. Hear updates on searches coming from the Oklahoma...

In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity like acquisitions by Cambridge Investment Research. Hear updates on investments coming from the Boston Retirement System, Los Angeles Fire & Police Pension System, and The General Retirement System of the City of Detroit. Hear updates on searches coming from the Norfolk County Retirement System. We also share...

In this episode of the Rainmaker Podcast, host Gui Costin welcomes Karl Engelmann, co-founder and COO of Sarmaya Partners, to share the story behind the firm’s rapid emergence and his philosophy on sales, leadership, and entrepreneurship. With over three decades of experience in financial services, Karl offers listeners a rare, behind-the-scenes look into launching an asset management firm and the...

In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including potential acquisitions by RIA Captrust. Hear updates on investments coming from CalPERS and the IFC. Hear updates on searches coming from San Antonio Fire & Police Pension Fund. We also share the latest fundraising efforts from American South Capital Partners and Vistara Growth — plus a reminder to...

Master sales with four game-changing principles: Focus on what matters, target the right people, craft the perfect pitch, and follow up like a pro. Packed with actionable tips, this guide helps you turn meetings into deals—fast! 💼🔥

In today's episode of the Dakota Fundraising News Podcast we cover newly formed RIAs like 71 West Capital Partners and RIA fund launches like Strongheart Energy Fund II. Hear updates on investments coming from The World Bank and Los Angeles Water & Power Employees' Retirement Plan. Hear updates on searches coming from Colorado Public Employees Retirement Association. We also share th...

In this episode of the Rainmaker Podcast, Gui Costin sits down with Ryan Williams, Director of National Accounts at Swan Global Investments, to explore what makes a lean, non-channelized sales team thrive in a competitive asset management environment. Ryan shares his journey from internal wholesaling to leading Swan’s distribution relationships, offering a rare look at the mindset and discipline r...

In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including acquisitions by OneDigital Investment Advisors, Lido Advisors, and Abacus Wealth Partners. Hear updates on investments coming from The World Bank, The Teacher Retirement System of Louisiana, and Arlington County Employee Retirement System. Hear updates on investments coming from The Teacher Retirement S...

In this episode, Chris LeRoy and Alex deMarco sit down with Ian Glaser, Partner and Investment Committee Member at BridgeInvest, to explore how the Miami-based real estate credit manager is navigating one of the most attractive lending environments in over a decade. Founded in the aftermath of the Global Financial Crisis, BridgeInvest has grown into a vertically integrated, senior-secured lending...

In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including Cambium Wealth Partners joining RFG Advisory’s $7B platform, World Investment Advisors’ acquisition of TCG Wealth Management, and CAPNOR’s full acquisition of Calista Direct Investors. Hear updates on investments coming from The Public Employee Retirement System (PERS) of Idaho, The Seattle City Employe...

In Episode 37 of The Emerging Manager Growth Show, Gui Costin unpacks the realities of cold outreach and city scheduling for emerging managers looking to raise capital. The conversation dives into why disciplined outreach—especially through the RIA channel—remains the most effective path to building a fundraising pipeline, no matter your track record or fund size. Listeners will learn how to struc...

In this episode of the Rainmaker Podcast, Gui Costin sits down with Manish Khatta, CEO and CIO of Potomac, for a candid and insightful conversation about building and scaling a modern asset management firm through transparency, technology, and content. Manish, a self-described quant and lifelong Potomac team member, shares his journey from programming mechanical trading systems straight out of col...

In today's episode of the Dakota Fundraising News Podcast, we cover acquisitions like Dakota Wealth Management, Wealth Enhancement, and Waverly Advisors. Hear updates on investments coming from Kansas City Police Retirement System and Indiana Public Retirement System. Hear updates on searches from The Attleboro Contributory Retirement System and Chicago Teachers' Pension Fund. We also sh...

In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including AssetMark’s acquisition of Efficient Advisors from Fiduciary Services Group, OneAscent Financial’s addition of Houston-based Patron Partners to its platform, and Cetera’s new leadership hires within its RIA Blueprint team. Hear updates on investments coming from The Texas County & District Retiremen...

In this episode of The Rainmaker Podcast, Gui Costin interviews Neda Jafar, a partner at Kimmeridge, to discuss her journey, leadership philosophy, and the evolution of investor relations within a growing private equity firm. Neda offers a unique perspective shaped by her technical background in engineering and her experience building Kimmeridge’s fundraising and investor communications platform f...

In today's episode of Dakota's Fundraising News Podcast, we cover newly registered RIAs like Xception Advisory Services and acquisitions by MAI Capital Management and Farther Finance Advisors. Hear updates on investments coming from The Illinois Firefighters’ Pension Investment Fund (FPIF), LGPS Central Ltd, and Ventura County Employees’ Retirement Association. We also share the latest f...

In today's episode of the Dakota Fundraising News Podcast, we cover acquisitions by the likes of Turicum, Choice International, and Madison Dearborn Partners. Hear updates on investments coming from Houston Firefighters' Relief and Retirement Fund, Concordia University Inter-generational Fund, and the Oregon Common School Fund. Hear searches coming from LD Fonde, Alifond, and Plymouth Co...

In today's episode of the Dakota Fundraising News Podcast, we cover acquisitions from the RIAs like Creative Planning. Hear updates on investments coming from Fort Worth Employees Retirement Fund, Minnesota State Board of Investments, and Hollywood Employees Retirement Fund. Hear searches coming from Meketa Investment Group. We also share the latest fundraising efforts from Declaration Partne...

Master sales with four game-changing principles: Focus on what matters, target the right people, craft the perfect pitch, and follow up like a pro. Packed with actionable tips, this guide helps you turn meetings into deals—fast! 💼🔥

In this episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Hermitage Wealth Management and Waypoint West. Hear updates on investments coming from The Los Angeles Fire & Police Pension System. Hear searches coming from the Los Angeles City Employees' Retirement System and Saugus Contributory Retirement System. We also share the latest fundraising efforts fr...

In this episode of the Rainmaker Podcast, host Gui Costin speaks with Chase Bower, Senior Vice President and Head of Sales at Harbor Capital Advisors. The conversation explores Chase’s journey from his early days growing up in Philadelphia and playing college football at Dartmouth to his current leadership role in the financial services industry. Chase shares how his experiences on the football fi...

In today's episode of the Dakota Fundraising News Podcast, we cover RIA updates, acquisitions by Family Office of America, and mergers between India’s Equirus Group and Sapient Finserv Group. Hear updates on investments coming from Ohio Police and Fire Pension Fund, Iowa Public Employees Retirement System, and The Louisiana State Police Retirement System (LSPRS). Hear searches coming from the...

In today's episode of the Dakota Fundraising News Podcast, we cover newly registered RIAs like Veteran Commonwealth Financial Network and Advisor Compliance Partners as well as acquisitions by Creative Planning. Hear updates on investments coming from The San Antonio Fire & Police Pension Fund, Metropolitan Government of Nashville & Davidson County Employees Benefit Trust Fund, and Mi...