All Things Fundraising

In this episode of The Emerging Manager Growth Show, CEO and Founder Gui Costin is joined by Investment Sales team member Tim Dolan to discuss everything banks and broker-dealers relating to emerging managers. The two talk myths, upcoming conferences, and fundraising best practices.

In this episode, we dive into how investment firms can get the most out of Salesforce.com by combining smart strategy with powerful tools. We explore the “Golden Field,” a key feature that helps teams track sales cycle stages, prioritize high-potential accounts, and focus their efforts where it matters most. You’ll also learn how to build and manage a strong pipeline using Salesforce’s native tool...

In this episode of the Rainmaker Podcast , Gui Costin welcomes Seth Weissman, founder and CEO of Urban Standard Capital, for an engaging conversation about building a successful emerging investment management firm, fundraising, and the importance of direct, consistent communication. Seth shares his journey from being a real estate enthusiast in high school to incorporating Urban Standard Capital i...

In Episode 18 of the Dakota Research Podcast , we explore the fast-evolving world of cybersecurity—a $10 trillion risk vector transforming from IT concern to boardroom mandate. With cybercrime costs projected to skyrocket, we examine key sub-sectors (cloud, identity, endpoint, data security), explore the role of AI in both defense and attack, and highlight consolidation trends and record-breaking...

In this episode of our Dakota Fundraising News Podcast, we cover freshly launched RIAs like Centrica Wealth Management as well as acquisitions by Focus Partners Wealth and BMO Financial Group. Hear consultant updates from Bristol County Retirement System and Texas Municipal Retirement System. We also share the latest fundraising efforts from North Haven Capital Partners and Greenbelt Capital Manag...

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! 💼🔥 Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

In today's episode of the Dakota Fundraising News Podcast, we will cover ongoing developments in the fundraising landscape for institutional investors. An ever-changing domain at Dakota, we are here to offer valuable market insights and relay developing trends. Tired of fragmented data slowing you down? Book a demo of Dakota Research to centralize critical investment data and intelligence to...

In this episode of the Rainmaker Podcast , Gui Costin sits down with John Donovan, Head of Wealth Management Distribution at TowerBrook, for a deep dive into distribution strategies, leadership, and fostering a culture of transparency and service. With over 16 years of experience in the financial services industry, John brings valuable insight into managing relationships with family offices, RIAs,...

In this episode of the Dakota Fundraising News Podcast, we cover new job changes at major pension funds, including PSERS and OPTrust, and spotlight freshly launched RIAs like Evergreen Wealth Partners and Cambria Wealth Management. Hear consultant updates from Sacramento County, RFP activity out of Florida’s Pembroke Pines Pension Fund, and major investment moves by Illinois’ State Universities Re...

In this episode of the Rainmaker Podcast , Gui Costin sits down with Danielle Brown, founder and CEO of Altriarch, for a powerful conversation on strategy, leadership, and building a differentiated private credit platform. With 25 years in alternatives and a background that spans diligence, investing, and operations—including key roles at Dyal Capital Partners and Wachovia—Danielle shares how Altr...

In Episode 17 of the Dakota Research Podcast , we spotlight the Middle East’s transformation into a global investment powerhouse. Once defined by oil exports, the region is now attracting massive capital inflows across AI, renewable energy, infrastructure, and venture capital. National strategies like Saudi Arabia’s Vision 2030 and UAE’s Vision 2031 are fueling this shift—powered by sovereign weal...

In this week’s Dakota Fundraising News Podcast, Lara Galloway joins Elevation Point as head of growth alongside Melinda Brodbeck as head of corporate communications, Saibal Mukherjee takes on equities manager research at Mercer, Hunter Brackett becomes public equity portfolio manager at the NC Department of State Treasury, and Pierre Duran joins Trinity University to oversee private markets. Hub I...

In this episode of the Dakota Fundraising News Podcast, we cover job changes including, Ryan Gardner joining Texas A&M Foundation as Assistant Director of Investments, Isla Chu being named Director of Investments at Michigan State University, and Laura Walker becoming a Consultant at NEPC. In RIA/FA activity, Andy Knowles launches Knowles Private Wealth with Raymond James, Tempo Wealth debuts...

In Episode 32 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 , Gui Costin sits down with Michael Rubenstein, Managing Director at RMWC, for an insightful look into disciplined sales execution, solo practitioner fundraising, and the mindset needed to succeed in a competitive investment landscape. As RMWC’s first employee and the architect of its capital formation strategy, Michael shares his evolution from top-perform...

In Episode 16 of the Dakota Research Podcast , we explore the rapidly expanding space economy, a $2 trillion opportunity redefining infrastructure, defense, and global connectivity. From reusable rockets and smallsat constellations to in-space manufacturing and orbital logistics, space is moving from moonshots to market-making. We break down the investment landscape—highlighting government-backed...

In this episode of the Dakota Fundraising News Podcast, we discuss job changes including Tom Borghard joining Yale Investments as director, Vivek Jindal is named CIO at Caprock, and Jonathan Grushkin becomes CIO at Sanford Health following roles at Cleveland Clinic and RWJ Foundation. In RIA/FA M&A, Mariner Wealth Advisors acquires $1.4B Taurus Asset Management, EP Wealth adds $900M Buffington...

In this episode of the Dakota Fundraising News Podcast, we cover job changes including Diego Liechti being appointed to head of investments at Switzerland’s PKG Pensionskasse, Henry Mercer joins Withum Wealth as CIO, and Partners Group names Anastasia Amoroso chief investment strategist for private wealth. In RIA/FA M&A, Arax Investment Partners acquires $4B Schechter Investment Advisors, advi...

In this episode of the Rainmaker Podcast , host Gui Costin welcomes Shane McCarthy, Managing Director at LAB Quantitative Strategies, for a thoughtful and practical conversation on building a lean, high-performing fundraising function in a data-driven investment firm. With over 25 years in the investment industry across operations, risk, product development, and portfolio management, Shane brings...

In Episode 15 of the Dakota Research Podcast , we dive into the evolving world of co-investing—how LPs are gaining direct deal exposure, cutting fees, and strengthening GP relationships. From traditional buyouts to infrastructure and private credit, co-investments are reshaping portfolio strategies across the private markets. We explore key structures, benefits, and risks, as well as data from Ste...

In this week’s Dakota Fundraising News Podcast, André Mehta joins Michaud Capital Management as senior managing director to lead client success and investment strategy, while Ronald Meraz takes on the role of regional director at Citigroup overseeing over 275 branches across California and Nevada. BNP Paribas sees leadership changes in Southeast Asia as See Piu Chua departs and the Malaysia team e...

In this episode of the Rainmaker Podcast , host Gui Costin sits down with Christopher Zook, founder and chairman of CAZ Investments, for an in-depth conversation on building a capital formation powerhouse rooted in intentional language, disciplined processes, and unwavering alignment. With over 30 years of investing experience, Zook shares his journey from brokerage beginnings at PaineWebber and L...

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 week’s Dakota Fundraising News Podcast, Humberto Garcia de Alba is named CEO of BBVA Global Wealth Advisors, Peter Mistina joins QP Global Family Offices as VP of Investments, and Bruno Saintonge takes on a senior private markets role at Quebec’s $3B RRCEGQ pension. On the RIA side, Focus Financial is merging $35B Kovitz into $140B Focus Partners Wealth in a major hub firm consolidation, w...

In this episode of the Rainmaker Podcast , Gui Costin is joined by Stacy Havener, founder and CEO of Havener Capital Partners, for a masterclass on raising capital through storytelling, behavioral finance, and human connection. Stacy’s path into the investment industry defies convention. With a background in English literature—not finance—and no Wall Street pedigree, she’s raised over $8 billion f...