Dakota Live! Podcast

Join us for an exclusive conversation with Shanelle Brown, Managing Director of Public Equity at the W.K. Kellogg Foundation. With more than a third of the Foundation’s assets under her oversight, Shanelle offers a rare, behind-the-scenes look at how a values-based organization navigates the complexities of global markets while staying grounded in its purpose: to ensure children, families, and com...

Explore the world of investment consulting with Lauren Mathias, Senior Vice President at Callan, on this episode of the Dakota Live! Podcast. Lauren shares her journey from an analyst to a leader in manager research and due diligence, covering non-U.S. equities and her role as Callan's Diversity, Equity, and Belonging Champion. Gain insights into Callan’s collaborative culture, their bespoke...

Welcome back to the Dakota Live! Podcast —where insights from top allocators and industry professionals meet the practical tools needed to succeed in asset management. In this episode, we head to Boston to meet with Adam Ladd , Vice President at Windrose Advisors , for a conversation about the art and science of manager due diligence—and why private credit has become one of the most relevant and n...

Join us for an insightful episode of the Dakota Live! Podcast featuring Andrea Lo, Founding and Managing Partner at Main Character Capital. Andrea shares her unique journey across venture capital, fund operations, and blockchain innovation—and how those experiences led her to launch a GP seeding strategy focused on backing the next generation of bold, high-conviction fund managers.   In this episo...

In this episode of the Dakota Live! Podcast, host Robert Morier welcomes Sean Poe, Director of Investment Manager Research at Key Private Bank, for an insightful conversation about investment philosophy, rethinking career paths, and the art of selecting managers across public and private markets. With a dynamic background that spans equity research, private investing, and operating roles at firms...

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Jamie Biddle, Founding Partner and CEO of Verdis Investment Management, a single-family office managing capital for multiple generations of the DuPont family.   Together, they explore the philosophy and practice behind multi-generational investing, how legacy shapes long-term investment decisions, and why family offices...

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Band, Chief Investment Officer of Partners Capital, for an in-depth discussion about the evolving landscape of institutional investing and Outsourced Chief Investment Officer (OCIO) services. Alex shares his journey from biochemical sciences to finance, pivotal lessons from his career, and how these experiences hav...

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Chris Burrows, Partner at Cerity Partners, to explore the modern allocator’s toolkit for private market manager selection. With nearly two decades of experience leading private markets research, Chris shares how data, technology, and deeper qualitative insights have reshaped due diligence—going far beyond past performan...

In this compelling episode of the Dakota Live! Podcast , host Robert Morier sits down with Renee Hanna and Kailey Ransom from Baylor University's Office of Investments to explore how a mission-driven approach informs manager research, team dynamics, and long-term investment success. Baylor’s $2.1 billion endowment supports a range of initiatives including scholarships and professorships—and b...

In this episode of the Dakota Live! Podcast , host Robert Morier welcomes back Jennifer DeSisto, Chief Investment Officer of CW Advisors, for a wide-ranging conversation about her new role and the rapidly evolving RIA landscape. Now overseeing a $14 billion platform, Jen shares how she's building out CW Advisors’ investment platform from the ground up, integrating private markets, tax-managed...

In this special release episode of the Dakota Live! Podcast, we sit down with Jasper Gould and Emile Chilingirian, co-founders of the Brooklyn Youth Charitable Investment Group (BYCIG), just as students in New York and across the country begin their spring break. It’s a timely opportunity to pause, reflect, and start conversations that matter—like how we talk to our kids about money, investing, an...

In this unique episode of the Dakota Live! Podcast , Robert Morier sits down with Anthony Minopoli, President and Chief Investment Officer of Knights of Columbus, to explore nearly two decades of leadership, investment insights, and values-based decision making at one of the largest Catholic financial institutions in the world. What makes this episode stand out is Tony's dual perspective as b...

In the latest episode of the Dakota Live! Podcast , Robert Morier welcomes Frank Valle, Associate Director of Fixed Income at Marquette Associates, for a thoughtful and practical conversation on manager research, fixed income portfolio construction, and the evolving dynamics of investment consulting. Frank shares insights from nearly two decades in the industry, offering valuable perspective for b...

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Demetrius Sidberry, Managing Director at New Catalyst Strategic Partners, to explore the transformative role GP seeding and strategic capital are playing in shaping the future of private markets. From early-stage seeding opportunities to structured partnerships and growth capital, Demetrius walks us through the increasi...

In this episode of the Dakota Live! Podcast , host Robert Morier sits down with Alec Garza, Managing Partner at Epic Funds, to explore how smaller, differentiated private market investments can drive superior risk-adjusted returns. Epic Funds specializes on identifying and partnering with managers in niche, under-the-radar segments of private markets, collaborating through primary funds and co-inv...

With increasing market volatility and shifting capital allocations, experienced hands are invaluable. On this episode of the Dakota Live! Podcast, we sit down with Brian LaBore, founder of LaBore Investment Partners, to take a top-down view of today’s markets and the trends shaping manager selection. With over 25 years of investment research and advisory experience, including two decades at Greyco...

Join us for a special live episode of the Dakota Live! Podcast, recorded at Loyola University Chicago. Our latest show presents a unique opportunity to hear from three distinguished leaders in the world of manager research and selection: Katharine Wyatt, CIO, Loyola University Chicago Stephanie Szymanski, CIO, Lakeview Capital Management Aoifinn Devitt, Senior Investment Advisor, Moneta In this in...

In the latest episode of the Dakota Live! Podcast , host Robert Morier welcomes Chris Paolino, Co-Chief Investment Officer at Titan Advisors, a global alternative investment firm managing approximately $3.7 billion for institutional investors. family offices, and high net worth individuals. With decades of experience in manager research and due diligence, Chris shares his insights into hedge fund...

In this episode of the Dakota Live! Podcast , host Robert Morier sits down with Chris Burrows, Partner at Cerity Partners, to explore the modern allocator’s toolkit for private market manager selection. With nearly two decades of experience leading private markets research, Chris shares how data, technology, and deeper qualitative insights have reshaped due diligence—going far beyond past performa...

In this episode of the Dakota Live! Podcast , host Robert Morier welcomes Amanda Kane, Director of Private Investments with Windrose Advisors , for an in-depth discussion on private market manager research and its critical role in portfolio construction. With extensive experience in asset allocation, investment due diligence, and manager selection, Amanda shares insights on navigating private equi...

In this episode of The Dakota Live! Podcast , host Robert Morier sits down with Yasir Mallick, Executive Director and Head of Public Markets at CIBC Pension Fund. Yasir shares insights into the evolving landscape of Canadian institutional investing, detailing his experience in manager selection, due diligence, and portfolio construction across public equity, fixed income, hedge funds, and private...

In this episode of the Dakota Live Podcast, Robert Morier sits down with Isabella Mandis, the inspiring founder of Girls Into VC, to explore her journey in venture capital and the future of private markets. With the increased adoption of private markets in retail portfolios, Isabella shares her insights on how venture capital serves as both a starting ground for company growth and an incredible pl...

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Marquette Chester, Head of Alternatives, and Michael A.B. Orr, Chief Investment Officer at Xponance Alternative Solutions (XAlts), a subsidiary of Xponance focused on GP stakes investing and emerging manager research. Headquartered in Philadelphia, Xponance Alternative Solutions brings decades of experience in private equity...

Explore the world of investment consulting with Lauren Mathias, Senior Vice President at Callan, on this episode of the Dakota Live! Podcast. Lauren shares her journey from an analyst to a leader in manager research and due diligence, covering non-U.S. equities and her role as Callan's Diversity, Equity, and Belonging Champion. Gain insights into Callan’s collaborative culture, their bespoke...

Kick off the new year by focusing on what matters most. In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Clare Golla, National Managing Director of Philanthropic Services at Bernstein Private Wealth Management, to explore their unique approach to building financial resilience for families and nonprofits alike. Clare shares insights into Bernstein's "OCIO Pl...