Dakota Live! Podcast

In this insightful episode of the Dakota Live! podcast, host Robert Morier engages in a thought-provoking conversation with Alex Gurvich, Director of Investment Research and Head of Asset Allocation for PFM Asset Management. The episode delves into the intricate world of investment decision-making, with a focus on understanding the complexities behind manager research and asset allocation. Alex sh...

Empowering Investment Insights with Fiera Capital In this insightful episode of the Dakota Live! podcast, host Robert Morier welcomes Majlinda Kamberi, Senior Investment Officer with Fiera Capital. Majlinda, an industry veteran in private market solutions, shares her extensive knowledge and experience in private market investing. We discuss Majlinda's role at Fiera Capital, where she oversees...

As we embrace the holiday season and step into a time of resolutions, family gatherings, and a renewed focus on health and wellness, we are excited to share our latest episode of the Dakota Live! Podcast that aligns perfectly with this spirit of reflection and growth. We had the privilege of sitting down with Sonia Hunt, a remarkable Chief Marketing Officer, health and wellness global speaker, and...

Join us as we sit down with Julian Samways, the CEO and Founder of JPES Partners. With a focus on investment management consultancy, JPES Partners offers expert advice to a diverse range of clients, from emerging boutiques to well-established global asset managers and intermediaries. In this episode, we delve into the nuances of introducing and distributing investment strategies and services withi...

James Bell, Consultant and Director of Hedge Fund Research with Crewcial Partners joins the Dakota Live! Podcast to take us through his twenty years of experience in hedge fund investing, and how he and his colleagues at Crewcial Partners underwrite their hedge fund portfolio for their clients.  Founded in 1980, Crewcial Partners is an independent investment advisory and OCIO firm focused on provi...

Join us as Alex Tung, CFA, Associate from the Investment Strategy Group with Bel Air Investment Advisors discusses the firm’s approach to manager research and selection in this rare glimpse into the inner workings of one of the premier wealth advisors in the United States. Celebrating their 25th anniversary this year, Bel Air Investment Advisors is a prominent wealth management advisory firm, prov...

In the latest episode of Dakota Live!, we are excited to feature Peter Madsen, Chief Investment Officer of The Utah School & Institutional Trust Funds Office (SITFO). Join us as we delve into the world of sovereign wealth investors, exploring strategies for managing and growing state funds with a focus on supporting public education. Discover the crucial responsibilities and mission of The Uta...

In the latest episode of Dakota Live!, we are excited to feature Joe Ledgerwood, Director of Investment Manager Research, and Britt Vriesman, Manager Research Consultant with RVK, Inc. Delve deep into the intricacies of manager research as Joe and Britt illuminate RVK’s sophisticated approach to helping their client’s meet their diverse investment objectives and goals. RVK, distinguished as one of...

In the latest episode of Dakota Live!, we welcome Brian Crawford, Director of Investments at the John Templeton Foundation. More than three decades after its creation, the John Templeton Foundation continues to manifest the character of its founder, Sir John Templeton, who passed away in 2008. He began his rise on Wall Street in 1937 and proved over many decades that he was one of the greatest glo...

In the latest episode of Dakota Live!, we welcome Xinxin Liu, Senior Research Analyst for Private Equity and Credit with AndCo Consulting. AndCo Consulting is an independent, SEC registered institutional investment consulting firm headquartered in Winter Park, Florida. As of December 2022, they are responsible for nearly $91 billion in assets under advisement, advising hundreds of institutional cl...

In the latest episode of Dakota Live!, we are thrilled to welcome Adam Jordan, Director of Investments and Chief Compliance Officer at Paul Ried Financial Group, LLC. As Director of Investments, Adam’s responsibilities include developing, implementing, and monitoring client portfolios. This includes designing the overall asset allocation strategies, conducting in-depth market analysis, investment...

In the latest episode of Dakota Live!, we are thrilled to welcome Dana Johns, Head of Private Equity for the New Jersey Division of Investment. The Division is one of the largest U.S. pension fund managers in the United States. In this insightful and informative conversation, Dana decodes the intricacies of manager research and the importance of a diverse perspective. This perspective comes alive...

On the latest episode of Dakota Live!, dive deep with our guest, Jason Chang - the Managing Director and Head of External Equities at Lockheed Martin Investment Management Company. With nearly two decades in manager research, Jason unpacks his unique methodologies for manager sourcing, due diligence, and selection. He also provides a glimpse into the collective thought process behind their researc...

Join us as Taylor Jackson, Investment Director with Verger Capital Management, delves deep into the intricacies of manager research in this interesting and informative discussion. Verger Capital Management is an SEC registered investment adviser providing Outsourced Chief Investment Officer (OCIO) services to a select group of non-profit institutions. Verger’s mission is to invest in the lives of...

Join us as Tracy Cao and Adam Choppin of Xponance discuss the firm’s unique approach to identifying and nurturing up-and-coming investment talent, the challenges, and rewards of supporting emerging managers, and the role of technology and data-driven approaches in shaping manager research decisions. Xponance is a Diverse, Woman-led multi-strategy investment firm founded by Tina Byles Williams in 1...

Join us as Sean Montesi, Partner with Gerber Taylor, dives deep into the nuances of investment management in this interesting and informative discussion. Gerber Taylor is a multi-asset class investment management firm with a heritage rooted in deep fundamental investment research. Founded in 1990 and headquartered in Memphis, Tennessee, Gerber Taylor has $7 billion in assets under management as of...

In this episode of the Dakota Live! Podcast, we are thrilled to welcome R.J. Smolenski, Managing Director of Investment Research at Pitcairn. Based in Jenkintown, Pennsylvania, Pitcairn stands as a beacon in the multi-family office space, steering the financial course for over 125 client families, encompassing around 500 households throughout the U.S. Their expertise also extends to managing 20 si...

In the latest episode of Dakota Live!, we are thrilled to welcome Mike Negussie, a pivotal investor in the world of pediatric healthcare investments. As the Investment Director at Children’s Healthcare of Atlanta (CHOA), Mike and the investment team are at the forefront of revolutionizing children's healthcare through strategic investments in biotechnology, life sciences, and more. Dive deep...

Narayan Chowdhury, Partner, and Co-Founder of Franklin Park joins Dakota Live! to discuss the company's private market investment and advisory business. Founded twenty years ago, Franklin Park is an SEC-registered private markets investment firm that provides their clients access to private equity, private debt, and venture capital. At Franklin Park, Narayan is responsible for the analysis an...

Sam McFall is a Managing Director of Investments with Mill Creek Capital Advisors. Mill Creek was founded in 2006 to provide customized advice to help clients achieve their financial goals. The firm serves over 300 families and institutions as an independent, fully staffed investment office, managing over $8 billion of assets on their behalf. Sam takes the Dakota Live! team in this special edition...

Michael Marvelli, Deputy Chief Investment Officer of the UCLA Investment Company joins Dakota Live! to discuss the company's investment strategy, its approach to asset allocation, and investment manager research and selection process. Along the way, Michael walks us through UCLA’s lower middle market (LMM) private equity portfolio from its first LMM commitment in 2016 through today’s investme...

Frank Mihail, Chief Investment Officer of the North Dakota Department of Trust Lands joins us to share his experiences over his first year in the role and how he is approaching the strategic investments for the $7 billion sovereign wealth fund. The Land Board, which oversees the North Dakota Department of Trust Lands manages 2.4 million mineral acres with interest in more than 8,600 of the 17,400...

Kevin Khang, Head of Active and Alternatives Research and Andy Reed, Head of Investor Behavior at Vanguard sit down to discuss a variety of topics ranging from the fundamentals of behavioral economics to how artificial intelligence is expected to play a role in both research and application. Along the way, Kevin and Andy touch on active and passive management solutions, liquid alternatives, how in...

Nisha Atre of Old City Investment Partners shares her over twenty years of asset allocation and sales experience in this informative discussion on how she has navigated her successful career in asset management.  Along the way, Nisha guides our listeners through Old City’s approach to offering specialized investment solutions for their clients.  Founded in 2006, Old City identifies high-quality al...

Melvin Lindsey, CFA, Founder and Managing Partner of the Nile Capital Group joins us on the Dakota Live! Podcast to share his more than thirty years of experience in business development and manager selection. Mel shares advice and the attributes he and his team look to identify when investing in asset management businesses. Throughout this informative conversation, Mel shares the approach he deve...