Dakota Live! Podcast

Doug Hanly, Chief Investment Officer for the Louisiana State Police Retirement System (LSPRS) joins us at Dakota Live! to take us through his experience as the first CIO of the LSPRS. The Louisiana State Police Retirement System is a qualified pension and retirement plan created to provide retirement benefits for Louisiana state police officers and their beneficiaries. Currently, the LSPRS serves...

Venus Phillips, Managing Director of the Kresge Foundation joins us at Dakota Live! to share her insights and experience in manager selection and asset allocation. Over the course of our conversation, Venus takes us on her career journey and shares with us those who have influenced over the years. The Kresge Foundation is a philanthropic private foundation with over $4 billion in assets. The found...

Gildas Quinquis, Chief Investment Officer for the Boston-based Windrose Advisors, takes us through his nearly thirty-year career in investment management, describing how he approaches the current landscape for his clients and where he is finding areas of opportunity. Gildas oversees investment strategy, asset allocation, and manager selection at this independent boutique wealth management firm tha...

Adam Landau is a Partner and Co-Market Leader for the Pennsylvania office of Cerity Partners. He is also a member of the firm's Investment Committee. Cerity Partners LLC is a Registered Investment Advisor serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations with approximately $62 billion in assets. In this special edition episode,...

William Yung, Partner, and Director of Private Markets at Angeles Investments takes us on his career journey from wealth management to investment manager research for one of the financial industry’s innovative leaders in OCIO and investment consulting. With over seventeen years of investment experience, William is responsible for conducting research in private capital and real asset strategies for...

Laura Esposito of Rockefeller Capital Management shares her nearly twenty-five years of client service and sales experience in this informative discussion on how she has navigated her successful career in asset management.  Along the way, Laura guides our listeners through the firm’s approach to providing service and investment solutions for their clients regardless of market conditions.  Rockefel...

Angela Miller-May, Chief Investment Officer for the Illinois Municipal Retirement Fund joins us at Dakota Live! for a special discussion on how she found her start in the investment management industry and what lessons she has carried forward now leading the $49.5 billion pension fund that services a membership of over 178,000 active members, 262,000 inactive members, 138,000 retired members and o...

Joe Marenda, Partner, and Head of Digital Assets Investing with Cambridge Associates shares his experience through this masterclass on blockchain technology and digital assets investing. Joe specializes in discovering and diligencing blockchain-related funds across all fund formats.  He also serves as the Head of the firm’s San Francisco office.  Joe contributes to firm research on alternative ass...

Greg Leonberger is the Director of Research for Marquette Associates. Greg is responsible for creating the firm’s capital markets research and directing the investment strategies and policy. He also serves as the chair of the investment committee. A partner of the employee-owned firm, Greg has been with the company since 2008. Greg joins us at Dakota Live! to take us through Marquette Associates’...

Kate Pizzi, Partner and Senior Consultant of Fiducient Advisors joins us at Dakota Live! to take us through her experience from actuary to portfolio manager to investment consultant and what she has learned over the years to help her deliver success for clients and colleagues. Kate services institutional clients by providing advice and counsel on all areas of fund oversight including investment po...

Chenae Edwards, Partner with NEPC, LLC shares her investment consulting experience as she discusses the NEPC manager research process, how clients are maneuvering through the current market environment, and her experience in working with non-profit institutions. NEPC is one of the industry’s largest independent, full-service investment consulting firms, serving more than 400 clients with over $1.4...

Andy Spellar, Chief Investment Officer for the Fairfax County Employees' Retirement System shares his journey over his two decades for the $5.0 billion Plan located in the suburbs of Washington, DC.  Andy started with Fairfax County in June 1998 as a Senior Investment Manager and has been an important aspect of the Plan’s innovative and insightful approach to asset allocation and manager sele...

Ernst Knacke, Head of Research at London-based, Shard Capital Partners as well as its subsidiary, LeifBridge Investment Management joins the Dakota Live! Podcast to share his nearly twenty years of experience in manager research and selection. Shard Capital is a leading wealth and asset manager advising over $1.6 billion on behalf of high net worth and institutional clients in both the European an...

Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry. Join us in this informative and insightful episode as Chris shares how he navigates his role, serving as the Employer Co-Chair on 11 multi-employer pension funds, 6 health funds and 6 annuity/401(k) funds with approximately $9 Billion in assets, cove...

John Tassone is the Director of Investments for Forbes Family Trust. Forbes Family Trust is a multi-family office serving institutions and single-family offices as an outsourced investment advisor. The firm represents over 250 families and 50 institutions globally. John is senior member of the investment team responsible for manager due diligence and monitoring of both public and private investmen...

Doug MacBean, Deputy Chief Investment Officer of the California Institute of Technology’s Investment Office (Caltech) joins us at Dakota Live! to share the ingredients from his career and how he approaches his role as an endowment allocator. Like any good recipe, Doug shares the steps to help us better understand his team’s approach to asset allocation and underwriting process as it relates to inv...

Raz Der-Tavitian, Chief Investment Officer with SLK Private Wealth joins us at Dakota Live! to share his experience as CIO of an independent Registered Investment Advisor (RIA). SLK Private Wealth is a $1.6 billion RIA based in Los Angeles. Raz walks us through the investment opportunities he and his colleagues are currently evaluating and how to work with SLK as an asset management partner. Raz t...

Ryan Hicke, Chief Executive Officer of SEI joins us at Dakota Live! to share his journey from intern to the company's CEO. Throughout our conversation, Ryan shares the lessons he's learned from his nearly twenty-five years with SEI and how overcoming his insecurities took him to the highest levels of the company while remaining anchored in what's most important to SEI's culture...

Jennifer DeSisto, Chief Investment Officer of Anchor Capital Advisors joins us at Dakota Live! to take us through her experience from portfolio manager to asset allocator and what she has learned over the years to help her build multi-asset portfolios on behalf of her clients. Jennifer's responsibilities as CIO include manager selection, asset allocation, business management, and product deve...

Chris Winiarz, Chief Investment Officer of Stable Asset Management shares his journey from the endowment to the family office model through his role today as CIO of an investment firm focused on building strategic partnerships with top performing emerging managers. Chris takes our audience through what Stable looks for in investment partners when considering an allocation. Stable Asset Management...

William “Bill” Kennedy is the CEO and Chief Investment Officer of RiskBridge Advisors. RiskBridge serves as an Outsourced Chief Investment Officer (OCIO) firm providing discretionary investment management, custom research solutions, and investment guidance and implementation. RiskBridge primarily serves non-profit endowments and foundations, pensions, financial institutions, family offices, and ul...

Will Beck of Wilshire is a Senior Vice President and member of Wilshire’s Traditional Manager Research Group where he focuses on fixed income strategies. After the fastest U.S. Federal Reserve tightening cycle on record, fixed income markets are the focus of asset allocation conversations across the investment landscape. Join us as Will takes us through the current fixed income environment and whe...

Aoifinn Devitt, Chief Investment Officer at Moneta, and founder and creator of The Fiftyfaces Podcast tells us her story from corporate law to being named the first female Chief Investment Officer of the Moneta Group, a US-based RIA with over $30 bn in investments.  Aoifinn is a true modern day renaissance woman, achieving success across multiple disciplines from education to investments to long-d...

Mark Steed, Chief Investment Officer for the Arizona Public Safety Personnel Retirement System shares his journey from an intern to the Plan’s CIO. The Arizona Public Safety Personnel Retirement System provides a uniform, consistent and equitable statewide retirement program for Arizona’s public safety personnel. PSPRS provides retirement benefits and programs to nearly 60,000 active members, reti...

Carolyn Patton, Head of Private Market Client Solutions at TIFF Investment Management shares how their business approaches private market assets on behalf of their clients. TIFF is a leading asset management firm dedicated to delivering comprehensive OCIO and private equity investment solutions to primarily endowments, foundations, and other charitable organizations. As of June 30, 2022, TIFF mana...