Dakota Live! Podcast

York Lo is the Head of Alternative Product and LLCs at John Hancock Investment Management where he has been a key member of the team responsible for manager selection and oversight, product development and management for global fund platforms with assets more than US$200 billion. York has launched products across structure, asset class, and style which has contributed significantly to the firm’s g...

Matt DeAngelo, Deputy Chief Investment Officer of Drexel University’s Endowment shares how he and his colleagues evaluate asset managers, approach due diligence meetings, and consider allocation decisions in both traditional and alternative assets.  In 2021, Drexel University’s endowment surpassed $1 billion for the first time, increasing Drexel’s ability to support and expand its academic and res...

Greg Stumm of Resolute Investment Managers shares his perspective on the firm’s investment process in the context of its multi-affiliate model. Greg guides our listeners through the sub-advisory market and the growth their firm has experienced over the years. Resolute Investment Managers is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affil...

Russ Kamp of Ryan ALM shares his more than forty years of investment advisory experience with US plan sponsors as he discusses the current pension landscape and how to position your investment strategies for success. Join Russ for a wide ranging discussion on Defined Benefit and Defined Contribution Plan management in the context of the current economic environment. The conversation explores the u...

Alyssa Stankiewicz of Morningstar shares her insights into the firm's manager research process and the key pillars of the Morningstar analyst rating. Alyssa guides the audience through the firm's approach to researching best practices in sustainable investing, and their efforts to improve transparency across the U.S. sustainable funds landscape for investors. Morningstar is a publicly tr...

Alan Spatrick shares his forty-two years of investment consulting experience as he discusses the Meketa manager research process, the changes he's seen in the consultant space over the decades, and his advice for investment sales people and fellow consultants in the context of the investment industry. Meketa Investment Group is an employee-owned full service investment consultant and advisory...

Aldo Vultaggio, Chief Investment Officer at Capstone Financial Advisors, Inc. shares his manager research process, approach to sourcing alternative investments, current investment research focus, and more in this informative conversation on the importance of Registered Investment Advisors (RIAs) and Multi-Family Offices. RIA firms have represented the fastest-growing category in the U.S. wealth ma...

Zlata Gleason shares her experiences distributing and servicing long-only and hedge fund strategies and the questions clients ask surrounding succession planning, investment management fees, and how specialist strategies fit into a broader asset allocation model.  She discusses her approach to selling equity strategies in the context of the sales process she has developed with Indus Capital, an As...

Floyd Simpson shares how he evaluates asset managers, approaches due diligence meetings, and considers asset allocation decisions.  He discusses his experience in working in Emerging Manager Research, Multi-Asset Strategy Solutions, and an Outsourced CIO business model with PFM Asset Management. In his current role he works with institutional clients to develop and implement Multi-Asset strategies...