Dakota Live! Podcast
The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
Episodes
162 episodes
The Joy of Discovery | GP Seeding, Hedge Funds & Manager Research with Scott Schweighauser (Borealis Strategic Capital Partners)
In this episode of Dakota Live!, host Robert Morier sits down with Scott Schweighauser, Managing Partner of Borealis Strategic Capital Partners, for a wide-ranging conversation on GP seeding, hedge fund history, and why now is such a compelling...
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Season 1
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Episode 157
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1:22:55
Aksia, Alternatives & the Wealth Channel | Chris Schelling on Private Markets Today
In this episode of the Dakota Live! Podcast, host Robert Morier welcomes back Chris Schelling for his second appearance on the show—and his first since joining Aksia.Aksia is one of the world’s leading alternative...
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Season 1
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Episode 156
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48:26
Inside a Single Family Office: How CIOs Allocate Capital, Select Managers, and Think Long-Term
In this episode of dakota live, host Robert Morier sits down with Stephanie Szymanski, Chief Investment Officer of Lakeview Capital Management, for a wide-ranging, practitioner-level conversation on how single-family offices actually invest.
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Season 1
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Episode 155
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1:08:16
How to Earn Investment Conviction: From Mean Reversion to Manager Selection with Springtide Partners
In this episode of dakota live!, host Robert Morier sits down with Aaron Dirlam, Co-Founder and Chief Investment Officer of Springtide Partners, for a wide-ranging conversation on building conviction in uncertain markets—and why humility remain...
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Season 1
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Episode 154
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57:56
Inside SEI: New Year, New Mandate | A 2026 CEO Conversation with Ryan Hicke
We’re kicking off 2026 the same way many investors are setting their New Year’s resolutions: by going straight to the source.In our first episode of the new year, Dakota Live goes on site to SEI’s headquarters in O...
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Season 1
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Episode 153
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56:26
On the Road in Waco, Texas | Inside Baylor University with CIOs, Allocators & Students
In this special On the Road episode, we travel to Baylor University in Waco, Texas, to record a live, on-campus conversation with some of the most thoughtful allocators and investment leaders in the institutional investment world....
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Season 1
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Episode 152
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1:24:16
NEPC Uncovered: The OCIO Model, Private Markets & What’s Next with Scott Perry
In this episode of dakota live!, Robert Morier welcomes Scott Perry, Partner and Head of OCIO Portfolio Strategy at NEPC, one of the largest investment consulting firms in the industry. Scott brings nearly two decades of i...
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Season 1
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Episode 151
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58:25
Inside Taft-Hartley Allocations with Investment Performance Services (IPS)
In this week’s episode of Dakota Live, Robert Morier sits down with Jennifer Mink, President of Investment Performance Services (IPS). With IPS advising on approximately $70 billion in assets—98% of which are Taft-Hartley (...
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Season 1
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Episode 150
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53:57
The CIO's Playbook with American Beacon Advisors
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Paul Cavazos, Senior Vice President and Chief Investment Officer at American Beacon Advisors.Paul brings more than 25 years of experience ...
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Season 1
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Episode 149
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1:07:31
Empowering Emerging Managers: A Conversation with Chrissie Pariso of MPowered Capital
In this episode of dakota live!, host Robert Morier sits down with Chrissie Pariso, Managing Partner of MPowered Capital, to discuss what it takes to identify, underwrite, and empower the next generation of investment managers. With ov...
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Season 1
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Episode 148
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55:30
Listening First with Crewcial Partners
In this episode, host Robert Morier sits down with Kyle Marmelstein, Investment Director at Crewcial Partners, live from Newport, Rhode Island. With over 15 years in institutional consulting and ma...
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Season 1
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Episode 147
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36:07
Manager Research in Focus with CW Advisors
Recorded from the beautiful Castle Hill Inn in Newport, Rhode Island, this special episode of the Dakota Live! Podcast captures the energy and insights of the Havener Capital Partners StorySales Accelerator Capstone Event.In this conver...
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Season 1
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Episode 146
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31:10
The OCIO Playbook with Prime Buchholz
What’s changed—and what still matters—in the OCIO model? In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Adam Lerner, Senior Director of Investments at Prime Buchholz, to unpack how a research-driven OCIO and cons...
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Season 1
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Episode 145
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52:13
Reentering with Rigor: Sean Poe on Manager Selection at Key Private Bank
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 ...
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Season 1
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Episode 144
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1:02:14
Fixed Income and the Future of Asset Allocation: Inside the CIO Mindset with Nick Gentile
In this episode of Dakota Live!, host Robert Morier sits down with Nick Gentile, Interim President and Chief Investment Officer of Knights of Columbus Asset Advisors, to explore how a mission-driven $29 billion organization navigates today’s co...
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Season 1
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Episode 143
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42:08
Identifying the Hidden Signals in Manager Research with Dr. Dali Ma
Learn how allocators identify early warning signs, build vision-based trust, and evaluate managers effectively.In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Dr. Dali Ma, Head o...
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Season 1
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Episode 142
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57:51
Scaling Healthcare for Life: A Conversation with Adele C. Oliva of 1315 Capital
On this special episode of the Dakota Live! Podcast, we take a slightly different path from our usual allocator conversations. Thanks to a connection made by one of our Drexel University summer interns, we sit down with Adele C. Oliva, Founding...
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Season 1
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Episode 141
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37:32
Dakota Live! Podcast: After the Exit - Teaching the Next Generation of Investors with Chris Cesare
In this episode of Dakota Live!, we sit down with Chris Ceasare, institutional investing veteran, teacher, and mentor—focused on turning theory into practice and helping students and managers communicate what truly matters.From UPS’s pe...
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1:11:10
Dakota Live! Podcast: Client Service as Strategy: Verger Capital’s OCIO Approach
In this special episode of the Dakota Live! Podcast, host Robert Morier takes the show back on the road to Winston-Salem, North Carolina, where he sits down with Jim Dunn, Chief Executive Officer of Verger Capital Management.F...
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Season 1
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Episode 139
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49:19
Dakota Live! Podcast: CIO Insights with Caprock’s Vivek Jindal: Building Portfolios Across Public & Private Markets
Join Dakota Live! as we sit down with Caprock Group CIO Vivek Jindal to discuss his first 100 days, the investment landscape, and where he sees opportunity in alternatives, venture capital, private credit, and impact investing. Discover how Cap...
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Season 1
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Episode 138
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58:38
Dakota Live! Podcast: Consistency and Culture with CIBC Private Wealth
In this episode of Dakota Live! Podcast, we sit down with Angela Williams, a Senior Investment Analyst at CIBC Private Wealth in Boston.Angela brings over 25 years of industry experience to her role, where she is responsible for manager...
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37:02
Dakota Live! Podcast: Venture Capital Fund of Funds and the Emerging Manager Outlook with Slipstream Investors
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Edelson, Founder & General Partner of Slipstream Investors, a venture capital fund of funds dedicated to backing emerging pre-seed and seed-stage managers.<...
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Season 1
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Episode 136
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53:11
Finding the Edge: Sourcing Investment Opportunities with Matthew Wright of the Disciplina Group
In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Matthew Wright, founder of Disciplina Group and former Chief Investment Officer at Vanderbilt University, for a deep dive into manager research, due diligence, and p...
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Season 1
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Episode 135
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58:22
Dakota Live! Podcast: Doing the Research: Systematic Investing with Ken Frier of Atlas Capital
In this episode of the Dakota Live! Podcast, Robert Morier sits down with Ken Frier, Chief Investment Officer at Atlas Capital Advisors, to discuss the role of systematic investing in portfolio construction and decision-making. With more than t...
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41:20
Dakota Live! Podcast: Strategic LP Perspectives & the Future of Emerging Managers in Venture Capital
In this powerful episode of the Dakota Live! Podcast, we dive deep into the future of venture capital, emerging manager selection, and the evolving dynamics between GPs and LPs with two thought leaders reshaping the industry: Rohit Yadav, autho...
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58:41
