Dakota Rainmaker Podcast

Dakota Team
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Dakota Rainmaker Podcast

The "Dakota Rainmaker Podcast," hosted by Gui Costin, CEO of Dakota, offers a unique look into sales strategies from top industry executives. Each episode explores the inner workings of successful sales organizations, from philosophy to execution. This podcast is essential for sales professionals seeking wisdom from the best in the field. 

  1. APAC Region Executive Hires, Wells Fargo Adds $625M, 2025 PE Commitment Targets, Search Winners & Finalists, Allianz Infra First Close.

    HÁ 1 DIA

    APAC Region Executive Hires, Wells Fargo Adds $625M, 2025 PE Commitment Targets, Search Winners & Finalists, Allianz Infra First Close.

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight key job changes, including Kimberly Sheehy as head of Fidelity's Forge Community, Joseph Wong joining Barings as head of wealth distribution, and Johan Lim becoming regional head at Natixis IM. RIA/FA M&A updates feature Wells Fargo adding $625M from two UBS teams and Commonwealth recruiting two Long Island-based firms with $495M in assets. Institutional coverage includes Alaska Permanent Fund's $2.8B commitme...

    13min
  2. RayJay Salt Lake Advisors, International Equity RFP, Private Market Plans and Investments, Fund Launches

    HÁ 3 DIAS

    RayJay Salt Lake Advisors, International Equity RFP, Private Market Plans and Investments, Fund Launches

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Bradley Knapp being named CEO of Clearstead Advisors, Jason Handrinos joining Mesirow as Global Head of Fixed Income Sales, and Jinny Lee moving from the University of Chicago to the National Geographic Foundation. RIA/FA M&A highlights feature Hightower’s strategic investment in Dechtman Wealth Management, Raymond James recruiting advisors Scott Burnett and Peter Kelson from Zions D...

    13min
  3. Mastering Private Fundraising: Relationship Building, Market Shifts, and Sales Strategy with Nancy Vailakis

    HÁ 4 DIAS

    Mastering Private Fundraising: Relationship Building, Market Shifts, and Sales Strategy with Nancy Vailakis

    In this episode of the Rainmaker Podcast, Dan DiDomenico, President of Dakota, engages Nancy Vailakis, Principal of Ancram IRBD, in a dynamic discussion about trends, challenges, and strategies in the private funds industry. Nancy shares her wealth of experience, offering practical insights for fundraisers and sales professionals navigating today’s complex investment landscape.Nancy, a seasoned professional with over 18 years in alternative asset management, founded Ancram IRBD, a boutique pl...

    42min
  4. RIA Acquisition Trends, NEPC's New Client, Fixed Income RFP, Hedge Fund Investments, Infrastructure Investment Plan

    13 DE DEZ.

    RIA Acquisition Trends, NEPC's New Client, Fixed Income RFP, Hedge Fund Investments, Infrastructure Investment Plan

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key job changes, including Carson Group President Teri Shepherd's departure, Darren Wright's move to First Mid Bank as CIO, and Jason Caldarelli joining Bank of China as Head of Corporate Banking. RIA/FA M&A highlights include Apella Wealth’s acquisition of Barker Financial Group, Raymond James recruiting $400M Merrill Lynch advisor Carol Heil, and reports of Wealth Enhancement Group and Bleakley Financial Group...

    13min
  5. ANZ's New CEO, SageView Acquires DC Consultant, Absolute Return Search Update, Private Market Investments, Virtus Private Credit CLO ETF

    11 DE DEZ.

    ANZ's New CEO, SageView Acquires DC Consultant, Absolute Return Search Update, Private Market Investments, Virtus Private Credit CLO ETF

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch spotlight major job changes, including Andrew Sullivan being named CEO of Prudential Financial, Nuno Matos taking over as CEO of ANZ Group, and Elijah McGowen joining StepStone as VP of Private Debt. In RIA/FA M&A, SageView acquires OnTrack 401(k) to bolster its retirement consulting business, Concurrent Investment Advisors adds eight advisors managing $885M in assets, and Serenus Wealth goes bi-coastal with a new partn...

    13min
  6. Breaking Down Barriers: Jeff Carlin on Nuveen’s Shift to De-Channelized Sales Models

    10 DE DEZ.

    Breaking Down Barriers: Jeff Carlin on Nuveen’s Shift to De-Channelized Sales Models

    Welcome to another insightful episode of the Rainmaker Podcast hosted by Gui Kostin, Founder and CEO of Dakota. This week, Gui engages in a thought-provoking conversation with Jeff Carlin, CFA, Senior Managing Director and Head of Global Wealth Advisory at Nuveen. Jeff shares his extensive journey from his roots in San Francisco to becoming a pivotal figure in the investment industry, highlighting the milestones of his career, including his roles at Smith Barney, Charles Schwab, and IndexIQ b...

    1h4min
  7. BlondBloxx Private Credit ETF, Mariner Wealth Completes Double Deal, 2025 Private Market Commitment Plans, PE & RE Search Winners, S3 Capital First Close

    6 DE DEZ.

    BlondBloxx Private Credit ETF, Mariner Wealth Completes Double Deal, 2025 Private Market Commitment Plans, PE & RE Search Winners, S3 Capital First Close

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight key job changes, including Jan Murtha’s upcoming departure from the North Dakota State Investment Board, Kelli Washington’s appointment as CIO of The California Endowment, and Nick Ciatti joining Cliffwater’s private equity team. In RIA/FA M&A news, Mariner Wealth Advisors expands with acquisitions in Florida and California, adding $878M in AUM, SEIA acquires Beverly Investment Advisors, and Allworth Financial...

    15min
  8. The Power of a Consultative Sales Approach with Rob Logan of Principal Asset Management

    3 DE DEZ.

    The Power of a Consultative Sales Approach with Rob Logan of Principal Asset Management

    In this episode of the Rainmaker Podcast, host Dan DiDomenico sits down with Rob Logan, Managing Director and Head of Distribution for Retirement Investments at Principal Asset Management. Rob brings nearly 30 years of experience to the discussion, sharing actionable insights on sales leadership, team culture, and navigating a rapidly evolving marketplace.Rob provides a detailed overview of Principal’s operations, including its position as a Fortune 500 financial services company and its grow...

    34min
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Sobre

The "Dakota Rainmaker Podcast," hosted by Gui Costin, CEO of Dakota, offers a unique look into sales strategies from top industry executives. Each episode explores the inner workings of successful sales organizations, from philosophy to execution. This podcast is essential for sales professionals seeking wisdom from the best in the field. 

Informações

  • Criado por
    Dakota Team
  • Anos de atividade
    2 mil
  • Episódios
    105
  • Classificação
    Livre
  • Copyright
    © 2024 Dakota Rainmaker Podcast
  • Site do podcast
    Dakota Rainmaker Podcast

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