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. Dakota Fundraising News: October 16, 2024

    6 NGÀY TRƯỚC

    Dakota Fundraising News: October 16, 2024

    Join hosts Pat Tighe and Konch as they break down the latest in fundraising and institutional investing. In this episode, we discuss key job changes, including Michael Burgos stepping into the role of Director of Investments at the Cystic Fibrosis Foundation, and Alberto Santulin’s move to CIO of Alts at the Abu Dhabi Investment Authority. We also dive into significant RIA and FA mergers, such as Merrill Lynch’s recent acquisition of nearly $1 billion in assets from new Texas and New York tea...

    11 phút
  2. Dakota Fundraising News: October 9th, 2024

    9 THG 10

    Dakota Fundraising News: October 9th, 2024

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key job changes, including Citi Wealth’s new head of global investments Keith Glenfield and Charles Schwab's CEO transition. We also cover major M&A moves in the RIA/FA space, such as Cerity Partners merging with Janiczek Wealth and LPL’s $100B acquisition of Atria Wealth. In institutional coverage, we highlight recent searches and investments from major pension funds like Cook County, Ohio Police & Fire, an...

    14 phút
  3. Mastering Boutique Growth: Mark Clewett on Leading Conestoga Capital Advisors to $8 Billion in Assets

    8 THG 10

    Mastering Boutique Growth: Mark Clewett on Leading Conestoga Capital Advisors to $8 Billion in Assets

    In this episode of the Rainmaker Podcast, guest Mark Clewett, President and Managing Partner of Conestoga Capital Advisors, sits down with host Dan DiDomenico to discuss his career, leadership philosophy, and the growth of his firm. Clewett shares his professional journey, beginning with his education in finance at Penn State and early roles at SEI Investments and Delaware Investments. He reflects on joining Conestoga in 2006 when the firm was relatively small, managing $200 million in assets...

    38 phút
  4. New Fund Launches, Merrill's $1.5B Move, Upcoming International Small Cap RFP, Private Credit Allocations

    4 THG 10

    New Fund Launches, Merrill's $1.5B Move, Upcoming International Small Cap RFP, Private Credit Allocations

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Kimy Ruiz Seitz joining Silicon Valley Community Foundation and Carina Diamond becoming Chief Growth Officer at 4100FS. The RIA/FA M&A segment highlights LPL Financial’s addition of a $150M Texas duo and Merrill Lynch’s recruitment of advisors managing $1.5B in LA and Miami. We also discuss key institutional searches, investments, and fund commitments, including updates from Ohio Pol...

    12 phút
  5. Citi & Apollo Private Credit, Steward Partners Head of Wealth Management, Morgan Stanley $1.2B Acquisition, Timber/Farmland RFP, Texas TRS Investment Plan

    2 THG 10

    Citi & Apollo Private Credit, Steward Partners Head of Wealth Management, Morgan Stanley $1.2B Acquisition, Timber/Farmland RFP, Texas TRS Investment Plan

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key developments in private credit and secondaries, including Citigroup and Apollo's $25B direct-lending program and StepStone’s $7.4B private equity secondaries fund. We highlight important job changes across the institutional and private wealth sectors, including new appointments at Mercer Global Advisors and Steward Partners. In the RIA/FA M&A segment, we cover Kingswood's acquisition of two Eudaimonia RIAs m...

    12 phút
  6. Non-Profit OCIOs, AIMCo Executive Team, RBC's New $2.8B Team, LA Fire Real Estate Plan, Private Market Allocations

    27 THG 9

    Non-Profit OCIOs, AIMCo Executive Team, RBC's New $2.8B Team, LA Fire Real Estate Plan, Private Market Allocations

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch explore the latest trends in nonprofit investment strategies, including a growing reliance on OCIOs and rising allocations to alternative investments. We highlight notable job changes, such as new appointments at AIMCo and Manulife Investment Management. The RIA/FA M&A segment covers RBC's recruitment of a $2.8B Atlanta team and Kestra's addition of a Maryland-based wealth management team. We also dive into institutiona...

    12 phút
  7. Family Office Trends, Australian Super, True North's New Dallas Acquisition, Fixed Income RFPs, Recent Allocations, Conferences

    25 THG 9

    Family Office Trends, Australian Super, True North's New Dallas Acquisition, Fixed Income RFPs, Recent Allocations, Conferences

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch delve into the Global Family Office 2024 Survey, revealing key trends in investment strategies, including the growing interest in AI, fixed income, and private equity. We also cover significant job changes, like Moneta Group’s new M&A Director Peter Brown and Andrew Osborne joining Australian Super. In the RIA/FA M&A segment, we spotlight True North Advisors' acquisition of Clear Rock Advisors and Rockefeller's newe...

    11 phút
  8. Navigating the World of Alternative Investments: Insights from Mark Allan of New Republic Partners

    25 THG 9

    Navigating the World of Alternative Investments: Insights from Mark Allan of New Republic Partners

    In this episode of the Rainmaker Podcast, host Gui Costin, CEO and Founder of Dakota, interviews Mark Allan, Managing Director at New Republic Partners, about the intricacies of alternative investments and the growing demands within the private fund space. Allan, who has a deep background in hedge funds and alternative assets, shares insights into his career trajectory, starting from equities trading to eventually transitioning into the family office and RIA (Registered Investment Advisor) sp...

    30 phút
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Giới Thiệu

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. 

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    Dakota Team
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    © 2024 Dakota Rainmaker Podcast
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