Dakota Rainmaker Podcast

Dakota Team
  • 5,0 (5)
  • МЕНЕДЖМЕНТ
  • ЕЖЕНЕДЕЛЬНО
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. Hamilton Lane Direct Equity Team, CAPTRUST $5B Acquisition, Upcoming PE Search, CalPERS Commits $2.6B to Private Credit

    -1 ДН.

    Hamilton Lane Direct Equity Team, CAPTRUST $5B Acquisition, Upcoming PE Search, CalPERS Commits $2.6B to Private Credit

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch share updates on recent job changes, including Pathstone naming Eddie Brown as Chief Growth Officer and Hamilton Lane bolstering its direct equity and impact investment teams with multiple key hires. CAPTRUST has acquired Boston Financial Management, adding $5B in client assets, while Raymond James expands in Ohio, bringing on teams managing $1.8B in client assets. Institutional updates include a planned private equity mana...

    13 мин.
  2. Aksia Real Assets Hire, LPL and US Bank Additions, Upcoming 2025 RFPs, New Private Market Investments, Fund Closings & Launches

    -5 ДН.

    Aksia Real Assets Hire, LPL and US Bank Additions, Upcoming 2025 RFPs, New Private Market Investments, Fund Closings & Launches

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight recent job changes, including Michael Ardill joining Hymans Robertson, Bethan Brown joining Howard Hughes Medical Institute, and Michael Brand being appointed Co-head of Real Assets at Aksia. In RIA/FA M&A updates, LPL Financial recruits a $540M team from US Bank in San Diego, UBS hires Ryan Lurie to lead its Arizona wealth management team, and Wedbush expands its Philadelphia office with the McCall Connelly G...

    10 мин.
  3. AIMCo Leadership Change, LPL in SoCal, Private Equity Fundraising Update

    13 НОЯБ.

    AIMCo Leadership Change, LPL in SoCal, Private Equity Fundraising Update

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss recent job changes, including AIMCo appointing Ray Gilmour as interim CEO, Bhumika Gashti joining PPM America Capital Partners as Senior Managing Director for Investor Relations, and Jan Rohof becoming Director of Quantitative Solutions at Northern Trust Asset Management. In RIA/FA M&A news, LPL Financial acquires Southern California-based Nexus Wealth Partners from Osaic, Kingsview Partners opens a new Michigan...

    11 мин.
  4. The Power of Cold Outreach in Private Markets with Valentine Whittaker of Epic Funds

    12 НОЯБ.

    The Power of Cold Outreach in Private Markets with Valentine Whittaker of Epic Funds

    In this Rainmaker Podcast episode, Gui Costin, Dakota’s Founder and CEO, interviews Valentine Whittaker, Director at Epic Funds. With over 20 years of private market experience, Valentine shares his career journey, his role at Epic Funds, and insights into his leadership approach, particularly in sales and investor relations. Valentine has a deep background with firms like Abbott Capital Management, Schroders Capital, and JP Morgan, bringing a unique perspective to managing investor relations...

    41 мин.
  5. New RIAs, Alberta TRS VP, Marin County Private Equity Plan, Florida SBA Q3 Commitments, Private Funds

    8 НОЯБ.

    New RIAs, Alberta TRS VP, Marin County Private Equity Plan, Florida SBA Q3 Commitments, Private Funds

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover recent job changes, including Katherine Mach’s promotion at World Investment Advisors, Max Miller joining University of Texas/Texas A&M Management, and Andrew Tambone’s new role as VP of Investments at Alberta Teachers Retirement. In RIA/FA M&A news, DeVoe & Company reports a record-breaking October for RIA M&A activity, John Thiel launches Indivisible Partners, and Corient co-founder Jon Tenney depart...

    10 мин.
  6. Dakota Fundraising News: November 6, 2024

    6 НОЯБ.

    Dakota Fundraising News: November 6, 2024

    Join Pat and Konch as they explore recent job changes in the industry, including Elizabeth Eldridge’s appointment as President of Glenmede Investment Management and new leaders joining W.K. Kellogg Foundation. In the RIA and FA M&A segment, Focus Financial’s The Colony Group merges with GYL Financial Synergies, Aspen Standard Wealth secures Summitry, and EP Wealth adds two RIAs with a combined $240M in AUM. In institutional coverage, we dive into searches and recent commitments from major...

    10 мин.
  7. Client-Centric Leadership at Vanguard with Jane Greenfield

    5 НОЯБ.

    Client-Centric Leadership at Vanguard with Jane Greenfield

    In this episode of The Rainmaker Podcast, host Gui Costin interviews Jane Greenfield, the head of consultant engagement at Vanguard, a leader in investment and wealth management with over $9 trillion in assets. Jane shares insights into her career journey from banking to her current role, emphasizing Vanguard's unique client-centered culture. With a mission-driven focus, Jane highlights how Vanguard’s client-owned structure, established by founder Jack Bogle, creates a strong emphasis on long...

    47 мин.
  8. Dakota Fundraising News: November 1st, 2024

    1 НОЯБ.

    Dakota Fundraising News: November 1st, 2024

    In this episode of the Dakota Fundraising News Podcast, Pat and Konch share updates on recent job changes, highlighting Christophe Caya-Tremblay joining CPP Investments and Steve Voss joining Meketa as Managing Principal Consultant. In RIA/FA M&A news, LPL recruits Goodwin Petrilli Financial from Cambridge, Cerity Partners acquires Paladini Financial, and Kestra brings on a $1.4B South Florida team. Institutional coverage includes searches by the Chicago Teachers’ Pension Fund and recent ...

    10 мин.
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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
  • Годы выхода
    2 тыс.
  • Выпуски
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    Без ненормативной лексики
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    © 2024 Dakota Rainmaker Podcast
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