Dakota Live! Podcast

Robert Morier
  • 5,0 (8)
  • INVESTIMENTOS
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. 

  1. Dakota Live! Podcast: The Specialist Equities Model with Loyola University Chicago

    HÁ 4 DIAS

    Dakota Live! Podcast: The Specialist Equities Model with Loyola University Chicago

    In this episode of the Dakota Live! Podcast, Robert Morier sits down with Sam Johnson, Director of Investments at Loyola University Chicago, to explore how the university approaches manager research and due diligence.Rooted in Loyola University Chicago’s value of cura personalis—which emphasizes care for the whole person—Loyola’s investment philosophy reflects a commitment to thoughtful decision-making and long-term impact.Sam shares insights into the strategic shift toward a specialist equit...

    55min
  2. Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company

    11 DE DEZ.

    Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company

    In this episode of the Dakota Live! Podcast, Robert Morier sits down with Leslie Lenzo, Chief Executive Officer and Chief Investment Officer of the Hershey Trust Company, to explore her inspiring journey from rural Iowa to leading a mission-driven institution dedicated to making a lasting impact.Leslie shares insights into her investment philosophy, manager research process, and the delicate balance between short-term decisions and long-term sustainability.Key topics include:Navigating privat...

    51min
  3. Dakota Live! Podcast: Private Equity Deals with Ted Seides of Capital Allocators

    4 DE DEZ.

    Dakota Live! Podcast: Private Equity Deals with Ted Seides of Capital Allocators

    In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Ted Seides, renowned host of the Capital Allocators podcast, best-selling author, and a leader in private equity insights.Ted shares his journey from building a multi-billion-dollar hedge fund to pioneering in the podcasting world, and how his experiences have shaped his entrepreneurial outlook.In this episode, Ted discusses:The evolution of the Capital Allocators Podcast and its impact on the investment community....

    48min
  4. Dakota Live! Podcast: Investing in Education with the CIO of Drexel University

    27 DE NOV.

    Dakota Live! Podcast: Investing in Education with the CIO of Drexel University

    In this enlightening episode of Dakota Live!, host Robert Morier sits down with Catherine Ulozas, the seasoned Chief Investment Officer of Drexel University's Endowment. With over 30 years of experience in managing investments across various sectors including insurance companies, banks, and a state pension fund, Catherine shares her unique journey and the strategic decisions that have cemented her success in the investment world.Join us as Catherine delves into her 14th year at the helm of Dr...

    1h
  5. Dakota Live! Podcast: The Importance of Portfolio Innovation with Partners Capital

    20 DE NOV.

    Dakota Live! Podcast: The Importance of Portfolio Innovation with Partners Capital

    In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Band, Chief Investment Officer of Partners Capital, for an in-depth discussion about the evolving landscape of institutional investing and Outsourced Chief Investment Officer (OCIO) services.Alex shares his journey from biochemical sciences to finance, pivotal lessons from his career, and how these experiences have shaped his contributions at Partners Capital.Discover how Partners Capital approaches OCIO servi...

    31min
  6. Dakota Live! Podcast: Inside the Manager Research Process with DeMarche

    13 DE NOV.

    Dakota Live! Podcast: Inside the Manager Research Process with DeMarche

    In this episode, we welcome Hunter Swanson, Senior Research Coordinator at DeMarche, a rising star in the investment consulting industry, to dive into the intricacies of manager sourcing, search, and selection.Based in Kansas, and with over 50 years of history in guiding institutional investors, DeMarche helps clients develop custom investment strategies while maintaining consistency and transparency. The firm provides a comprehensive spectrum of services ranging from tailored Advisory Consul...

    41min
  7. Dakota Live! Podcast: Macro Insights with Bryn Mawr Trust

    6 DE NOV.

    Dakota Live! Podcast: Macro Insights with Bryn Mawr Trust

    In this episode of the Dakota Live! Podcast, we sit down with Andrew Davis, Head of Macro Research at Bryn Mawr Trust. Andrew brings a wealth of experience to the conversation, drawing from his background as an economist and portfolio strategist. He shares how these roles have influenced his approach to portfolio construction, tactical asset allocation, and navigating complex economic environments.Bryn Mawr Trust is a division of WSFS Bank focusing attention and resources on financial plannin...

    34min
  8. Dakota Live! Podcast: Consistency and Culture with CIBC Private Wealth

    30 DE OUT.

    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 due diligence and selection for CIBC Private Wealth's Multi-Manager Investment Program.Angela shares her insights into the rigorous process of manager research, emphasizing the critical balance between strategy differentiation and risk management. Whether it's...

    37min
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Classificações e avaliações

5
de 5
8 avaliações

Sobre

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. 

Informações

  • Criado por
    Robert Morier
  • Anos de atividade
    2022 - 2024
  • Episódios
    109
  • Classificação
    Livre
  • Copyright
    © 2024 Dakota Live! Podcast
  • Site do podcast
    Dakota Live! Podcast

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