Dakota Live! Podcast

Robert Morier
  • 5,0 (8)
  • INVESTISSEMENT
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 Importance of Portfolio Innovation with Partners Capital

    -2 J

    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...

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

    13 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...

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

    6 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...

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

    30 OCT.

    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...

    37 min
  5. Dakota Live! Podcast: Unlocking the Power of Alternatives with Eric Gerster of AlphaCore

    23 OCT.

    Dakota Live! Podcast: Unlocking the Power of Alternatives with Eric Gerster of AlphaCore

    In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Eric Gerster, Chief Investment Strategist at AlphaCore Wealth Advisory. With nearly three decades of experience in the financial industry, Eric shares insights into his impressive background in long/short and long only equity management, having worked with notable firms like Point72, Guggenheim, and T. Rowe Price.AlphaCore is a wealth advisory firm dedicated to helping clients build and preserve their wealth. The f...

    39 min
  6. Dakota Live! Podcast: Inverting the Manager Research Process with Xponance

    16 OCT.

    Dakota Live! Podcast: Inverting the Manager Research Process with Xponance

    In this episode of the Dakota Live! Podcast, we are thrilled to welcome back Adam Choppin, Vice President, and Assistant Portfolio Manager for Multi-Manager Strategies at Xponance, marking exactly one year since his last appearance.With over ten years of experience at Xponance, Adam has been instrumental in shaping the firm’s approach to emerging manager selection and portfolio construction.Join us as we delve into the significant changes in the investment landscape over the past year, explor...

    54 min
  7. Dakota Live! Podcast: Underwriting from the Windshield with Summation Capital

    9 OCT.

    Dakota Live! Podcast: Underwriting from the Windshield with Summation Capital

    In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Roger Vincent, Founder and Chief Investment Officer of Summation Capital.With over 25 years of experience in private equity, Roger shares his unique insights on how to approach private equity investing with an endowment-style philosophy. He discusses the importance of diversification, the balance between qualitative and quantitative analysis, and how to build a resilient portfolio that looks ahead—"underwriting fro...

    1 h 9 min
  8. Dakota Live! Podcast: Respecting the Process with Wilshire

    2 OCT.

    Dakota Live! Podcast: Respecting the Process with Wilshire

    In this episode of the Dakota Live! Podcast, Robert Morier sits down with Steven Foresti, Senior Advisor of Investments at Wilshire, who brings over 30 years of experience in investment management. Steve has played a key role in shaping Wilshire’s research efforts and supporting both public and private market strategies.Wilshire offers a wide range of investment solutions and services for institutional investors, financial advisors, and intermediaries. They focus on tailored advisory and outs...

    47 min
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Notes et avis

5
sur 5
8 notes

À propos

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. 

Informations

  • Création
    Robert Morier
  • Années d’activité
    2022 - 2024
  • Épisodes
    105
  • Classification
    Tous publics
  • Copyright
    © 2024 Dakota Live! Podcast
  • Site web de l’émission
    Dakota Live! Podcast

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