74 episodes

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. 

Dakota Live! Podcast Robert Morier

    • Business
    • 5.0 • 8 Ratings

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. 

    Dakota Live! Podcast: Private Market Innovation and Insights with Hamilton Lane

    Dakota Live! Podcast: Private Market Innovation and Insights with Hamilton Lane

    In the latest episode of the Dakota Live! Podcast, Robert Morier welcomes John Brecker and Jackie Rantanen from Hamilton Lane. Discover how Hamilton Lane, one of the largest private market investment firms globally, leverages its extensive experience to offer innovative solutions to institutional and private wealth investors worldwide.

    Hamilton Lane provides innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs nearly 700 professionals operating in offices throughout North America, Europe, Asia Pacific, and the Middle East.

    Hamilton Lane has over $903 billion in assets under management and supervision, composed of $120 billion in discretionary assets and nearly $783 billion in non-discretionary assets, as of December 31, 2023.

    John Brecker, Managing Director on the Client Solutions team, shares his journey from financial advising to shaping investment strategies across Hamilton Lane’s client business. Jackie Rantanen, Head of Investor Solutions, and a pivotal member of several executive committees, discusses the evolution of Hamilton Lane's evergreen strategies and the firm's approach to expanding access to private markets for a broader investor base.

    This episode not only highlights Hamilton Lane's significant role private markets but also provides a deeper understanding of their client-centric approach, the importance of educational outreach, and the firm’s commitment to technology and innovation. Whether you're an industry professional or a curious investor, this discussion will enhance your understanding of private market dynamics and the strategic foresight that drives Hamilton Lane's success.

    From private equity and credit to real assets and infrastructure, Hamilton Lane's approach is holistic and comprehensive. Tune in to uncover the intricacies of private market investments and what helps Hamilton Lane stand out in this competitive landscape.

    • 44 min
    Dakota Live! Podcast: Investment Manager Research with Vanguard

    Dakota Live! Podcast: Investment Manager Research with Vanguard

    In the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Matt Piro, Global Head of Oversight and Manager Search at Vanguard. With a staggering $9 trillion in global assets under management, Vanguard stands at the pinnacle of the investment world, and Matt gives us an exclusive look behind the scenes of managing the firm’s approximately $700 billion in subadvisory assets.

    Matt shares his extensive journey of over two decades at Vanguard from a phone representative on the direct client desk to leading Vanguard’s subadvisory investments, overseeing 24 subadvisors, and nearly 80 mandates across more than 50 funds globally. His transition through roles in ESG product strategy, Vanguard’s European leadership, and manager research provides a unique lens into the complexities and nuances of global investment management and the inner workings of Vanguard.

    This episode offers a treasure trove of insights on:


    The evolution of active and passive investments: Where is the industry heading over the next five to ten years?

    The meticulous process of manager research and selection at Vanguard, and how it shapes the investment landscape.

    The significance of transparency and relationship management in sustaining long-term partnerships with investment managers.

    Vanguard's venture into private equity and alternatives, aiming to democratize access to these traditionally exclusive asset classes.

    The pivotal role of mentorship in Matt's career and the profound impact of personal tenacity and work ethic learned from his mother's entrepreneurial spirit.

    Whether you're a seasoned professional in the finance industry or an individual investor looking to understand the gears that drive the investment world, this episode provides invaluable perspectives from one of the leading manager research professionals in the industry at the world's largest mutual fund provider.

    • 1 hr
    Dakota Live! Podcast: Mapping the Future of Alternative Investments with Caprock

    Dakota Live! Podcast: Mapping the Future of Alternative Investments with Caprock

    In this captivating episode of the Dakota Live! Podcast, host Robert Morier welcomes Chris Schelling, Managing Director of Private Markets at Caprock, to explore the intricate world of alternative investments. With a rich background spanning over two decades in the investment industry, Chris has been at the forefront of building portfolios with a keen focus on alternatives, achieving remarkable success through his strategic allocations across hedge funds, real assets, private credit, and private equity.

    Caprock is a multifaceted wealth advisory firm that specializes in providing comprehensive investment and wealth management solutions to high-net-worth individuals, families, and institutional investors.

    Serving over 300 families, Caprock advises on assets of $8.9 billion dollars as of December 31, 2023. Of which, $4.1 billion is allocated to private markets, and $2.2 deployed with impact intentionality. The firm is an SEC-registered investment advisor and a founding B-Corporation headquartered in Boise, Idaho.

    Join us as Chris shares insights from his extensive journey, including the evolution of alternative investments and the importance of sustainability in modern investment portfolios. He also dives deep into his analytical approach to portfolio construction, manager selection, and the critical role of manager research in achieving top-tier investment returns.

    Chris is an influential voice in the investment community, sharing his insights and analyses through various publications including his book, ‘Better Than Alpha.’  His writings delve into the nuances of the illiquidity premium, the dynamics of alternative investments, and the evolving landscape of private equity and hedge funds.

    This episode is a must-watch for anyone interested in the complexities and opportunities within alternative investments, from seasoned professionals to those just starting their journey in the finance industry. Chris's expertise and unique perspectives provide invaluable lessons on navigating the alternative investment landscape and leveraging it for future success.

    Whether you're looking to understand the nuances of private equity, hedge funds, or the impact of technological advancements on investment strategies, this conversation offers a comprehensive overview of the current trends shaping private markets.

    Don't forget to subscribe to our channel for more episodes filled with expert insights and strategies from leading figures in the investment industry. If you find this episode valuable, please like, share, and comment below with your thoughts or questions.

    • 51 min
    Dakota Live! Podcast: Steering Through the Currents: Family Office Wealth Management with Gilder Partners for Growth

    Dakota Live! Podcast: Steering Through the Currents: Family Office Wealth Management with Gilder Partners for Growth

    In this insightful episode of the Dakota Live! Podcast, host Robert Morier sits down with Robert Lovas and Emily Sumner of Gilder Partners for Growth, delving deep into the intricate world of family office investments. Robert Lovas, the firm's President and Chief Operating Officer, and Emily Sumner, the Chief Investment Officer, share their wealth of experience in managing multi-generational wealth, emphasizing growth, sustainability, and the importance of due diligence in today's market.

    Gilder Partners for Growth, LLC is a Registered Investment Adviser that offers a family office approach to investment. The firm is based in Raleigh, NC. Emphasizing multi-generational capital growth rather than capital preservation, Gilder Partners for Growth invests across a variety of liquid and illiquid asset classes, expressing high-conviction themes over various holding periods, and utilizing third-party investment managers as appropriate.

    The firm’s roots were planted by Ginny Gilder, the firm’s founder, and her father through the Gilder family investment office, the Gilder Office for Growth. Ginny Gilder is a managing member of Force 10 Enterprises which owns the Seattle Storm. She is also an acclaimed author, rower, and philanthropist, having been named to represent the United States in two Olympics, and earning a silver medal at the Los Angeles Olympics. She wrote about her experiences in and out of the boat in her memoir, Course Correction.

    This episode covers a wide range of topics, from the challenges and opportunities in asset allocation and diversification for family offices, the impact of sustainability on investment strategies, to the future of family office investments amidst geopolitical and social uncertainties. Robert and Emily also provide invaluable advice for families considering the services of a family office, highlighting the need for clarity, governance, and a personalized approach to investment.

    Listeners will gain insights into the unique investment philosophies at Gilder Partners for Growth, the importance of collaboration and trust in the family office community, and the personal journeys of Robert and Emily that led them to their roles in wealth management. Whether you're a seasoned investor or new to the world of family offices, this episode offers a comprehensive look into the strategies, challenges, and rewards of managing family wealth for growth and sustainability.

    Tune in to this episode of Dakota Live! Podcast to explore the sophisticated landscape of family office investments with two of the industry's most knowledgeable and insightful professionals.

    • 1 hr 25 min
    Dakota Live! Podcast: Mastering Complexity: The OCIO Approach with Meketa Investment Group

    Dakota Live! Podcast: Mastering Complexity: The OCIO Approach with Meketa Investment Group

    In the latest episode of Dakota Live! Podcast, Robert Morier welcomes Brian Dana, Director of Outsourced Chief Investment Officer (OCIO) Solutions at Meketa Investment Group. This episode delves into why a range of institutions are increasingly depending on OCIOs to navigate today's complex investment landscape.


    Brian outlines how Meketa employs its expertise in governance, market intricacies, and the pursuit of alpha through alternative investments and private markets to provide fiduciary solutions, emphasizing manager research and asset allocation analysis.


    Founded in 1978, Meketa is an employee-owned, full-service investment consulting and fiduciary management (OCIO) firm. As an independent fiduciary, it serves institutional investors in non-discretionary and discretionary capacities. As of September 30, 2023, Meketa advises on approximately $1.8 trillion in client assets.


    Discover the tailored investment solutions Meketa crafts to address the unique needs of various allocator segments, showcasing a move towards customized mandates that resonate with individual institutional goals.


    Learn how Meketa navigates modern investment complexities, their stance on sustainability, and the crucial role of technology in boosting portfolio performance. Brian also unveils the upcoming challenges and opportunities for OCIO firms and shares personal stories underscoring the significance of relationships and mentorship within the industry.


    Join us to uncover the future of investment management and obtain invaluable insights from a leading figure in investment consulting and advisory services. This episode is a treasure trove of knowledge, anecdotes, and foresights into OCIO services, perfect for investment professionals, finance students, or anyone intrigued by investment strategy evolution.

    • 53 min
    Dakota Live! Podcast: Mastering Investment Ecosystems with Tom Brakke

    Dakota Live! Podcast: Mastering Investment Ecosystems with Tom Brakke

    In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Tom Brakke, Founder of the Investment Ecosystem, to explore the dynamic landscape of investment manager research and asset allocation. Tom's remarkable journey from portfolio manager and director of research to providing pivotal advice and education in the asset management industry offers invaluable insights into organizational design, investment process, and the art of due diligence.

    As a forty-year veteran in asset management, Tom shares his experiences and lessons learned over a distinguished career, highlighting the importance of adapting to change and the role of effective communication in investment management. The conversation delves into the complexities of manager research, the challenges of narrative and performance evaluation, and the critical nature of organizational design in aligning investment philosophy with operational reality.

    The episode also covers the impact of technological advancements and macro-environmental considerations on investment strategies and decision-making. Tom emphasizes the need for investment firms to stay agile and forward-thinking, shedding light on the significance of understanding market dynamics and the potential pitfalls of traditional investment approaches.

    Listeners will gain a deeper appreciation for the nuanced aspects of asset management and the critical thinking required to navigate the investment landscape successfully. Tom's perspective encourages a reflective approach to investment decisions, stressing the importance of continuous learning and open dialogue within the investment community.

    As the Dakota Live! Podcast continues to bridge the gap between industry thought leaders and asset allocators, this episode with Tom Brakke stands out as a must-listen for professionals seeking to enhance their understanding of the investment ecosystem and its challenges.

    • 45 min

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