In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Jonathan Tubiana, Managing Director, Investments with Abbott Capital.Established in 1986, Abbott Capital Management focuses on creating value for its investors through carefully crafted portfolios of private equity investments. The firm is known for its strategic approach to primaries, secondaries, and co-investments, emphasizing the depth of its market insights and the strength of its global relationships. Since joining Abbott Capital in 2009, Jonathan has played a pivotal role in guiding the firm's investment strategy. With a background in finance from Grenoble School of Finance (France) and NYU Stern School of Business, Jonathan brings a wealth of knowledge and international perspective to his role.Episode Highlights:Jonathan's career journey and evolution at Abbott Capital.The importance of team dynamics and cognitive diversity in investment decisions.How Abbott Capital sources and evaluates private equity managers.The impact of private wealth and product innovation on private equity.Join us as Jonathan shares his journey, insights, and expertise in formulating high-performing private equity portfolios and fostering strong client relationships.Tune In to Learn:The process and criteria for evaluating private equity managers.How Abbott Capital manages risk and portfolio construction.The significance of long-term relationships and client expectations.The role of innovation and emerging trends in private markets.Don't miss this insightful conversation with Jonathan Tubiana and learn more about Abbott Capital.

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Rob Roy, Senior Vice President, Chief Investment Officer, and Co-Head of Environmental Sustainability at AdventHealth.Rob oversees investments for one of the nation’s largest faith-based health systems, which include operating capital and employee retirement portfolios totaling approximately $18 billion. In addition, he co-leads the company's environmental profile transformation, including all emissions, waste, and water streams, and cooperates on the company-wide ESG reporting.Rob shares the innovative strategies that have transformed AdventHealth's investment portfolio, emphasizing risk management and data-driven decisions. Discover how AdventHealth has evolved from a precarious financial position to a robust, risk-balanced portfolio, leveraging strategic partnerships and a generalist team model to navigate complex investment landscapes.Rob also delves into AdventHealth's commitment to sustainability and resilience. Learn about their dual focus on reducing environmental impact and increasing resilience to climate change, with initiatives spanning emissions, waste, and water management. Explore how strategic investments in renewable energy and workforce housing not only align with their mission but also provide strong financial returns. Rob's journey from bond trading to leading a major healthcare investment team offers valuable lessons in continuous learning, curiosity, and the power of collaboration.Join us for this inspiring conversation that blends technical insights with personal reflections. Rob's dedication to aligning investment strategies with organizational values and mission-driven goals is a testament to effective leadership.

Welcome to our latest episode of the Dakota Live! Podcast. In this special episode, we recorded live from North Dakota State University in Fargo, bringing together a panel of distinguished guests to explore the growth of capital in the state and how investment decisions from the State’s Department of Trust Lands, North Dakota State University (NDSU) Foundation, and its student-managed investment strategy come together at the intersection of education, energy, and investment policy in this nuanced institutional market.Our goal at Dakota Live! is to demystify the investment sales ecosystem by introducing you to the key participants, from chief investment officers to research professionals and consultants down to the next generation of investment professionals.We’re diving deep into the heart of investment strategy and education to demonstrate the inter-connectedness of our nation's public pension systems and the institutions they support.Meet Our Panel:Allyson Peterson: Chief Financial Officer at the NDSU Foundation, overseeing the long-term growth and investment of Foundation assets.Jon Spahn: President of the NDSU Bison Fund, a student-run equity fund providing real-world investment experience.Frank Mihail: Chief Investment Officer at the North Dakota Department of Trust Lands, managing investments for the state's Sovereign Wealth Fund.Joe Heringer: North Dakota Commissioner of University and School Lands, driving policy and strategic direction.In This Episode:Introductions and Interconnectedness: How our guests are connected and their shared mission to advance the interests of North Dakota and NDSU.Investment Strategies and Processes: Insight into the strategies behind managing the NDSU Bison Fund and the Trust Lands' $7 billion portfolio.Educational Impact: The role of the NDSU Foundation in supporting the university’s goals through effective asset management.Career Advice for Students: Our panel shares invaluable advice for students about to enter the finance world.Highlights:Allyson Peterson discusses the importance of aligning the Foundation’s investments with both long-term goals and immediate university needs.Frank Mihail talks about the process of filling strategic asset allocation gaps and the importance of consistent performance in investment management.Joe Heringer emphasizes the significance of promoting the Trust Lands' mission and fostering transparency.Jon Spahn provides a glimpse into the practical experiences and opportunities offered by the Bison Fund to NDSU students.This episode is packed with actionable insights and career advice for aspiring finance professionals, and anyone interested in the intricacies of institutional investment.Special Thanks: A heartfelt thank you to North Dakota State University for hosting us and to Jon Spahn for coordinating this opportunity.

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Joe Cortese, Partner, and Senior Consultant with Fiducient Advisors.Fiducient Advisors is a full-service asset advisory business founded in 1995. With 215 professionals and $309 billion in assets under advisement (as of December 31, 2023), Fiducient is one of the premier consultancy businesses in the US with providing investment consulting services to retirement plans, endowments and foundations, private clients, and financial institutions.In this episode, Joe shares his wealth of knowledge and insights on the subtleties of asset allocation, investment strategy design, manager research and selection, and the evolving landscape of investment consulting.Whether you’re a seasoned investor or new to the field, this episode offers critical insights into managing complex investment portfolios and navigating the challenges of today’s financial landscape.Disclosure:This video is intended for the exclusive use of clients or prospective clients of Fiducient Advisors LLC. The information contained herein is intended for the recipient, is confidential and may not be distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecasts represent future expectations and not actual returns; volatilities and correlations will differ from forecasts. This video does not constitute a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisors' research and professional experience, and are expressed as of the date of this video. Please consult with your advisor, attorney, and accountant, as appropriate, regarding specific investment advice. Past performance does not indicate future performance, and there is a possibility of loss.This video does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting, or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Fiducient or consult with the professional advisor of their choosing.Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or a representation as to the future.

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Scott Anderson, Chief Investment Officer for the North Dakota Retirement & Investment Office (RIO), which coordinates the activities of the State Investment Board and the Teachers’ Fund for Retirement.Join us as we delve deep into the intricacies of investment management and asset allocation, and Scott's strategic approach at the helm of one of the nation’s significant investment offices.Scott discusses the unique challenges and opportunities in managing a diverse portfolio that includes public and private markets, detailing his philosophy on long-term investments and how they adapt to market changes.This episode offers invaluable insights into effective asset allocation, the impact of technological advancements in investment strategies, and Scott's proactive approach to team building and leadership.Episode Highlights:Comprehensive Investment Strategy: Scott shares his transition from technology to investment, highlighting his role in managing $21 billion in assets, including pension funds and a sovereign wealth fund. His approach combines rigorous analytics with a strategic vision, focusing on internal direct investments to enhance control and reduce dependency on external managers.Innovative Internal Programs: The discussion unveils the launch of internal direct investment programs aimed at improving investment returns and operational efficiencies. Scott emphasizes the shift towards internal management of funds, which supports more strategic asset allocation and risk management..Adaptability in Asset Allocation: Scott explains how North Dakota’s investment strategies are adapted to market conditions to optimize the portfolio performance over the long term. He shares insights into how diverse allocations help mitigate risks and capitalize on opportunities across different market cycles.Technological Integration: The episode covers the integration of advanced technologies, including machine learning and AI, to streamline operations and improve decision-making processes within the investment office.Future Goals and Strategies: Looking forward, Scott discusses ambitious plans to expand the state’s investment capabilities, including enhancing the state's cash management strategies and further developing internal management capacities.Whether you're a professional in the investment community or interested in the nuances of public sector investment management, this episode provides essential knowledge and strategies to enhance your understanding of institutional investment frameworks.

In this enlightening episode of the Dakota Live! Podcast, host Robert Morier sits down with Breanna Stein Genecov, Director of Portfolio Solutions and OCIO with Makena Capital. With a background in risk management, portfolio strategy, and manager selection, Breanna offers a deep dive into the complex world of Makena Capital’s OCIO business and how the firm shapes investment outcomes for a diverse client base.Makena Capital Management, LLC was formed in 2005 by senior executives from the Stanford Management Company along with other leading practitioners from elite North American endowments and foundations.The firm offers investment expertise, scale and access to a diverse client base which includes endowments, foundations, family offices, sovereign wealth funds and international institutions focused on preserving and growing multigenerational capital. As of December 2023, the firm is responsible for over $20 billion in capital under management.Beginning as an intern with Makena Capital to her role today, supporting the design, implementation, and management multi-asset class portfolios, Breanna enhances our understanding of the role of the OCIO and the strategic decisions that drive Makena’s investment strategy. With an MBA from Stanford Graduate School of Business, her insights are grounded in substantial academic and practical experience, making her perspective invaluable to anyone interested in the dynamics of manager selection and asset allocation.Episode Highlights:The Role of OCIO: Explore how OCIOs like Makena Capital manage investments for endowments, foundations, and family offices, ensuring their long-term financial health and growth.Career Insights: Breanna discusses her career trajectory, including her shift from covering natural resources to multi-asset class solution management, and the impact of her education on her professional path.Investment Strategies: Gain insights into Makena Capital's approach to investment, focusing on risk management, asset allocation, and the key attributes Makena looks for in asset management partners.Future of Investing: Discussion on the evolution of investment strategies in response to market changes.Whether you're a professional in the industry or an interested observer, there's something in this episode for everyone.

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.

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.

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.

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.

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.

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.

In this engaging episode of the Dakota Live Podcast, Robert Morier welcomes Harison Sidhu, Head of Manager Selection and Due Diligence at Fiduciary Trust Company. Join us as we delve into Harison's experience in the finance industry, covering his strategic approach to investment manager selection, the intricacies of due diligence, and his perspective on asset allocation.Fiduciary Trust Company was founded as a family office in 1885 and incorporated as a trust bank in 1928. Throughout their history, Fiduciary Trust has maintained a proud tradition of providing clients with objective and comprehensive investment management, trust, estate settlement, and other services. With over $23 billion in assets under supervision, Fiduciary Trust focuses on Investment portfolios tailored to client needs.Harison emphasizes the need for a clear understanding of how managers aim to achieve outperformance, their competitive advantage, and in which market environments their strategies are likely to succeed. He highlights the significance of in-person meetings with key decision-makers to fully grasp a strategy. Furthermore, Harison delves into the extensive research undertaken to complement these discussions, including analysis of past returns and current holdings to gauge how a strategy generated historical returns and what factors will drive future returns. This rigorous approach ensures alignment with narratives presented by managers and confirms a solid understanding of the underlying strategy.Harison also shares personal insights, from the influence of his family and mentors on his career path to his thoughts on the impact of technology and AI in investment management. His unique blend of personal anecdotes and professional expertise offers listeners valuable lessons on navigating the complexities of the investment management landscape. This episode not only illuminates the technical prowess required in finance but also the human elements that drive the industry forward. The conversation also touches on the significance of sustainability in investment decisions, reflecting on how these factors are integrated into Fiduciary Trust's operations.Harison's role at Fiduciary Trust highlights the company's dedication to meticulous investment manager selection and due diligence, ensuring that client investments are managed with the utmost care and professionalism. This episode is a must-watch for anyone interested in the nuances of investment management and the principles that guide industry leaders in making informed, strategic decisions.

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 Drexel University's Endowment, discussing the transformative policies and operational improvements she has implemented. These strategic shifts have not only repositioned assets into a more resilient structure but have also led the endowment to rank in the top 10 percent of the Wilshire Consulting Foundations and Endowment Universe for five consecutive years.Along the way, Catherine touches on her involvement in significant projects such as the acquisition of St. Christopher's Children Hospital and the development of Schuylkill Yards—an initiative turning 10.4 acres of endowment real estate into a leading innovation hub. Her insights into these projects provide a fascinating look into the intersection of investment strategy and real-world impact.Furthermore, Catherine discusses her philosophy on investment biases and the importance of self-reflection in decision-making. She emphasizes the value of learning from experience and the necessity of questioning one's own conclusions to avoid potential pitfalls in investing.Whether you're an asset manager, an asset owner, an educator, a student, or simply someone fascinated by the intricacies of investment strategies and their implications, this episode offers a deep dive into the mind of one of the industry's most thoughtful and successful leaders. Tune in to gain a wealth of knowledge on navigating the complex investment landscape, managing an endowment, and making strategic decisions that drive success and innovation.Don't miss this captivating conversation that bridges the gap between theory and practice, providing listeners with actionable insights and a comprehensive understanding of the challenges and opportunities in the world of institutional investments.

As Chief Investment Officer, Timothy Chubb oversees Girard’s investment process and creates strategies that are designed to meet the unique financial needs of every client. Tim passionately shares his knowledge of financial markets and the economy in the latest episode of the Dakota Live! Podcast.In this special edition release, Tim takes the Dakota Live! team through Girard’s approach to manager research and selection and what a potential client partnership looks like with their firm. Join us as we come to better understand Girard and their allocation to various asset classes and investment strategies.Legacy and leadership capture the essence of Girard’s rich history, inspired by the legacy of Stephen Girard, founder of Girard Bank and the firm’s evolution into a comprehensive wealth advisory practice under Univest Financial Corporation. The conversation highlights the journey from its roots in the early 19th century to its current position as a leader in providing innovative financial solutions. With a continuity of core values and dedication to serving clients' needs through changing times, Tim shares both the historical depth and forward-thinking approach of Girard.Girard is a comprehensive wealth advisory practice backed by the strength and stability of Univest Financial Corporation. Girard is made up of multiple affiliated entities including two investment advisor firms, a broker/dealer and the Trust Department of Univest Bank and Trust Co. With $4.5 billion in assets under management and $7.8 billion in total assets, Girard and Univest Trust Company advise clients that include private wealth, investment management, and consulting relationships for municipal pension, retirement, non-profit, and foundation assets.

In our latest episode of the Dakota Live Podcast, host Robert Morier engages in an insightful conversation with Todd Glickson, a renowned consultant and Head of the North American Investment Management Practice for Coalition Greenwich, a division of CRISIL. The discussion offers an in-depth exploration of the ever-evolving investment management landscape, highlighting the critical importance of agility for asset managers in today's fast-paced market environment.Todd shares invaluable insights drawn from his latest research paper, "The Agility Advantage," providing asset managers and allocators with actionable strategies to enhance their agility and, consequently, their competitive edge. The conversation covers a broad spectrum of pertinent topics, including asset management and portfolio construction trends, top traits associated with asset manager agility, and how allocators can identify client-centric business models in their asset management partners.Moreover, the episode delves into the significance of innovative technologies such as artificial intelligence in reshaping investment strategies and client engagement. Todd and Robert discuss the challenges of client onboarding, the nuances of client service excellence, and the implications of industry consolidation on both large firms and boutiques.This episode is a must-listen for investment professionals seeking to navigate the complexities of the investment sales ecosystem with greater agility and foresight. Join us to gain a deeper understanding of the strategies that define success in the investment industry today. Don't miss out on these critical insights that could redefine your approach to investment management, client service, and manager research and selection.

In our latest episode of the Dakota Live! Podcast, join us as we delve into the intricate world of pension fund investment with Andy Greene, Chief Investment Officer at the Toronto Transit Commission Pension Plan (TTCPP). With an impressive career spanning over 25 years in pension and investment management, Andy brings a wealth of experience and insights into managing the $8.2 billion defined benefit fund dedicated to the financial retirement security of Toronto's public transport network employees.Andy's journey from Chicago to Toronto, through various pivotal roles in the investment industry, including his tenure at OPTrust and significant contributions to the University of Wisconsin Foundation, paints a vivid picture of his profound impact on the pension fund industry. Under his leadership, TTCPP has seen substantial growth and innovation, particularly in embracing technology, private investments, and hedge fund strategies into its investment process.This episode not only explores Andy's strategic approach to balancing stability with returns in a challenging economic landscape but also highlights his successful efforts in building a dedicated investment team from the ground up. With insightful discussions on the importance of sustainability, the role of technology in enhancing investment decision-making, and the challenges and opportunities facing pension funds today, this conversation is a must-listen for anyone interested in the future of pension fund investment.For more insights into Andy Greene's leadership and the strategic initiatives propelling the TTC Pension Plan forward, be sure to tune into this insightful conversation.

In this insightful episode of the Dakota Live! Podcast, host Robert Morier is joined by Catharine Burkett, the former Co-Director of Private Investments at LCG Associates. Catharine shares her extensive experience in the investment industry, focusing on LCG’s strategic approach to private investments. Founded in 1973, LCG is an employee owned, full service national consulting firm headquartered in Atlanta, Georgia.With a career spanning various aspects of private markets, including venture capital, private equity, and private market fund-of-funds management, Catharine offers valuable insights into the challenges and opportunities facing investors and fund managers today within private market investing.This episode delves into Catharine's journey through the investment landscape, LCG’s strategies for assessing and engaging with private market investment opportunities, and her thoughts on current market trends. Whether you're an investment professional seeking to understand the nuances of due diligence and private market manager research or someone interested in the behind-the-scenes decision-making processes within investment consulting, this episode offers a wealth of knowledge and expertise.Tune in to gain a deeper understanding of the dynamics of private market manager research and asset allocation and the critical importance of due diligence in achieving investment success from one of the leading investment consultants in the industry.Disclosure:The views expressed in this podcast may not necessarily reflect the views of LCG Associates, Inc. and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. This material is for informational purposes.  The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions.

Mili Rosen, CFA, a Senior Investment Analyst at Brinker Capital Investments joins us for the latest episode of Dakota Live! In this insightful episode, join us as we delve into a comprehensive discussion with Mili about her career journey, her role at Brinker Capital Investments, and the nuances of investment management and manager research.Mili shares her insights on various topics, including the challenges of manager research in both public and private markets, the importance of technology in investment analysis, and the approach to early-stage, emerging managers.Throughout the conversation, Mili emphasizes the importance of understanding the qualitative aspects of investment management, such as the team dynamics and culture of investment firms, alongside quantitative analysis. She also discusses the role of technology in enhancing investment research and touches on topics like liquid alternatives and digital assets in the context of modern investment strategies.The episode is informative for those interested in the world of investment management, providing a glimpse into the day-to-day responsibilities and considerations of a Senior Investment Analyst and the broader trends in the industry. Mili’s journey, from her education at Penn State University to her current role, also serves as an inspiring narrative for aspiring investment professionals.Along the way, learn what led Mili to be named one of Citywire’s 2023 Rising Stars in manager research.Disclaimer:Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. Investing involves risks including possible loss of principal.

In this special rerelease of one of our most insightful episodes, we revisit our enlightening conversation with Jennifer DeSisto, the Chief Investment Officer of Anchor Capital Advisors. With $7.4 billion in assets under management as of September 30, 2023, Jennifer brings a wealth of knowledge and experience in asset allocation, manager selection, and portfolio management.In this episode, Jennifer takes us through her professional journey, detailing the evolution of her career in manager research and asset allocation, and the lessons learned along the way. She offers a behind-the-scenes look at managing a diverse portfolio and balancing in-house strategies with external manager selection, highlighting the strategic approach of Anchor Capital in managing approximately $4.9 billion with external managers across all asset classes.Jennifer also delves into the crucial aspects of business management and product development within Anchor Capital, discussing how the firm adapts to market demands and technological advancements.For aspiring finance professionals and industry enthusiasts, this episode is packed with invaluable advice and perspectives from one of the industry’s leading investment minds. Whether you’re hearing it for the first time or revisiting it, this episode with Jennifer DeSisto is an essential listen for anyone interested in the dynamics of investment management and the evolving RIA landscape.