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Artwork for Dakota Live! Podcast

Dakota Live! Podcast

Robert Morier
Private Equity
Private Markets
Venture Capital
Investment Strategies
Asset Management
Investment Management
Dakota Marketplace
Manager Research
Investment Consulting
Private Credit
Fixed Income
Hunter Swanson
Asset Allocation
Character Science
Wealth Management
Manager Research Process
Artificial Intelligence
Hedge Funds
Risk Management
Leadership Coaching

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 ex... more

PublishesWeeklyEpisodes186Founded4 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Dakota Live! Podcast

Latest Episodes

Few investment leaders have spent more than three decades selecting, evaluating, and overseeing the world's best investment managers. Even fewer have done it while leading one of the industry's largest multi-asset investment platforms.

In this speci... more

The lines between institutional investing and wealth management are disappearing.

In this episode of Dakota Live, Robert Morier sits down with Dhruv Maniktala, CFA, Chief Investment Officer and Partner at True North Advisors and CIO of Western Alter... more

On this episode of Dakota Live!, host Robert Morier sits down with Tim Yates, President & CEO of Commonfund OCIO, whose path to leading an $18 billion investment platform is anything but typical — he started out teaching Spanish and Italian at Fordha... more

On this episode of Dakota Live!, Robert Morier sits down with Chris Brimsek, Founder and Managing Partner of CAB Advisory, for a deep discussion on one of the most important—and underexplored—topics in private markets: how great investment firms are ... more

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Founders
FoundersDavid Senra

Recent Guests

Kathryn Fisher
Chief Wealth Strategist at Fulcrum Capital
Fulcrum Capital
Episode: Inside Modern Wealth Management: How Top RIAs Build Portfolios, Select Managers & Manage Risk
Hans Krippaehne
Director of Investments at Fulcrum Capital
Fulcrum Capital
Episode: Inside Modern Wealth Management: How Top RIAs Build Portfolios, Select Managers & Manage Risk
Stephen Chase
Associate Director of Investments, Drexel University Investment Office
Drexel University
Episode: From Anthropology to Investing: How Drexel's Endowment Makes Investment Decisions with Stephen Chase
Ryan Hickey
Chief Executive Officer
SEI
Episode: Where Investors are Allocating | Insights from Dakota Live! On The Road
Melody Koh
Partner at NextView Ventures, seed-stage venture capital firm
NextView Ventures
Episode: The Future of Venture Capital: AI, Seed Investing, and the New Founder Playbook
Michael Gates
Managing Director and Head of Model Portfolio Solutions for the Americas, BlackRock
BlackRock
Episode: BlackRock’s Michael Gates on Model Portfolios, AI, Bitcoin ETFs & the Future of Wealth Management
Dave Sekula
CEO and Executive Director of Global Tax Management (GTM)
Global Tax Management
Episode: Why Tax Is Moving Upstream in Institutional Investing | Dave Sekula, CEO of GTM
Andrew Deck
Vice President and Head of Alternative Investments at LPL Financial
LPL Financial
Episode: Inside LPL’s Alternatives Platform: Manager Research, Due Diligence & What’s Next
Matt Doyle
Head of Investment Due Diligence at LPL Financial
LPL Financial
Episode: Inside LPL’s Alternatives Platform: Manager Research, Due Diligence & What’s Next

Host

Robert Morier
Host of the Dakota Live! Podcast

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#52
Argentina/Business/Investing
Apple Podcasts
#226
Argentina/Business

Talking Points

Recent interactions between the hosts and their guests.

Dakota Live! Podcast: Inside the WK Kellogg Foundation's Investment Strategy with Shanelle Brown
Q: What role does your LP network play in sourcing and evaluating managers?
The LP network is crucial; relationships help you understand different approaches, and peers can provide insights and trusted referrals when evaluating strategies.
Dakota Live! Podcast: Inside the WK Kellogg Foundation's Investment Strategy with Shanelle Brown
Q: How do you balance sourcing new managers with monitoring existing ones?
There is no formal re-underwriting cycle, but each lead sets the cadence for meetings; public equities involve regular touchpoints to understand portfolio impact while not overburdening managers.
Dakota Live! Podcast: Inside the WK Kellogg Foundation's Investment Strategy with Shanelle Brown
Q: Could you walk us through what that typical manager underwriting process looks like?
We use a two-stage voting process led by the asset class team, starting with a light due-diligence phase and moving toward deeper dives with the full team, on-site meetings, and substantial quantitative work before a final decision.
Dakota Live! Podcast: Inside the Private Markets Playbook with HB Wealth
Q: How do you approach sourcing ideas and the typical underwriting/due diligence process?
Sourcing is broad and ongoing, involving conversations with placement agents, LPs, and inbound pitches; the due diligence process emphasizes pattern recognition, team assessment, and long-term relationship potential, with a structured approach to onboarding managers.
Dakota Live! Podcast: Inside the Private Markets Playbook with HB Wealth
Q: What are the core non-negotiables you look for when evaluating managers for HB Wealth's funds?
Alignment is key; managers must have their own stake in their funds, and the due diligence considers LP agreements and long-term potential, with emphasis on how alignment translates into future fund performance.

Audience Metrics

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Frequently Asked Questions About Dakota Live! Podcast

What is Dakota Live! Podcast about and what kind of topics does it cover?

This show centers on the intersection of investment decision-making and practical, real-world investing. Episodes frequently feature senior practitioners from large advisory platforms, endowment and foundation teams, family offices, and boutique asset managers, discussing topics like manager research, due diligence, OCIO models, private markets, and portfolio construction. The format often blends governance, education, and hands-on storytelling with actionable takeaways for allocators, advisors, and emerging managers. Notable threads include the balance of risk and liquidity in private markets, the role of governance and transparency in fiduciary work, and how capital disciplines—whether in branding, capital discipline, or total portfolio t... more

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How many episodes of Dakota Live! Podcast are there?

Dakota Live! Podcast launched 4 years ago and published 186 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Dakota Live! Podcast?

Recent guests on Dakota Live! Podcast include:

1. Kathryn Fisher
2. Hans Krippaehne
3. Stephen Chase
4. Ryan Hickey
5. Melody Koh
6. Michael Gates
7. Dave Sekula
8. Andrew Deck

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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