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Dakota Live! Podcast

Robert Morier
Private Equity
Investment Strategies
Investment Management
Asset Management
Investment Consulting
Venture Capital
Hunter Swanson
Character Science
Manager Research Process
Dakota Marketplace
Manager Research
Asset Allocation
Risk Management
Wealth Management
Leadership Coaching
Macroeconomic Research
Demarche Associates
Finance
Investment Analytics
Windrose Advisors

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

PublishesWeeklyEpisodes154Founded3 years ago
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InvestingBusiness

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Artwork for Dakota Live! Podcast

Latest Episodes

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Paul Cavazos, Senior Vice President and Chief Investment Officer at American Beacon Advisors.

Paul brings more than 25 years of experience managing institutional portfolio... more

In this episode of dakota live!, host Robert Morier sits down with Chrissie Pariso, Managing Partner of MPowered Capital, to discuss what it takes to identify, underwrite, and empower the next generation of investment managers. With over two decades ... more

In this episode, host Robert Morier sits down with Kyle Marmelstein, Investment Director at Crewcial Partners, live from Newport, Rhode Island.

With over 15 years in institutional consulting and manager research, Kyle shares insights into building l... more

Recorded from the beautiful Castle Hill Inn in Newport, Rhode Island, this special episode of the Dakota Live! Podcast captures the energy and insights of the Havener Capital Partners StorySales Accelerator Capstone Event.

In this conversation, host... more

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Recent Guests

Sam Johnson
Director of Investments at Loyola University Chicago
Loyola University Chicago
Episode: Dakota Live! Podcast: The Specialist Equities Model with Loyola University Chicago
Leslie Lenzo
Chief Executive Officer and Chief Investment Officer of the Hershey Trust Company
Hershey Trust Company
Episode: Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company
Ted Seides
Host of the Capital Allocators Podcast, author and advisor in investments
Capital Allocators LLC
Episode: Dakota Live! Podcast: Private Equity Deals with Ted Seides of Capital Allocators
Alex Band
Chief Investment Officer of Partners Capital
Partners Capital
Episode: Dakota Live! Podcast: The Importance of Portfolio Innovation with Partners Capital
Hunter Swanson
Senior Research Coordinator at DeMarche Associates
DeMarche Associates
Episode: Dakota Live! Podcast: Inside the Manager Research Process with DeMarche
Andrew Davis
Head of Macroeconomic Research with Bryn Mawr Trust.
Bryn Mawr Trust
Episode: Dakota Live! Podcast: Macro Insights with Bryn Mawr Trust
Angela Williams
Senior Investment Analyst at CIBC Private Wealth
CIBC Private Wealth
Episode: Dakota Live! Podcast: Consistency and Culture with CIBC Private Wealth
Eric Gerster
Chief Investment Strategist at AlphaCore Wealth Advisory
AlphaCore Wealth Advisory
Episode: Dakota Live! Podcast: Unlocking the Power of Alternatives with Eric Gerster of AlphaCore
Adam Choppin
Vice President and Assistant Portfolio Manager of Multi-Manager Strategies
Xponance
Episode: Dakota Live! Podcast: Inverting the Manager Research Process with Xponance

Host

Robert Morier
Host of the podcast, likely providing insights and facilitating discussions on investment topics with various experts in the industry.

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Dakota Live! Podcast: Inverting the Manager Research Process with Xponance
Q: What are the long-term goals that Xponance is focusing on?
Xponance is aiming for scalability in its passive investment offerings while expanding judiciously into private markets and credit.
Dakota Live! Podcast: Inverting the Manager Research Process with Xponance
Q: How should asset owners be thinking about capturing growth in India and Latin America?
Asset owners should focus on independent asset managers who can invest in smaller, less liquid markets for unique opportunities.
Dakota Live! Podcast: Inverting the Manager Research Process with Xponance
Q: What makes a good research analyst from your perspective?
A good research analyst should be a hungry learner who has the drive to absorb knowledge and adapt to unique processes.
Dakota Live! Podcast: Unlocking Early-Stage Venture Capital with Screendoor
Q: How does a culture of yes translate to the way that you, Layne, Jamie, and Lisa work together?
By ensuring that if something is important to any team member, it is important to all, fostering an environment where ideas are explored and diverse perspectives lead to better decisions.
Dakota Live! Podcast: Unlocking Early-Stage Venture Capital with Screendoor
Q: What unique gaps or needs do you still see in the market today, and how is Screendoor evolving to meet them?
There are distinct gaps where some LPs, due to size or bandwidth constraints, struggle to invest in emerging managers, and Screendoor helps bridge that gap by providing strategic partnerships.

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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?

The content primarily centers on investment strategies, with an emphasis on a variety of financial topics such as private equity, macroeconomic research, and the intricacies of investment consulting. Noteworthy conversations include insights from investment professionals who thrive in niche areas, like mission-driven investing, alternative assets, and portfolio innovation. Unique to this series is its focus on building relationships within the investment community while providing actionable insights and expert opinions on navigating a complex financial landscape. This makes it particularly appealing to those involved in investment management and seeking to deepen their understanding of industry dynamics and best practices.

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How many listeners does Dakota Live! Podcast get?

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What are the audience demographics for Dakota Live! Podcast?

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To see how many followers or subscribers Dakota Live! Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Dakota Live! Podcast?

These podcasts share a similar audience with Dakota Live! Podcast:

1. Dakota Rainmaker Podcast
2. How I Invest with David Weisburd
3. Value Investing with Legends
4. Capital Allocators – Inside the Institutional Investment Industry
5. The Memo by Howard Marks

How many episodes of Dakota Live! Podcast are there?

Dakota Live! Podcast launched 3 years ago and published 154 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Dakota Live! Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Dakota Live! Podcast?

Recent guests on Dakota Live! Podcast include:

1. Sam Johnson
2. Leslie Lenzo
3. Ted Seides
4. Alex Band
5. Hunter Swanson
6. Andrew Davis
7. Angela Williams
8. Eric Gerster

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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