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 pri ..read more

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 an ..read more

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 throu ..read more

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 ..read more

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 t ..read more

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 em ..read more

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 compr ..read more

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 ..read more

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 ..read more

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 allocato ..read more