Dakota Live! Podcast

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Chris Burrows, Partner at Cerity Partners, to explore the modern allocator’s toolkit for private market manager selection.

With nearly two decades of experience leading private markets research, Chris shares how data, technology, and deeper qualitative insights have reshaped due diligence—going far beyond past performance.

From virtual ...

In this compelling episode of the Dakota Live! Podcast, host Robert Morier sits down with Renee Hanna and Kailey Ransom from Baylor University's Office of Investments to explore how a mission-driven approach informs manager research, team dynamics, and long-term investment success.

Baylor’s $2.1 billion endowment supports a range of initiatives including scholarships and professorships—and behind the numbers is a deeply collabo...

In this episode of the Dakota Live! Podcast, host Robert Morier welcomes back Jennifer DeSisto, Chief Investment Officer of CW Advisors, for a wide-ranging conversation about her new role and the rapidly evolving RIA landscape.

Now overseeing a $14 billion platform, Jen shares how she's building out CW Advisors’ investment platform from the ground up, integrating private markets, tax-managed strategies, and institutio...

In this special release episode of the Dakota Live! Podcast, we sit down with Jasper Gould and Emile Chilingirian, co-founders of the Brooklyn Youth Charitable Investment Group (BYCIG), just as students in New York and across the country begin their spring break.

It’s a timely opportunity to pause, reflect, and start conversations that matter—like how we talk to our kids about money, investing, and making a difference.

In this unique episode of the Dakota Live! Podcast, Robert Morier sits down with Anthony Minopoli, President and Chief Investment Officer of Knights of Columbus, to explore nearly two decades of leadership, investment insights, and values-based decision making at one of the largest Catholic financial institutions in the world.

What makes this episode stand out is Tony's dual perspective as both an allocator and a form...

In the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Frank Valle, Associate Director of Fixed Income at Marquette Associates, for a thoughtful and practical conversation on manager research, fixed income portfolio construction, and the evolving dynamics of investment consulting.

Frank shares insights from nearly two decades in the industry, offering valuable perspective for both asset managers and inst...

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Demetrius Sidberry, Managing Director at New Catalyst Strategic Partners, to explore the transformative role GP seeding and strategic capital are playing in shaping the future of private markets.

From early-stage seeding opportunities to structured partnerships and growth capital, Demetrius walks us through the increasingly institutionalized wor...

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alec Garza, Managing Partner at Epic Funds, to explore how smaller, differentiated private market investments can drive superior risk-adjusted returns.

Epic Funds specializes on identifying and partnering with managers in niche, under-the-radar segments of private markets, collaborating through primary funds and co-investments to unlock distinct...

With increasing market volatility and shifting capital allocations, experienced hands are invaluable. On this episode of the Dakota Live! Podcast, we sit down with Brian LaBore, founder of LaBore Investment Partners, to take a top-down view of today’s markets and the trends shaping manager selection. With over 25 years of investment research and advisory experience, including two decades at Greycourt, Brian has been at the forefron...

Join us for a special live episode of the Dakota Live! Podcast, recorded at Loyola University Chicago. Our latest show presents a unique opportunity to hear from three distinguished leaders in the world of manager research and selection:

• Katharine Wyatt, CIO, Loyola University Chicago
  
  
• Stephanie Szymanski, CIO, Lakeview Capital Management
  
  
• Aoifinn Devitt, Senior Investment Advisor, Moneta
  
  

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In the latest episode of the Dakota Live! Podcast, host Robert Morier welcomes Chris Paolino, Co-Chief Investment Officer at Titan Advisors, a global alternative investment firm managing approximately $3.7 billion for institutional investors. family offices, and high net worth individuals.

With decades of experience in manager research and due diligence, Chris shares his insights into hedge fund investing, portfolio constr...

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Chris Burrows, Partner at Cerity Partners, to explore the modern allocator’s toolkit for private market manager selection.

With nearly two decades of experience leading private markets research, Chris shares how data, technology, and deeper qualitative insights have reshaped due diligence—going far beyond past performance.

From virtual ...

In this episode of the Dakota Live! Podcast, host Robert Morier welcomes Amanda Kane, Director of Private Investments with Windrose Advisors, for an in-depth discussion on private market manager research and its critical role in portfolio construction.

With extensive experience in asset allocation, investment due diligence, and manager selection, Amanda shares insights on navigating private equity, private credit, and vent...

In this episode of The Dakota Live! Podcast, host Robert Morier sits down with Yasir Mallick, Executive Director and Head of Public Markets at CIBC Pension Fund.

Yasir shares insights into the evolving landscape of Canadian institutional investing, detailing his experience in manager selection, due diligence, and portfolio construction across public equity, fixed income, hedge funds, and private markets.

With a ca...

In this episode of the Dakota Live Podcast, Robert Morier sits down with Isabella Mandis, the inspiring founder of Girls Into VC, to explore her journey in venture capital and the future of private markets.

With the increased adoption of private markets in retail portfolios, Isabella shares her insights on how venture capital serves as both a starting ground for company growth and an incredible platform for career developm...

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Marquette Chester, Head of Alternatives, and Michael A.B. Orr, Chief Investment Officer at Xponance Alternative Solutions (XAlts), a subsidiary of Xponance focused on GP stakes investing and emerging manager research.

Headquartered in Philadelphia, Xponance Alternative Solutions brings decades of experience in private equity, private credit, and real...

Explore the world of investment consulting with Lauren Mathias, Senior Vice President at Callan, on this episode of the Dakota Live! Podcast.

Lauren shares her journey from an analyst to a leader in manager research and due diligence, covering non-U.S. equities and her role as Callan's Diversity, Equity, and Belonging Champion.

Gain insights into Callan’s collaborative culture, their bespoke approach to manager evaluation, and t...

Kick off the new year by focusing on what matters most. In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Clare Golla, National Managing Director of Philanthropic Services at Bernstein Private Wealth Management, to explore their unique approach to building financial resilience for families and nonprofits alike.

Clare shares insights into Bernstein's "OCIO Plus" model, where outs...

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Sam Johnson, Director of Investments at Loyola University Chicago, to explore how the university approaches manager research and due diligence.

Rooted in Loyola University Chicago’s value of cura personalis—which emphasizes care for the whole person—Loyola’s investment philosophy reflects a commitment to thoughtful decision-making and long-term impac...