In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Matthew Wright, founder of Disciplina Group and former Chief Investment Officer at Vanderbilt University, for a deep dive into manager research, due diligence, and portfolio construction in the OCIO market.
Matthew shares his philosophy for sourcing and underwriting emerging managers, with a particular focus on boutique, employee-owned firms that bring a true “edge” to private markets, venture capital, and hedge funds.
He explains how Disciplina builds conviction-driven allocations in less efficient markets, balances liquidity and return expectations, and integrates alternatives into client portfolios for mission-based institutions.
In this episode:
- How to find and evaluate emerging managers before the crowd
- Building a repeatable due diligence process for alternatives
- Opportunities in multi-stage venture capital and niche private strategies
- Hedge funds as true diversifiers, not equity proxies
- Why conviction sizing matters as much as diversification
If you want to hear how a seasoned CIO approaches alternative investing and manager selection and learn strategies to sharpen your own process, this conversation is for you.
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