Claim OwnershipDakota Live! Podcast
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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 expertise to make their jobs easier.
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In the latest episode of dakota live!, we step into a part of the market that rarely gets explained well — the mechanics of volatility trading. As equity markets move through higher dispersion, regime shifts, and increasingly systematic flows, some of the most interesting price discovery is happening in derivatives. Volatility isn’t just a hedge or a headline metric. It’s an asset shaped by positioning, liquidity, and structural supply-demand imbalances. We discuss how firms like Zero Delt...
In this special “On the Road” episode of the Dakota Live! Podcast, Robert Morier travels to the University of Tennessee in Knoxville for a live CIO panel discussion on endowment management, private equity, private credit, asset allocation, and manager research & due diligence. Featuring: Rip Mecherle, CIO, University of Tennessee System ($1.8B endowment) Cathy Ulozas, CIO, Drexel University Bridget Sproles, Partner & Co-Head of Healthcare Practice, Cambridge Associates Ryan Farle...
Retail and wealth management platforms inside large banks are increasing exposure to private markets—but not through hype, shortcuts, or “democratization” headlines. They’re doing it through institutional-grade manager research, governance, and due diligence. In this episode of Dakota Live, host Robert Morier sits down with Scott Lavelle, Managing Director and Head of Investment Advisor Research & Product Management at PNC Bank, to unpack how one of the largest U.S. bank platforms evalu...
In this episode of Dakota Live!, host Robert Morier sits down with Scott Schweighauser, Managing Partner of Borealis Strategic Capital Partners, for a wide-ranging conversation on GP seeding, hedge fund history, and why now is such a compelling moment to back emerging managers. Scott brings decades of experience across trading, fund-of-funds investing, and early-stage hedge fund seeding to unpack how the hedge fund industry has evolved—from the early, relationship-driven days through institu...
In this episode of the Dakota Live! Podcast, host Robert Morier welcomes back Chris Schelling for his second appearance on the show—and his first since joining Aksia. Aksia is one of the world’s leading alternatives research and portfolio advisory firms, advising on approximately $400+ billion across private equity, private credit, real assets, and hedge funds. With deep institutional roots and a global footprint, Aksia is known for its rigorous manager research, operational due diligen...
In this episode of dakota live, host Robert Morier sits down with Stephanie Szymanski, Chief Investment Officer of Lakeview Capital Management, for a wide-ranging, practitioner-level conversation on how single-family offices actually invest. Stephanie pulls back the curtain on what it means to run portfolio construction inside a single-family office, covering how family office CIOs think differently from endowments and foundations when it comes to asset allocation, manager selection, liquidi...
In this episode of dakota live!, host Robert Morier sits down with Aaron Dirlam, Co-Founder and Chief Investment Officer of Springtide Partners, for a wide-ranging conversation on building conviction in uncertain markets—and why humility remains one of the most underappreciated edges in investing. Founded in 2017, Springtide Partners has grown into a trusted investment partner for RIAs, family offices, and financial institutions, advising on over $80 billion in client assets. In this discuss...
We’re kicking off 2026 the same way many investors are setting their New Year’s resolutions: by going straight to the source. In our first episode of the new year, Dakota Live goes on site to SEI’s headquarters in Oaks, Pennsylvania to sit down with Ryan Hicke, CEO of SEI Investments (NASDAQ: SEIC). These on-location CEO episodes consistently generate the strongest engagement across our audience of allocators, asset managers, advisors, and institutional sales professionals—and this one delive...
In this special On the Road episode, we travel to Baylor University in Waco, Texas, to record a live, on-campus conversation with some of the most thoughtful allocators and investment leaders in the institutional investment world. Hosted from Baylor’s campus, this episode brings together endowment leadership, OCIOs, asset managers, and students for a wide-ranging discussion on long-term investing, manager research, risk, character, and relationship-driven decision-making—the things that actua...
In this episode of dakota live!, Robert Morier welcomes Scott Perry, Partner and Head of OCIO Portfolio Strategy at NEPC, one of the largest investment consulting firms in the industry. Scott brings nearly two decades of institutional experience and a candid perspective on how the OCIO model is evolving — from portfolio construction and liquidity management to alignment of incentives, pacing, and risk. We cover what it really takes to be an effective discretionary partner in a world define...
In this week’s episode of Dakota Live, Robert Morier sits down with Jennifer Mink, President of Investment Performance Services (IPS). With IPS advising on approximately $70 billion in assets—98% of which are Taft-Hartley (Union) plans—this conversation offers a rare masterclass on how to navigate the unique ecosystem of union pensions. Jennifer takes us behind the curtain of IPS’s rigorous investment consulting practice, breaking down exactly how her team approaches manager research, ...
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 portfolios for major corporate plans—including Chrysler, Boeing, and DTE Energy—before joining American Beacon to lead their investment strategy, manager oversight, and OCIO business. Paul shares how those years as an asset owner shaped the way he evaluate...
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 of allocator experience—from leading Exelon’s Private Equity Manager Program to joining MPowered Capital alongside industry legend Marcia Page—Chrissie offers an insider’s perspective on manager selection, due diligence, and firm building in today...
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 lasting partnerships, managing risk through market cycles, and why empathy and listening are essential tools in the allocator’s toolkit. From the lessons of 2008 to today’s private equity dislocations, Kyle offers a grounded view of wh...
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 Robert Morier sits down with Evan Butler, Investment Analyst at CW Advisors, to explore the art and science of manager research and due diligence from the perspective of both the Chief Investment Officer and the analyst. Evan shares how CW Adviso...
What’s changed—and what still matters—in the OCIO model? In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Adam Lerner, Senior Director of Investments at Prime Buchholz, to unpack how a research-driven OCIO and consulting platform evaluates managers, constructs portfolios, and serves nonprofit clients across endowments, foundations, healthcare systems, and more. Founded in 1988, Prime Buchholz is one of the industry’s leading independent investment consulti...
In this episode of the Dakota Live! Podcast, host Robert Morier welcomes Sean Poe, Director of Investment Manager Research at Key Private Bank, for an insightful conversation about investment philosophy, rethinking career paths, and the art of selecting managers across public and private markets. With a dynamic background that spans equity research, private investing, and operating roles at firms like Wayfair and Lowe’s, Sean brings a unique perspective to portfolio construction and manager ...
In this episode of Dakota Live!, host Robert Morier sits down with Nick Gentile, Interim President and Chief Investment Officer of Knights of Columbus Asset Advisors, to explore how a mission-driven $29 billion organization navigates today’s complex fixed income and alternative markets. Nick Gentile, a seasoned fixed income specialist, offers an inside look at how his team approaches asset allocation, manager selection, and liquidity management while staying true to the Knights’ Catholic inv...
Learn how allocators identify early warning signs, build vision-based trust, and evaluate managers effectively. In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Dr. Dali Ma, Head of the Management Department at Drexel University’s LeBow College of Business, to explore how timeless principles of leadership apply directly to today’s asset management and allocator community. Dr. Ma shares actionable insights that asset managers and allocators can incorporate into ...
On this special episode of the Dakota Live! Podcast, we take a slightly different path from our usual allocator conversations. Thanks to a connection made by one of our Drexel University summer interns, we sit down with Adele C. Oliva, Founding Partner at 1315 Capital, a Philadelphia-based healthcare growth equity firm managing over $1 billion in assets. Adele shares her journey from Baxter and Apex Partners to co-founding 1315 Capital, and how she built a firm dedicated to scaling commercia...
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