Best Ocio Podcasts (2025)

1
The OCIO Playbook with Prime Buchholz 52:13

15d ago52:13

52:13

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,…

1
Empowering Emerging Managers: A Conversation with Chrissie Pariso of MPowered Capital 55:30

10h ago55:30

55:30

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 Cap…

1
Lessons Learned from Boutique Asset Manager Collapses 40:12

9d ago40:12

40:12

In this episode of Rosemont Roundtable, Chris Banholzer joins colleagues Chas Burkhart and Brad Mook to examine the fragile state of long-only, active boutique managers. They explore causes behind widespread AUM declines and firm closures, discuss leadership and ownership challenges, and share insights on building more resilient, sustainable boutiq…

1
Listening First with Crewcial Partners 36:07

1d ago36:07

36:07

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…

1
Manager Research in Focus with CW Advisors 31:10

8d ago31:10

31:10

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 …

1
Reentering with Rigor: Sean Poe on Manager Selection at Key Private Bank 1:02:14

27d ago1:02:14

1:02:14

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…

1
Fixed Income and the Future of Asset Allocation: Inside the CIO Mindset with Nick Gentile 42:08

1M ago42:08

42:08

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 in…

1
Identifying the Hidden Signals in Manager Research with Dr. Dali Ma 57:51

1M ago57:51

57:51

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 directl…

1
Family Law Matters: Protecting Wealth, Preserving Peace 34:56

2M ago34:56

34:56

In this episode of Forthlane Features, Vanessa Hui sits down with Anna-Marie Musson, Managing Lawyer at M & Company. Together, they unravel the complex intersection of wealth, family law, and relationship transitions. From crypto and collectibles to prenups and postnups, Anna-Marie shares expert insights on how high-net-worth individuals can approa…

1
Scaling Healthcare for Life: A Conversation with Adele C. Oliva of 1315 Capital 37:32

2M ago37:32

37:32

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 a…

1
Dakota Live! Podcast: After the Exit - Teaching the Next Generation of Investors with Chris Cesare 1:11:10

2M ago1:11:10

1:11:10

In this episode of Dakota Live!, we sit down with Chris Ceasare, institutional investing veteran, teacher, and mentor—focused on turning theory into practice and helping students and managers communicate what truly matters. From UPS’s pension desk to co-founding Rocaton and navigating the OCIO wave, Chris Cesare has seen how real decisions get made…

1
Dakota Live! Podcast: Client Service as Strategy: Verger Capital’s OCIO Approach 49:19

2M ago49:19

49:19

In this special episode of the Dakota Live! Podcast, host Robert Morier takes the show back on the road to Winston-Salem, North Carolina, where he sits down with Jim Dunn, Chief Executive Officer of Verger Capital Management. From his beginnings as a first-generation college graduate and collegiate soccer goalie to leading one of the most respected…

1
Dakota Live! Podcast: CIO Insights with Caprock’s Vivek Jindal: Building Portfolios Across Public & Private Markets 58:38

2M ago58:38

58:38

Join Dakota Live! as we sit down with Caprock Group CIO Vivek Jindal to discuss his first 100 days, the investment landscape, and where he sees opportunity in alternatives, venture capital, private credit, and impact investing. Discover how Caprock’s culture and customized approach shape long-term success. We’re kicking off a new season of the Dako…

1
Dakota Live! Podcast: Consistency and Culture with CIBC Private Wealth 37:02

3M ago37:02

37:02

In this episode of Dakota Live! Podcast, we sit down with Angela Williams, a Senior Investment Analyst at CIBC Private Wealth in Boston. Angela brings over 25 years of industry experience to her role, where she is responsible for manager due diligence and selection for CIBC Private Wealth's Multi-Manager Investment Program. Angela shares her insigh…

1
Dakota Live! Podcast: Venture Capital Fund of Funds and the Emerging Manager Outlook with Slipstream Investors 53:11

3M ago53:11

53:11

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Edelson, Founder & General Partner of Slipstream Investors, a venture capital fund of funds dedicated to backing emerging pre-seed and seed-stage managers. Alex shares his unique journey from law to venture capital, his lessons as Chief Strategy Officer and COO at Q…

1
Finding the Edge: Sourcing Investment Opportunities with Matthew Wright of the Disciplina Group 58:22

3M ago58:22

58:22

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 emer…

1
Dakota Live! Podcast: Doing the Research: Systematic Investing with Ken Frier of Atlas Capital 41:20

3M ago41:20

41:20

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Ken Frier, Chief Investment Officer at Atlas Capital Advisors, to discuss the role of systematic investing in portfolio construction and decision-making. With more than three decades of experience managing institutional capital at Disney, Hewlett-Packard, Stanford Management …

1
Navigating the OCIO Landscape with Nikki Kraus of Strategic Investment Group 38:55

4M ago38:55

38:55

In this episode of Rosemont Roundtable, Chas sits down with Nikki Kraus, CEO of Strategic Investment Group, a leading $31B pure-play OCIO for endowments, foundations, and other institutions. With over three decades of experience advising investment committees, Nikki shares her perspective on the evolution of the OCIO model, the sustaining principle…

1
Dakota Live! Podcast: Strategic LP Perspectives & the Future of Emerging Managers in Venture Capital 58:41

3M ago58:41

58:41

In this powerful episode of the Dakota Live! Podcast, we dive deep into the future of venture capital, emerging manager selection, and the evolving dynamics between GPs and LPs with two thought leaders reshaping the industry: Rohit Yadav, author of The Big Book of Venture Capital, and Jamie Rhode, Partner at Screendoor, an LP platform backing early…

1
Dakota Live! Podcast: Private Market Manager Research with Windrose Advisors 24:44

4M ago24:44

24:44

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, A…

1
Dakota Live! Podcast: Inside Fixed Income Manager Research with Marquette Associates 47:27

4M ago47:27

47:27

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 …

1
Off the Charts Thinking: A Conversation with Andrew Sarna 33:21

5M ago33:21

33:21

Vanessa Hui and Anthony Berg sit down with Andrew Sarna, Portfolio Manager at Forthlane (Cayman Islands), to dive into the insights behind his widely read macro note, Off the Charts. With over 830 issues published and nearly 2,300 subscribers, Andrew has built a loyal audience by offering sharp, independent perspectives on markets, risk, and macro …

1
Dakota Live! Podcast: Inside the Private Markets Playbook with HB Wealth 40:29

5M ago40:29

40:29

Join host Robert Morier and Andrew O’Shea in this insightful episode of the Dakota Live! Podcast as they sit down with Zach Ruchman, Managing Director of Private Investments at HB Wealth, a $26 billion multi-family office and RIA. With a background that spans from global public policy to direct private equity co-investments, Zach shares his journey…

1
Dakota Live! Podcast: Inside the WK Kellogg Foundation's Investment Strategy with Shanelle Brown 56:30

5M ago56:30

56:30

Join us for an exclusive conversation with Shanelle Brown, Managing Director of Public Equity at the W.K. Kellogg Foundation. With more than a third of the Foundation’s assets under her oversight, Shanelle offers a rare, behind-the-scenes look at how a values-based organization navigates the complexities of global markets while staying grounded in …

1
Dakota Live! Podcast: Empowering Institutional Investors with Callan 40:29

5M ago40:29

40:29

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 C…

1
Dakota Live! Podcast: Private Credit & the OCIO Mindset with Adam Ladd of Windrose Advisors 26:29

5M ago26:29

26:29

Welcome back to the Dakota Live! Podcast—where insights from top allocators and industry professionals meet the practical tools needed to succeed in asset management. In this episode, we head to Boston to meet with Adam Ladd, Vice President at Windrose Advisors, for a conversation about the art and science of manager due diligence—and why private c…

1
Dakota Live! Podcast: Seeding Next-Gen Venture Managers with Main Character Capital 1:02:14

6M ago1:02:14

1:02:14

Join us for an insightful episode of the Dakota Live! Podcast featuring Andrea Lo, Founding and Managing Partner at Main Character Capital. Andrea shares her unique journey across venture capital, fund operations, and blockchain innovation—and how those experiences led her to launch a GP seeding strategy focused on backing the next generation of bo…

1
Dakota Live! Podcast: Reentering with Rigor - Sean Poe on Manager Selection at Key Private Bank 1:02:14

6M ago1:02:14

1:02:14

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…

1
Dakota Live! Podcast: Lessons from a Single-Family Office with Verdis Investment Management 58:59

6M ago58:59

58:59

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Jamie Biddle, Founding Partner and CEO of Verdis Investment Management, a single-family office managing capital for multiple generations of the DuPont family. Together, they explore the philosophy and practice behind multi-generational investing, how legacy shapes long-t…

1
Dakota Live! Podcast: The Importance of Portfolio Innovation with Partners Capital 30:59

6M ago30:59

30:59

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Band, Chief Investment Officer of Partners Capital, for an in-depth discussion about the evolving landscape of institutional investing and Outsourced Chief Investment Officer (OCIO) services. Alex shares his journey from biochemical sciences to finance, pivotal less…

1
Dakota Live! Podcast: Growth, Innovation, and the Future of Private Markets with Cerity Partners 51:57

7M ago51:57

51:57

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 resh…

1
Dakota Live! Podcast: The Waco Edge: Investing with Purpose at Baylor University 1:02:58

7M ago1:02:58

1:02:58

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 inc…

1
Dakota Live! Podcast: Constructing the Future of Wealth Management with CW Advisors 42:41

7M ago42:41

42:41

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 …

1
Inside the OCIO World: Trends, Challenges, and Opportunities 50:10

7M ago50:10

50:10

In this episode of Rosemont Roundtable, Brad Mook and Chas Burkhart speak with Amanda Tepper and Ravi Venkataraman, leaders of Chestnut Advisory Group and their new market research division, The Chestnut Solutions Institute. The discussion lifts the hood on the OCIO/investment solutions industry, exploring how the space is defined, competitive chal…

1
Dakota Live! Podcast: Investing Early with the Brooklyn Youth Charitable Investment Group 40:59

7M ago40:59

40:59

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 …

1
Dakota Live! Podcast: Following the Fundamentals with the Knights of Columbus 51:10

7M ago51:10

51:10

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 episo…

1
Dakota Live! Podcast: Seeding the Next Generation of Private Market GPs with New Catalyst Strategic Partners 1:09:55

8M ago1:09:55

1:09:55

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 growt…

1
Gold, Real Assets, and Portfolio Resilience: A Conversation with Peter Grosskopf 29:26

8M ago29:26

29:26

What’s driving gold to historic highs? Vanessa Hui chats with Peter Grosskopf, a global leader in gold and precious metals, to uncover the key factors behind the recent surge in gold prices. With gold surpassing $3,000 per ounce and a 40% rise over the past year, Grosskopf explains how the changing macroeconomic landscape, central bank policies, an…

1
Dakota Live! Podcast: Unlocking Alpha in Private Markets with Epic Funds 53:13

8M ago53:13

53:13

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 market…

1
Dakota Live! Podcast: Navigating Uncertainty with Brian LaBore 49:25

8M ago49:25

49:25

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 ad…

1
Dakota Live! Podcast: Building Resilient Portfolios: A Live Panel on Manager Selection 53:44

8M ago53:44

53:44

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 De…

1
Dakota Live! Podcast: Looking Beyond the Crowd with Titan Advisors 43:11

9M ago43:11

43:11

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 dili…

1
Dakota Live! Podcast: Reactivating Investments with CIBC Pension Fund 58:19

9M ago58:19

58:19

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 publi…

1
Dakota Live! Podcast: Breaking Into Venture Capital with Girls Into VC 28:40

10M ago28:40

28:40

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 start…

1
Dakota Live! Podcast: GP Staking and Emerging Manager Success with Xponance Alternative Solutions 1:07:25

10M ago1:07:25

1:07:25

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 Soluti…

1
Dakota Live! Podcast: Building Financial Resilience with Bernstein Private Wealth Management 40:27

10M ago40:27

40:27

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 s…

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Ocio Podcasts

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