Best CIBC Private Wealth Podcasts (2024)

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

8h 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: Macro Insights with Bryn Mawr Trust 34:28

3h ago34:28

34:28

In this episode of the Dakota Live! Podcast, we sit down with Andrew Davis, Head of Macro Research at Bryn Mawr Trust. Andrew brings a wealth of experience to the conversation, drawing from his background as an economist and portfolio strategist. He shares how these roles have influenced his approach to portfolio construction, tactical asset alloca…

1
Dakota Live! Podcast: Unlocking the Power of Alternatives with Eric Gerster of AlphaCore 38:56

7d ago38:56

38:56

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Eric Gerster, Chief Investment Strategist at AlphaCore Wealth Advisory. With nearly three decades of experience in the financial industry, Eric shares insights into his impressive background in long/short and long only equity management, having worked with notable firms …

1
Dakota Live! Podcast: Inverting the Manager Research Process with Xponance 54:27

14d ago54:27

54:27

In this episode of the Dakota Live! Podcast, we are thrilled to welcome back Adam Choppin, Vice President, and Assistant Portfolio Manager for Multi-Manager Strategies at Xponance, marking exactly one year since his last appearance. With over ten years of experience at Xponance, Adam has been instrumental in shaping the firm’s approach to emerging …

1
Dakota Live! Podcast: Underwriting from the Windshield with Summation Capital 1:08:32

21d ago1:08:32

1:08:32

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Roger Vincent, Founder and Chief Investment Officer of Summation Capital. With over 25 years of experience in private equity, Roger shares his unique insights on how to approach private equity investing with an endowment-style philosophy. He discusses the importance of d…

1
Dakota Live! Podcast: Respecting the Process with Wilshire 47:26

1M ago47:26

47:26

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Steven Foresti, Senior Advisor of Investments at Wilshire, who brings over 30 years of experience in investment management. Steve has played a key role in shaping Wilshire’s research efforts and supporting both public and private market strategies. Wilshire offers a wide rang…

1
Dakota Live! Podcast: Unlocking Early-Stage Venture Capital with Screendoor 51:31

1M ago51:31

51:31

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Lisa Cawley and Jamie Rhode from Screendoor, an investment platform focused on backing the next generation of venture capital managers. Lisa, Jamie, and Layne Johnson, who was unable to attend the recording, represent Screendoor, an investment platform that invests in new man…

1
Dakota Live! Podcast: How Character Science Drives Investment Success with KRW International 53:02

1M ago53:02

53:02

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Kelly Kiel Garramone, CEO of KRW International, to explore how character science is impacting manager research and asset allocation in investment management. Whether you’re an allocator or an asset manager, this episode offers invaluable insights into how character-based lead…

1
Dakota Live! Podcast: Mapping the Future of Alternative Investments with Caprock 51:16

2M ago51:16

51:16

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 k…

1
Dakota Live! Podcast: Inside GP Stakes Investing with Wafra 36:20

2M ago36:20

36:20

In this episode of the Dakota Live! Podcast, we sit down with Gustavo Cardenas, Managing Director at Wafra, a global investment firm with over $30 billion under management. Headquartered in New York, Wafra has clients around the globe and is owned by the Public Institution for Social Security of Kuwait (PIFSS). Gustavo specializes in strategic part…

1
Dakota Live! Podcast: Rewriting Wealth Management with Windrose Advisors 39:25

2M ago39:25

39:25

In this insightful episode of the Dakota Live! Podcast, we sit down with Celicia Chaung, Deputy CIO of Windrose Advisors, to explore the intricacies of manager research, market insights, and asset allocation strategies that have defined her 20-year career in the investment industry. Celicia shares her journey from an aspiring doctor to a leading vo…

1
Dakota Live! Podcast: Redefining Returns with Cambridge Associates 34:30

3M ago34:30

34:30

In this episode of Dakota Live! Podcast, Robert Morier sits down with Chavon Sutton, Senior Investment Director at Cambridge Associates, for an inspiring conversation that transcends traditional finance. Recorded at the TIDE Spark 2024 conference in Dana Point, California, Chavon shares her incredible journey to becoming a leader in sustainable and…

1
Dakota Live! Podcast: Private Equity Seeding with Catalyst Partners 1:01:08

3M ago1:01:08

1:01:08

In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Daniel Pogue, Vice President at Moelis Asset Management, and a pivotal member of the Catalyst Partners team. Join us as we delve into the nuances of private equity seeding and the critical role Catalyst Partners plays in empowering emerging private equity managers. Moel…

1
Dakota Live! Podcast: Client Collaboration with FEG Investment Advisors 39:06

3M ago39:06

39:06

In the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Quincy Brown, Managing Director at Fund Evaluation Group (FEG) and a prominent leader in promoting inclusive investment practices within the asset management industry. With over 27 years at FEG, Quincy has significantly contributed to the creation and implementation of initia…

1
Dakota Live! Podcast: Recipes for Success with Doug MacBean, Deputy CIO of Caltech’s Investment Office 59:47

3M ago59:47

59:47

Doug MacBean, Deputy Chief Investment Officer of the California Institute of Technology’s Investment Office (Caltech) joins us at Dakota Live! to share the ingredients from his career and how he approaches his role as an endowment allocator. Like any good recipe, Doug describes the steps to help us better understand his team’s approach to asset all…

1
Dakota Live! Podcast: Strategic Growth and Innovation with Vince Smith of the New Mexico State Investment Council 50:59

4M ago50:59

50:59

In the latest episode of the Dakota Live! Podcast, Robert Morier is thrilled to welcome Vince Smith, Chief Investment Officer and Deputy State Investment Officer at the New Mexico State Investment Council. With over 37 years of experience in public fund investment, Vince oversees New Mexico's Permanent Funds, managing a diverse portfolio valued at …

1
Dakota Live! Podcast: Risk Management and Portfolio Strategy with Makena Capital 43:31

4M ago43:31

43:31

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 …

1
Dakota Live! Podcast: CIO Insights with the Southern Ute Indian Tribe 39:09

4M ago39:09

39:09

In the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Daniel Gottlieb, Chief Investment Officer for the Southern Ute Indian Tribe. Discover how Daniel oversees the tribe’s Permanent Fund Investments (PFI), which manages a diversified portfolio to support the tribe's long-term financial goals and essential community services. Und…

1
Dakota Live! Podcast: Making a Difference with CHOP 44:48

4M ago44:48

44:48

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Jenny Chan, Senior Vice President, and Chief Investment Officer at the Children’s Hospital of Philadelphia (CHOP). Jenny oversees CHOP's substantial investment portfolio, playing a crucial role in supporting the hospital's mission through strategic and innovative i…

1
Dakota Live! Podcast: Investing in the Future of Pediatrics with Children’s Healthcare of Atlanta 53:27

4M ago53:27

53:27

In the latest episode of Dakota Live!, we are thrilled to welcome Mike Negussie, a pivotal investor in the world of pediatric healthcare investments. As the Investment Director at Children’s Healthcare of Atlanta (CHOA), Mike and the investment team are at the forefront of revolutionizing children's healthcare through strategic investments in biote…

1
Dakota Live! Podcast: Navigating North Dakota’s Investment Landscape: Insights from the Department of Trust Lands 18:17

5M ago18:17

18:17

In this episode of the Dakota Live! Podcast, Robert Morier welcomes Joseph Heringer, Commissioner, and Frank Mihail, Chief Investment Officer, from the North Dakota Department of Trust Lands. This conversation provides a comprehensive look into how North Dakota manages its substantial land and mineral assets to support educational institutions and …

1
Dakota Live! Podcast: Mastering OCIO Solutions: Insights from Chestnut Advisory Group 50:07

5M ago50:07

50:07

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Amanda Tepper and Ravi Venkatraman, managing partners and co-founders of Chestnut Advisory Group. Chestnut Advisory Group and the Chestnut Solutions Institute specialize in providing strategic advisory services and investment solutions tailored to the needs of OCIO…

1
Dakota Live! Podcast: Private Equity Investing with Abbott Capital 57:29

5M ago57:29

57:29

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Jonathan Tubiana, Managing Director, Investments with Abbott Capital. Established in 1986, Abbott Capital Management focuses on creating value for its investors through carefully crafted portfolios of private equity investments. The firm is known for its strategic …

1
Dakota Live! Podcast: Transforming Healthcare with AdventHealth 1:06:37

6M ago1:06:37

1:06:37

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Rob Roy, Senior Vice President, Chief Investment Officer, and Co-Head of Environmental Sustainability at AdventHealth. Rob oversees investments for one of the nation’s largest faith-based health systems, which include operating capital and employee retirement portf…

1
Dakota Live! Podcast: Growth of Capital in North Dakota 45:55

6M ago45:55

45:55

Welcome to our latest episode of the Dakota Live! Podcast. In this special episode, we recorded live from North Dakota State University in Fargo, bringing together a panel of distinguished guests to explore the growth of capital in the state and how investment decisions from the State’s Department of Trust Lands, North Dakota State University (NDSU…

1
Dakota Live! Podcast: Investment Due Diligence Insights with Fiducient Advisors 46:52

6M ago46:52

46:52

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Joe Cortese, Partner, and Senior Consultant with Fiducient Advisors. Fiducient Advisors is a full-service asset advisory business founded in 1995. With 215 professionals and $309 billion in assets under advisement (as of December 31, 2023), Fiducient is one of the …

1
Dakota Live! Podcast: Investing in the Future with the North Dakota Retirement and Investment Office 1:01:55

6M ago1:01:55

1:01:55

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 man…

1
Dakota Live! Podcast: Private Market Innovation and Insights with Hamilton Lane 44:40

7M ago44:40

44:40

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 Lan…

1
Dakota Live! Podcast: Investment Manager Research with Vanguard 1:00:57

7M ago1:00:57

1:00:57

In the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Matt Piro, Global Head of Oversight and Manager Search at Vanguard. With a staggering $9 trillion in global assets under management, Vanguard stands at the pinnacle of the investment world, and Matt gives us an exclusive look behind the scenes of managing the firm’s approxima…

1
Dakota Live! Podcast: Steering Through the Currents: Family Office Wealth Management with Gilder Partners for Growth 1:25:54

8M ago1:25:54

1:25:54

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 …

1
Analyst deep dive: The weight loss drug hype 15:22

8M ago15:22

15:22

CIBC Private Wealth senior healthcare analysts provide deeper insight into the most notable themes within healthcare innovation.By CIBC Private Wealth

1
Dakota Live! Podcast: Mastering Complexity: The OCIO Approach with Meketa Investment Group 53:12

8M ago53:12

53:12

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 it…

1
Dakota Live! Podcast: Mastering Investment Ecosystems with Tom Brakke 45:54

8M ago45:54

45:54

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Tom Brakke, Founder of the Investment Ecosystem, to explore the dynamic landscape of investment manager research and asset allocation. Tom's remarkable journey from portfolio manager and director of research to providing pivotal advice and education in the asset manageme…

1
Dakota Live! Podcast: Navigating Wealth Management with Fiduciary Trust 45:13

8M ago45:13

45:13

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 perspecti…

1
Dakota Live! Podcast: Investing in Education with the CIO of Drexel University 1:00:05

8M ago1:00:05

1:00:05

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 …

1
Dakota Live! Podcast: Legacy and Leadership with the CIO of Girard 26:53

9M ago26:53

26:53

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 Dako…

1
Dakota Live! Podcast: The Agility Advantage with Coalition Greenwich 49:11

9M ago49:11

49:11

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 lan…

1
Dakota Live! Podcast: Private Market Consulting with LCG Associates 59:29

9M ago59:29

59:29

In this insightful episode of the Dakota Live! Podcast, host Robert Morier is joined by Catharine Burkett, the former Co-Director of Private Investments at LCG Associates. Catharine shares her extensive experience in the investment industry, focusing on LCG’s strategic approach to private investments. Founded in 1973, LCG is an employee owned, full…

1
Dakota Live! Podcast: Innovating Pension Fund Management with the Toronto Transit Commission Pension Plan 1:10:38

9M ago1:10:38

1:10:38

In our latest episode of the Dakota Live! Podcast, join us as we delve into the intricate world of pension fund investment with Andy Greene, Chief Investment Officer at the Toronto Transit Commission Pension Plan (TTCPP). With an impressive career spanning over 25 years in pension and investment management, Andy brings a wealth of experience and in…

1
Dakota Live! Podcast: Powering Advisors with Brinker Capital Investments 40:38

9M ago40:38

40:38

Mili Rosen, CFA, a Senior Investment Analyst at Brinker Capital Investments joins us for the latest episode of Dakota Live! In this insightful episode, join us as we delve into a comprehensive discussion with Mili about her career journey, her role at Brinker Capital Investments, and the nuances of investment management and manager research. Mili s…

1
Dakota Live! Podcast: Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors 40:29

10M ago40:29

40:29

In this special rerelease of one of our most insightful episodes, we revisit our enlightening conversation with Jennifer DeSisto, the Chief Investment Officer of Anchor Capital Advisors. With $7.4 billion in assets under management as of September 30, 2023, Jennifer brings a wealth of knowledge and experience in asset allocation, manager selection,…

1
Dakota Live! Podcast: Micro and Small Cap Manager Analysis with Acuitas Investments 1:13:51

10M ago1:13:51

1:13:51

In the latest episode of Dakota Live!, we are excited to feature Chris Tessin, Founder and Managing Partner of Acuitas Investments. Chris serves as Chief Investment Officer and Lead Portfolio Manager of the Small and Microcap portfolios. Chris and his team are recognized as industry leaders in investment manager research and multi-manager portfolio…

1
Dakota Live! Podcast: The Art and Science of Investing with PFM Asset Management 55:52

10M ago55:52

55:52

In this insightful episode of the Dakota Live! podcast, host Robert Morier engages in a thought-provoking conversation with Alex Gurvich, Director of Investment Research and Head of Asset Allocation for PFM Asset Management. The episode delves into the intricate world of investment decision-making, with a focus on understanding the complexities beh…

1
Dakota Live! Podcast: Empowering Investment Insights with Fiera Capital 49:36

10M ago49:36

49:36

Empowering Investment Insights with Fiera Capital In this insightful episode of the Dakota Live! podcast, host Robert Morier welcomes Majlinda Kamberi, Senior Investment Officer with Fiera Capital. Majlinda, an industry veteran in private market solutions, shares her extensive knowledge and experience in private market investing. We discuss Majlind…

1
Dakota Live! Podcast: Reverse Networking with Sonia Hunt, Chief Marketing Officer and Best-Selling Author 39:26

11M ago39:26

39:26

As we embrace the holiday season and step into a time of resolutions, family gatherings, and a renewed focus on health and wellness, we are excited to share our latest episode of the Dakota Live! Podcast that aligns perfectly with this spirit of reflection and growth. We had the privilege of sitting down with Sonia Hunt, a remarkable Chief Marketin…

1
Dakota Live! Podcast: Delivering Effective Communication Strategies with Julian Samways of JPES Partners 1:01:37

11M ago1:01:37

1:01:37

Join us as we sit down with Julian Samways, the CEO and Founder of JPES Partners. With a focus on investment management consultancy, JPES Partners offers expert advice to a diverse range of clients, from emerging boutiques to well-established global asset managers and intermediaries. In this episode, we delve into the nuances of introducing and dis…

1
Dakota Live! Podcast: Breaking Down Hedge Fund Investments with Crewcial Partners 59:51

11M ago59:51

59:51

James Bell, Consultant and Director of Hedge Fund Research with Crewcial Partners joins the Dakota Live! Podcast to take us through his twenty years of experience in hedge fund investing, and how he and his colleagues at Crewcial Partners underwrite their hedge fund portfolio for their clients. Founded in 1980, Crewcial Partners is an independent i…

Podcasts Worth a Listen

CIBC Private Wealth Podcasts

Podcasts Worth a Listen

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