Best Robert Morier Podcasts (2024)

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

18h 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

17h 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

10d 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

13d 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

21d 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

27d 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

1M 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

1M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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: Mapping the Future of Alternative Investments with Caprock 51:16

5M 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: Steering Through the Currents: Family Office Wealth Management with Gilder Partners for Growth 1:25:54

5M 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
Dakota Live! Podcast: Mastering Complexity: The OCIO Approach with Meketa Investment Group 53:12

5M 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

5M 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

6M 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

6M 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

6M 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

6M 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

7M 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

7M 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

7M 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

7M 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

7M 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

7M 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

8M 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

8M 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

8M 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

8M 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…

1
Dakota Live! Podcast: Aligning for Clients with Bel Air Investment Advisors 38:05

9M ago38:05

38:05

Join us as Alex Tung, CFA, Associate from the Investment Strategy Group with Bel Air Investment Advisors discusses the firm’s approach to manager research and selection in this rare glimpse into the inner workings of one of the premier wealth advisors in the United States. Celebrating their 25th anniversary this year, Bel Air Investment Advisors is…

1
Dakota Live! Podcast: A Principled Approach to Investing with the Utah School & Institutional Trust Funds Office 1:04:22

9M ago1:04:22

1:04:22

In the latest episode of Dakota Live!, we are excited to feature Peter Madsen, Chief Investment Officer of The Utah School & Institutional Trust Funds Office (SITFO). Join us as we delve into the world of sovereign wealth investors, exploring strategies for managing and growing state funds with a focus on supporting public education. Discover the c…

1
Dakota Live! Podcast: Customized Recommendations: Exploring RVK's Inclusive Strategy in Investment Consulting 47:05

9M ago47:05

47:05

In the latest episode of Dakota Live!, we are excited to feature Joe Ledgerwood, Director of Investment Manager Research, and Britt Vriesman, Manager Research Consultant with RVK, Inc. Delve deep into the intricacies of manager research as Joe and Britt illuminate RVK’s sophisticated approach to helping their client’s meet their diverse investment …

1
Dakota Live! Podcast: For the Love of Investing with the John Templeton Foundation 1:13:33

9M ago1:13:33

1:13:33

In the latest episode of Dakota Live!, we welcome Brian Crawford, Director of Investments at the John Templeton Foundation. More than three decades after its creation, the John Templeton Foundation continues to manifest the character of its founder, Sir John Templeton, who passed away in 2008. He began his rise on Wall Street in 1937 and proved ove…

1
Dakota Live! Podcast: Private Market Research and Strategy with AndCo Consulting 41:45

10M ago41:45

41:45

In the latest episode of Dakota Live!, we welcome Xinxin Liu, Senior Research Analyst for Private Equity and Credit with AndCo Consulting. AndCo Consulting is an independent, SEC registered institutional investment consulting firm headquartered in Winter Park, Florida. As of December 2022, they are responsible for nearly $91 billion in assets under…

1
Dakota Live! Podcast: Planning for the Long-Term with Paul Ried Financial Group 39:43

10M ago39:43

39:43

In the latest episode of Dakota Live!, we are thrilled to welcome Adam Jordan, Director of Investments and Chief Compliance Officer at Paul Ried Financial Group, LLC. As Director of Investments, Adam’s responsibilities include developing, implementing, and monitoring client portfolios. This includes designing the overall asset allocation strategies…

1
Dakota Live! Podcast: Curating Private Market Investments with the New Jersey Division of Investment 47:36

10M ago47:36

47:36

In the latest episode of Dakota Live!, we are thrilled to welcome Dana Johns, Head of Private Equity for the New Jersey Division of Investment. The Division is one of the largest U.S. pension fund managers in the United States. In this insightful and informative conversation, Dana decodes the intricacies of manager research and the importance of a …

1
Dakota Live! Podcast: A Scientific Approach to Manager Research with Lockheed Martin 47:03

10M ago47:03

47:03

On the latest episode of Dakota Live!, dive deep with our guest, Jason Chang - the Managing Director and Head of External Equities at Lockheed Martin Investment Management Company. With nearly two decades in manager research, Jason unpacks his unique methodologies for manager sourcing, due diligence, and selection. He also provides a glimpse into t…

1
Dakota Live! Podcast: Investing in the Lives of Others with Verger Capital 50:19

11M ago50:19

50:19

Join us as Taylor Jackson, Investment Director with Verger Capital Management, delves deep into the intricacies of manager research in this interesting and informative discussion. Verger Capital Management is an SEC registered investment adviser providing Outsourced Chief Investment Officer (OCIO) services to a select group of non-profit institutio…

1
Dakota Live! Podcast: Assessing True Alpha with Xponance 57:43

11M ago57:43

57:43

Join us as Tracy Cao and Adam Choppin of Xponance discuss the firm’s unique approach to identifying and nurturing up-and-coming investment talent, the challenges, and rewards of supporting emerging managers, and the role of technology and data-driven approaches in shaping manager research decisions. Xponance is a Diverse, Woman-led multi-strategy i…

1
Dakota Live! Podcast: Following the Fundamentals with Gerber Taylor 44:19

11M ago44:19

44:19

Join us as Sean Montesi, Partner with Gerber Taylor, dives deep into the nuances of investment management in this interesting and informative discussion. Gerber Taylor is a multi-asset class investment management firm with a heritage rooted in deep fundamental investment research. Founded in 1990 and headquartered in Memphis, Tennessee, Gerber Tayl…

1
Dakota Live! Podcast: Decoding Manager Research with R.J. Smolenski of Pitcairn 50:10

11M ago50:10

50:10

In this episode of the Dakota Live! Podcast, we are thrilled to welcome R.J. Smolenski, Managing Director of Investment Research at Pitcairn. Based in Jenkintown, Pennsylvania, Pitcairn stands as a beacon in the multi-family office space, steering the financial course for over 125 client families, encompassing around 500 households throughout the U…

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Robert Morier Podcasts

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