Best Robert Morier Podcasts (2025)

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

2d 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

9d 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

16d 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

23d 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

1M 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

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

1M 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

1M 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: Inside Fixed Income Manager Research with Marquette Associates 47:27

2M 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
Dakota Live! Podcast: Seeding the Next Generation of Private Market GPs with New Catalyst Strategic Partners 1:09:55

2M 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
Dakota Live! Podcast: Unlocking Alpha in Private Markets with Epic Funds 53:13

2M 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

2M 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

3M 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

3M 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: Private Market Manager Research with Windrose Advisors 24:44

3M 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: Reactivating Investments with CIBC Pension Fund 58:19

4M 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

4M 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

4M 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: Empowering Institutional Investors with Callan 40:01

4M ago40:01

40:01

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: Building Financial Resilience with Bernstein Private Wealth Management 40:27

5M 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…

1
Dakota Live! Podcast: The Specialist Equities Model with Loyola University Chicago 54:49

5M ago54:49

54:49

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Sam Johnson, Director of Investments at Loyola University Chicago, to explore how the university approaches manager research and due diligence. Rooted in Loyola University Chicago’s value of cura personalis—which emphasizes care for the whole person—Loyola’s investment philos…

1
Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company 50:51

5M ago50:51

50:51

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Leslie Lenzo, Chief Executive Officer and Chief Investment Officer of the Hershey Trust Company, to explore her inspiring journey from rural Iowa to leading a mission-driven institution dedicated to making a lasting impact. Leslie shares insights into her investment philosoph…

1
Dakota Live! Podcast: Private Equity Deals with Ted Seides of Capital Allocators 47:39

6M ago47:39

47:39

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Ted Seides, renowned host of the Capital Allocators podcast, best-selling author, and a leader in private equity insights. Ted shares his journey from building a multi-billion-dollar hedge fund to pioneering in the podcasting world, and how his experiences have shaped hi…

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: Inside the Manager Research Process with DeMarche 41:07

6M ago41:07

41:07

In this episode, we welcome Hunter Swanson, Senior Research Coordinator at DeMarche, a rising star in the investment consulting industry, to dive into the intricacies of manager sourcing, search, and selection. Based in Kansas, and with over 50 years of history in guiding institutional investors, DeMarche helps clients develop custom investment str…

1
Dakota Live! Podcast: Macro Insights with Bryn Mawr Trust 34:28

7M 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: Consistency and Culture with CIBC Private Wealth 37:02

7M 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: Unlocking the Power of Alternatives with Eric Gerster of AlphaCore 38:56

7M 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

7M 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

8M 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

8M 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

8M 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

8M 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

8M 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

9M 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

9M 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

9M 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

9M 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

10M 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

10M 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

10M 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

10M 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

11M 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

11M 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

11M 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

11M 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

12M 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…

Podcasts Worth a Listen

Robert Morier Podcasts

Podcasts Worth a Listen