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Dakota Live! Podcast
Robert Morier
158 episodes
20 hours ago
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...
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Investing
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All content for Dakota Live! Podcast is the property of Robert Morier and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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...
Show more...
Investing
Business
Episodes (20/158)
Dakota Live! Podcast
Inside SEI: New Year, New Mandate | A 2026 CEO Conversation with Ryan Hicke
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...
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20 hours ago
56 minutes

Dakota Live! Podcast
On the Road in Waco, Texas | Inside Baylor University with CIOs, Allocators & Students
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...
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3 weeks ago
1 hour 24 minutes

Dakota Live! Podcast
NEPC Uncovered: The OCIO Model, Private Markets & What’s Next with Scott Perry
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...
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4 weeks ago
58 minutes

Dakota Live! Podcast
Inside Taft-Hartley Allocations with Investment Performance Services (IPS)
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, ...
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1 month ago
53 minutes

Dakota Live! Podcast
The CIO's Playbook with American Beacon Advisors
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...
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1 month ago
1 hour 7 minutes

Dakota Live! Podcast
Empowering Emerging Managers: A Conversation with Chrissie Pariso of MPowered Capital
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...
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1 month ago
55 minutes

Dakota Live! Podcast
Listening First with Crewcial Partners
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...
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2 months ago
36 minutes

Dakota Live! Podcast
Manager Research in Focus with CW Advisors
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...
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2 months ago
31 minutes

Dakota Live! Podcast
The OCIO Playbook with Prime Buchholz
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...
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2 months ago
52 minutes

Dakota Live! Podcast
Reentering with Rigor: Sean Poe on Manager Selection at Key Private Bank
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 ...
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2 months ago
1 hour 2 minutes

Dakota Live! Podcast
Fixed Income and the Future of Asset Allocation: Inside the CIO Mindset with Nick Gentile
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...
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3 months ago
42 minutes

Dakota Live! Podcast
Identifying the Hidden Signals in Manager Research with Dr. Dali Ma
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 ...
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3 months ago
57 minutes

Dakota Live! Podcast
Scaling Healthcare for Life: A Conversation with Adele C. Oliva of 1315 Capital
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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3 months ago
37 minutes

Dakota Live! Podcast
Dakota Live! Podcast: After the Exit - Teaching the Next Generation of Investors with Chris Cesare
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, and how great managers actually communicate. Now a University of Connecticut adjunct professor, Chris shares practical lessons on integrity, “m...
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3 months ago
1 hour 11 minutes

Dakota Live! Podcast
Dakota Live! Podcast: Client Service as Strategy: Verger Capital’s OCIO Approach
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 OCIO firms in the country, Jim shares how formative experiences in athletics, lifeguarding, and family life shaped his views on risk, leadership, ...
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3 months ago
49 minutes

Dakota Live! Podcast
Dakota Live! Podcast: CIO Insights with Caprock’s Vivek Jindal: Building Portfolios Across Public & Private Markets
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 Dakota Live! Podcast with a rare opportunity: sitting down with a CIO in the earliest days of their leadership journey. With $13.8 billion under advi...
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4 months ago
58 minutes

Dakota Live! Podcast
Dakota Live! Podcast: Consistency and Culture with CIBC Private Wealth
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 insights into the rigorous process of manager research, emphasizing the critical balance between strategy differentiation and risk management. Whether ...
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4 months ago
37 minutes

Dakota Live! Podcast
Dakota Live! Podcast: Venture Capital Fund of Funds and the Emerging Manager Outlook with Slipstream Investors
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 QED Investors, and why Slipstream focuses on smaller, harder-to-access funds with outsized return potential. We cover: - What makes emerging m...
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4 months ago
53 minutes

Dakota Live! Podcast
Finding the Edge: Sourcing Investment Opportunities with Matthew Wright of the Disciplina Group
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 emerging managers, with a particular focus on boutique, employee-owned firms that bring a true “edge” to private markets, venture capital, and hedge f...
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4 months ago
58 minutes

Dakota Live! Podcast
Dakota Live! Podcast: Doing the Research: Systematic Investing with Ken Frier of Atlas Capital
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 Company, and the UAW Retiree Medical Benefits Trust, Ken brings a deep understanding of asset allocation, quantitative investing, and cost-consciou...
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5 months ago
41 minutes

Dakota Live! Podcast
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...