Dakota Rainmaker Podcast

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Dakota Rainmaker Podcast

Dakota Team

70 episodes

6 days ago

In this episode of the Rainmaker Podcast, Gui Costin sits down with Ryan Williams, Director of National Accounts at Swan Global Investments, to explore what makes a lean, non-channelized sales team thrive in a competitive asset management environment. Ryan shares his journey from internal wholesaling to leading Swan’s distribution relationships, offering a rare look at the mindset and discipline required to succeed in investment sales today. One of the central themes Ryan discusses is Swan’s ...

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In this episode of the Rainmaker Podcast, Gui Costin sits down with Ryan Williams, Director of National Accounts at Swan Global Investments, to explore what makes a lean, non-channelized sales team thrive in a competitive asset management environment. Ryan shares his journey from internal wholesaling to leading Swan’s distribution relationships, offering a rare look at the mindset and discipline required to succeed in investment sales today. One of the central themes Ryan discusses is Swan’s ...

Show more...

Episodes (20/70)

Dakota Rainmaker Podcast

Ryan Williams on Mastering Sales with a Lean Team and a Personal Touch at Swan Global Investments

In this episode of the Rainmaker Podcast, Gui Costin sits down with Ryan Williams, Director of National Accounts at Swan Global Investments, to explore what makes a lean, non-channelized sales team thrive in a competitive asset management environment. Ryan shares his journey from internal wholesaling to leading Swan’s distribution relationships, offering a rare look at the mindset and discipline required to succeed in investment sales today. One of the central themes Ryan discusses is Swan’s ...

6 days ago

26 minutes

Dakota Rainmaker Podcast

Leading with Transparency and Bazooka Content: Manish Khatta on Scaling Potomac

In this episode of the Rainmaker Podcast, Gui Costin sits down with Manish Khatta, CEO and CIO of Potomac, for a candid and insightful conversation about building and scaling a modern asset management firm through transparency, technology, and content. Manish, a self-described quant and lifelong Potomac team member, shares his journey from programming mechanical trading systems straight out of college to now leading a fast-growing, multi-siloed investment business. At the heart of Potomac’s i...

1 week ago

35 minutes

Dakota Rainmaker Podcast

Neda Jafar on Building Trust, Teams, and $6B at Kimmeridge

In this episode of The Rainmaker Podcast, Gui Costin interviews Neda Jafar, a partner at Kimmeridge, to discuss her journey, leadership philosophy, and the evolution of investor relations within a growing private equity firm. Neda offers a unique perspective shaped by her technical background in engineering and her experience building Kimmeridge’s fundraising and investor communications platform from the ground up. The conversation begins with Neda’s origin story—growing up in Connecticut in ...

2 weeks ago

42 minutes

Dakota Rainmaker Podcast

Chase Bower on Building Team-Driven Sales Success at Harbor Capital

In this episode of the Rainmaker Podcast, host Gui Costin speaks with Chase Bower, Senior Vice President and Head of Sales at Harbor Capital Advisors. The conversation explores Chase’s journey from his early days growing up in Philadelphia and playing college football at Dartmouth to his current leadership role in the financial services industry. Chase shares how his experiences on the football field shaped his approach to team building and leadership, emphasizing the importance of collaborat...

1 month ago

34 minutes

Dakota Rainmaker Podcast

Unlocking Differentiation: How to Make Your Investment Strategy Stand Out

In this episode of the Rainmaker Podcast, host Gui Costin speaks with Mark Levy, a differentiation expert and founder of Levy Innovation, known for helping individuals and organizations stand out through what he calls “big sexy ideas.” Levy has worked with major companies and thought leaders, including Simon Sinek, and emphasizes the power of clarity, surprise, and storytelling in business communication. The episode centers around the critical importance of differentiation in the investment b...

1 month ago

39 minutes

Dakota Rainmaker Podcast

Afzal M. Tarar: Combining AI Expertise and Relationships at Quartus Capital Partners

In this episode of the Rainmaker Podcast, Gui Costin sits down with Afzal M. Tarar, Founder and Managing Partner at Quartus Capital Partners LLC, to discuss his journey in AI and technology, management consulting, venture capital, strategies for capital raising, and building a high-performance investment platform. Afzal shares his insights on the evolving landscape of alternative investments, the importance of disciplined investment processes, and the techniques that have allowed Quartus to d...

1 month ago

37 minutes

Dakota Rainmaker Podcast

Building Trust and Value in Private Equity with Alisa Kolodizner, Prairie Hill Holdings

In this episode of the Rainmaker Podcast, host Gui Costin interviews Alisa Kolodizner, Co-Owner and Managing Partner at Prairie Hill Holdings, an alternative investment firm focused on triple-net lease commercial real estate. Alisa shares her compelling journey from immigrant roots to high-impact financial professional and entrepreneur. Alisa began her career in financial services at TD Ameritrade, eventually becoming one of the top five financial advisors company-wide within two quarters—des...

1 month ago

33 minutes

Dakota Rainmaker Podcast

Daniel Duncan on Building a Resilient Investor Base for an Emerging Markets Manager

In this episode of the Rainmaker Podcast, Gui Costin sits down with Daniel Duncan, Managing Director of Business Development and Client Services for Seafarer Capital Partners, for an in-depth conversation about building a differentiated emerging markets manager distribution plan, navigating the U.S. investment professional landscape, and scaling relationships with institutional investors. Daniel, with decades of experience in global emerging markets, shares how his background managing complex...

2 months ago

32 minutes

Dakota Rainmaker Podcast

Streamlining Due Diligence and Deal Sourcing with Michael Ashmore, Rondeivu

In this episode of the Rainmaker Podcast, Gui Costin speaks with Michael Ashmore, Founder of Rondeivu, an end-to-end InvesTech platform transforming how institutional investors source diligence, transact, and monitor investments across private markets. Michael, with over 20 years of experience in finance, private equity, and venture capital, shares his journey from a background in law and economics to founding Rondeivu after recognizing the inefficiencies in private markets and deal processes...

2 months ago

34 minutes

Dakota Rainmaker Podcast

Dean Kantor on Creating Value in Mid-Market Healthcare Real Estate at CoreGro

In this episode of the Rainmaker Podcast, host Gui Costin welcomes Dean Kantor, the founder and CEO of CoreGro, a private equity real estate firm focused on generating long-term value through strategic acquisitions and structured investments. Dean, who has over 20 years of experience in finance, private equity, and real estate, shares his journey from starting in wealth management to creating CoreGro, a platform focused on mid-market investments in U.S.Healthcare real estate. Dean reflects on...

2 months ago

23 minutes

Dakota Rainmaker Podcast

Inside Dundas Global Investors: James Curry & Andrew Brown on Hybrid Sales and Service

In this episode of the Rainmaker Podcast, Robert Morier sits down with James Curry and Andrew Brown of Dundas Global Investors, who share their insights into investment management, sales strategy, and the growth of the firm. James and Andrew, both experienced portfolio managers, explain how Dundas operates across three geographies: Australasia, the UK, and the US. They delve into the firm's unique sales approach, which leverages third-party distributors in Australia and the UK while shifting ...

4 months ago

36 minutes

Dakota Rainmaker Podcast

Inside 65 Equity: Leon Brujis on Partnering with Founders for Growth

In this episode of the Rainmaker Podcast, host Gui Costin speaks with Leon Brujis, founder of 65 Equity Partners, about his journey in private equity, the firm’s investment philosophy, and his leadership approach. Leon shares his unique background, having grown up in a multicultural environment, which he believes has played a significant role in shaping his perspective in the investment world. After starting his career at Lehman Brothers and spending 16 years at Palladium Equity Partners, Leo...

4 months ago

42 minutes

Dakota Rainmaker Podcast

Andrew Saunders on Building a Collaborative Sales Culture at Castle Hill Capital

In this episode of the Rainmaker Podcast, Gui Costin welcomes Andrew Saunders, founder of Castle Hill Capital Partners, to discuss his firm’s innovative sales structure and how he has grown the firm from a small partnership into a thriving broker-dealer platform with over 35 registered representatives. Andrew shares his journey, from his non-traditional entry into finance—spending four years in Asia as a teacher and entrepreneur—to his time in corporate investor relations consulting, which la...

4 months ago

40 minutes

Dakota Rainmaker Podcast

“Thinking Big” with Urban Standard: Seth Weissman’s Approach to Fundraising and Growth

In this episode of the Rainmaker Podcast, Gui Costin welcomes Seth Weissman, founder and CEO of Urban Standard Capital, for an engaging conversation about building a successful emerging investment management firm, fundraising, and the importance of direct, consistent communication. Seth shares his journey from being a real estate enthusiast in high school to incorporating Urban Standard Capital in 2014. After spending years in investment banking and private equity, Seth transitioned to entrep...

4 months ago

38 minutes

Dakota Rainmaker Podcast

John Donovan on Building Trust and Transparency at TowerBrook

In this episode of the Rainmaker Podcast, Gui Costin sits down with John Donovan, Head of Wealth Management Distribution at TowerBrook, for a deep dive into distribution strategies, leadership, and fostering a culture of transparency and service. With over 16 years of experience in the financial services industry, John brings valuable insight into managing relationships with family offices, RIAs, and private banks, and shares the key principles that have guided his career. John’s career journ...

5 months ago

29 minutes

Dakota Rainmaker Podcast

Educate, Don’t Sell – Danielle Brown’s Fundraising Playbook at Altriarch

In this episode of the Rainmaker Podcast, Gui Costin sits down with Danielle Brown, founder and CEO of Altriarch, for a powerful conversation on strategy, leadership, and building a differentiated private credit platform. With 25 years in alternatives and a background that spans diligence, investing, and operations—including key roles at Dyal Capital Partners and Wachovia—Danielle shares how Altriarch was designed from the ground up to reflect the best practices (and lessons learned) from acr...

5 months ago

29 minutes

Dakota Rainmaker Podcast

Inside the Capital Formation Playbook of RMWC with Michael Rubenstein

In this episode of the Rainmaker Podcast, Gui Costin sits down with Michael Rubenstein, Managing Director at RMWC, for an insightful look into disciplined sales execution, solo practitioner fundraising, and the mindset needed to succeed in a competitive investment landscape. As RMWC’s first employee and the architect of its capital formation strategy, Michael shares his evolution from top-performing financial advisor at State Farm Investment Management to leading sales and investor relations ...

5 months ago

29 minutes

Dakota Rainmaker Podcast

Fundraising with Precision: Inside Optimizing Sales at LAB Quantitative Strategies with Shane McCarthy

In this episode of the Rainmaker Podcast, host Gui Costin welcomes Shane McCarthy, Managing Director at LAB Quantitative Strategies, for a thoughtful and practical conversation on building a lean, high-performing fundraising function in a data-driven investment firm. With over 25 years in the investment industry across operations, risk, product development, and portfolio management, Shane brings a rare full-stack view of capital formation. Shane shares how LAB QS, a $1.8 billion multi-strateg...

5 months ago

22 minutes

Dakota Rainmaker Podcast

Capital Formation, Not Sales – Inside CAZ with Christopher Zook

In this episode of the Rainmaker Podcast, host Gui Costin sits down with Christopher Zook, founder and chairman of CAZ Investments, for an in-depth conversation on building a capital formation powerhouse rooted in intentional language, disciplined processes, and unwavering alignment. With over 30 years of investing experience, Zook shares his journey from brokerage beginnings at PaineWebber and Lehman Brothers to launching CAZ Investments—driven by a goal he set in 1991 to start his own firm ...

6 months ago

32 minutes

Dakota Rainmaker Podcast

How Stacy Havener Built Havener Capital on Storytelling and Strategy

In this episode of the Rainmaker Podcast, Gui Costin is joined by Stacy Havener, founder and CEO of Havener Capital Partners, for a masterclass on raising capital through storytelling, behavioral finance, and human connection. Stacy’s path into the investment industry defies convention. With a background in English literature—not finance—and no Wall Street pedigree, she’s raised over $8 billion for emerging managers, resulting in more than $30 billion in follow-on assets under management. Her...

6 months ago

46 minutes