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 Devitt, Senior Investment Advisor, Moneta
In this insightful discussion, our panelists dive deep into the evolving landscape of manager research, the future of due diligence, and what it takes to build resilient investment frameworks in today’s market. They also share career advice for aspiring investment professionals, offering guidance on navigating industry challenges and seizing opportunities in a rapidly shifting environment.
Exclusive takeaways from this episode include how to identify high-performing investment managers in an era dominated by passive investing, the role of AI in manager selection, and why emerging managers continue to face hurdles despite innovation in the space.
The panelists also discuss the power of relationship-building in due diligence, the impact of market cycles on active management, and practical strategies for young professionals looking to break into institutional investing.
Whether you're an investor, allocator, or student looking to break into the field, this episode delivers practical insights and real-world perspectives from industry leaders.
Tune in to hear how institutional investors approach manager selection, assess emerging managers, and incorporate technological advancements like AI in the due diligence process.
