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

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 crucial responsibilities and mission of The Utah School & Institutional Trust Funds Office, directly from the Chief Investment Officer. If you consider education to be an invaluable public resource, take time to learn how the School and Institutional Trusts are creating an enduring investment in their community.

The Utah School and Institutional Trust Funds Office (SITFO) was created in 2015 to manage the State of Utah's permanent school fund. Today, the sovereign wealth fund is managing assets of more than $3.3 billion.

Learn how Peter and his team balance risk with growth, ensuring the long-term sustainability of the funds. Along the way, gain insights into how Peter and his colleagues built out the mission and culture of the funds core beliefs which influence their investment strategies and the adjustments necessary to stay ahead. Hear about exciting future investment areas for SITFO, including early-stage venture capital, lower-middle market private equity, emerging managers, and sustainable initiatives.

Get valuable tips for navigating today's complex financial landscape and how to approach your own investment journey. This episode is a must-watch for anyone interested in investment strategies, public fund management, or simply looking to broaden their institutional financial knowledge. Tune in to gain valuable insights into the mindset of an investment leader who understands the significance of managing state assets with a forward-thinking perspective.