Jim Dunn
CEO and CIO of Verger Capital, an OCIO firm. Past guest on the show and former CIO of Wake Forest University and Wilshire Associates.
Best podcasts with Jim Dunn
Ranked by the Snipd community
Jul 29, 2021 • 1h
Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
Julia Bonafede, Co-founder of Rosetta Analytics and former President of Wilshire Consulting, joins Jim Dunn, CEO and CIO of Verger Capital. They discuss the transformative impact of AI in investment strategies, focusing on neural networks and reinforcement learning. Julia shares insights on the challenges in adopting AI for asset management and the evolution of investment consulting. Jim reveals why he invested in Rosetta and how it fits into Verger’s portfolio. Their conversation also touches on the importance of adaptive strategies in managing risk and optimizing returns.
Sep 10, 2025 • 49min
Dakota Live! Podcast: Client Service as Strategy: Verger Capital’s OCIO Approach
Jim Dunn, CEO of Verger Capital Management, dives into his journey from first-generation college graduate to leading a prominent OCIO firm. He shares insights on how personal experiences in athletics shape his leadership values. Dunn discusses Verger's client-first approach, the evolution of the OCIO landscape, and the risks inherent in private credit strategies. He emphasizes the importance of stress testing investments and the impact of private equity on 401(k) portfolios. Dunn also highlights the transformative power of mentorship and the significance of stepping outside comfort zones for growth.
