Dakota Live! Podcast

Brian Crawford, Director of Investments at the John Templeton Foundation, shares insights on the Foundation's investment strategies and global impact. Topics include asset allocation, manager research, risk management, activist investing, DEI in portfolios, balancing contrarian views, and the influence of mentors in career and investment decisions.

In the latest episode of Dakota Live!, we welcome Xinxin Liu, Senior Research Analyst for Private Equity and Credit with AndCo Consulting. AndCo Consulting is an independent, SEC registered institutional investment consulting firm headquartered in Winter Park, Florida. As of December 2022, they are responsible for nearly $91 billion in assets under advisement, advising hundreds of institutional clients across the United States, Bermuda, and Canada.In her role, Xinxin focuses on private equity and private debt investment research, including the servicing of institutional client relationships. Previously, she held a variety of roles with Wells Fargo for nearly twelve years as an analyst, strategist, and consultant. With responsibilities ranging from manager research focusing on private real assets (real estate, infrastructure, and natural resources) and REITs to leading the sourcing and due diligence of Private Equity, Private Debt, and Private Real Asset funds, Xinxin has an extensive background in manager research and selection which she shares over the course of our informative and insightful discussion.Dive deep with us into the nuances of investment strategies, manager selection, and market analysis. Along the way, we explore the transformative landscape of private equity and credit, venture capital, and more. Don’t miss this must-listen episode for anyone eager to gain knowledge about investment manager research and private market solutions.Disclosure:This material is the product of Dakota live! Podcast. It is being provided for informational and educational purposes only. It is not intended to be reproduced and should not be regarded as investment advice or as a recommendation regarding any particular course of action and additionally is not intended to provide, and should not be relied upon, for legal advice. The opinions expressed herein are solely those of the speakers and may not represent the firm views of AndCo Consulting, LLC. Certain information is based on sources and data believed to be reliable, but AndCo cannot guarantee the accuracy, adequacy or completeness of the information. This presentation does not cover all risks or underlying factors associated with the referenced asset classes. Potential investors should thoroughly review all investment risk factors prior to investing. Please consult with your investment advisor.The referenced Greenwich Award is not indicative of AndCo’s future performance. These awards or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if they invest with AndCo, nor should it be construed as a current or past endorsement by any of our clients. AndCo did not pay a fee to participate in this award survey.AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement for the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. AndCo Consulting and Dakota are not affiliated entities.

In the latest episode of Dakota Live!, we are thrilled to welcome Adam Jordan, Director of Investments and Chief Compliance Officer at Paul Ried Financial Group, LLC. As Director of Investments, Adam’s responsibilities include developing, implementing, and monitoring client portfolios. This includes designing the overall asset allocation strategies, conducting in-depth market analysis, investment manager due diligence, as well as performing trading activities. Also, as Chief Compliance Officer, Adam carries out supervisory and compliance responsibilities.Nestled in the heart of Washington, Paul Ried Financial Group has been a beacon of financial strategy, trust, and innovation for its clients. Paul Ried Financial Group specializes in pre- and post-retirement planning for corporate executives, managers, and engineers. The firm integrates investment management, estate strategies, and income-design for clients with total advisory assets of approximately $1 billion.In our conversation, we delve deep into Adam’s career journey, discussing the intricacies of managing client portfolios, the challenges and rewards of today's financial and regulatory climate, and the evolving landscape of asset management and manager research. Furthermore, we explore the unique strategies and philosophies that have positioned Paul Ried Financial Group as a leading RIA in the Pacific Northwest.Whether you're an investor, a finance professional, or simply curious about the world of RIAs and investments, this episode promises a wealth of knowledge, straight from the source. Join us for this exclusive interview and glean insights that could reshape how you think about your own financial journey.

In the latest episode of Dakota Live!, we are thrilled to welcome Dana Johns, Head of Private Equity for the New Jersey Division of Investment. The Division is one of the largest U.S. pension fund managers in the United States. In this insightful and informative conversation, Dana decodes the intricacies of manager research and the importance of a diverse perspective. This perspective comes alive with Dana’s discussion on New Jersey’s Emerging Managers program, which is centered around a platform that will source, conduct due diligence on, invest in, and oversee allocations to emerging managers. Much like curating art, choosing the right private equity managers requires discernment and understanding of potential. You're looking for that unique piece of art or asset manager that stands out and has intrinsic value, even if others haven't recognized it yet. Along the way, we explore the transformative landscape of private equity, venture capital, and more.Join us for an enriching hour filled with personal stories, expert insights, and a shared vision for a more inclusive future in private markets. This episode isn't just about highlighting challenges—it's about celebrating the progress made and forging a path forward.

On the latest episode of Dakota Live!, dive deep with our guest, Jason Chang - the Managing Director and Head of External Equities at Lockheed Martin Investment Management Company. With nearly two decades in manager research, Jason unpacks his unique methodologies for manager sourcing, due diligence, and selection. He also provides a glimpse into the collective thought process behind their research decisions. This episode is more than just an interview; it's an exploration into Jason's professional journey and how it has reshaped his perspective on the investment industry. In a financial world full of clamor, discover how a scientific approach can fine-tune your perspective and filter out market distractions. Join us as we delve into the science of risk management and decision-making with Jason and his colleagues at Lockheed Martin.

Join us as Taylor Jackson, Investment Director with Verger Capital Management, delves deep into the intricacies of manager research in this interesting and informative discussion. Verger Capital Management is an SEC registered investment adviser providing Outsourced Chief Investment Officer (OCIO) services to a select group of non-profit institutions. Verger’s mission is to invest in the lives of others, which has led the firm to exclusively serve clients focused on improving lives and providing opportunity. The Verger team’s unique non-profit heritage offers a deep understanding of this segment’s needs, as well as the ability to benefit from the scale and purchasing power of approximately $2.6 billion in assets under management. Verger was founded in 2014 and was created out of the Wake Forest University Office of Investments.Taylor offers insights into the rigorous due diligence processes that Verger employs to identify top-tier investment managers. We discuss the challenges and rewards of private market investing and the crucial role it plays in a diversified portfolio. Throughout the conversation, Taylor sheds light on how Verger balances risk and reward for its clients. Whether you're an investment novice or a seasoned pro, this episode promises to enhance your understanding of the dynamic world of private markets, asset allocation, and manager research.Stay tuned throughout the entire episode as Taylor’s colleague, Inge Smith, Marketing Coordinator for Verger Capital closes our discussion with the firm’s approach to community engagement, partnerships, and developing talent.

Join us as Tracy Cao and Adam Choppin of Xponance discuss the firm’s unique approach to identifying and nurturing up-and-coming investment talent, the challenges, and rewards of supporting emerging managers, and the role of technology and data-driven approaches in shaping manager research decisions. Xponance is a Diverse, Woman-led multi-strategy investment firm founded by Tina Byles Williams in 1996. The firm offers global and non-U.S. equity investment strategies through a multi-manager construct that harnesses the investment edge and focus of entrepreneurial, emerging, and diverse managers. Tracy and Adam guide our audience through Xponance’s proprietary due diligence process and seeding of capacity constrained strategies. Whether you're an investor, a financial enthusiast, or just curious about the discovery of emerging talent in the investment industry, this episode promises a wealth of insights. Along the way, learn more about Xponance's commitment to diversity and inclusion and the importance of supporting emerging managers in the modern financial ecosystem. Tune in and discover what sets Xponance apart in the realm of emerging manager research and advice for aspiring managers and professionals entering the investment world.

Join us as Sean Montesi, Partner with Gerber Taylor, dives deep into the nuances of investment management in this interesting and informative discussion. Gerber Taylor is a multi-asset class investment management firm with a heritage rooted in deep fundamental investment research. Founded in 1990 and headquartered in Memphis, Tennessee, Gerber Taylor has $7 billion in assets under management as of June 2023 and an additional $6 billion in assets under advisement as of December 2022. Sean sheds light on the evolution of Gerber Taylor’s investment strategies, offering a closer look at their diversified asset class allocation process that leads to them to a rigorous manager research and selection process. Along the way, Sean shares how the firm’s research and monitoring provide the framework to know when to stay the course or to make a change when an investment has sufficiently deviated from the underlying thesis. Memphis isn't just the home of blues, BBQ, and Elvis; it's also a burgeoning hub for innovative finance. Join the discussion on the evolving financial landscape with one of Tennessee’s leading investors.

In this episode of the Dakota Live! Podcast, we are thrilled to welcome R.J. Smolenski, Managing Director of Investment Research at Pitcairn. Based in Jenkintown, Pennsylvania, Pitcairn stands as a beacon in the multi-family office space, steering the financial course for over 125 client families, encompassing around 500 households throughout the U.S. Their expertise also extends to managing 20 single-family offices, overseeing nearly $7 billion in assets. With a rich legacy spanning two decades at the firm, R.J. Smolenski joins us to unravel the nuances of Pitcairn's manager research and selection methodology. Delve deep with us as R.J. delineates the evolutionary journey of their approach, characterized by meticulous planning and incremental adaptations over the years. This conversation promises to shed light on the sophisticated evolution of Pitcairn's investment strategies, offering a closer look at their diversified asset class allocations. Don't miss this opportunity to gain a richer understanding of Pitcairn's success story, and the wisdom that has guided their trajectory over the years. Tune in for an episode brimming with insightful narratives and invaluable perspectives.

Mike Negussie, a pivotal investor in pediatric healthcare, joins Dakota Live! Podcast to discuss CHOA's investment strategies and shaping a healthier future. The topics covered include biotechnology, life sciences, emerging manager relationships, trends in the field, asset allocation, and influential people in their lives.