Dakota Live! Podcast

Carolyn Patton, Head of Private Market Client Solutions at TIFF Investment Management shares how their business approaches private market assets on behalf of their clients. TIFF is a leading asset management firm dedicated to delivering comprehensive OCIO and private equity investment solutions to primarily endowments, foundations, and other charitable organizations. As of June 30, 2022, TIFF manages approximately $8 billion on behalf of their members. Looking at current market conditions in the context of the firm’s outlook, Carolyn walks our audience through the diversification benefits of private markets as part of an OCIO solution. Carolyn shares TIFF’s approach to manager sourcing, due diligence, selection, and what areas of the private market universe TIFF is focused. Throughout the conversation, Carolyn expands on TIFF’s broader initiatives around diversity, equity, inclusion, and sustainability. Join Carolyn in this informative and interactive conversation on what matters when working with institutional OCIO relationships.  

York Lo is the Head of Alternative Product and LLCs at John Hancock Investment Management where he has been a key member of the team responsible for manager selection and oversight, product development and management for global fund platforms with assets more than US$200 billion. York has launched products across structure, asset class, and style which has contributed significantly to the firm’s growth. Join York as he guides us through John Hancock Investment Management's business while sharing his passion for promoting diversity, equity, and inclusion in our industry and beyond.  

Matt DeAngelo, Deputy Chief Investment Officer of Drexel University’s Endowment shares how he and his colleagues evaluate asset managers, approach due diligence meetings, and consider allocation decisions in both traditional and alternative assets.  In 2021, Drexel University’s endowment surpassed $1 billion for the first time, increasing Drexel’s ability to support and expand its academic and research goals for current and future generations. Matt discusses the steps Drexel University took to reach this successful milestone.  Join Matt as he takes you through the Drexel University Endowment model and what drives him in and out of the office.

Greg Stumm of Resolute Investment Managers shares his perspective on the firm’s investment process in the context of its multi-affiliate model. Greg guides our listeners through the sub-advisory market and the growth their firm has experienced over the years. Resolute Investment Managers is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers across style and strategy.  Join Greg as he takes us through his experience in building and developing manager and client relationships through the lens of the multi-affiliate model.

Russ Kamp of Ryan ALM shares his more than forty years of investment advisory experience with US plan sponsors as he discusses the current pension landscape and how to position your investment strategies for success. Join Russ for a wide ranging discussion on Defined Benefit and Defined Contribution Plan management in the context of the current economic environment. The conversation explores the use of alternative strategies and attractiveness of bonds to US pension plans, as well as how recent legislative changes are presenting new opportunities for allocators and investment managers alike. If your New Year's resolutions include a more effective sales strategy for US pension plans, be sure to listen to this insightful and informative conversation with one of the industry's leading experts. 

Alyssa Stankiewicz of Morningstar shares her insights into the firm's manager research process and the key pillars of the Morningstar analyst rating. Alyssa guides the audience through the firm's approach to researching best practices in sustainable investing, and their efforts to improve transparency across the U.S. sustainable funds landscape for investors. Morningstar is a publicly traded financial services firm providing a variety of investment research and investment management solutions. Their research and recommendations in evaluating asset managers and funds are some of the most influential in the asset management industry. Join Alyssa as she shares her journey in this informative and interesting conversation.

Alan Spatrick shares his forty-two years of investment consulting experience as he discusses the Meketa manager research process, the changes he's seen in the consultant space over the decades, and his advice for investment sales people and fellow consultants in the context of the investment industry. Meketa Investment Group is an employee-owned full service investment consultant and advisory firm.  Meketa works with clients on a non-discretionary or discretionary (OCIO) basis. With over $1.7 trillion in Assets under Advisement and an additional $100 billion in Private Markets and Real Estate consulting, Meketa has grown into the third largest institutional consultant in the United States by assets. Learn more about what has made Meketa so successful over the years, and how Alan and his colleagues research and select their investment management partners. 

Aldo Vultaggio, Chief Investment Officer at Capstone Financial Advisors, Inc. shares his manager research process, approach to sourcing alternative investments, current investment research focus, and more in this informative conversation on the importance of Registered Investment Advisors (RIAs) and Multi-Family Offices. RIA firms have represented the fastest-growing category in the U.S. wealth management market for the past six years. Learn more about why you should not overlook this  channel when prioritizing your business development goals, while discovering successful firms like Capstone Financial Advisors. 

Zlata Gleason shares her experiences distributing and servicing long-only and hedge fund strategies and the questions clients ask surrounding succession planning, investment management fees, and how specialist strategies fit into a broader asset allocation model.  She discusses her approach to selling equity strategies in the context of the sales process she has developed with Indus Capital, an Asian Pacific equities investment manager.  Join Zlata and Robert as they discuss the changes they have seen in the industry over the past twenty years, and how best to position your investment strategies with investors for the years ahead.

Floyd Simpson shares how he evaluates asset managers, approaches due diligence meetings, and considers asset allocation decisions.  He discusses his experience in working in Emerging Manager Research, Multi-Asset Strategy Solutions, and an Outsourced CIO business model with PFM Asset Management. In his current role he works with institutional clients to develop and implement Multi-Asset strategies for their portfolios and is a voting member of the Outsourced Chief Investment Officer Investment Committee which has oversight of $16.7 billion Assets Under Management as of June 30, 2022.