Dakota Live! Podcast
Robert Morier
The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
Episodes
Mentioned books
Nov 9, 2022 • 47min
Dakota Live! Podcast: Selling Asian Equities with Zlata Gleason of Indus Capital
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.
Oct 31, 2022 • 38min
Dakota Live! Podcast: Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management
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.
