Dakota Live! Podcast

Discover insights from Catherine Ulozas, CIO of Drexel University, on successful investment strategies, transformative projects like St. Christopher's Children Hospital acquisition, and her philosophy on self-reflection in decision-making. Explore her journey in finance, Drexel Endowment's mission, team expansion, asset allocation strategies, and navigating complex investment environments. Uncover tips on empowering women in finance through mentorship and advocacy.

As Chief Investment Officer, Timothy Chubb oversees Girard’s investment process and creates strategies that are designed to meet the unique financial needs of every client. Tim passionately shares his knowledge of financial markets and the economy in the latest episode of the Dakota Live! Podcast.In this special edition release, Tim takes the Dakota Live! team through Girard’s approach to manager research and selection and what a potential client partnership looks like with their firm. Join us as we come to better understand Girard and their allocation to various asset classes and investment strategies.Legacy and leadership capture the essence of Girard’s rich history, inspired by the legacy of Stephen Girard, founder of Girard Bank and the firm’s evolution into a comprehensive wealth advisory practice under Univest Financial Corporation. The conversation highlights the journey from its roots in the early 19th century to its current position as a leader in providing innovative financial solutions. With a continuity of core values and dedication to serving clients' needs through changing times, Tim shares both the historical depth and forward-thinking approach of Girard.Girard is a comprehensive wealth advisory practice backed by the strength and stability of Univest Financial Corporation. Girard is made up of multiple affiliated entities including two investment advisor firms, a broker/dealer and the Trust Department of Univest Bank and Trust Co. With $4.5 billion in assets under management and $7.8 billion in total assets, Girard and Univest Trust Company advise clients that include private wealth, investment management, and consulting relationships for municipal pension, retirement, non-profit, and foundation assets.

In our latest episode of the Dakota Live Podcast, host Robert Morier engages in an insightful conversation with Todd Glickson, a renowned consultant and Head of the North American Investment Management Practice for Coalition Greenwich, a division of CRISIL. The discussion offers an in-depth exploration of the ever-evolving investment management landscape, highlighting the critical importance of agility for asset managers in today's fast-paced market environment.Todd shares invaluable insights drawn from his latest research paper, "The Agility Advantage," providing asset managers and allocators with actionable strategies to enhance their agility and, consequently, their competitive edge. The conversation covers a broad spectrum of pertinent topics, including asset management and portfolio construction trends, top traits associated with asset manager agility, and how allocators can identify client-centric business models in their asset management partners.Moreover, the episode delves into the significance of innovative technologies such as artificial intelligence in reshaping investment strategies and client engagement. Todd and Robert discuss the challenges of client onboarding, the nuances of client service excellence, and the implications of industry consolidation on both large firms and boutiques.This episode is a must-listen for investment professionals seeking to navigate the complexities of the investment sales ecosystem with greater agility and foresight. Join us to gain a deeper understanding of the strategies that define success in the investment industry today. Don't miss out on these critical insights that could redefine your approach to investment management, client service, and manager research and selection.

In this insightful episode of the Dakota Live! Podcast, host Robert Morier is joined by Catharine Burkett, the former Co-Director of Private Investments at LCG Associates. Catharine shares her extensive experience in the investment industry, focusing on LCG’s strategic approach to private investments. Founded in 1973, LCG is an employee owned, full service national consulting firm headquartered in Atlanta, Georgia.With a career spanning various aspects of private markets, including venture capital, private equity, and private market fund-of-funds management, Catharine offers valuable insights into the challenges and opportunities facing investors and fund managers today within private market investing.This episode delves into Catharine's journey through the investment landscape, LCG’s strategies for assessing and engaging with private market investment opportunities, and her thoughts on current market trends. Whether you're an investment professional seeking to understand the nuances of due diligence and private market manager research or someone interested in the behind-the-scenes decision-making processes within investment consulting, this episode offers a wealth of knowledge and expertise.Tune in to gain a deeper understanding of the dynamics of private market manager research and asset allocation and the critical importance of due diligence in achieving investment success from one of the leading investment consultants in the industry.Disclosure:The views expressed in this podcast may not necessarily reflect the views of LCG Associates, Inc. and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. This material is for informational purposes.  The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the listener. Past performance is not indicative of current or future results. This information provided is neither tax nor legal advice and investors should consult with their own advisors before making investment decisions.

In our latest episode of the Dakota Live! Podcast, join us as we delve into the intricate world of pension fund investment with Andy Greene, Chief Investment Officer at the Toronto Transit Commission Pension Plan (TTCPP). With an impressive career spanning over 25 years in pension and investment management, Andy brings a wealth of experience and insights into managing the $8.2 billion defined benefit fund dedicated to the financial retirement security of Toronto's public transport network employees.Andy's journey from Chicago to Toronto, through various pivotal roles in the investment industry, including his tenure at OPTrust and significant contributions to the University of Wisconsin Foundation, paints a vivid picture of his profound impact on the pension fund industry. Under his leadership, TTCPP has seen substantial growth and innovation, particularly in embracing technology, private investments, and hedge fund strategies into its investment process.This episode not only explores Andy's strategic approach to balancing stability with returns in a challenging economic landscape but also highlights his successful efforts in building a dedicated investment team from the ground up. With insightful discussions on the importance of sustainability, the role of technology in enhancing investment decision-making, and the challenges and opportunities facing pension funds today, this conversation is a must-listen for anyone interested in the future of pension fund investment.For more insights into Andy Greene's leadership and the strategic initiatives propelling the TTC Pension Plan forward, be sure to tune into this insightful conversation.

Mili Rosen, CFA, a Senior Investment Analyst at Brinker Capital Investments joins us for the latest episode of Dakota Live! In this insightful episode, join us as we delve into a comprehensive discussion with Mili about her career journey, her role at Brinker Capital Investments, and the nuances of investment management and manager research.Mili shares her insights on various topics, including the challenges of manager research in both public and private markets, the importance of technology in investment analysis, and the approach to early-stage, emerging managers.Throughout the conversation, Mili emphasizes the importance of understanding the qualitative aspects of investment management, such as the team dynamics and culture of investment firms, alongside quantitative analysis. She also discusses the role of technology in enhancing investment research and touches on topics like liquid alternatives and digital assets in the context of modern investment strategies.The episode is informative for those interested in the world of investment management, providing a glimpse into the day-to-day responsibilities and considerations of a Senior Investment Analyst and the broader trends in the industry. Mili’s journey, from her education at Penn State University to her current role, also serves as an inspiring narrative for aspiring investment professionals.Along the way, learn what led Mili to be named one of Citywire’s 2023 Rising Stars in manager research.Disclaimer:Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor. This material has been prepared for informational purposes only, and is not intended as specific advice or recommendations for any individual. Investing involves risks including possible loss of principal.

In this special rerelease of one of our most insightful episodes, we revisit our enlightening conversation with Jennifer DeSisto, the Chief Investment Officer of Anchor Capital Advisors. With $7.4 billion in assets under management as of September 30, 2023, Jennifer brings a wealth of knowledge and experience in asset allocation, manager selection, and portfolio management.In this episode, Jennifer takes us through her professional journey, detailing the evolution of her career in manager research and asset allocation, and the lessons learned along the way. She offers a behind-the-scenes look at managing a diverse portfolio and balancing in-house strategies with external manager selection, highlighting the strategic approach of Anchor Capital in managing approximately $4.9 billion with external managers across all asset classes.Jennifer also delves into the crucial aspects of business management and product development within Anchor Capital, discussing how the firm adapts to market demands and technological advancements.For aspiring finance professionals and industry enthusiasts, this episode is packed with invaluable advice and perspectives from one of the industry’s leading investment minds. Whether you’re hearing it for the first time or revisiting it, this episode with Jennifer DeSisto is an essential listen for anyone interested in the dynamics of investment management and the evolving RIA landscape.

In the latest episode of Dakota Live!, we are excited to feature Chris Tessin, Founder and Managing Partner of Acuitas Investments. Chris serves as Chief Investment Officer and Lead Portfolio Manager of the Small and Microcap portfolios. Chris and his team are recognized as industry leaders in investment manager research and multi-manager portfolio management, focusing on those markets they believe are inherently less efficient.Our conversation covers the inherent inefficiencies that exist within certain global equity markets, and how Acuitas harnesses the expertise of its investment managers to exploit these inefficiencies to the fullest. With a wealth of experience behind them, Acuitas has honed the art of identifying premiere investment managers who can navigate these complex waters.One of the key features discussed in the interview is the importance of early life-cycle, high conviction investment managers. Chris sheds light on how these managers provide distinct advantages in a constantly evolving investment landscape. Along the way, Chris touches upon the significance of transparent pricing, proper resourcing, and aligned interests to mitigate issues around early-stage investments in the emerging manager space. Tune in to gain invaluable insights into Acuitas' innovative approach to investment management and their dedication to client success.This episode is a must-watch for anyone interested in the entrepreneurial mindset, asset allocation, global micro, and small cap equity management, or simply looking to broaden their institutional financial knowledge from a veteran allocator. Tune in to gain valuable insights into the mindset of an investment leader and founder who understands the significance of selecting investment managers in the most inefficient areas of global markets.Disclaimer:This material contains the current opinions of Acuitas and is presented solely for informational purposes. Nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation or solicitation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable.Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice.Past performance is not a guarantee of future returns. Investing in securities involves risk of loss that investors should be prepared to bear. 

In this insightful episode of the Dakota Live! podcast, host Robert Morier engages in a thought-provoking conversation with Alex Gurvich, Director of Investment Research and Head of Asset Allocation for PFM Asset Management. The episode delves into the intricate world of investment decision-making, with a focus on understanding the complexities behind manager research and asset allocation. Alex shares his rich experience spanning over 25 years in various sectors of finance, including his transition from a physics background to a career in finance. His journey illuminates the multifaceted nature of the investment industry and the intellectual rigor required to navigate its challenges.PFM Asset Management is a leading Outsourced Chief Investment Officer (OCIO), working with organizations of all sizes across the nation and have $166.3 billion in assets under management as of September 30, 2023. The firm’s focus is solely on institutional clients, including cities, counties, school districts, pension funds, utilities, insurance pools, higher education, and healthcare institutions.One of the most engaging aspects of the episode is Alex's detailed explanation of the process and philosophy behind selecting investment managers. He emphasizes the importance of understanding a manager's approach to investments, their decision-making processes, and their ability to navigate various market conditions. The conversation particularly highlights the blend of art and science in manager research, underscoring the importance of qualitative assessments alongside quantitative analyses. This inside look into manager selection offers listeners valuable insights into the subtleties of portfolio management and investment strategy.Alex also discusses the evolution of his own role and the importance of adapting to the changing dynamics of the finance industry. He stresses the need for continuous learning and flexibility, sharing personal anecdotes that reveal the challenges and opportunities encountered in his career. This theme of adaptability resonates throughout the podcast, providing a compelling narrative for listeners interested in the ever-evolving landscape of finance and investment.The episode concludes with a reflection on the importance of education in Alex's career. He shares his experiences as a teacher and student, emphasizing the value of fostering a learning environment and the impact of nurturing future professionals in the field. This focus on education not only highlights Alex's commitment to the growth of the industry but also serves as an inspiration for listeners at all stages of their professional journeys. The podcast is a must-listen for anyone interested in the intricacies of investment management and the personal growth that accompanies a career in finance.Disclaimer:PFM Asset Management LLC ("PFMAM") is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of U.S. Bancorp Asset Management, Inc. ("USBAM").  USBAM is a subsidiary of U.S. Bank National Association ("U.S. Bank").  U.S. Bank is a separate entity and subsidiary of U.S. Bancorp.  U.S. Bank is not responsible for and does not guarantee the products, services or performance of PFMAM.

Empowering Investment Insights with Fiera CapitalIn this insightful episode of the Dakota Live! podcast, host Robert Morier welcomes Majlinda Kamberi, Senior Investment Officer with Fiera Capital. Majlinda, an industry veteran in private market solutions, shares her extensive knowledge and experience in private market investing. We discuss Majlinda's role at Fiera Capital, where she oversees the private market solutions team. She delves into the intricacies of portfolio construction, investment due diligence, and the unique challenges of managing investments in private credit, real estate, agriculture, timberland, infrastructure, and private equity.Majlinda's approach is analytical and comprehensive, focusing on bottom-up analysis and risk assessment. Her experience shines as she explains how Fiera Capital navigates the complex landscape of private market strategies, illustrating the firm's commitment to delivering optimized and diversified portfolio solutions.Fiera Capital is a Canadian asset management firm that provides investment management services. The company was founded in September 2003 and is headquartered in Montreal, Quebec. Fiera Capital offers customized solutions to clients in North America, Europe, and Asia. As of September 30, 2023, Fiera Capital has over $114.9 billion in assets under management. The company invests in multiple asset classes, including public and private markets.Along the way, Majlinda articulates Fiera Capital's approach to sustainability into their investment analysis. This discussion provides valuable insights into how sustainable investment considerations are increasingly influencing asset valuation and investment decisions. The discussion highlights Fiera Capital's efforts in promoting sustainable practices in their investment strategies, aligning with global efforts to foster a more responsible and ethical financial industry.Key Highlights of the Episode Include:Understanding Private Market Investments: Majlinda delves into the complexities of managing diverse portfolios, including private credit, real estate, and sustainable investments.Sustainable Investing Decoded: Discover how Fiera Capital integrates sustainability factors into their investment strategies, pushing the boundaries of traditional asset management.Navigating Challenges in Investment Management: Learn from Majlinda's extensive experience in due diligence, risk assessment, and portfolio optimization.A Personal Journey: Get inspired by Majlinda's unique story. At a relatively young age, Majlinda faced challenges that many of us could scarcely imagine. Arriving to the United States as a refugee of war, she describes the opportunity of "being granted a second chance at life." This pivotal moment was not just a shift in geography but a transformation of fate.Throughout our conversation, Majlinda shares invaluable insights on resilience in the face of adversity, the importance of embracing opportunities, and the transformative power of a positive mindset.Grab your passports (and notebooks) for this insightful conversation.Disclaimer:Information provided in this discussion should not be considered an offer or solicitation with respect to any of Fiera Capital’s offerings.  Fiera Capital Corporation does not provide investment advice to U.S. clients or offer investment advisory services in the US.  In the US, asset management services are provided by Fiera Capital’s affiliates who are investment advisers that are registered with the U.S. Securities and Exchange Commission or exempt from registration. Registration with the SEC does not imply a certain level of skill or training.  In other jurisdictions, investment management services are provided by Fiera Capital’s affiliates who are appropriately registered or exempt therefrom in the relevant jurisdiction.