Dakota Live! Podcast Podcast Por Robert Morier arte de portada

Dakota Live! Podcast

Dakota Live! Podcast

De: Robert Morier
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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.

© 2025 Dakota Live! Podcast
Economía Finanzas Personales
Episodios
  • Fixed Income and the Future of Asset Allocation: Inside the CIO Mindset with Nick Gentile
    Oct 8 2025

    In this episode of Dakota Live!, host Robert Morier sits down with Nick Gentile, Interim President and Chief Investment Officer of Knights of Columbus Asset Advisors, to explore how a mission-driven $29 billion organization navigates today’s complex fixed income and alternative markets.

    Nick Gentile, a seasoned fixed income specialist, offers an inside look at how his team approaches asset allocation, manager selection, and liquidity management while staying true to the Knights’ Catholic investing principles. From private credit and securitized products to real estate debt and duration positioning, Nick shares how the firm balances stewardship with innovation in a volatile rate environment.

    Listeners will gain valuable insights into:

    • How a values-based investment philosophy informs portfolio construction.

    • The evolving role of private credit and real assets in institutional portfolios.

    • What CIOs look for in external managers during the due diligence process.

    • How insurers and asset allocators are adapting fixed income strategies post–rate cycle.

    • Lessons in leadership, communication, and risk discipline from a CIO who rose through the ranks.


    Whether you’re an allocator, asset manager, or student of investment strategy, this episode offers a masterclass in CIO decision-making, fixed income portfolio design, and faith-driven investing.
    Listen now on Spotify, Apple Podcasts, or YouTube to understand how one of America’s most enduring institutions is redefining stewardship for the modern markets.

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    42 m
  • Identifying the Hidden Signals in Manager Research with Dr. Dali Ma
    Oct 1 2025
    Learn how allocators identify early warning signs, build vision-based trust, and evaluate managers effectively.

    In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Dr. Dali Ma, Head of the Management Department at Drexel University’s LeBow College of Business, to explore how timeless principles of leadership apply directly to today’s asset management and allocator community.

    Dr. Ma shares actionable insights that asset managers and allocators can incorporate into their manager research and evaluation processes, including:
    • The Role of Character: Why courage, patience, and integrity in leadership remain irreplaceable, especially as artificial intelligence takes over technical tasks.
    • The Pitfalls of Pattern Recognition: How overreliance on short-term performance and surface-level communication can mask deeper organizational weaknesses, and how allocators can uncover them during due diligence.
    • The Value of Information: Why decision quality should be judged in the context of information available at the time (not just outcomes) and how allocators can fairly assess managers’ choices through this lens.
    • Trust in Fundraising and Asset Allocation: Moving beyond interaction-based trust toward vision-based trust—and why boutique managers who clearly articulate a differentiated future are more likely to stand out with investment committees.
    • Cognitive Diversity & Early Warning Signs: How giving analysts a voice, fostering psychological safety, and embracing cognitive diversity can prevent blind spots and strengthen investment teams.

    For asset managers, Dr. Ma offers guidance on building trust and culture that endure market turbulence. For allocators, he provides frameworks to evaluate leadership teams more deeply, beyond performance numbers—focusing on vision, character, and the ability to act responsibly in times of uncertainty. Whether you are raising capital, allocating to managers, or evaluating long-term partnerships, this episode provides a unique academic and practical perspective to sharpen your approach.


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    58 m
  • Scaling Healthcare for Life: A Conversation with Adele C. Oliva of 1315 Capital
    Sep 24 2025

    On this special episode of the Dakota Live! Podcast, we take a slightly different path from our usual allocator conversations. Thanks to a connection made by one of our Drexel University summer interns, we sit down with Adele C. Oliva, Founding Partner at 1315 Capital, a Philadelphia-based healthcare growth equity firm managing over $1 billion in assets.

    Adele shares her journey from Baxter and Apex Partners to co-founding 1315 Capital, and how she built a firm dedicated to scaling commercial-stage healthcare products, services, and wellness companies. With her perspective as both a nationally recognized healthcare investor and a mentor to emerging leaders in private equity, Adele offers lessons on building culture, evaluating teams, and navigating growth equity in healthcare.

    While our conversation may not follow our traditional allocator focus, it holds valuable insights for both asset managers and allocators. Adele’s views on commercial-stage investing, the importance of capital efficiency, and the evolving role of private equity in healthcare provide practical takeaways for anyone working across the investment ecosystem.

    From Philadelphia’s unique life sciences advantage to the importance of mentorship, presence, and pattern recognition, this episode is a reminder that great investing begins with people, culture, and curiosity.

    Tune in to hear how Adele and her team at 1315 Capital continue to shape the future of healthcare investing, and how a student’s initiative helped make this conversation possible.

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    38 m
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