x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Dakota Rainmaker Podcast

The "Dakota Rainmaker Podcast," hosted by Gui Costin, CEO of Dakota, offers a unique look into sales strategies from top industry executives. Each episode explores the inner workings of successful sales organizations, from philosophy to execution. This podcast is essential for sales professionals seeking wisdom from the best in the field.

business management

All Episodes

10:11

New RIAs, Alberta TRS VP, Marin County Private Equity...

Dakota Rainmaker Podcast ·

2024/11/08

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover recent job changes, including Katherine Mach’s promotion at World Investment Advisors, Max Miller joining University of Texas/Texas A&M Management, and Andrew Tambone’s new role as VP of Investments at Alberta Teachers Retirement. In RIA/FA M&A news, DeVoe & Company reports a record-breaking October for RIA M&A activity, John Thiel launches Indivisible Partners, and Corient co-founder Jon Tenney depart...

en

10:28

Dakota Fundraising News: November 6, 2024

Dakota Rainmaker Podcast ·

2024/11/06

Join Pat and Konch as they explore recent job changes in the industry, including Elizabeth Eldridge’s appointment as President of Glenmede Investment Management and new leaders joining W.K. Kellogg Foundation. In the RIA and FA M&A segment, Focus Financial’s The Colony Group merges with GYL Financial Synergies, Aspen Standard Wealth secures Summitry, and EP Wealth adds two RIAs with a combined $240M in AUM. In institutional coverage, we dive into searches and recent commitments from major...

en

47:12

Client-Centric Leadership at Vanguard with Jane...

Dakota Rainmaker Podcast ·

2024/11/05

In this episode of The Rainmaker Podcast, host Gui Costin interviews Jane Greenfield, the head of consultant engagement at Vanguard, a leader in investment and wealth management with over $9 trillion in assets. Jane shares insights into her career journey from banking to her current role, emphasizing Vanguard's unique client-centered culture. With a mission-driven focus, Jane highlights how Vanguard’s client-owned structure, established by founder Jack Bogle, creates a strong emphasis on long...

en

9:40

Dakota Fundraising News: November 1st, 2024

Dakota Rainmaker Podcast ·

2024/11/01

In this episode of the Dakota Fundraising News Podcast, Pat and Konch share updates on recent job changes, highlighting Christophe Caya-Tremblay joining CPP Investments and Steve Voss joining Meketa as Managing Principal Consultant. In RIA/FA M&A news, LPL recruits Goodwin Petrilli Financial from Cambridge, Cerity Partners acquires Paladini Financial, and Kestra brings on a $1.4B South Florida team. Institutional coverage includes searches by the Chicago Teachers’ Pension Fund and recent ...

en

11:28

Dakota Fundraising News: October 30th, 2024

Dakota Rainmaker Podcast ·

2024/10/30

In this episode of the Dakota Fundraising News Podcast, Pat and Konch explore recent job changes, including Alex Herman joining Stone Temple Partners as CIO and Sebastian Ahlhorn’s promotion at Commerzbank. The RIA/FA M&A segment covers Alvarez & Marsal's new UHNW RIA and Modern Wealth Management’s acquisition of Idaho-based Petso Financial. Institutional updates feature major searches and investments from Illinois Municipal Retirement Fund and Pennsylvania PSERS. We also provide fund...

en

37:38

Strategic Leadership and Wealth Management: Frank...

Dakota Rainmaker Podcast ·

2024/10/29

In this episode of the Rainmaker Podcast, host Dan DiDomenico, President of Dakota, sits down with Frank Riccio, Head of U.S. Wealth Solutions Sales and Strategic Relationships at First Eagle Investments. Frank brings over 20 years of leadership experience in the financial industry, having previously held prominent roles at PIMCO and Allianz Global Investors. In this conversation, he delves into his background, career journey, and current role at First Eagle, where he oversees daily operation...

en

10:17

Dakota Fundraising News: October 25, 2024

Dakota Rainmaker Podcast ·

2024/10/25

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover major job changes, including LPL Financial's appointment of Rich Steinmeier as CEO. In the RIA/FA M&A segment, we discuss Greenwood Gearhart’s merger with Boston Mountain and Raymond James' acquisition of a $1B New York-based team from Merrill Lynch. Institutional coverage highlights recent commitments from the State of Wisconsin Investment Board and Oregon PERS, as well as upcoming searches in Norfolk County and ...

en

11:20

Dakota Fundraising News: October 23rd, 2024

Dakota Rainmaker Podcast ·

2024/10/23

In this episode of the Dakota Fundraising News Podcast, we dive into some exciting developments in the financial world. First, we cover notable job changes, including key hires at Realta Wealth and leadership transitions at Mercer Global and Patria Investments. Next, we explore major RIA/FA mergers and acquisitions, such as Raymond James’ recruitment of a $479M advisory team from Merrill Lynch and Citizens Private Wealth’s addition of a $600M team from Fifth Third Private Bank. Finally, we sh...

en

10:46

Dakota Fundraising News: October 16, 2024

Dakota Rainmaker Podcast ·

2024/10/16

Join hosts Pat Tighe and Konch as they break down the latest in fundraising and institutional investing. In this episode, we discuss key job changes, including Michael Burgos stepping into the role of Director of Investments at the Cystic Fibrosis Foundation, and Alberto Santulin’s move to CIO of Alts at the Abu Dhabi Investment Authority. We also dive into significant RIA and FA mergers, such as Merrill Lynch’s recent acquisition of nearly $1 billion in assets from new Texas and New York tea...

en

13:47

Dakota Fundraising News: October 9th, 2024

Dakota Rainmaker Podcast ·

2024/10/09

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key job changes, including Citi Wealth’s new head of global investments Keith Glenfield and Charles Schwab's CEO transition. We also cover major M&A moves in the RIA/FA space, such as Cerity Partners merging with Janiczek Wealth and LPL’s $100B acquisition of Atria Wealth. In institutional coverage, we highlight recent searches and investments from major pension funds like Cook County, Ohio Police & Fire, an...

en

38:07

Mastering Boutique Growth: Mark Clewett on Leading...

Dakota Rainmaker Podcast ·

2024/10/08

In this episode of the Rainmaker Podcast, guest Mark Clewett, President and Managing Partner of Conestoga Capital Advisors, sits down with host Dan DiDomenico to discuss his career, leadership philosophy, and the growth of his firm. Clewett shares his professional journey, beginning with his education in finance at Penn State and early roles at SEI Investments and Delaware Investments. He reflects on joining Conestoga in 2006 when the firm was relatively small, managing $200 million in assets...

en

12:19

New Fund Launches, Merrill's $1.5B Move, Upcoming...

Dakota Rainmaker Podcast ·

2024/10/04

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Kimy Ruiz Seitz joining Silicon Valley Community Foundation and Carina Diamond becoming Chief Growth Officer at 4100FS. The RIA/FA M&A segment highlights LPL Financial’s addition of a $150M Texas duo and Merrill Lynch’s recruitment of advisors managing $1.5B in LA and Miami. We also discuss key institutional searches, investments, and fund commitments, including updates from Ohio Pol...

en

12:12

Citi & Apollo Private Credit, Steward Partners Head...

Dakota Rainmaker Podcast ·

2024/10/02

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key developments in private credit and secondaries, including Citigroup and Apollo's $25B direct-lending program and StepStone’s $7.4B private equity secondaries fund. We highlight important job changes across the institutional and private wealth sectors, including new appointments at Mercer Global Advisors and Steward Partners. In the RIA/FA M&A segment, we cover Kingswood's acquisition of two Eudaimonia RIAs m...

en

11:43

Non-Profit OCIOs, AIMCo Executive Team, RBC's New...

Dakota Rainmaker Podcast ·

2024/09/27

In this episode of the Dakota Fundraising News Podcast, Pat and Konch explore the latest trends in nonprofit investment strategies, including a growing reliance on OCIOs and rising allocations to alternative investments. We highlight notable job changes, such as new appointments at AIMCo and Manulife Investment Management. The RIA/FA M&A segment covers RBC's recruitment of a $2.8B Atlanta team and Kestra's addition of a Maryland-based wealth management team. We also dive into institutiona...

en

10:36

Family Office Trends, Australian Super, True North's...

Dakota Rainmaker Podcast ·

2024/09/25

In this episode of the Dakota Fundraising News Podcast, Pat and Konch delve into the Global Family Office 2024 Survey, revealing key trends in investment strategies, including the growing interest in AI, fixed income, and private equity. We also cover significant job changes, like Moneta Group’s new M&A Director Peter Brown and Andrew Osborne joining Australian Super. In the RIA/FA M&A segment, we spotlight True North Advisors' acquisition of Clear Rock Advisors and Rockefeller's newe...

en

29:32

Navigating the World of Alternative Investments:...

Dakota Rainmaker Podcast ·

2024/09/25

In this episode of the Rainmaker Podcast, host Gui Costin, CEO and Founder of Dakota, interviews Mark Allan, Managing Director at New Republic Partners, about the intricacies of alternative investments and the growing demands within the private fund space. Allan, who has a deep background in hedge funds and alternative assets, shares insights into his career trajectory, starting from equities trading to eventually transitioning into the family office and RIA (Registered Investment Advisor) sp...

en

10:00

Global Equity RFP, Private Market Consultants &...

Dakota Rainmaker Podcast ·

2024/09/20

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss Ares’ $3.3B real estate fundraise and a potential merger between TelstraSuper and Equip Super, which could create a $40.9B Australian pension. We highlight Michael Lopes' move to J.P. Morgan Wealth Management and Centel Wealth Advisory joining Sanctuary Wealth. We also cover institutional updates, including global equity and private markets searches, as well as recent commitments from major pension funds like LACERA...

en

10:12

Private Credit ETF, Innovia Wealth CIO, Private Real...

Dakota Rainmaker Podcast ·

2024/09/18

In this episode of the Dakota Fundraising News Podcast, Pat and Konch introduce a new Private Markets segment, covering recent developments like the launch of the BNY Alts Bridge Platform and Private Credit ETFs. We dive into notable job changes, including Orin McIntosh joining Strive Health and Greg Bosch becoming CIO at Innovia Wealth. The RIA/FA M&A segment highlights Wells Fargo adding a $1.8B team in Chicago and UBS acquiring a Bethesda-based advisory group. Plus, we cover the latest...

en

26:53

Team-First Leadership: John Halaby of Harbor Capital...

Dakota Rainmaker Podcast ·

2024/09/17

In the latest episode of the Rainmaker Podcast, hosted by Gui Costin, the guest is John Halaby, Executive Vice President and Head of Distribution at Harbor Capital. The episode dives into Halaby’s extensive career in the financial services industry and explores key sales strategies that have helped shape Harbor Capital’s success.Halaby begins by sharing his personal journey, starting as the son of Haitian immigrants, growing up in Brooklyn, New York, and how his upbringing influenced his care...

en

9:35

OMERS Private Equity, LPL, Value-Add RE RFP,...

Dakota Rainmaker Podcast ·

2024/09/13

In this episode of the Dakota Fundraising News Podcast, Konch covers key job changes, including Michael Graham's retirement from OMERS and Tim Kane's new role at Oregon State Treasury. We also highlight RIA/FA M&A activity, including Amber Knipes joining Edward Jones and LPL Financial's acquisition of Northern Plains Financial. In institutional coverage, we discuss recent searches and investments, including updates from the Weymouth Retirement System and Ventura County Employees’ Retireme...

en

151 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...