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PODCAST

All Things Fundraising

Dakota is a financial, software, data and media company based in Philadelphia, PA.Dakota’s flagship product, Dakota Marketplace, is a database of institutional investors used by over 6,000 fundraisers and over 1,400 global investment firms.Find us at dakota.com

business management

All Episodes

13:55

Hub International, Co-Invest RFP, Consultant Hires,...

All Things Fundraising ·

2025/06/13

In this week’s Dakota Fundraising News Podcast, Lara Galloway joins Elevation Point as head of growth alongside Melinda Brodbeck as head of corporate communications, Saibal Mukherjee takes on equities manager research at Mercer, Hunter Brackett becomes public equity portfolio manager at the NC Department of State Treasury, and Pierre Duran joins Trinity University to oversee private markets. Hub International acquires Veripax Wealth Management as part of its $178B RIA network expansion, while...

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8:09

Texas A&M, New RIAs, NEPC, Boston RFPs, New Pension...

All Things Fundraising ·

2025/06/11

In this episode of the Dakota Fundraising News Podcast, we cover job changes including, Ryan Gardner joining Texas A&M Foundation as Assistant Director of Investments, Isla Chu being named Director of Investments at Michigan State University, and Laura Walker becoming a Consultant at NEPC. In RIA/FA activity, Andy Knowles launches Knowles Private Wealth with Raymond James, Tempo Wealth debuts in Ohio, and Strive Retirement Group opens in Florida focusing on corporate plans. Institutional ...

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19:40

The Emerging Manager Growth Show #32

All Things Fundraising ·

2025/06/10

In Episode 32 of The Emerging Manager Growth Show, Gui Costin shares why RIAs are the top fundraising channel for emerging managers—and how to break in effectively. He debunks myths about needing large AUM, long track records, or fee flexibility, and explains why cold outreach is essential to success. Gui walks through city scheduling, crafting strong email invites, and using quarterly webinars to drive awareness. He also outlines how to leverage CRM for pipeline tracking and why asking two k...

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29:09

Inside the Capital Formation Playbook of RMWC with...

All Things Fundraising ·

2025/06/10

In this episode of the Rainmaker Podcast, Gui Costin sits down with Michael Rubenstein, Managing Director at RMWC, for an insightful look into disciplined sales execution, solo practitioner fundraising, and the mindset needed to succeed in a competitive investment landscape. As RMWC’s first employee and the architect of its capital formation strategy, Michael shares his evolution from top-performing financial advisor at State Farm Investment Management to leading sales and investor relations ...

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40:52

Space: The $2 Trillion Opportunity Investors Are Chasing

All Things Fundraising ·

2025/06/06

In Episode 16 of the Dakota Research Podcast, we explore the rapidly expanding space economy, a $2 trillion opportunity redefining infrastructure, defense, and global connectivity. From reusable rockets and smallsat constellations to in-space manufacturing and orbital logistics, space is moving from moonshots to market-making. We break down the investment landscape—highlighting government-backed defense initiatives, private capital pouring into infrastructure and satellite networks, and M&...

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10:36

Caprock, Mariner Wealth, Upcoming Global Tech Equity...

All Things Fundraising ·

2025/06/06

In this episode of the Dakota Fundraising News Podcast, we discuss job changes including Tom Borghard joining Yale Investments as director, Vivek Jindal is named CIO at Caprock, and Jonathan Grushkin becomes CIO at Sanford Health following roles at Cleveland Clinic and RWJ Foundation. In RIA/FA M&A, Mariner Wealth Advisors acquires $1.4B Taurus Asset Management, EP Wealth adds $900M Buffington Mohr McNeal, and Michael Breitfeller launches The Breit Group in North Carolina. Institutional u...

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12:00

PKG Pensionskasse, Arax, PC RFP, Montana BOI Real...

All Things Fundraising ·

2025/06/04

In this episode of the Dakota Fundraising News Podcast, we cover job changes including Diego Liechti being appointed to head of investments at Switzerland’s PKG Pensionskasse, Henry Mercer joins Withum Wealth as CIO, and Partners Group names Anastasia Amoroso chief investment strategist for private wealth. In RIA/FA M&A, Arax Investment Partners acquires $4B Schechter Investment Advisors, advisors in San Diego launch Arv Private Wealth with LPL, and $225M Desert Sky Advisors joins Steward...

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22:57

Fundraising with Precision: Inside Optimizing Sales...

All Things Fundraising ·

2025/06/03

In this episode of the Rainmaker Podcast, host Gui Costin welcomes Shane McCarthy, Managing Director at LAB Quantitative Strategies, for a thoughtful and practical conversation on building a lean, high-performing fundraising function in a data-driven investment firm. With over 25 years in the investment industry across operations, risk, product development, and portfolio management, Shane brings a rare full-stack view of capital formation. Shane shares how LAB QS, a $1.8 billion multi-strateg...

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46:01

The Dakota Research Podcast #15: Inside Co-Investing...

All Things Fundraising ·

2025/05/30

In Episode 15 of the Dakota Research Podcast, we dive into the evolving world of co-investing—how LPs are gaining direct deal exposure, cutting fees, and strengthening GP relationships. From traditional buyouts to infrastructure and private credit, co-investments are reshaping portfolio strategies across the private markets. We explore key structures, benefits, and risks, as well as data from StepStone and Goldman Sachs showing co-investments’ rise among institutional investors. The episode a...

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7:21

LPL, RayJay, Infrastructure Search Finalists, Pension...

All Things Fundraising ·

2025/05/30

In this week’s Dakota Fundraising News Podcast, André Mehta joins Michaud Capital Management as senior managing director to lead client success and investment strategy, while Ronald Meraz takes on the role of regional director at Citigroup overseeing over 275 branches across California and Nevada. BNP Paribas sees leadership changes in Southeast Asia as See Piu Chua departs and the Malaysia team expands under Sean Tay. On the RIA front, LPL Financial adds $330M Merrill Lynch advisor Mai Park,...

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32:01

Capital Formation, Not Sales – Inside CAZ with...

All Things Fundraising ·

2025/05/27

In this episode of the Rainmaker Podcast, host Gui Costin sits down with Christopher Zook, founder and chairman of CAZ Investments, for an in-depth conversation on building a capital formation powerhouse rooted in intentional language, disciplined processes, and unwavering alignment. With over 30 years of investing experience, Zook shares his journey from brokerage beginnings at PaineWebber and Lehman Brothers to launching CAZ Investments—driven by a goal he set in 1991 to start his own firm ...

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23:49

The Dakota Way Sales Coaching: May 22, 2025

All Things Fundraising ·

2025/05/22

Master sales with four game-changing principles: Focus on what matters, target the right people, craft the perfect pitch, and follow up like a pro. Packed with actionable tips, this guide helps you turn meetings into deals—fast! 💼🔥

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11:27

Focus Financial, RE RFP, Bank Loan Search, CalSTRS...

All Things Fundraising ·

2025/05/21

In this week’s Dakota Fundraising News Podcast, Humberto Garcia de Alba is named CEO of BBVA Global Wealth Advisors, Peter Mistina joins QP Global Family Offices as VP of Investments, and Bruno Saintonge takes on a senior private markets role at Quebec’s $3B RRCEGQ pension. On the RIA side, Focus Financial is merging $35B Kovitz into $140B Focus Partners Wealth in a major hub firm consolidation, while former UBS advisors launch GLR Partners and ex-Choreo advisors establish XRSM Wealth under M...

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46:30

How Stacy Havener Built Havener Capital on...

All Things Fundraising ·

2025/05/20

In this episode of the Rainmaker Podcast, Gui Costin is joined by Stacy Havener, founder and CEO of Havener Capital Partners, for a masterclass on raising capital through storytelling, behavioral finance, and human connection. Stacy’s path into the investment industry defies convention. With a background in English literature—not finance—and no Wall Street pedigree, she’s raised over $8 billion for emerging managers, resulting in more than $30 billion in follow-on assets under management. Her...

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43:06

The Dakota Research Podcast #14: Investing in AI –...

All Things Fundraising ·

2025/05/16

In Episode 14 of the Dakota Research Podcast, we break down how artificial intelligence is transforming private markets—from infrastructure M&A to private equity strategy. We explore the CoreWeave–Weights & Biases deal, Coatue’s $1B innovation fund backed by Bezos and Dell, and how firms like EQT and a16z are integrating AI into everything from sourcing to value creation. The episode covers foundational AI concepts, subfields like NLP and generative AI, and how industries such as heal...

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25:04

The Emerging Manager Growth Show #31

All Things Fundraising ·

2025/05/13

In Episode 31 of the Emerging Manager Growth Show, we explore the public pension channel and its evolving approach to emerging managers. Gui Costin and Dan DiDomenico break down common myths—like needing three years of track record or massive AUM to engage pensions—and explain why that thinking could be holding you back. They highlight the nuances across Emerging Manager Programs (EMPs), from differences in AUM and vintage limits to how diversity ownership is defined. The episode also cover...

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36:53

Joe Grogan on Culture and Consultative Sales at...

All Things Fundraising ·

2025/05/13

In this episode of the Rainmaker Podcast, host Gui Costin sits down with Joe Grogan, Head of Distribution for the Americas at WisdomTree, for an energizing conversation on leadership, sales strategy, culture, and the power of treating people like owners. With over 25 years of experience at firms like Fidelity and State Street, Joe shares how his humble beginnings and early exposure to sales instilled a relentless drive that continues to shape his leadership style. Joe’s journey to WisdomTree ...

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42:53

: The Dakota Research Podcast #13: Top Real Estate...

All Things Fundraising ·

2025/05/09

In Episode 13 of the Dakota Research Podcast, we explore the top real estate investment themes shaping private markets in 2025. From hyperscale data centers and renewable energy infrastructure to life sciences, logistics, and hospitality, real estate is no longer just about buildings—it’s about innovation. We unpack how sectors like AI, power, and global digital transformation are driving capital flows into modern real assets. The episode also covers major private market updates, including Cl...

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43:38

DeWayne Louis on Scaling Smarter with AI at Versor...

All Things Fundraising ·

2025/05/06

In this episode of the Rainmaker Podcast, guest host Pat Tighe welcomes DeWayne Louis, founding partner of Versor Investments, for a deep dive into how the firm uses technology, process, and leadership discipline to scale a lean, global investment business. With over 20 years of experience spanning hedge funds, private equity, and investment banking, DeWayne shares how his career shaped the culture and strategy behind Versor’s quantitative investment platform. Versor, managing approximately $...

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48:13

The Dakota Research Podcast #12: Investing in...

All Things Fundraising ·

2025/05/02

In Episode 12 of the Dakota Research Podcast, we dive into the high-stakes world of aerospace and defense. From major deals like Thoma Bravo’s $10.6B acquisition of Boeing’s digital flight assets to Neuralink’s $500M raise, we spotlight the biggest private market moves this week. The main discussion unpacks why aerospace and defense are drawing increased private equity interest—from counter-cyclical defense budgets and long-term government contracts to surging investment in space, cybersecur...

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220 results

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