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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

13:59

Wealth Enhancement Group, Private Credit Allocations,...

Dakota Rainmaker Podcast ·

2024/09/11

In this episode of the Dakota Fundraising News Podcast Konch and Matt discuss the latest job changes, including Diederik Hooijkaas joining BNY Mellon and Chris Cawson's move to Hostplus in Australia. The RIA/FA M&A segment highlights Todd Newman's return to Morgan Stanley and Cetera Wealth Partners' acquisition of Innovative Premier Financial Services. We also dive into institutional coverage with updates on searches and investments from plans like the Teacher Retirement System of Texas a...

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8:11

Texas Muni Team Hires, New Denver UBS Team, Upcoming...

Dakota Rainmaker Podcast ·

2024/09/06

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover significant job changes, including Amol Deshpande joining Texas Municipal Retirement as Head of Direct Investments. We also discuss notable RIA/FA M&A moves, with UBS adding a Colorado-based team and Charles "Chuck" Hahn joining Cetera Advisor Networks. In institutional coverage, we provide updates on searches, investments, and consultant updates, including details from the New Mexico State Investment Council.

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7:09

Maryland's Deputy CIO, Raymond James New Advisor,...

Dakota Rainmaker Podcast ·

2024/09/04

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss recent job changes, including Thomas Kim's new role as Deputy CIO for the Maryland State Retirement & Pension Systems. We also cover notable RIA/FA M&A activity, with new teams joining LPL Financial, Ampersand Partners, and Raymond James. In the institutional coverage segment, we highlight key searches, investment commitments, and fund launches, including updates from the Baltimore County Employees Retiremen...

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35:01

Strategic Growth and Innovation: Damion Hendrickson...

Dakota Rainmaker Podcast ·

2024/09/03

In this episode of The Rainmaker Podcast, host Dan DiDomenico sits down with Damion Hendrickson, Managing Director of AGF Investments’ U.S. business. The conversation delves into the strategic initiatives that Damion has spearheaded since joining the firm, particularly focusing on expanding the firm's presence in the U.S. market. With over 30 years of experience in investment distribution and financial services, Damion brings a wealth of knowledge from his time at Fidelity Investments, BNY Me...

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9:33

Growth of Alts, PSP Investments, Upcoming Small Cap...

Dakota Rainmaker Podcast ·

2024/08/28

In this episode of the Dakota Fundraising News Podcast, Pat and Konch explore key job changes, including Adam Freeman's move to the University of Minnesota Endowment and Eduard van Gelderen's departure from PSP Investments. The RIA/FA M&A segment highlights new advisor teams joining Sanctuary Wealth and RBC Wealth Management. In institutional coverage, we discuss upcoming searches, significant investment decisions, and the latest fund launches, including insights from Bain & Company o...

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53:04

Behind the Scenes of Collaborative Sales Leadership...

Dakota Rainmaker Podcast ·

2024/08/27

In this episode of the Rainmaker Podcast, hosted by Gui Costin, we meet two distribution leaders from FS Investments: Kirsten Pickens and Ryan Robertson. Kirsten and Ryan bring decades of experience in the finance industry and currently serve as co-heads of U.S. distribution at FS Investments. They share insights about their roles, their experiences, and the leadership styles that have shaped their careers.Kirsten, whose background includes national accounts, marketing, investment research, a...

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8:33

People Moves, Raymond James, ACCESS Pool Direct...

Dakota Rainmaker Podcast ·

2024/08/23

In this episode of the Dakota Fundraising News Podcast, Pat and Konch bring you the latest updates across the institutional and private wealth sectors. We highlight significant job changes, including Morten Hagen's move to Mercer and Allison Daury's transition to Pilot House Associates. The RIA/FA M&A segment features new advisory teams joining Raymond James and LPL Financial. Finally, we dive into institutional coverage with updates on searches, investments, and new fund launches, includ...

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8:00

Canadian Public Pension Board, NYU's New CIO, Advisor...

Dakota Rainmaker Podcast ·

2024/08/21

In this episode of the Dakota Fundraising News Podcast, Pat and Konch dive into the latest developments across institutional and private wealth channels. We cover key job changes, including high-profile moves like Michelle Knudsen's transition to New York University's CIO and Caitlin Gubbels' promotion at the Canadian Public Pension Board. We also discuss significant RIA/FA mergers and acquisitions, with firms like NewEdge Wealth and LPL Financial making headlines. Lastly, we explore recent i...

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44:01

Flexible Leadership and Data-Driven Sales with...

Dakota Rainmaker Podcast ·

2024/08/20

In this episode of the Rainmaker Podcast, host Gui Costin sits down with Steve Dunn, the Head of U.S. Distribution and Exchange Traded Funds at abrdn. The discussion opens with Steve sharing his journey into the financial services industry, noting that like many in distribution, his entry was somewhat accidental. Starting his career at Vanguard, Steve quickly recognized his passion for the client-facing side of the business and the investment aspects that kept him engaged. A pivotal moment ea...

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8:57

Pacing Plans for Alts, RIA move in Toronto, VRS job...

Dakota Rainmaker Podcast ·

2024/08/16

Join Pat and Konch as they break down the latest job changes and strategic shifts in the financial industry. In this episode, they highlight key role transitions across institutional and private wealth sectors, including major moves at Cliffwater, VRS and PSRS. The conversation continues with a deep dive into RIA/FA mergers and acquisitions, spotlighting significant developments including a major move in Toronto. Finally, they wrap up with a thorough analysis of institutional coverage, includ...

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11:17

Private Markets at Rockefeller, NY State Common’s...

Dakota Rainmaker Podcast ·

2024/08/14

Join Pat and Konch as they break down the latest job changes and strategic shifts in the financial industry. In this episode, they highlight key role transitions across institutional and private wealth sectors, including major moves at Rockefeller, The Mott Foundation, and Hamilton College. The conversation continues with a deep dive into RIA/FA mergers and acquisitions, spotlighting significant developments like the launch of Elevation Point and Commonwealth Financial Network’s latest recrui...

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34:40

Inside Global Wealth: Leadership and Strategies with...

Dakota Rainmaker Podcast ·

2024/08/13

In this insightful episode of the Rainmaker Podcast, host Dan DiDomenico sits down with Shane Clifford, the Managing Director and Head of Global Wealth at Carlyle, to explore the intricacies of leading a global wealth business in the evolving financial landscape. The episode begins with an introduction to the podcast's mission—providing listeners with invaluable sales strategies from top industry executives—and a brief introduction to Dakota Marketplace, a comprehensive institutional and inte...

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38:18

Formula to Success: Innovation and Client Focus with...

Dakota Rainmaker Podcast ·

2024/07/30

In the latest Rainmaker Podcast episode, host Gui Costin interviews Todd Myers, the Chief Operating Officer of Private Wealth Solutions at Blackstone. The discussion covers Todd’s impressive career, which spans from his beginnings in investment banking to strategic roles at Merrill Lynch, and ultimately to his position at Blackstone. Todd highlights the importance of discipline, analytical thinking, and client engagement, which have been pivotal throughout his career.Todd provides insights in...

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8:59

IPOPIF Deputy CIO, Wealth Enhancement Group...

Dakota Rainmaker Podcast ·

2024/07/10

On the Dakota Fundraising News Podcast, hosts Pat and Konch discuss recent significant shifts in the financial sector, highlighting key job changes, mergers and acquisitions, and institutional investment updates. They cover notable job transitions such as Josh Ungar moving to Alaska Permanent Fund Corporation, Greg Turk's new role at the Illinois Police Officers’ Pension Investment Fund, and Jose Minaya's appointment at BNY Mellon. Also covered includes Wealth Enhancement Group's acquisition ...

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8:33

Investment Consultant Updates, Advisor Moves, US...

Dakota Rainmaker Podcast ·

2024/06/28

On the Dakota Fundraising News Podcast, hosts Pat and Konch delve into significant developments within the financial sector, spotlighting key job changes, RIA/FA mergers and acquisitions, and expansive institutional investment updates. In job movements, Scott Welch joins Certuity as a seasoned chief investment officer, and Chad Tew transitions from Blackrock to AON as a consultant. The Advisor coverage highlights the acquisition of Shore Morgan Young Wealth Strategies by Lido Advisors, and th...

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8:55

NewEdge Advisors Acquisition, Real Estate & EM Equity...

Dakota Rainmaker Podcast ·

2024/06/20

On the Dakota Fundraising News Podcast, hosts Pat and Konch discuss recent job transitions, including Jean Pierre Bonour to DWS Group and Jasmine Yu to Bryn Mawr Capital Management, alongside significant mergers such as NewEdge Advisors acquiring Stonebridge Financial Partners. The episode also covers institutional investment actions, highlighting the Bristol County Retirement System's search for private real estate investments and substantial new commitments by the Colorado Fire & Police...

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48:10

Manulife's Winning Sales Formula: Specialist Models...

Dakota Rainmaker Podcast ·

2024/06/18

In this episode of the Rainmaker Podcast, Gui Costin, Founder and CEO of Dakota, hosts a special discussion featuring Jennifer Lundmark and Alex Catterick from Manulife Investment Management. Jennifer, Head of Institutional Distribution North America, and Alex, Senior Managing Director, Head of Alternative Investment Solutions, bring their extensive experience to the table, making this a unique episode with two guests from the same company.The episode kicks off with introductions. Jennifer ov...

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9:06

Missouri ERS Head of PE, New UBS Team, PE & High...

Dakota Rainmaker Podcast ·

2024/06/14

Join Matt and Konch on the Dakota Fundraising News Podcast as they delve into recent job changes, M&A activity, and institutional investment updates. This episode covers career moves, such as Ahmad Khan's appointment at the Missouri State Employees’ Retirement System and Ross Breman's new role at Fidelity Investments. Explore Lido Advisors' acquisition of Shore Morgan Young Wealth Strategies, the launch of Highway One Capital by former First Republic advisors, and UBS's addition of The Bl...

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9:36

New $1B RIA Formed, Direct Lending RFPs, SMID Cap...

Dakota Rainmaker Podcast ·

2024/06/12

Join Matt and Konch on the Dakota Fundraising News Podcast as they explore the latest job changes, advisor activity, and institutional investment updates. This episode kicks off with significant career moves, including Benjamin Borich's new role at the Ohio State Teachers’ Retirement System, Francis Schoen joining PNC, and Greg Dunn's appointment at the New Mexico State Investment Council. They also go over the new Alteri Wealth by a former Merrill Lynch team, Kestra's addition of Attai...

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32:40

Voya Investment Management's Data-Driven Success:...

Dakota Rainmaker Podcast ·

2024/06/11

In this episode of the Rainmaker podcast, Gui Costin interviews Troy Chakarun, Managing Director and Head of Private Wealth and Alternative Distribution at Voya Investment Management. Troy discusses his journey from roles at Merrill Lynch and Bank of America to leading sales teams at Voya. He emphasizes the critical role of data in driving sales strategies and introduces his innovative roundtable approach, which enhances market intelligence and builds valuable relationships. Troy also explain...

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151 results

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