Best Lp Allocations Podcasts (2025)

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491. How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity (Lara Banks) 35:40

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16d ago35:40

35:40

Lara Banks of Makena Capital Management joins Nick to discuss How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity. In this episode we cover: Underwriting New Funds and Long-Term Partnerships Criteria for Investment and Deal Breakers Persistence in Venture and Brand Building CO-Investments…

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Scaling Healthcare for Life: A Conversation with Adele C. Oliva of 1315 Capital 37:32

44m ago37:32

37:32

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 a…

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GLED020 - Powell Speech Analysis — Real-Time Market Response & Global Positioning 4:01

6h ago4:01

4:01

Wednesday morning Powell speech analysis for institutional real estate capital positioning following Fed Chair Powell's real-time market commentary. NEW INTRO FORMAT: Welcome to Global Real Estate Daily, an AI-powered podcast by Daily Dominance. Powell Speech Market Response: Federal Reserve Chair Powell emphasized cautious approach to future rate …

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GLED019 - Mid-Week Global Analysis — Market Dynamics & Strategic Positioning 4:23

1d ago4:23

4:23

Tuesday morning mid-week global analysis for institutional real estate capital positioning following sustained post-FOMC momentum. Mid-Week Market Positioning: Federal Reserve's 25bp cut to 4.00%-4.25% maintaining sustained momentum. US 10-year Treasury at 4.14%-4.15% with commercial mortgage rates around 5.78%-6.34%. 30-year mortgage rates around …

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492. Prioritizing Monetization: Beautifully Simple Pricing, AI Models for Profitable Growth, and Guardrails for Freemium and Expansion Tiers (Madhavan Ramanujam) 47:59

2d ago47:59

47:59

Madhavan Ramanujam of 49 Palms Ventures joins Nick to discuss Prioritizing Monetization: Beautifully Simple Pricing, AI Models for Profitable Growth, and Guardrails for Freemium and Expansion Tiers. In this episode we cover: Scaling Innovation: A Sequel to Monetizing Innovation Balancing Value and Price Enterprise Adoption of Outcome-Based Models U…

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492. Prioritizing Monetization: Beautifully Simple Pricing, AI Models for Profitable Growth, and Guardrails for Freemium and Expansion Tiers (Madhavan Ramanujam) 47:59

2d ago47:59

47:59

Madhavan Ramanujam of 49 Palms Ventures joins Nick to discuss Prioritizing Monetization: Beautifully Simple Pricing, AI Models for Profitable Growth, and Guardrails for Freemium and Expansion Tiers. In this episode we cover: Scaling Innovation: A Sequel to Monetizing Innovation Balancing Value and Price Enterprise Adoption of Outcome-Based Models U…

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GLED018 - Week Ahead Positioning — Post-FOMC Momentum & Global Capital Deployment 4:10

2d ago4:10

4:10

Monday morning week-ahead positioning analysis for institutional real estate capital following post-FOMC sustained momentum. Post-FOMC Week-Ahead Momentum: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-ahead opportunities. US 10-year Treasury at 4.15% showing fourth consecutive session of gains while commercial mortgage rates st…

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GLED017 - Post-FOMC Week Wrap-Up — Global Positioning & Weekend Advantage 3:44

5d ago3:44

3:44

Friday afternoon post-FOMC week wrap-up analysis for institutional real estate capital positioning following Federal Reserve decision week. Post-FOMC Week Performance: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained week-long momentum. US 10-year Treasury at 4.14% with 30-year at 4.76% showing market adjustment while commercial real es…

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GLED016 - Post-FOMC Follow-Through — Global Capital Deployment & Currency-Driven Opportunities 3:49

6d ago3:49

3:49

Thursday morning post-FOMC follow-through analysis for institutional real estate capital positioning following Federal Reserve decision execution. Post-FOMC Market Follow-Through: Federal Reserve's 25bp cut to 4.00%-4.25% creating sustained momentum. US 10-year Treasury rose to 4.13% with 30-year at 4.74% showing market adjustment while commercial …

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Rethinking Asset Allocation, The Past Present and Future of Venture Capital | Dan Feder, University of Michigan 1:52:28

6d ago1:52:28

1:52:28

Dan Feder is the Senior Managing Director of Investments at the University of Michigan’s $18 billion endowment.Our two hour conversation talks through the past, present, and future of all things venture capital, and investing more broadly.Dan lays out the case for why most institutional investors should change how they approach asset allocation, wh…

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Investor Stories 428. Trust and Integrity with LPs, What Churn Reveals About Founders, and Building True Differentiation (Ralston, Abel, Shen) 5:19

6d ago5:19

5:19

On this special segment of The Full Ratchet, the following Investors are featured: Rusty Ralston of Swell VC Godard Abel of G2 Han Shen of iFly.vc We asked guests to share the best question they've ever been asked by an allocator. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in foun…

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Investor Stories 428. Trust and Integrity with LPs, What Churn Reveals About Founders, and Building True Differentiation (Ralston, Abel, Shen) 5:19

6d ago5:19

5:19

On this special segment of The Full Ratchet, the following Investors are featured: Rusty Ralston of Swell VC Godard Abel of G2 Han Shen of iFly.vc We asked guests to share the best question they've ever been asked by an allocator. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in foun…

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Dakota Live! Podcast: After the Exit - Teaching the Next Generation of Investors with Chris Cesare 1:11:10

7d ago1:11:10

1:11:10

In this episode of Dakota Live!, we sit down with Chris Ceasare, institutional investing veteran, teacher, and mentor—focused on turning theory into practice and helping students and managers communicate what truly matters. From UPS’s pension desk to co-founding Rocaton and navigating the OCIO wave, Chris Cesare has seen how real decisions get made…

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GLED015 - Post-FOMC Global Positioning - Central Bank Divergence & Cross-Border Capital Acceleration 3:56

7d ago3:56

3:56

Wednesday morning post-FOMC global positioning analysis for institutional real estate capital following Federal Reserve decision execution. Global Central Bank Divergence Execution: Federal Reserve executed anticipated 25bp cut to 4.00%-4.25% range while ECB maintains rates creating 450bp policy spread. Currency-driven acquisition windows now fully…

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GLED014 - FOMC Decision Day - Global Central Bank Divergence & Cross-Border Capital Flows 3:54

8d ago3:54

3:54

Tuesday morning FOMC decision day analysis for global institutional real estate capital positioning ahead of central bank divergence opportunities. **Global Central Bank Divergence:** Federal Reserve 93% probability 25bp cut to 4.00%-4.25% while ECB holds at 4.50% and BOJ maintains ultra-low rates. Currency-driven acquisition windows emerging for i…

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Investor Stories 427. Balancing Growth with Profitability, Why the Customer’s Pain Matters Most, and Lessons from Film Financing to Supply Chain (Jiang, Ruscio, Niehenke) 10:25

9d ago10:25

10:25

On this special segment of The Full Ratchet, the following Investors are featured: Kevin Jiang of Mangusta Capital Joseph Ruscio of Heavybit Alexander Niehenke of Scale Venture Partners We asked guests to describe the biggest change to their investment philosophy over the course of their career The host of The Full Ratchet is Nick Moran of New Stac…

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Investor Stories 427. Balancing Growth with Profitability, Why the Customer’s Pain Matters Most, and Lessons from Film Financing to Supply Chain (Jiang, Ruscio, Niehenke) 10:25

9d ago10:25

10:25

On this special segment of The Full Ratchet, the following Investors are featured: Kevin Jiang of Mangusta Capital Joseph Ruscio of Heavybit Alexander Niehenke of Scale Venture Partners We asked guests to describe the biggest change to their investment philosophy over the course of their career The host of The Full Ratchet is Nick Moran of New Stac…

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GLED013 - Week Ahead FOMC Positioning - Rate Cut Certainty, Maturity Wall, Global Capital Flows 3:58

9d ago3:58

3:58

Monday morning week-ahead positioning for institutional real estate capital ahead of the most consequential FOMC meeting of 2025. **Fed Watch:** 96% probability of 0.25% cut at September 16-17 FOMC. Federal funds rate positioned to move from 4.25%-4.50% to 4.00%-4.25%. 10-year Treasury at 4.082% with new issues at 4.250%. Commercial mortgage rates …

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GLED012 - Fed Easing Setup - CMBS Maturity Wall, Cap Rates Hold, SWFs Pivot 5:28

12d ago5:28

5:28

- Fed Watch: 92% probability of a 25 bps cut at the September 16–17 FOMC. 10-year UST ~4.04% near a five-month low; 5-year ~3.61%. Bank CRE rates ~5.70–6.22%; agency ~4.91–5.15%. - CMBS: Delinquency 7.29%; office ~11.7%. H1 2025 issuance at post-GFC highs, ~74–75% SASB. ~$150.9B 2025 maturity wall; ~23% office exposure. - Cap Rates: Stabilization c…

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Inside Intercom’s AI Turnaround, Why Software Companies Must Train Their Own Models | Eoghan McCabe, Co-founder and CEO 1:59:06

12d ago1:59:06

1:59:06

Eoghan McCabe is the Co-founder and CEO of Intercom, building Fin.ai, the AI customer service company. This was an extremely candid, two hour conversation going inside every detail of how Intercom was the first late stage software company to successfully re-architect itself to be AI-native. Intercom just announced they’ve built their own customer s…

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GLED011 - Thursday ECB Decision Analysis 4:24

13d ago4:24

4:24

Thursday morning, September 11th, ECB decision day, and while your competition waits for the announcement, we're delivering the decision-day global intelligence that positions institutional real estate capital with the market-moving information. **ECB Decision Day Intelligence:** - Market consensus expecting hold at 2.0% deposit rate (66 out of 69 …

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Investor Stories 426. Investor Regrets and Hard Calls: From Tax Credit Dependence to Saying No to Zoom (Hsieh, Delk, Hilaly) 5:38

13d ago5:38

5:38

On this special segment of The Full Ratchet, the following Investors are featured: Vince Hsieh Ryan Delk Aaref Hilaly Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founde…

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Investor Stories 426. Investor Regrets and Hard Calls: From Tax Credit Dependence to Saying No to Zoom (Hsieh, Delk, Hilaly) 5:38

13d ago5:38

5:38

On this special segment of The Full Ratchet, the following Investors are featured: Vince Hsieh Ryan Delk Aaref Hilaly Each investor highlights a situation where they decided not to invest, why they passed, and how it played out. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founde…

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Dakota Live! Podcast: Client Service as Strategy: Verger Capital’s OCIO Approach 49:19

14d ago49:19

49:19

In this special episode of the Dakota Live! Podcast, host Robert Morier takes the show back on the road to Winston-Salem, North Carolina, where he sits down with Jim Dunn, Chief Executive Officer of Verger Capital Management. From his beginnings as a first-generation college graduate and collegiate soccer goalie to leading one of the most respected…

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GLED010 - Wednesday Pre-ECB Positioning 3:15

14d ago3:15

3:15

Wednesday morning, September 10th, and while your competition waits for tomorrow's ECB decision, we're delivering the pre-meeting global intelligence that positions institutional real estate capital ahead of the curve. **Wednesday Pre-ECB Positioning:** - ECB September 11 meeting tomorrow with market consensus expecting hold at 2.0% deposit rate - …

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GLED009 - Tuesday Central Bank Analysis 4:02

15d ago4:02

4:02

Tuesday morning, September 9th, and while your competition analyzes yesterday's news, we're delivering the current global intelligence that positions institutional real estate capital for today's advantage. **Tuesday Central Bank Positioning:** - Fed September 16-17 FOMC meeting with 89% probability 25bp cut after weak jobs data - ECB September 11 …

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491. How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity (Lara Banks) 35:40

16d ago35:40

35:40

Lara Banks of Makena Capital Management joins Nick to discuss How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity. In this episode we cover: Underwriting New Funds and Long-Term Partnerships Criteria for Investment and Deal Breakers Persistence in Venture and Brand Building CO-Investments…

1
GLED008 - Monday Week Ahead Positioning 3:47

16d ago3:47

3:47

Monday morning, September 8th, and while your competition digests weekend news, we're delivering the week ahead global intelligence that positions institutional real estate capital for five days of advantage. **Week Ahead Central Bank Intelligence:** - Fed September 16-17 FOMC meeting with 25bp cut expected after weak August jobs data (22,000 payro…

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GLED007 - Friday Weekend Analysis 7:37

19d ago7:37

7:37

Friday afternoon, September 5th, and while your competition shuts down for the weekend, we're delivering the global intelligence that positions institutional real estate capital for Monday's advantage. **Weekend Global Positioning:** - Fed September 17 meeting with 99.4% probability of 25bp cut - ECB holding at 2.00% deposit rate after eight cuts s…

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How To Generate Alpha in Venture Capital | Albert Azout, Level Ventures 1:20:56

20d ago1:20:56

1:20:56

Albert Azout is the Co-founder and Managing Partner of Level Ventures, combining first-principles thinking with state-of-the-art data science to back and build top seed-stage firms and their breakout companies. Venture investing is hard, and this conversation covers all their research unpacking exactly how to generate alpha. We also talk about how …

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Investor Stories 425. Don’t Rush the Process: Building Insights, Networks, and Patience Early in Your VC Career (Shen, Shapiro, Jiang) 8:57

20d ago8:57

8:57

On this special segment of The Full Ratchet, the following Investors are featured: Han Shen Craig Shapiro Kevin Jiang We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in fo…

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Investor Stories 425. Don’t Rush the Process: Building Insights, Networks, and Patience Early in Your VC Career (Shen, Shapiro, Jiang) 8:57

20d ago8:57

8:57

On this special segment of The Full Ratchet, the following Investors are featured: Han Shen Craig Shapiro Kevin Jiang We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in fo…

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GLED006 - Thursday Cross-Border Capital Analysis 7:33

20d ago7:33

7:33

Thursday morning, September 4th, and while your competition focuses on domestic Fed chatter, we're delivering the global intelligence that positions institutional real estate capital across borders and currencies. **Global Central Bank Divergence:** - Fed cutting to 4.25%-4.5% while ECB holds at 2.00% deposit rate after eight cuts since 2024 - Gold…

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Buying Middle Market, Value-Add Office Buildings…My conversation with Paul Miszkowicz and Justin Loiacono, Principals of Harbor Associates 45:40

21d ago45:40

45:40

On this episode of Real Talk, I speak with with Paul Miszkowicz and Justin Loiacono, Principals of Harbor Associates. Harbor Associates specializes in acquiring, renovating, operating, and selling commercial properties throughout Southwestern U.S. markets. We discuss: * State of the office market * Sourcing capital for office deals * Name recogniti…

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Dakota Live! Podcast: CIO Insights with Caprock’s Vivek Jindal: Building Portfolios Across Public & Private Markets 58:38

21d ago58:38

58:38

Join Dakota Live! as we sit down with Caprock Group CIO Vivek Jindal to discuss his first 100 days, the investment landscape, and where he sees opportunity in alternatives, venture capital, private credit, and impact investing. Discover how Caprock’s culture and customized approach shape long-term success. We’re kicking off a new season of the Dako…

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GLED005 - Wednesday Mid-Week Analysis 6:49

21d ago6:49

6:49

Wednesday morning, and while your competition operates on Monday's stale data, we're delivering the mid-week intelligence that positions institutional real estate capital for today's advantage.**Wednesday Market Pulse:**- SOFR steady at 4.34% with September average forecast 4.339%- September 16-17 FOMC meeting approaching with 87% probability of 25…

1
GLED004 - Tuesday Market Analysis 6:16

22d ago6:16

6:16

Tuesday morning, and while your competition is still digesting yesterday's news, we're delivering the intelligence that positions institutional real estate capital for today's advantage. **Tuesday Market Pulse:** - Treasury at 4.25% (slight decrease from previous session) - 2-Year at 3.64% - SOFR steady at 4.34% - Fed funds maintained at 4.25%-4.5%…

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Investor Stories 424. The Unique Traits of Visionary Founders Backed by Gigascale, Heavybit & York IE (Schroepfer, Ruscio, York) 6:28

23d ago6:28

6:28

On this special segment of The Full Ratchet, the following Investors are featured: Mike Schroepfer Joseph Ruscio Kyle York We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in f…

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Investor Stories 424. The Unique Traits of Visionary Founders Backed by Gigascale, Heavybit & York IE (Schroepfer, Ruscio, York) 6:28

23d ago6:28

6:28

On this special segment of The Full Ratchet, the following Investors are featured: Mike Schroepfer Joseph Ruscio Kyle York We asked guests to discuss the most visionary founder that they've worked with and what makes them so special. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in f…

1
GLED003 - Monday Week Ahead Positioning 6:38

23d ago6:38

6:38

Monday morning, and while your competition is still catching up on weekend news, we're delivering the week ahead intelligence that positions institutional real estate capital for five days of advantage.**Week Ahead Markets:**- Fed meeting September 17th with 95% probability of 25bp cut- Treasury at 4.23% (down 15bp this month)- SOFR at 4.34% overni…

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The Ocean: Earth’s $2.5 Trillion Last Frontier | Will O’Brien, Co-founder of Ulysses 1:50:43

26d ago1:50:43

1:50:43

Will O’Brien is the Co-founder of Ulysses, building autonomous, low cost robots for the ocean. Will considers the ocean humanity’s next great frontier. It makes up over $2.5 trillion of economic activity, considering things like fishing, aquaculture, shipping, mining, communications infrastructure, and defense. Yet we know more about the surface of…

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002: Weekend Strategic Positioning 6:32

26d ago6:32

6:32

Friday evening, and while your competition heads to happy hour, we're delivering the weekend intelligence that positions institutional real estate capital for Monday's advantage.**The Week That Moved CRE Markets:**- Treasury moved from 4.73% to 4.68% this week- SOFR down 3 basis points to 4.55%- Impact on $100M+ permanent loans and construction fin…

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Investor Stories 423. From Checklists to Leadership: Lessons from iFLY, DFJ Growth & Pismo Leaders (Shen, Schuler, Binatti) 8:05

27d ago8:05

8:05

On this special segment of The Full Ratchet, the following Investors are featured: Han Shen Barry Schuler Daniela Binatti We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Ar…

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Investor Stories 423. From Checklists to Leadership: Lessons from iFLY, DFJ Growth & Pismo Leaders (Shen, Schuler, Binatti) 8:05

27d ago8:05

8:05

On this special segment of The Full Ratchet, the following Investors are featured: Han Shen Barry Schuler Daniela Binatti We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Ar…

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001: Thursday Market Analysis 6:47

27d ago6:47

6:47

Thursday morning, and while everyone else is reading yesterday's news, we're delivering tomorrow's advantage. Today's intelligence brief covers the 10-year Treasury move to 4.73%, SOFR positioning at 4.58%, and critical market intelligence on conduit lender discipline.**Key Intelligence:**- Treasury and SOFR movements impacting $100M+ permanent loa…

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Dakota Live! Podcast: Consistency and Culture with CIBC Private Wealth 37:02

28d ago37:02

37:02

In this episode of Dakota Live! Podcast, we sit down with Angela Williams, a Senior Investment Analyst at CIBC Private Wealth in Boston. Angela brings over 25 years of industry experience to her role, where she is responsible for manager due diligence and selection for CIBC Private Wealth's Multi-Manager Investment Program. Angela shares her insigh…

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490. Why Foundry Isn’t Raising a New Fund, Lessons from Hibernation, and the Benefits and Drawbacks of a Give First Philosophy (Brad Feld) 1:10:21

1M ago1:10:21

1:10:21

Brad Feld of Foundry and Techstars joins Nick to discuss Why Foundry Isn’t Raising a New Fund, Lessons from Hibernation, and the Benefits and Drawbacks of a Give First Philosophy. In this episode we cover: TechStars' Evolution and Challenges Building Vibrant Startup Communities The Philosophy of Give First Mentorship and Effective Communication Bal…

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490. Why Foundry Isn’t Raising a New Fund, Lessons from Hibernation, and the Benefits and Drawbacks of a Give First Philosophy (Brad Feld) 1:10:21

1M ago1:10:21

1:10:21

Brad Feld of Foundry and Techstars joins Nick to discuss Why Foundry Isn’t Raising a New Fund, Lessons from Hibernation, and the Benefits and Drawbacks of a Give First Philosophy. In this episode we cover: TechStars' Evolution and Challenges Building Vibrant Startup Communities The Philosophy of Give First Mentorship and Effective Communication Bal…

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How to Build a Content Strategy + CPG Brand Lessons | Isaac Medeiros (Mini Katana, Kanpai Foods) 1:15:22

1M ago1:15:22

1:15:22

Isaac Medeiros is the Founder of Mini Katana and Kanpai Foods. Isaac’s content gets over 1 billion views per month. Our conversation gets into content strategy from a high level down to tactical decisions, differences between the TikTok and YouTube algorithms, and how AI will impact content creation. We also get into Isaac’s origin story building c…

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Investor Stories 422: Best LP Question (Stevens, Patel, Shapiro) 6:54

1M ago6:54

6:54

On this special segment of The Full Ratchet, the following Investors are featured: Kevin Stevens Manish Patel Craig Shapiro We asked guests to share the best question they've ever been asked by an allocator. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay…