Best CIBC Private Wealth Podcasts (2025)

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

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13d 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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Dakota Live! Podcast: CIO Insights with Caprock’s Vivek Jindal: Building Portfolios Across Public & Private Markets 58:38

6d 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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Dakota Live! Podcast: Venture Capital Fund of Funds and the Emerging Manager Outlook with Slipstream Investors 53:11

20d ago53:11

53:11

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Edelson, Founder & General Partner of Slipstream Investors, a venture capital fund of funds dedicated to backing emerging pre-seed and seed-stage managers. Alex shares his unique journey from law to venture capital, his lessons as Chief Strategy Officer and COO at Q…

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Finding the Edge: Sourcing Investment Opportunities with Matthew Wright of the Disciplina Group 58:22

27d ago58:22

58:22

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Matthew Wright, founder of Disciplina Group and former Chief Investment Officer at Vanderbilt University, for a deep dive into manager research, due diligence, and portfolio construction in the OCIO market. Matthew shares his philosophy for sourcing and underwriting emer…

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Dakota Live! Podcast: Doing the Research: Systematic Investing with Ken Frier of Atlas Capital 41:20

1M ago41:20

41:20

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Ken Frier, Chief Investment Officer at Atlas Capital Advisors, to discuss the role of systematic investing in portfolio construction and decision-making. With more than three decades of experience managing institutional capital at Disney, Hewlett-Packard, Stanford Management …

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Dakota Live! Podcast: Strategic LP Perspectives & the Future of Emerging Managers in Venture Capital 58:41

1M ago58:41

58:41

In this powerful episode of the Dakota Live! Podcast, we dive deep into the future of venture capital, emerging manager selection, and the evolving dynamics between GPs and LPs with two thought leaders reshaping the industry: Rohit Yadav, author of The Big Book of Venture Capital, and Jamie Rhode, Partner at Screendoor, an LP platform backing early…

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The OBBBA and you 21:16

2M ago21:16

21:16

In this special edition of Wealth Planning Illuminated, Senior Wealth Strategists discuss the recently enacted legislation commonly referred to as the One Big Beautiful Bill Act, or OBBBA. While this legislation covers a lot of different areas, this discussion focuses on some of the individual income tax provisions that may impact you and your fami…

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Dakota Live! Podcast: Private Market Manager Research with Windrose Advisors 24:44

2M ago24:44

24:44

In this episode of the Dakota Live! Podcast, host Robert Morier welcomes Amanda Kane, Director of Private Investments with Windrose Advisors, for an in-depth discussion on private market manager research and its critical role in portfolio construction. With extensive experience in asset allocation, investment due diligence, and manager selection, A…

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Dakota Live! Podcast: Inside Fixed Income Manager Research with Marquette Associates 47:27

2M ago47:27

47:27

In the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Frank Valle, Associate Director of Fixed Income at Marquette Associates, for a thoughtful and practical conversation on manager research, fixed income portfolio construction, and the evolving dynamics of investment consulting. Frank shares insights from nearly two decades in …

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Dakota Live! Podcast: Inside the Private Markets Playbook with HB Wealth 40:29

3M ago40:29

40:29

Join host Robert Morier and Andrew O’Shea in this insightful episode of the Dakota Live! Podcast as they sit down with Zach Ruchman, Managing Director of Private Investments at HB Wealth, a $26 billion multi-family office and RIA. With a background that spans from global public policy to direct private equity co-investments, Zach shares his journey…

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Dakota Live! Podcast: Inside the WK Kellogg Foundation's Investment Strategy with Shanelle Brown 56:30

3M ago56:30

56:30

Join us for an exclusive conversation with Shanelle Brown, Managing Director of Public Equity at the W.K. Kellogg Foundation. With more than a third of the Foundation’s assets under her oversight, Shanelle offers a rare, behind-the-scenes look at how a values-based organization navigates the complexities of global markets while staying grounded in …

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Dakota Live! Podcast: Empowering Institutional Investors with Callan 40:29

3M ago40:29

40:29

Explore the world of investment consulting with Lauren Mathias, Senior Vice President at Callan, on this episode of the Dakota Live! Podcast. Lauren shares her journey from an analyst to a leader in manager research and due diligence, covering non-U.S. equities and her role as Callan's Diversity, Equity, and Belonging Champion. Gain insights into C…

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Dakota Live! Podcast: Private Credit & the OCIO Mindset with Adam Ladd of Windrose Advisors 26:29

3M ago26:29

26:29

Welcome back to the Dakota Live! Podcast—where insights from top allocators and industry professionals meet the practical tools needed to succeed in asset management. In this episode, we head to Boston to meet with Adam Ladd, Vice President at Windrose Advisors, for a conversation about the art and science of manager due diligence—and why private c…

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Dakota Live! Podcast: Seeding Next-Gen Venture Managers with Main Character Capital 1:02:14

3M ago1:02:14

1:02:14

Join us for an insightful episode of the Dakota Live! Podcast featuring Andrea Lo, Founding and Managing Partner at Main Character Capital. Andrea shares her unique journey across venture capital, fund operations, and blockchain innovation—and how those experiences led her to launch a GP seeding strategy focused on backing the next generation of bo…

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Dakota Live! Podcast: Reentering with Rigor - Sean Poe on Manager Selection at Key Private Bank 1:02:14

4M ago1:02:14

1:02:14

In this episode of the Dakota Live! Podcast, host Robert Morier welcomes Sean Poe, Director of Investment Manager Research at Key Private Bank, for an insightful conversation about investment philosophy, rethinking career paths, and the art of selecting managers across public and private markets. With a dynamic background that spans equity research…

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Dakota Live! Podcast: Lessons from a Single-Family Office with Verdis Investment Management 58:59

4M ago58:59

58:59

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Jamie Biddle, Founding Partner and CEO of Verdis Investment Management, a single-family office managing capital for multiple generations of the DuPont family. Together, they explore the philosophy and practice behind multi-generational investing, how legacy shapes long-t…

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Dakota Live! Podcast: The Importance of Portfolio Innovation with Partners Capital 30:59

4M ago30:59

30:59

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alex Band, Chief Investment Officer of Partners Capital, for an in-depth discussion about the evolving landscape of institutional investing and Outsourced Chief Investment Officer (OCIO) services. Alex shares his journey from biochemical sciences to finance, pivotal less…

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Dakota Live! Podcast: Growth, Innovation, and the Future of Private Markets with Cerity Partners 51:57

4M ago51:57

51:57

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Chris Burrows, Partner at Cerity Partners, to explore the modern allocator’s toolkit for private market manager selection. With nearly two decades of experience leading private markets research, Chris shares how data, technology, and deeper qualitative insights have resh…

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Dakota Live! Podcast: The Waco Edge: Investing with Purpose at Baylor University 1:02:58

5M ago1:02:58

1:02:58

In this compelling episode of the Dakota Live! Podcast, host Robert Morier sits down with Renee Hanna and Kailey Ransom from Baylor University's Office of Investments to explore how a mission-driven approach informs manager research, team dynamics, and long-term investment success. Baylor’s $2.1 billion endowment supports a range of initiatives inc…

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Dakota Live! Podcast: Constructing the Future of Wealth Management with CW Advisors 42:41

5M ago42:41

42:41

In this episode of the Dakota Live! Podcast, host Robert Morier welcomes back Jennifer DeSisto, Chief Investment Officer of CW Advisors, for a wide-ranging conversation about her new role and the rapidly evolving RIA landscape. Now overseeing a $14 billion platform, Jen shares how she's building out CW Advisors’ investment platform from the ground …

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Dakota Live! Podcast: Investing Early with the Brooklyn Youth Charitable Investment Group 40:59

5M ago40:59

40:59

In this special release episode of the Dakota Live! Podcast, we sit down with Jasper Gould and Emile Chilingirian, co-founders of the Brooklyn Youth Charitable Investment Group (BYCIG), just as students in New York and across the country begin their spring break. It’s a timely opportunity to pause, reflect, and start conversations that matter—like …

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Dakota Live! Podcast: Following the Fundamentals with the Knights of Columbus 51:10

5M ago51:10

51:10

In this unique episode of the Dakota Live! Podcast, Robert Morier sits down with Anthony Minopoli, President and Chief Investment Officer of Knights of Columbus, to explore nearly two decades of leadership, investment insights, and values-based decision making at one of the largest Catholic financial institutions in the world. What makes this episo…

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Dakota Live! Podcast: Seeding the Next Generation of Private Market GPs with New Catalyst Strategic Partners 1:09:55

6M ago1:09:55

1:09:55

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Demetrius Sidberry, Managing Director at New Catalyst Strategic Partners, to explore the transformative role GP seeding and strategic capital are playing in shaping the future of private markets. From early-stage seeding opportunities to structured partnerships and growt…

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Dakota Live! Podcast: Unlocking Alpha in Private Markets with Epic Funds 53:13

6M ago53:13

53:13

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Alec Garza, Managing Partner at Epic Funds, to explore how smaller, differentiated private market investments can drive superior risk-adjusted returns. Epic Funds specializes on identifying and partnering with managers in niche, under-the-radar segments of private market…

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Dakota Live! Podcast: Navigating Uncertainty with Brian LaBore 49:25

6M ago49:25

49:25

With increasing market volatility and shifting capital allocations, experienced hands are invaluable. On this episode of the Dakota Live! Podcast, we sit down with Brian LaBore, founder of LaBore Investment Partners, to take a top-down view of today’s markets and the trends shaping manager selection. With over 25 years of investment research and ad…

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Dakota Live! Podcast: Building Resilient Portfolios: A Live Panel on Manager Selection 53:44

6M ago53:44

53:44

Join us for a special live episode of the Dakota Live! Podcast, recorded at Loyola University Chicago. Our latest show presents a unique opportunity to hear from three distinguished leaders in the world of manager research and selection: Katharine Wyatt, CIO, Loyola University Chicago Stephanie Szymanski, CIO, Lakeview Capital Management Aoifinn De…

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Dakota Live! Podcast: Looking Beyond the Crowd with Titan Advisors 43:11

7M ago43:11

43:11

In the latest episode of the Dakota Live! Podcast, host Robert Morier welcomes Chris Paolino, Co-Chief Investment Officer at Titan Advisors, a global alternative investment firm managing approximately $3.7 billion for institutional investors. family offices, and high net worth individuals. With decades of experience in manager research and due dili…

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Dakota Live! Podcast: Reactivating Investments with CIBC Pension Fund 58:19

7M ago58:19

58:19

In this episode of The Dakota Live! Podcast, host Robert Morier sits down with Yasir Mallick, Executive Director and Head of Public Markets at CIBC Pension Fund. Yasir shares insights into the evolving landscape of Canadian institutional investing, detailing his experience in manager selection, due diligence, and portfolio construction across publi…

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Dakota Live! Podcast: Breaking Into Venture Capital with Girls Into VC 28:40

7M ago28:40

28:40

In this episode of the Dakota Live Podcast, Robert Morier sits down with Isabella Mandis, the inspiring founder of Girls Into VC, to explore her journey in venture capital and the future of private markets. With the increased adoption of private markets in retail portfolios, Isabella shares her insights on how venture capital serves as both a start…

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Dakota Live! Podcast: GP Staking and Emerging Manager Success with Xponance Alternative Solutions 1:07:25

8M ago1:07:25

1:07:25

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Marquette Chester, Head of Alternatives, and Michael A.B. Orr, Chief Investment Officer at Xponance Alternative Solutions (XAlts), a subsidiary of Xponance focused on GP stakes investing and emerging manager research. Headquartered in Philadelphia, Xponance Alternative Soluti…

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Dakota Live! Podcast: Building Financial Resilience with Bernstein Private Wealth Management 40:27

8M ago40:27

40:27

Kick off the new year by focusing on what matters most. In the latest episode of the Dakota Live! Podcast, Robert Morier sits down with Clare Golla, National Managing Director of Philanthropic Services at Bernstein Private Wealth Management, to explore their unique approach to building financial resilience for families and nonprofits alike. Clare s…

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Dakota Live! Podcast: The Specialist Equities Model with Loyola University Chicago 54:49

9M ago54:49

54:49

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Sam Johnson, Director of Investments at Loyola University Chicago, to explore how the university approaches manager research and due diligence. Rooted in Loyola University Chicago’s value of cura personalis—which emphasizes care for the whole person—Loyola’s investment philos…

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Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company 50:51

9M ago50:51

50:51

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Leslie Lenzo, Chief Executive Officer and Chief Investment Officer of the Hershey Trust Company, to explore her inspiring journey from rural Iowa to leading a mission-driven institution dedicated to making a lasting impact. Leslie shares insights into her investment philosoph…

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Dakota Live! Podcast: Private Equity Deals with Ted Seides of Capital Allocators 47:39

9M ago47:39

47:39

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Ted Seides, renowned host of the Capital Allocators podcast, best-selling author, and a leader in private equity insights. Ted shares his journey from building a multi-billion-dollar hedge fund to pioneering in the podcasting world, and how his experiences have shaped hi…

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Dakota Live! Podcast: Investing in Education with the CIO of Drexel University 1:00:05

10M ago1:00:05

1:00:05

In this enlightening episode of Dakota Live!, host Robert Morier sits down with Catherine Ulozas, the seasoned Chief Investment Officer of Drexel University's Endowment. With over 30 years of experience in managing investments across various sectors including insurance companies, banks, and a state pension fund, Catherine shares her unique journey …

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Dakota Live! Podcast: Inside the Manager Research Process with DeMarche 41:07

10M ago41:07

41:07

In this episode, we welcome Hunter Swanson, Senior Research Coordinator at DeMarche, a rising star in the investment consulting industry, to dive into the intricacies of manager sourcing, search, and selection. Based in Kansas, and with over 50 years of history in guiding institutional investors, DeMarche helps clients develop custom investment str…

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Dakota Live! Podcast: Macro Insights with Bryn Mawr Trust 34:28

10M ago34:28

34:28

In this episode of the Dakota Live! Podcast, we sit down with Andrew Davis, Head of Macro Research at Bryn Mawr Trust. Andrew brings a wealth of experience to the conversation, drawing from his background as an economist and portfolio strategist. He shares how these roles have influenced his approach to portfolio construction, tactical asset alloca…

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Dakota Live! Podcast: Unlocking the Power of Alternatives with Eric Gerster of AlphaCore 38:56

11M ago38:56

38:56

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Eric Gerster, Chief Investment Strategist at AlphaCore Wealth Advisory. With nearly three decades of experience in the financial industry, Eric shares insights into his impressive background in long/short and long only equity management, having worked with notable firms …

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Dakota Live! Podcast: Inverting the Manager Research Process with Xponance 54:27

11M ago54:27

54:27

In this episode of the Dakota Live! Podcast, we are thrilled to welcome back Adam Choppin, Vice President, and Assistant Portfolio Manager for Multi-Manager Strategies at Xponance, marking exactly one year since his last appearance. With over ten years of experience at Xponance, Adam has been instrumental in shaping the firm’s approach to emerging …

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Dakota Live! Podcast: Underwriting from the Windshield with Summation Capital 1:08:32

11M ago1:08:32

1:08:32

In this episode of the Dakota Live! Podcast, host Robert Morier sits down with Roger Vincent, Founder and Chief Investment Officer of Summation Capital. With over 25 years of experience in private equity, Roger shares his unique insights on how to approach private equity investing with an endowment-style philosophy. He discusses the importance of d…

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Dakota Live! Podcast: Respecting the Process with Wilshire 47:26

11M ago47:26

47:26

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Steven Foresti, Senior Advisor of Investments at Wilshire, who brings over 30 years of experience in investment management. Steve has played a key role in shaping Wilshire’s research efforts and supporting both public and private market strategies. Wilshire offers a wide rang…

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Dakota Live! Podcast: Unlocking Early-Stage Venture Capital with Screendoor 51:31

12M ago51:31

51:31

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Lisa Cawley and Jamie Rhode from Screendoor, an investment platform focused on backing the next generation of venture capital managers. Lisa, Jamie, and Layne Johnson, who was unable to attend the recording, represent Screendoor, an investment platform that invests in new man…

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Dakota Live! Podcast: How Character Science Drives Investment Success with KRW International 53:02

12M ago53:02

53:02

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Kelly Kiel Garramone, CEO of KRW International, to explore how character science is impacting manager research and asset allocation in investment management. Whether you’re an allocator or an asset manager, this episode offers invaluable insights into how character-based lead…

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Dakota Live! Podcast: Mapping the Future of Alternative Investments with Caprock 51:16

12M ago51:16

51:16

In this captivating episode of the Dakota Live! Podcast, host Robert Morier welcomes Chris Schelling, Managing Director of Private Markets at Caprock, to explore the intricate world of alternative investments. With a rich background spanning over two decades in the investment industry, Chris has been at the forefront of building portfolios with a k…