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 Dakota Live! Podcast with a rare opportunity: sitting down with a CIO in the earliest days of their leadership journey.
With $13.8 billion under advisement as of June 2025, $4.4 billion of which invested in alternative investments, Caprock employs a full balance sheet approach to wealth management.
Vivek explains how his background and Caprock’s culture are shaping a differentiated approach to client portfolios: “My goal always…is how can each of these portfolios and each of these families, regardless of the wealth, be treated as single family offices within a multi-family office construct.”
We explore:
• How he aims to treat every client portfolio like a single-family office within a multi-family construct.
• Why alternatives, venture capital, and private credit remain central to the opportunity set.
• The importance of culture at Caprock and why finding a firm where “the investment mandate and the investment process…match how you would invest your own capital” is essential to long-term success.
• His perspective on customization vs. scale, and how systems and collaboration help preserve quality in manager research.
• Leadership lessons and how they inform his vision today.
Whether you’re an allocator, asset manager, or simply curious about the investment landscape, this episode offers an uncommon, front-row perspective on what it takes to step into the CIO seat, and why culture and process matter just as much as performance.
Listen now to launch the season with fresh insight into the future of investing.