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Fixed Income and the Future of Asset Allocation: Inside the CIO Mindset with Nick Gentile

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Manage episode 512303498 series 3410815
Content provided by Robert Morier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robert Morier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Dakota Live!, host Robert Morier sits down with Nick Gentile, Interim President and Chief Investment Officer of Knights of Columbus Asset Advisors, to explore how a mission-driven $29 billion organization navigates today’s complex fixed income and alternative markets.
Nick Gentile, a seasoned fixed income specialist, offers an inside look at how his team approaches asset allocation, manager selection, and liquidity management while staying true to the Knights’ Catholic investing principles. From private credit and securitized products to real estate debt and duration positioning, Nick shares how the firm balances stewardship with innovation in a volatile rate environment.
Listeners will gain valuable insights into:

  • How a values-based investment philosophy informs portfolio construction.
  • The evolving role of private credit and real assets in institutional portfolios.
  • What CIOs look for in external managers during the due diligence process.
  • How insurers and asset allocators are adapting fixed income strategies post–rate cycle.
  • Lessons in leadership, communication, and risk discipline from a CIO who rose through the ranks.

Whether you’re an allocator, asset manager, or student of investment strategy, this episode offers a masterclass in CIO decision-making, fixed income portfolio design, and faith-driven investing.
Listen now on Spotify, Apple Podcasts, or YouTube to understand how one of America’s most enduring institutions is redefining stewardship for the modern markets.

  continue reading

151 episodes

Artwork
iconShare
 
Manage episode 512303498 series 3410815
Content provided by Robert Morier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robert Morier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Dakota Live!, host Robert Morier sits down with Nick Gentile, Interim President and Chief Investment Officer of Knights of Columbus Asset Advisors, to explore how a mission-driven $29 billion organization navigates today’s complex fixed income and alternative markets.
Nick Gentile, a seasoned fixed income specialist, offers an inside look at how his team approaches asset allocation, manager selection, and liquidity management while staying true to the Knights’ Catholic investing principles. From private credit and securitized products to real estate debt and duration positioning, Nick shares how the firm balances stewardship with innovation in a volatile rate environment.
Listeners will gain valuable insights into:

  • How a values-based investment philosophy informs portfolio construction.
  • The evolving role of private credit and real assets in institutional portfolios.
  • What CIOs look for in external managers during the due diligence process.
  • How insurers and asset allocators are adapting fixed income strategies post–rate cycle.
  • Lessons in leadership, communication, and risk discipline from a CIO who rose through the ranks.

Whether you’re an allocator, asset manager, or student of investment strategy, this episode offers a masterclass in CIO decision-making, fixed income portfolio design, and faith-driven investing.
Listen now on Spotify, Apple Podcasts, or YouTube to understand how one of America’s most enduring institutions is redefining stewardship for the modern markets.

  continue reading

151 episodes

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