Robert Morier
197 episodes listed below
Inside the allocator's decision process.
Dakota Live! Podcast brings investment decision-making into view through long-form conversations with consultants, chief investment officers, managers, founders, and students. Its best moments turn career paths, diligence habits, and governance questions into practical context for people selling into institutional and intermediary markets.
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Dakota Live! Podcast is a finance-industry interview show centered on access, judgment, and process. Its core subject is not simply investing, but the ecosystem around investment decisions. Robert Moria speaks with chief investment officers, manager research professionals, investment consultants, managers, founders, and other industry participants about how capital gets evaluated, allocated, and explained. The pace is deliberate. Episodes often start with credentials, setting, and institutional context before moving toward the sharper question underneath. That structure suits the material. Manager research can be opaque, and the show is interested in making the work visible without flattening it. Guests talk about underwriting asset managers, building conviction, reading pitch books, selecting between public and private strategies, and knowing when confidence turns into ego. The best exchanges are practical. They ask what a search looks like, what data matters, how a firm communicates its edge, and where a red flag may hide outside the performance numbers. Campus episodes add another layer. Students appear not as decoration, but as a way to explain how diligence skills are taught and tested before they become professional muscle memory. The show also has room for narrower market conversations. Episodes cover consumer venture due diligence, emerging-manager operations, volatility as a business, endowment strategy, and content creation in financial services. Its tone stays measured even when the topic is lively. There is occasional humor, but the center of gravity is always institutional. Disclosure and sponsor segments are frequent, which gives the show a formal commercial frame. That can slow the opening minutes. Once the conversation settles, the value is in the guest's operating detail and the host's persistent follow-through. Dakota Live! Podcast is especially useful for investment salespeople, fundraising professionals, allocator-facing teams, students, and practitioners trying to understand how decision makers think before the meeting starts.
Made for: Built for investment salespeople, fundraisers, allocator-facing professionals, and finance students who want practical context on how investment decisions are evaluated. It also suits managers who need to understand how their story may sound across a diligence table.
What sets it apart: The show links fundraising work to the actual mechanics of manager research, governance, and institutional selection. Its campus conversations and classroom examples give technical topics a grounded, apprenticeship-like feel.
The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
Based on 5 episodes we listened to · September 2026
Robert Moria makes manager selection and investment due diligence legible by pressing guests for the process behind their professional judgment.
Dakota Live! Podcast turns investment decision-making into a conversation about process. Robert Moria asks chief investment officers, manager researchers, consultants, and asset managers how they assess fit, build conviction, and recognize risk before capital moves.
Confidence versus ego becomes the question you wish you'd asked before the manager meeting.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A classroom exercise that makes manager due diligence feel real.
At Drexel, a classroom exercise turns manager due diligence into something practical. Students spend 10 weeks learning how to underwrite an asset manager, not just talk around one, and the piece works best when it follows that process from first thesis to hard questions, risk…
A clear look at how investment decisions are shaped by process, fit, and search discipline.
"Governance Over Everything" looks at how investment decisions get shaped by process, fit, and the search methods tied to each asset class. It is strongest once it moves from broad asset allocation into the more practical work of sourcing and judging public equity and private…
A measured look at scale, operations, and a firm line on competitive advantage.
Dakota Live presents a clear view of how an investment decision-maker thinks about scale: keep operations outsourced for now, leave room to add an operational head or chief of staff later, and avoid getting boxed in too early.
A grounded look at how consumer investors read early signals across D2C, Amazon, and retail.
Sean and Christine lay out a practical way to read early signals in consumer markets. In D2C, retention and repeat are the clearest tests. Amazon gets judged through conversion, CAC, and AOV.
A sober look at how conviction becomes a manager-selection process.
Springtide Partners comes through as a clear look at how a manager research team turns conviction into a usable standard. It is at its best when it treats objectivity, discipline, and humility as habits of work rather than polished slogans, and when it shows how those habits…
Jamaican markets, translated for real money decisions.
A classroom at Drexel University becomes the test case.
This episode features a satirical April Fool's segment followed by a real conversation on content creation and building a professional brand in financial services.
Robert Mourier opens with the podcast’s goal: helping listeners get to know the people behind investment decisions.
Robert Moria opens Dakota Live by framing the show around the people behind investment decisions.
Robert Moria opens Dakota Live with the usual show framing and a brief disclosure.
This episode explores the business of volatility and how traders can extract alpha from structural inefficiencies in the market.
Host Robert Moria introduces the Dakota Live!
Robert Maurier opens by framing Dakota Live as a show about the people behind investment decisions.
Host Robert Moria interviews Ryan Hickey, CEO of SEI, about the investment sales ecosystem and introduces Dakota Marketplace.
Host Robert Mourier introduces the Dakota Live!
Host Robert Moria interviews Nick Gentile, interim president and CIO of Knights of Columbus Asset Advisors, about investment strategies and the sales ecosystem.
Host Robert Moria introduces the Dakota Live!
This episode introduces the Dakota Live!
Host Robert Mourier introduces the Dakota Live!
Host Robert Moria introduces the Dakota Live!
Host Robert Moria interviews Jen DeSisto, CIO of CW Advisors, about her role and insights for investment sales professionals.
Host Robert Moria interviews Anthony Monopoly, President and CIO of Knights of Columbus Asset Advisors, about investment strategies and the sales ecosystem.