Dakota Live! Podcast
Dec 20, 2022
Dakota Live! Podcast: Mapping the Morningstar Process with Alyssa Stankiewicz
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Alyssa Stankiewicz of Morningstar shares her insights into the firm's manager research process and the key pillars of the Morningstar analyst rating. Alyssa guides the audience through the firm's approach to researching best practices in sustainable investing, and their efforts to improve transparency across the U.S. sustainable funds landscape for investors. Morningstar is a publicly traded financial services firm providing a variety of investment research and investment management solutions. Their research and recommendations in evaluating asset managers and funds are some of the most influential in the asset management industry. Join Alyssa as she shares her journey in this informative and interesting conversation.
More episodes from Dakota Live! Podcast
4 days ago
Dakota Live! Podcast: Aligning for Clients with Bel Air Investment Advisors
Join us as Alex Tung, CFA, Associate from the Investment Strategy Group with Bel Air Investment Advisors discusses the firm’s approach to manager research and selection in this rare glimpse into the inner workings of one of the premier wealth advisors in the United States. Celebrating their 25th anniversary this year, Bel Air Investment Advisors is a prominent wealth management advisory firm, providing financial advisory, asset and investment management services to exclusively high net worth individuals, families, trusts, and foundation. Headquartered in Los Angeles, Calif., Bel Air services over 300 families across the United States and oversees more than $10 billion in assets, including private foundation relationships.
In 2021, Bel Air partnered with Hightower to provide regulatory and compliance, legal, technology, accounting, and human resources support. As such, Bel Air operates as an advisory practice under the regulatory umbrella of Hightower as a registered investment advisor and our employees are employed by Hightower under the supervision of the Bel Air team.
In his role, Alex is integral in all aspects of the research process, including public and private fund due diligence, portfolio performance and risk analytics, asset allocation, and economic and capital market outlooks. Throughout the conversation, you will gain a unique perspective on the firm’s methodologies in understanding client goals, developing tailored financial plans, and ensuring that investment strategies are not just effective, but also resonate with the individual goals and risk profiles of their clientele. As a rising star in investment manager research and selection, Alex takes us through the crucial role of constructing effective investment portfolios.
Whether you're a seasoned investor, a finance professional, or simply someone interested in the dynamics of financial planning and investment management, this episode offers valuable insights. Join us as we uncover the principles and practices that put client needs at the forefront with Bel Air Investment Advisors, setting a benchmark for excellence in the wealth advisory landscape.
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Nov 29, 2023
Dakota Live! Podcast: A Principled Approach to Investing with the Utah School & Institutional Trust Funds Office
In the latest episode of Dakota Live!, we are excited to feature Peter Madsen, Chief Investment Officer of The Utah School & Institutional Trust Funds Office (SITFO). Join us as we delve into the world of sovereign wealth investors, exploring strategies for managing and growing state funds with a focus on supporting public education. Discover the crucial responsibilities and mission of The Utah School & Institutional Trust Funds Office, directly from the Chief Investment Officer. If you consider education to be an invaluable public resource, take time to learn how the School and Institutional Trusts are creating an enduring investment in their community.
The Utah School and Institutional Trust Funds Office (SITFO) was created in 2015 to manage the State of Utah's permanent school fund. Today, the sovereign wealth fund is managing assets of more than $3.3 billion.
Learn how Peter and his team balance risk with growth, ensuring the long-term sustainability of the funds. Along the way, gain insights into how Peter and his colleagues built out the mission and culture of the funds core beliefs which influence their investment strategies and the adjustments necessary to stay ahead. Hear about exciting future investment areas for SITFO, including early-stage venture capital, lower-middle market private equity, emerging managers, and sustainable initiatives.
Get valuable tips for navigating today's complex financial landscape and how to approach your own investment journey. This episode is a must-watch for anyone interested in investment strategies, public fund management, or simply looking to broaden their institutional financial knowledge. Tune in to gain valuable insights into the mindset of an investment leader who understands the significance of managing state assets with a forward-thinking perspective.
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Nov 22, 2023
Dakota Live! Podcast: Customized Recommendations: Exploring RVK's Inclusive Strategy in Investment Consulting
In the latest episode of Dakota Live!, we are excited to feature Joe Ledgerwood, Director of Investment Manager Research, and Britt Vriesman, Manager Research Consultant with RVK, Inc. Delve deep into the intricacies of manager research as Joe and Britt illuminate RVK’s sophisticated approach to helping their client’s meet their diverse investment objectives and goals. RVK, distinguished as one of the largest fully independent and employee-owned investment consulting firms in the world, is renowned for its bespoke strategic investment advice, catering to a varied clientele including corporate and public retirement systems, Taft-Hartley funds, nonprofit organizations, operating funds, and high-net-worth individuals/families.
RVK's approach to investment consulting is grounded in a comprehensive understanding of the market and a client-centric perspective. This episode will offer an in-depth look at how RVK employs rigorous analytical methods and innovative thinking in manager research. Joe and Britt will discuss how RVK’s team diligently evaluates investment opportunities, verifying that each recommendation aligns not only with market trends but also with the unique needs and risk profiles of their clients. They emphasize the firm's commitment to delivering actionable, forward-thinking advice that navigates the complexities of the financial markets.
Further emphasizing RVK’s excellence in manager research, Joe and Britt share insights into their process of identifying, assessing, and recommending investment managers. They discuss the importance of a multi-dimensional evaluation approach that includes quantitative analysis, qualitative assessment, and ongoing monitoring. This episode provides you with a rare glimpse into the strategic considerations and meticulous diligence that underpin RVK's recommendations.
Throughout the conversation, Joe and Britt also enhance our audience’s understanding of investment strategies, concepts, issues, and their consequences as they relate to the asset management industry. Join us in an engaging conversation about inclusion in the finance industry, particularly focusing on accommodating persons with disabilities.
Special Note: This episode was uniquely recorded at RVK's offices in Portland, Oregon, to ensure an accessible and comfortable environment for Britt, a person with disabilities. This act underscores our commitment to inclusivity and diversity in our podcast and beyond, mirroring RVK's own values of creating an inclusive and empowering workspace for all individuals.
Coalition Greenwich Disclosure: Coalition Greenwich issued the award on April 25, 2023, based on their February through November 2022 study. No direct or indirect compensation has been paid by RVK in connection with obtaining or using this award.
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