Dakota Live! Podcast
Apr 19, 2023
Dakota Live! Podcast: Going Off Script with Raz Der-Tavitian, CIO of SLK Private Wealth
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Raz Der-Tavitian, Chief Investment Officer with SLK Private Wealth joins us at Dakota Live! to share his experience as CIO of an independent Registered Investment Advisor (RIA). SLK Private Wealth is a $1.6 billion RIA based in Los Angeles. Raz walks us through the investment opportunities he and his colleagues are currently evaluating and how to work with SLK as an asset management partner. Raz takes us from his work with Wilshire, leading their hedge fund and liquid alternatives research efforts to his role today as CIO of a newly launched wealth advisor. Along the way, Raz goes deeper into his underwriting process as it relates to investment manager research and selection. Join us in this wide ranging and informative discussion.
More episodes from Dakota Live! Podcast
3 days ago
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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Nov 15, 2023
Dakota Live! Podcast: For the Love of Investing with the John Templeton Foundation
In the latest episode of Dakota Live!, we welcome Brian Crawford, Director of Investments at the John Templeton Foundation. More than three decades after its creation, the John Templeton Foundation continues to manifest the character of its founder, Sir John Templeton, who passed away in 2008. He began his rise on Wall Street in 1937 and proved over many decades that he was one of the greatest global stock pickers of the century. Over the course of this informative and insightful episode, Brian Crawford channels Templeton’s investment and philanthropic philosophy for our audience, as he navigates the Foundation’s mission both philanthropically and financially.
Brian Crawford sheds light on how the Foundation's investment strategies align with its core philosophy and mission. Learn about the Foundation's global reach and how its investments are making a difference in various fields such as science, character, and human potential. Along the way, Brian shares valuable insights for those looking to venture into the world of investments with a purpose as he navigates through discussions on asset allocation, manager research, and risk management.
Brian Crawford is a veteran in the world of investments, with a career dedicated to not only growing assets but also making a positive impact on society. His role at the John Templeton Foundation places him at the forefront of marrying financial acumen with philanthropic goals. Join us as we dive deep into the world of investments, philanthropy, and the unique approach of the John Templeton Foundation in leveraging financial strategies for global betterment. Love and investing are critical for human flourishing. The connection between the two might not be evident at first. But both are rooted in a recognition of the inherent value of all people.
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