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Dakota Rainmaker Podcast

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Dakota Rainmaker Podcast

The "Dakota Rainmaker Podcast," hosted by Gui Costin, CEO of Dakota, offers a unique look into sales strategies from top industry executives. Each episode explores the inner workings of successful sales organizations, from philosophy to execution. This podcast is essential for sales professionals seeking wisdom from the best in the field. 

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Recent Episodes of Dakota Rainmaker Podcast


IPOPIF Deputy CIO, Wealth Enhancement Group Acquisition, US Fixed Income & Emerging Market Equity RFPs, Recent Alternative Commitments

IPOPIF Deputy CIO, Wealth Enhancement Group Acquisition, US Fixed Income & Emerging Market Equity RFPs, Recent Alternative Commitments

On the Dakota Fundraising News Podcast, hosts Pat and Konch discuss recent significant shifts in the financial sector, highlighting key job changes, mergers and acquisitions, and institutional investment updates. They cover notable job transitions such as Josh Ungar moving to Alaska Permanent Fund Corporation, Greg Turk's new role at the Illinois Police Officers’ Pension Investment Fund, and Jose Minaya's appointment at BNY Mellon. Also covered includes Wealth Enhancement Group's acquisition of Starfox Financial Services, Focus Financial Partners' merger of two Chicago-area firms, and Kingsview Partners welcoming new wealth managers. The episode also delves into substantial institutional investments and searches, in...

Episode 10 July 2024 8m and 59s


Investment Consultant Updates, Advisor Moves, US Equity & Real Estate RFPs, Recent Alternative Investments

Investment Consultant Updates, Advisor Moves, US Equity & Real Estate RFPs, Recent Alternative Investments

On the Dakota Fundraising News Podcast, hosts Pat and Konch delve into significant developments within the financial sector, spotlighting key job changes, RIA/FA mergers and acquisitions, and expansive institutional investment updates. In job movements, Scott Welch joins Certuity as a seasoned chief investment officer, and Chad Tew transitions from Blackrock to AON as a consultant. The Advisor coverage highlights the acquisition of Shore Morgan Young Wealth Strategies by Lido Advisors, and the formation of Losh Wealth Management as Anthony Losh moves to Raymond James. Institutional coverage includes the Teachers Retirement System of Illinois committing $570 million across multiple asset...

Episode 28 June 2024 8m and 33s


NewEdge Advisors Acquisition, Real Estate & EM Equity RFPs, Global Equity Manager Hires, Alternative Commitments

NewEdge Advisors Acquisition, Real Estate & EM Equity RFPs, Global Equity Manager Hires, Alternative Commitments

On the Dakota Fundraising News Podcast, hosts Pat and Konch discuss recent job transitions, including Jean Pierre Bonour to DWS Group and Jasmine Yu to Bryn Mawr Capital Management, alongside significant mergers such as NewEdge Advisors acquiring Stonebridge Financial Partners. The episode also covers institutional investment actions, highlighting the Bristol County Retirement System's search for private real estate investments and substantial new commitments by the Colorado Fire & Police Pension Association. Additionally, the launch of Capitol Meridian Partners' CMP Terrapin Partners II is announced, targeting the aerospace and defense sectors. Tune in for a comprehensive look at the evolving landscape...

Episode 20 June 2024 8m and 55s


Manulife's Winning Sales Formula: Specialist Models and Strategic Communication

Manulife's Winning Sales Formula: Specialist Models and Strategic Communication

In this episode of the Rainmaker Podcast, Gui Costin, Founder and CEO of Dakota, hosts a special discussion featuring Jennifer Lundmark and Alex Catterick from Manulife Investment Management. Jennifer, Head of Institutional Distribution North America, and Alex, Senior Managing Director, Head of Alternative Investment Solutions, bring their extensive experience to the table, making this a unique episode with two guests from the same company.

The episode kicks off with introductions. Jennifer oversees institutional distribution activities, covering both public and private market business development and investor relations. She leads a team focused on providing solutions for institutional investors...

Episode 2 18 June 2024 48m and 10s


Missouri ERS Head of PE, New UBS Team, PE & High Yield RFPs, Ireland Strategic Investment Fund

Missouri ERS Head of PE, New UBS Team, PE & High Yield RFPs, Ireland Strategic Investment Fund

Join Matt and Konch on the Dakota Fundraising News Podcast as they delve into recent job changes, M&A activity, and institutional investment updates. This episode covers career moves, such as Ahmad Khan's appointment at the Missouri State Employees’ Retirement System and Ross Breman's new role at Fidelity Investments. Explore Lido Advisors' acquisition of Shore Morgan Young Wealth Strategies, the launch of Highway One Capital by former First Republic advisors, and UBS's addition of The BlueWater Group from Morgan Stanley. Our institutional coverage examines investment searches and commitments, including the Massachusetts Housing Finance Agency Retirement System's private equity search an...

Episode 14 June 2024 9m and 6s


New $1B RIA Formed, Direct Lending RFPs, SMID Cap Manager Hire, New PE Fund Launch

New $1B RIA Formed, Direct Lending RFPs, SMID Cap Manager Hire, New PE Fund Launch

Join Matt and Konch on the Dakota Fundraising News Podcast as they explore the latest job changes, advisor activity, and institutional investment updates. This episode kicks off with significant career moves, including Benjamin Borich's new role at the Ohio State Teachers’ Retirement System, Francis Schoen joining PNC, and Greg Dunn's appointment at the New Mexico State Investment Council. They also go over the new  Alteri Wealth by a former Merrill Lynch team, Kestra's addition of Attain Wealth Partners, and Pistone Wealth Advisors joining Stratos Wealth Advisors. Our institutional coverage focuses on new investment commitments and RFPs, such as the Tex...

Episode 12 June 2024 9m and 36s


Voya Investment Management's Data-Driven Success: Troy Chakarun's Blueprint for Sales Leadership

Voya Investment Management's Data-Driven Success: Troy Chakarun's Blueprint for Sales Leadership

In this episode of the Rainmaker podcast, Gui Costin interviews Troy Chakarun, Managing Director and Head of Private Wealth and Alternative Distribution at Voya Investment Management. Troy discusses his journey from roles at Merrill Lynch and Bank of America to leading sales teams at Voya. He emphasizes the critical role of data in driving sales strategies and introduces his innovative roundtable approach, which enhances market intelligence and builds valuable relationships. Troy also explains Voya’s standardized sales process, the importance of effective communication, and the use of CRM systems to streamline operations. His leadership style, characterized by open communication an...

Episode 19 11 June 2024 32m and 40s


RIA Founded by NFL Players, Real Estate RFP, UK Investment Coverage

RIA Founded by NFL Players, Real Estate RFP, UK Investment Coverage

In this episode, uncover the latest significant job changes and strategic mergers in the financial sector. Learn about high-profile transitions at New Mexico State Investment Council, CDPQ, and Strategic Blueprint, alongside the dynamic RIA acquisitions by Corient Private Wealth and Beacon Pointe Advisors. Dive deeper into institutional investment trends with a close look at new commitments and consultant searches at major pension plans and investment funds.

Episode 7 June 2024 10m and 16s


Cook County New Hire & RE Search, Focus Financial Firms Joining The Colony Group, Emerging Manager RFPs, Mid Cap Manager Hires

Cook County New Hire & RE Search, Focus Financial Firms Joining The Colony Group, Emerging Manager RFPs, Mid Cap Manager Hires

Join Pat and Konch on the Dakota Fundraising News Podcast as they delve into recent pivotal job changes, M&A activity, and institutional investment updates in the financial industry. This episode highlights key career transitions, such as Stephen Wolff's move to the Cook County Pension Fund. In M&A news, learn about Focus Financial Partners Inc.'s integration of five business lines within The Colony Group and RBC Wealth Management's addition of The Taggart Group with $855 million in client assets. Our institutional coverage explores substantial investment commitments and searches, including the State Universities Retirement System of Illinois' plans for...

Episode 5 June 2024 9m and 35s


Client-First Approach: T.F. Meagher's Success Strategies at Janus Henderson

Client-First Approach: T.F. Meagher's Success Strategies at Janus Henderson

The podcast episode of The Rainmaker Podcast, hosted by Dan DiDomenico, features TF Meagher, the Head of North America Institutional Distribution at Janus Henderson Investors. The episode provides insights into Meagher’s career, his leadership philosophy, and the strategies he employs at Janus Henderson to drive success in institutional sales.

Meagher begins by sharing his background, mentioning his roots in the Chicago suburbs and his educational journey at the University of Illinois. He highlights his career trajectory, including roles at Aegon Asset Management and UBS before joining Janus Henderson in 2021. At Janus Henderson, he oversees a team of...

Episode 18 4 June 2024 33m and 59s

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