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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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Last Episode Date: 1 November 2024

Total Episodes: 88

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Dakota Fundraising News: November 1st, 2024
1 November 2024
Dakota Fundraising News: November 1st, 2024

In this episode of the Dakota Fundraising News Podcast, Pat and Konch share updates on recent job changes, highlighting Christophe Caya-Tremblay joining CPP Investments and Steve Voss joining Meketa as Managing Principal Consultant. In RIA/FA M&A news, LPL recruits Goodwin Petrilli Financial from Cambridge, Cerity Partners acquires Paladini Financial, and Kestra brings on a $1.4B South Florida team. Institutional coverage includes searches by the Chicago Teachers’ Pension Fund and recent commitments from Texas County & District Retirement System and Indiana Public Retirement System. Plus, fundraising highlights feature Antin Infrastructure nearing its €10B target and Berkshire Partners closing $7.8B for its latest fund.  

9 min
Dakota Fundraising News: October 30th, 2024
30 October 2024
Dakota Fundraising News: October 30th, 2024

In this episode of the Dakota Fundraising News Podcast, Pat and Konch explore recent job changes, including Alex Herman joining Stone Temple Partners as CIO and Sebastian Ahlhorn’s promotion at Commerzbank. The RIA/FA M&A segment covers Alvarez & Marsal's new UHNW RIA and Modern Wealth Management’s acquisition of Idaho-based Petso Financial. Institutional updates feature major searches and investments from Illinois Municipal Retirement Fund and Pennsylvania PSERS. We also provide fundraising news on H.I.G. Capital’s $2B Buyout Fund VII and Adams Street’s $1.1B Global Fund. Join us for the latest insights in wealth and institutional sectors!

11 min
Strategic Leadership and Wealth Management: Frank Riccio of First Eagle Investments
29 October 2024
Strategic Leadership and Wealth Management: Frank Riccio of First Eagle Investments

In this episode of the Rainmaker Podcast, host Dan DiDomenico, President of Dakota, sits down with Frank Riccio, Head of U.S. Wealth Solutions Sales and Strategic Relationships at First Eagle Investments. Frank brings over 20 years of leadership experience in the financial industry, having previously held prominent roles at PIMCO and Allianz Global Investors. In this conversation, he delves into his background, career journey, and current role at First Eagle, where he oversees daily operations and drives strategic initiatives for the Wealth Solutions team.Frank gives listeners an insightful overview of First Eagle Investments, a privately held asset management firm managing $140 billion in assets. He highlights the firm's commitment to active management and its rich history dating back to 1864. First Eagle’s investment approach emphasizes resilient wealth creation, a philosophy that has proven its value across market cycles, particularly during periods of market volatility.A significant portion of the conversation centers around the importance of sales leadership and team management. Frank explains how First Eagle’s sales team is organized to maximize efficiency, including a dedicated focus on major metropolitan areas, and how the firm leverages data to optimize sales efforts. He shares insights on his leadership style, emphasizing transparency, direct communication, and the value of cultivating a strong company culture. Frank also talks about the importance of feedback loops within his team, discussing how regular communication and collaboration ensure alignment with the firm’s goals.For those early in their career, Frank offers advice, encouraging young professionals to take full advantage of the opportunities in entry-level sales roles, such as gaining exposure to different areas within an asset management firm. He stresses the importance of controlling what you can control and staying positive, even when faced with rejection.The episode concludes with a discussion of the challenges and priorities facing First Eagle in the future, particularly in terms of balancing internal responsibilities, client engagement, and maintaining a focus on long-term growth through strategic hiring and team development. This episode provides valuable insights into the leadership strategies of a seasoned industry veteran and offers practical advice for those looking to succeed in the financial services sector.

37 min
Dakota Fundraising News: October 25, 2024
25 October 2024
Dakota Fundraising News: October 25, 2024

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover major job changes, including LPL Financial's appointment of Rich Steinmeier as CEO. In the RIA/FA M&A segment, we discuss Greenwood Gearhart’s merger with Boston Mountain and Raymond James' acquisition of a $1B New York-based team from Merrill Lynch. Institutional coverage highlights recent commitments from the State of Wisconsin Investment Board and Oregon PERS, as well as upcoming searches in Norfolk County and Medford Contributory. Plus, we provide updates on new fund launches, including WhiteHawk Capital Partners’ oversubscribed $1.1B Fund IV. Tune in for the latest insights across institutional and private wealth channels! 

10 min
Dakota Fundraising News: October 23rd, 2024
23 October 2024
Dakota Fundraising News: October 23rd, 2024

In this episode of the Dakota Fundraising News Podcast, we dive into some exciting developments in the financial world. First, we cover notable job changes, including key hires at Realta Wealth and leadership transitions at Mercer Global and Patria Investments. Next, we explore major RIA/FA mergers and acquisitions, such as Raymond James’ recruitment of a $479M advisory team from Merrill Lynch and Citizens Private Wealth’s addition of a $600M team from Fifth Third Private Bank. Finally, we shift to institutional coverage, where we discuss new fund launches, significant RFPs, and commitments from major pension systems and university endowments, including a $737M investment by the Virginia Retirement System. Tune in for all the latest updates! 

11 min
Dakota Fundraising News: October 16, 2024
16 October 2024
Dakota Fundraising News: October 16, 2024

Join hosts Pat Tighe and Konch as they break down the latest in fundraising and institutional investing. In this episode, we discuss key job changes, including Michael Burgos stepping into the role of Director of Investments at the Cystic Fibrosis Foundation, and Alberto Santulin’s move to CIO of Alts at the Abu Dhabi Investment Authority. We also dive into significant RIA and FA mergers, such as Merrill Lynch’s recent acquisition of nearly $1 billion in assets from new Texas and New York teams, and Allworth Financial’s expansion with its $1.1 billion acquisition of George McKelvey Company. For institutional updates, we examine the Illinois Firefighters’ Pension Investment Fund’s $80 million search for private infrastructure investments and the Michigan State Investment Board’s recent $300 million commitment to Apollo Accord+ II Fund.Get the inside scoop on personnel moves, major mergers, and evolving investment strategies across the industry, and don’t miss our upcoming Dakota Cocktails in Philly and Toronto—register at dakota.com/cocktails.   

10 min
Dakota Fundraising News: October 9th, 2024
9 October 2024
Dakota Fundraising News: October 9th, 2024

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key job changes, including Citi Wealth’s new head of global investments Keith Glenfield and Charles Schwab's CEO transition. We also cover major M&A moves in the RIA/FA space, such as Cerity Partners merging with Janiczek Wealth and LPL’s $100B acquisition of Atria Wealth. In institutional coverage, we highlight recent searches and investments from major pension funds like Cook County, Ohio Police & Fire, and San Diego County. Tune in for the latest trends in institutional and private wealth channels!

13 min
Mastering Boutique Growth: Mark Clewett on Leading Conestoga Capital Advisors to $8 Billion in Assets
8 October 2024
Mastering Boutique Growth: Mark Clewett on Leading Conestoga Capital Advisors to $8 Billion in Assets

In this episode of the Rainmaker Podcast, guest Mark Clewett, President and Managing Partner of Conestoga Capital Advisors, sits down with host Dan DiDomenico to discuss his career, leadership philosophy, and the growth of his firm. Clewett shares his professional journey, beginning with his education in finance at Penn State and early roles at SEI Investments and Delaware Investments. He reflects on joining Conestoga in 2006 when the firm was relatively small, managing $200 million in assets with a team of just seven people. Over the years, Conestoga grew into an established boutique firm with over $8 billion in assets under management.Clewett credits much of Conestoga's success to its focus on small- and mid-cap growth equity strategies and its emphasis on long-term, durable relationships. He emphasizes the importance of consistency and quality in client communications, especially when engaging institutional consultants. Clewett also highlights the firm’s niche strategy of concentrating on portfolios of companies with a competitive advantage and sustainable earnings growth, which has positioned Conestoga well within the competitive investment landscape.The conversation touches on the key role consultants have played in Conestoga’s growth. Initially, Clewett focused on institutional relationships to leverage consultant networks, which helped expand the firm’s reach. Over time, the sales team grew to include dedicated personnel for institutional and advisor relations. Clewett also discusses the importance of a strong internal culture, where all teams—whether investment, client service, or operations—work closely and respect each other’s roles.Clewett offers practical advice for young professionals and sales leaders, emphasizing the long-term nature of relationship-building and the need to embrace change in career trajectories. He reflects on his personal leadership style, noting that maintaining the firm’s collaborative, respectful culture is a priority as Conestoga grows.The episode concludes with a discussion about scaling a boutique firm, the challenges of competing with industry giants, and the constant need to elevate marketing materials and communications as the firm expands. Clewett's insights provide a thoughtful roadmap for navigating the complexities of growing and leading a boutique investment firm.

38 min
New Fund Launches, Merrill's $1.5B Move, Upcoming International Small Cap RFP, Private Credit Allocations
4 October 2024
New Fund Launches, Merrill's $1.5B Move, Upcoming International Small Cap RFP, Private Credit Allocations

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover notable job changes, including Kimy Ruiz Seitz joining Silicon Valley Community Foundation and Carina Diamond becoming Chief Growth Officer at 4100FS. The RIA/FA M&A segment highlights LPL Financial’s addition of a $150M Texas duo and Merrill Lynch’s recruitment of advisors managing $1.5B in LA and Miami. We also discuss key institutional searches, investments, and fund commitments, including updates from Ohio Police & Fire Pension and the Texas County & District Retirement System. Stay tuned for the latest industry updates and trends!

12 min
Citi & Apollo Private Credit, Steward Partners Head of Wealth Management, Morgan Stanley $1.2B Acquisition, Timber/Farmland RFP, Texas TRS Investment Plan
2 October 2024
Citi & Apollo Private Credit, Steward Partners Head of Wealth Management, Morgan Stanley $1.2B Acquisition, Timber/Farmland RFP, Texas TRS Investment Plan

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key developments in private credit and secondaries, including Citigroup and Apollo's $25B direct-lending program and StepStone’s $7.4B private equity secondaries fund. We highlight important job changes across the institutional and private wealth sectors, including new appointments at Mercer Global Advisors and Steward Partners. In the RIA/FA M&A segment, we cover Kingswood's acquisition of two Eudaimonia RIAs managing over $1B and LPL Financial’s addition of a $400M NYC team. Lastly, we explore institutional searches, investments, and new fund launches, including commitments from the San Antonio Police and Fire Pension Fund and the New Mexico State Investment Council. Stay tuned for the latest industry insights!

12 min
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