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About This Podcast
Dakota is a financial, software, data and media company based in Philadelphia, PA.
Dakota’s flagship product, Dakota Marketplace, is a database of institutional investors used by over 6,000 fundraisers and over 1,400 global investment firms.
Find us at dakota.com
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Recent Episodes
Fundraising News: Jubilant June
We cover new RIA launches as well as RIA acquisitions, including the acquisition of Mill Creek Capital by Pathstone and the acquisition of Jackson Wealth Management by Carson Group. We also share…
The Emerging Manager Growth Show - Episode 44
In Episode 44 of the Emerging Manager Growth Show, Gui Costin and Andrew O'Shea explore practical, high-leverage marketing tactics for small investment firms, covering where allocator capital is…
The Dakota Way Sales Coaching: May 28, 2026
Master sales with four game-changing principles: Focus on what matters, target the right people, craft the perfect pitch, and follow up like a pro. Packed with actionable tips, this guide helps you…
Fundraising News: Mesmerizing May
We cover new RIA launches as well as RIA acquisitions like the acquisition of Hoff Bujnoch & Associates by MCF Advisors, Sherpa Wealth Strategies by Wealth Enhancement, and Savant Wealth…
Dan Amir: Inside Crow Holdings' Wealth Distribution Playbook
In this episode of The Rainmaker Podcast, Gui Costin sits down with Dan Amir, Managing Director of Investor Coverage at Crow Holdings, for a wide-ranging conversation on building a wealth…
Fundraising News: Majestic May
We cover new RIA launches as well as RIA acquisitions like the acquisition of Hoff Bujnoch & Associates by MCF Advisors, Sherpa Wealth Strategies by Wealth Enhancement, and Savant Wealth…
The Emerging Manager Growth Show - Episode 43
In Episode 43 of the Emerging Manager Growth Show, Gui Costin and the Dakota team take on the pension channel and how emerging managers should think about Emerging Manager Programs (EMPs). Gui…
Dominica Ribeiro: Marketing and Distribution Under One Roof
In this episode of The Rainmaker Podcast, Gui Costin sits down with Dominica Ribeiro, Chief Marketing and Distribution Officer at Breckinridge Capital Advisors, the legendary asset manager based in…
Fundraising News: Actionable April
We cover new RIA launches like SagePoint Capital Partners and Kintra, as well as RIA acquisitions like Fiducient Advisors' deal for Sellwood Investment Partners and Cerity Partners' acquisition of…
Fundraising News: Abrupt April
We cover new RIA launches like Hesmer Wealth Management LLC as well as RIA acquisitions like Covenant Partners LLC and Corient. We also share updates on commitments from Sacramento County Employees’…
Stabilized and Selective: How Infinity Capital Partners Is Capturing the CRE Credit Opportunity
In this Dakota Insights interview, Chris LeRoy and Alex deMarco sit down with Ben Easterlin, Managing Director and Portfolio Manager at Infinity Capital Partners, to explore the firm's commercial…
Stephen Tiller on Leadership, AI, and Picking Up the Phone
In this episode of The Rainmaker Podcast, Gui Costin sits down with Stephen Tiller, who joined Sterling Global Financial roughly 13 years ago after a 35-year career across some of the most respected…
The Dakota Way Sales Coaching: April 24, 2026
Master sales with four game-changing principles: Focus on what matters, target the right people, craft the perfect pitch, and follow up like a pro. Packed with actionable tips, this guide helps you…
The Emerging Manager Growth Show - Episode 42
In Episode 42 of the Emerging Manager Growth Show, Dakota's Tim Dolan breaks down why the RIA channel is the #1 priority for emerging managers looking to raise capital. With roughly 6,500 RIAs in…
Mike Castino on Market Makers, Platform Fees, and Building a Boutique ETF Firm
In this episode of the Rainmaker Podcast, Gui Costin sits down with Mike Castino, President of Sound Capital Solutions, for a deep dive into the mechanics of ETF creation, distribution, and the…
Fundraising News: Spring Has Sprung
We cover new RIA launches like Soulence Wealth Management, as well as RIA acquisitions by firms such as Maridea Wealth Management and Creative Planning. We also share updates on commitments from The…
Fundraising News: Springing Forward
We cover new RIA launches like Maridea Wealth Management and Soulence Wealth Management as well as RIA acquisitions by Creative Planning. We also share updates on commitments from North Dakota State…
Myth Busting for Salesforce.com & AI Tools
Gui Costin and Tim Dolan make the case that investment sales teams are leaving enormous analytical value on the table by not fully leveraging their CRM data alongside AI tools — specifically Claude.…
The Dakota Way Sales Coaching: March 26, 2026
Master sales with four game-changing principles: Focus on what matters, target the right people, craft the perfect pitch, and follow up like a pro. Packed with actionable tips, this guide helps you…
Paul Stanton on How Founder-Led Brands, Content Marketing, and Agentic AI Are Reshaping Capital Raising
In this episode of the Rainmaker Podcast, Gui Costin sits down with Paul Stanton, a partner at Thesis Driven and PTB, a real estate investment banking boutique. The conversation spans Paul's career…
Frequently Asked Questions
All Things Fundraising has published 273 episodes since September 2022, covering topics in Business, Management.
All Things Fundraising is currently highly active with new episodes weekly. Average episode length is 27m.
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