In the latest episode of the Dakota Live! Podcast, Robert Morier welcomes Daniel Gottlieb, Chief Investment Officer for the Southern Ute Indian Tribe. Discover how Daniel oversees the tribe’s Permanent Fund Investments (PFI), which manages a diversified portfolio to support the tribe's long-term financial goals and essential community services.

Under Daniel’s leadership, the investment strategies have expanded to include private investments alongside traditional asset classes, reflecting a commitment to diversification and sustainability. With a background in the alternative investment industry, Daniel brings a wealth of expertise in portfolio management and investment strategies.

Daniel shares insights into the tribe’s unique investment strategies, the importance of aligning investments with cultural and long-term financial goals, and the significance of building strong relationships with investment partners.

This episode not only highlights the Southern Ute Indian Tribe’s sophisticated investment approach but also provides a deeper understanding of Daniel’s leadership and the mission-driven goals of their investment department.

Whether you're an industry professional or a curious investor, this discussion will enhance your understanding of strategic investment management and the benefits of a diversified portfolio. Tune in to uncover the intricacies of their investment strategies and what helps them stand out in the investment landscape.