In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Jonathan Tubiana, Managing Director, Investments with Abbott Capital.

Established in 1986, Abbott Capital Management focuses on creating value for its investors through carefully crafted portfolios of private equity investments. The firm is known for its strategic approach to primaries, secondaries, and co-investments, emphasizing the depth of its market insights and the strength of its global relationships. Since joining Abbott Capital in 2009, Jonathan has played a pivotal role in guiding the firm's investment strategy. With a background in finance from Grenoble School of Finance (France) and NYU Stern School of Business, Jonathan brings a wealth of knowledge and international perspective to his role.

Episode Highlights:

• Jonathan's career journey and evolution at Abbott Capital.
  
  
• The importance of team dynamics and cognitive diversity in investment decisions.
  
  
• How Abbott Capital sources and evaluates private equity managers.
  
  
• The impact of private wealth and product innovation on private equity.
  
  

Join us as Jonathan shares his journey, insights, and expertise in formulating high-performing private equity portfolios and fostering strong client relationships.

Tune In to Learn:

• The process and criteria for evaluating private equity managers.
  
  
• How Abbott Capital manages risk and portfolio construction.
  
  
• The significance of long-term relationships and client expectations.
  
  
• The role of innovation and emerging trends in private markets.
  
  

Don't miss this insightful conversation with Jonathan Tubiana and learn more about Abbott Capital.

In the latest episode of the Dakota Live! Podcast, host Robert Morier sits down with Rob Roy, Senior Vice President, Chief Investment Officer, and Co-Head of Environmental Sustainability at AdventHealth.

Rob oversees investments for one of the nation’s largest faith-based health systems, which include operating capital and employee retirement portfolios totaling approximately $18 billion. In addition, he co-leads the company's environmental profile transformation, including all emissions, waste, and water streams, and cooperates on the company-wide ESG reporting.

Rob shares the innovative strategies that have transformed AdventHealth's investment portfolio, emphasizing risk management and data-driven decisions. Discover how AdventHealth has evolved from a precarious financial position to a robust, risk-balanced portfolio, leveraging strategic partnerships and a generalist team model to navigate complex investment landscapes.

Rob also delves into AdventHealth's commitment to sustainability and resilience. Learn about their dual focus on reducing environmental impact and increasing resilience to climate change, with initiatives spanning emissions, waste, and water management. Explore how strategic investments in renewable energy and workforce housing not only align with their mission but also provide strong financial returns. Rob's journey from bond trading to leading a major healthcare investment team offers valuable lessons in continuous learning, curiosity, and the power of collaboration.

Join us for this inspiring conversation that blends technical insights with personal reflections. Rob's dedication to aligning investment strategies with organizational values and mission-driven goals is a testament to effective leadership.

Welcome to our latest episode of the Dakota Live! Podcast. In this special episode, we recorded live from North Dakota State University in Fargo, bringing together a panel of distinguished guests to explore the growth of capital in the state and how investment decisions from the State’s Department of Trust Lands, North Dakota State University (NDSU) Foundation, and its student-managed investment strategy come together at the intersection of education, energy, and investment policy in this nuanced institutional market.

Our goal at Dakota Live! is to demystify the investment sales ecosystem by introducing you to the key participants, from chief investment officers to research professionals and consultants down to the next generation of investment professionals.

We’re diving deep into the heart of investment strategy and education to demonstrate the inter-connectedness of our nation's public pension systems and the institutions they support.

Meet Our Panel:

• Allyson Peterson: Chief Financial Officer at the NDSU Foundation, overseeing the long-term growth and investment of Foundation assets.
  
  
• Jon Spahn: President of the NDSU Bison Fund, a student-run equity fund providing real-world investment experience.
  
  
• Frank Mihail: Chief Investment Officer at the North Dakota Department of Trust Lands, managing investments for the state's Sovereign Wealth Fund.
  
  
• Joe Heringer: North Dakota Commissioner of University and School Lands, driving policy and strategic direction.
  
  

In This Episode:

• Introductions and Interconnectedness: How our guests are connected and their shared mission to advance the interests of North Dakota and NDSU.
  
  
• Investment Strategies and Processes: Insight into the strategies behind managing the NDSU Bison Fund and the Trust Lands' $7 billion portfolio.
  
  
• Educational Impact: The role of the NDSU Foundation in supporting the university’s goals through effective asset management.
  
  
• Career Advice for Students: Our panel shares invaluable advice for students about to enter the finance world.
  
  

Highlights:

• Allyson Peterson discusses the importance of aligning the Foundation’s investments with both long-term goals and immediate university needs.
  
  
• Frank Mihail talks about the process of filling strategic asset allocation gaps and the importance of consistent performance in investment management.
  
  
• Joe Heringer emphasizes the significance of promoting the Trust Lands' mission and fostering transparency.
  
  
• Jon Spahn provides a glimpse into the practical experiences and opportunities offered by the Bison Fund to NDSU students.
  
  

This episode is packed with actionable insights and career advice for aspiring finance professionals, and anyone interested in the intricacies of institutional investment.

Special Thanks: A heartfelt thank you to North Dakota State University for hosting us and to Jon Spahn for coordinating this opportunity.