In this episode of the Dakota Live! Podcast, host Robert Morier welcomes Amanda Kane, Director of Private Investments with Windrose Advisors, for an in-depth discussion on private market manager research and its critical role in portfolio construction.

With extensive experience in asset allocation, investment due diligence, and manager selection, Amanda shares insights on navigating private equity, private credit, and venture capital allocations for families, foundations, and endowments.

Amanda discusses Windrose’s rigorous due diligence framework, how they identify and evaluate managers, and the importance of vintage year diversification in building resilient private market programs.

She also provides valuable advice for asset managers looking to establish relationships with allocators, emphasizing the balance between persistence and professionalism.

Key topics include:

✔ The evolving landscape of private equity and private credit
✔ The sourcing and selection process for alternative investment managers
✔ How Windrose ensures a diversified private market allocation
✔ The role of co-investments in their strategy
✔ Insights into venture capital trends and early-stage investment opportunities
✔ How asset managers can effectively engage with allocators

If you're an allocator, asset manager, or investment professional looking to gain a deeper understanding of private market investing, this episode is packed with actionable insights from an experienced industry leader.