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The Emerging Manager Growth Show - Episode 45
In Episode 45 of the Emerging Manager Growth Show, Gui Costin and Tim Dolan focus on family offices as an increasingly accessible channel for emerging managers. They trace the channel's growth to 15 years of private equity, private credit, and alternatives expansion, which has produced a wave of first-generation family offices run more like RIAs, actively seeking deal flow and new managers. Gui and Tim also walk through Dakota's core operating model: city scheduling against RIAs and family offices, the quarterly webinar as free brand-building, and CRM discipline powered by Claude for meeting…
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