In this special on-the-road edition of the Dakota Live Podcast, host Robert Morier brings the show to Atlanta for a live recording at Georgia State University in front of students from GSU's Student Managed Investment Fund and Drexel University.
Joining Robert on the podcast:

Holly Sailers — Interim CFO and Comptroller, Georgia State University Foundation
Markus Krygier — Co-Chief Investment Officer, Strategic Investment Group
Degas Wright — CIO of Decatur Capital Management & Executive in Residence at Georgia State University

Together, they unpack what it takes to steward institutional capital — from the day-to-day reality of running a university foundation, to the rise of the OCIO model, to the art and science of manager due diligence.
Along the way, the panel digs into:

What a foundation really does, and how donor intent shapes decisions
Why trust, transparency, and great questions are the foundation of any OCIO relationship
The three pillars of manager due diligence: science, art, and operations
How to think about liquidity, inflation, and uncertainty in today's market
Why complexity is often used to "cover weak thinking" — and how to communicate clearly instead

The episode closes with a powerful Q&A from GSU and Drexel students on probabilistic thinking, position sizing, real investment edge, and what separates discretionary from non-discretionary models.
A huge thank you to Georgia State University, the GSU Foundation, and the students who showed up, listened, and asked great questions.

Inside Foundation Investing and the OCIO Model | On the Road at Georgia State University

Dakota Live! Podcast

Inside Foundation Investing and the OCIO Model | On the Road at Georgia State University