Jim Dunn was recently featured on the Dakota Live! podcast, recorded in our office in Winston-Salem, North Carolina. In this episode, Jim sits down with host Robert Morier to reflect on his journey, share insights from his career, and thoughts about the current environment and our approach to delivering for our clients.
The conversation highlights how Jim’s early experiences in athletics, lifeguarding, and family shaped his perspectives on risk, leadership, and client service. He also shares candid insights into the current OCIO landscape and investment environment, including:
Verger’s client-first approach and how it sets the firm apart in a competitive marketplace.
The evolution of the OCIO model, from a focus on investment performance to broader excellence in operations and governance.
The impact of private equity in 401(k) portfolios, where expanded access may lower return expectations and reshape allocator approaches.
Evaluating venture capital and emerging managers, with emphasis not only on investment edge but on the durability of the business model across multiple fund vintages.
Leadership lessons, including the value of saying “yes” to opportunities outside one’s comfort zone.
The full episode of Dakota Live! featuring Jim Dunn is available on Spotify, Apple Podcasts, YouTube, and other major podcast platforms.
You can view and listen to the full episode below.