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Dakota Live! Call #124

February 23, 02023

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11:00 AM Call 11:00 AM Call

Our Guest Speaker

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Matt Andrulot, Managing Director, Verdence

Serving as Managing Director of Verdence/OCIO, Matt leads the design and commercialization of Verdence’s Outsourced Chief Investment Office offering, a complex research solution set for B2B clients which seeks to fuel their company’s growth. Additionally, Matt specializes in structuring and negotiating unique private investments—real asset, private equity, and private credit—opportunities for qualified clients, designed to help enhance their portfolios. Before joining Verdence, Matt worked as a Regional Director at Fortigent and previously served as Vice President for Fidelity Investments Private Access Group.

Dakota will present detailed profiles on Wilshire Advisors and all allocators in Charlottesville, Virginia Beach, and Richmond

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Key highlights we will cover on Wilshire Advisors:

  • We will review the various divisions and services provided by Wilshire.
  • We will discuss how to best approach manager research and who the key decision makers are.
  • We will also detail the opportunity set for an asset manager to work with Wilshire and Wilshire Funds Management.

Also featured on Dakota Live!
#124:

  • Interview: Matt Andrulot, Managing Director, Verdence
  • Metro Areas Profiled: Charlottesville, Virginia Beach, and Richmond
  • Dakota’s Call Notes from the Week

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925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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