Newsroom

“In this episode of Dakota Live!, Robert Morier welcomes Scott Perry, Partner and Head of OCIO Portfolio Strategy at NEPC, for a candid look at how the OCIO model is evolving amid rising complexity and growing demand for private markets. Scott breaks down NEPC’s “secret sauce”—from second-level thinking and cross-asset research collaboration to a 250-point due-diligence checklist and the operational “dirty work” that truly distinguishes a discretionary partner. He also discusses industry consolidation, NEPC’s strategic partnership with Hightower, and why private market capabilities and model portfolios are increasingly bridging the gap between institutional and wealth management, all while reflecting on the role of relationships, teamwork, and even a bit of basketball in building durable client trust.”