Vivek Jindal, Caprock’s Chief Investment Officer, was featured as a guest on the Dakota Live! Podcast, hosted by Robert Morier. The episode was titled “CIO Insights with Caprock’s Vivek Jindal: Building Portfolios Across Public & Private Markets,” where Vivek and Robert discussed the investment landscape and opportunities for alternatives, venture capital, impact investing, and more – tying it all back to his first 100 days at Caprock. Vivek connects these insights to his background and how Caprock is shaping a bespoke approach to client portfolios.
Together, they explored:
- How alternative investment options are critical for the opportunity set.
- How Caprock brings values aligned through a multi-family office.
- Vivek’s take on customizations vs. scale, and how collaboration can preserve quality when it comes to a wealth manager.
- Leadership lessons and how they can impact future decisions.
Listen to the full podcast episode here.
