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Respecting the Process with Wilshire

In this episode of the Dakota Live! Podcast, Robert Morier sits down with Steven Foresti, Senior Advisor of Investments at Wilshire, who brings over 30 years of experience in investment management. Steve has played a key role in shaping Wilshire’s research efforts and supporting both public and private market strategies. Wilshire offers a wide range of investment solutions and services for institutional investors, financial advisors, and intermediaries. They focus on tailored advisory and outsourced CIO services. With over $1.4 trillion in assets under advisement and $121 billion in assets under management, Wilshire delivers advanced financial analytics, market-leading indexes, and innovative investment solutions to optimize portfolios and improve investment outcomes. Join us as we explore how Wilshire is addressing today’s market volatility, the role of outsourced CIOs, and how institutions are adapting their portfolios for long-term success. We also dive into Steve’s career journey, leadership style, and his thoughts on the future of asset allocation. In sharing his career journey, Steve also discusses how his experiences with vision loss shaped his adaptability, resilience, and collaborative leadership style. He discusses the evolution of manager research, emphasizing how advances in technology have transformed the way data is gathered and analyzed. Steve also offers insights into Wilshire’s approach to investment processes, underscoring the importance of trust, transparency, and respecting the process in manager selection. Additionally, Steve explores the role of due diligence at Wilshire, explaining how a structured approach drives successful outcomes in both public and private markets. Whether you’re an investment professional, allocator, or simply curious about asset management, this episode provides invaluable insights into the way Wilshire operates and Steve’s inspiring leadership journey. Don’t miss this opportunity to learn from one of the industry’s leading voices as he reflects on his experiences and shares his vision for the future of investment management. Steven Foresti:   / steven-foresti-96a8535   Robert Morier:   / robertlmorier   Steve Aitken:   / steve-aitken-a2488556   Our Website: https://dakota.com Wilshire: https://www.wilshire.com/ 🎙️ Listen to the Podcast: Spotify: https://open.spotify.com/show/3NUXRMz... Apple Podcast: https://podcasts.apple.com/us/podcast... 0:00 Intro 1:33 At the desk 2:31 Steven Foresti Intro 4:34 Path into the industry 6:05 Some vision lost, some character gained 7:33 Adaptability, resilience, and leadership 9:14 30 years at Wilshire 11:15 Key work 13:43 Manager research process 15:23 Structure at Wilshire 16:40 Best way to approach Wilshire 17:52 Trust the process 20:20 Outsource CIOs 23:35 Criteria 25:16 Private market assets 28:16 Dealing with scale and scope 29:35 Advising through uncertainty 32:43 Preparing for quarter end 34:35 Opportunities outside of the US 36:45 Staying client-centered 38:57 ESG today 41:19 Advice for students 43:07 Mentors 46:21 Outro