The Annual Dakota Members Conference

The Dakota Conference, a hybrid event to help our members connect and gain industry insights, will be held September 21, 2021.

We're bringing Dakota to you

What? The 2021 Dakota Conference will be a hybrid event that begins our transition back to a post-pandemic world. All panels will be available online, with limited (400 people) in-person attendance at The Lighthouse.

Join us wherever you are to gain insights and information on investment allocators.

Where? The Lighthouse, Pier 61, Chelsea Piers, New York, NY 10011, and accessible via Zoom.

When? September 21, 2021

Due to on-going COVID protocols, the in-person portion of this event is limited to 400 people. Reserve your spot today!

Guest Conference Speakers

Laura Thomas

Morgan Stanley

David Hyman


Sam McFall

Mill Creek

Robert Davis

Round Table Wealth

Shannon Saccocia

Boston Private

Alaukita "Kita" Shah


Michelle Knight

Ropes Wealth

Mimi Drake

Permit Capital

Jennifer Baker Khan

Morgan Stanley

Greg Trinks

UBS Wealth Management

Steven Bower

J.P. Morgan

Conference Agenda



8:00 - 9:00 a.m.

Breakfast and networking.


Conference Kick Off

9:00 - 9:20 a.m.

Opening remarks by Gui Costin & Anna Walsh.


DLC Allocator Interviews

9:30 a.m. - 11:00 a.m.

Hosted by Chris O'Grady, CIO of Dakota. Speakers: David Hyman, Laura Thomas, Sam McFall, Bob Davis. More speakers TBD.


Fundraising Trends Post COVID Panel

11:15 a.m. - 12:00 p.m.

Moving forward post-COVID, what worked and what didn't, plans for the future. 

Gui Costin, Dan DiDomenico, Frank Edwards


Lunch and Networking

12:00 - 1:00 p.m.

Lunch and Networking


Blockchain Discussion with Dan Tapiero

1:00 - 1:30 p.m.

Dan Tapiero from 10T Fund will join us to discuss the cutting edge investments he and his team are making in this ground breaking technology. 


Investment Trends

1:35 - 2:20 p.m.

What are you investing in over the next 12months? Hosted by Mimi Drake, CEO of Permit Capital. Speakers: Shannon Saccocia, Alaukita "Kita" Shah, Michelle Knight


Public Pension Funds

2:30 - 3:00 p.m.

High level overview Public Pension Funds. Hosted by Gui Costin.

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Sales Enablement Discussion

3:35 - 4:10 p.m.

A tech-focused sales enablement session. Hosted by Gui Costin.


Platform Panel

4:15 - 5:00 p.m.

Trends of the past, present, and future. Hosted by Chris O'Grady. Speakers: Jennifer Baker Khan, Greg Trinks, Steven Bower.



5:00 - 9:00 p.m.

Drinks and networking together


Dakota 2021 COVID-19 protocol

Beginning September 13, 2021, proof of vaccination will be required for all indoor events or dining in New York City.
This means that we must require all conference attendees to show proof of vaccination on the morning of the event. There is no mask requirement upon entry, and the Conference will otherwise proceed as planned. Proof of vaccination can be shown in one of the three ways below:
  • Vaccination Card
  • NYC app for NYC residents
  • App for residents outside NYC (more information to come)
Due to the limited capacity of the in-person portion of the event, we do ask that you please cancel your registration if you are unable to attend so that your seat can be offered to someone else.


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

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