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The Dakota Live! Call Panel: Conference Edition

The Dakota Live! Panel will mirror the format of our bi-weekly Dakota Live! Calls, where Chris O’Grady interviews eight different allocators (one at a time) on their firm, what trends they’re seeing in the market and how they’re approaching any searches. 

About The Event

Join us on October 12 at 1:30pm for one of the most valuable conversations to have with your young sales team. This event will help educate them on topics that will not only help hold them in good stead in the early days of their career, but can dramatically impact your organizationFor the first time ever, Gorick is sharing these tips in a live forum. This 45-minute session is a can’t-miss event.

Our Speakers

Chris Fasciano

Chris Fasciano

Portfolio Manager, Commonwealth Financial Network

Donna Castellano

Donna Castellano

Vice President, Investment Manager Relations, Envestnet

Mark Biegel

Mark Biegel

CPA, J.D., BDO Wealth Advisors Partner

Sam McFall

Sam McFall

Managing Director, Investments, Mill Creek Capital Advisors, LLC

Robert Davis-1

Robert Davis

Partner & Chief Investment Officer, Round Table Wealth

David Hyman (1)

David Hyman

Partner, Senior Investment Consultant, Mercer Investment Consulting

Laura Thomas

Laura Thomas

Executive Director - Head of Non-US Manager Research, Morgan Stanley

Address

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

Dakota Live!