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.
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 organization. For the first time ever, Gorick is sharing these tips in a live forum. This 45-minute session is a can’t-miss event.
Portfolio Manager, Commonwealth Financial Network
Vice President, Investment Manager Relations, Envestnet
CPA, J.D., BDO Wealth Advisors Partner
Managing Director, Investments, Mill Creek Capital Advisors, LLC
Partner & Chief Investment Officer, Round Table Wealth
Partner, Senior Investment Consultant, Mercer Investment Consulting
Executive Director - Head of Non-US Manager Research, Morgan Stanley
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
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