Platform Panel | Dakota Conference

The Platform Panel

The Platform Panel will be hosted by Dakota's CIO, Chris O'Grady and will feature 3 panelists.

Bank and Broker-Dealer platforms have evolved enormously over the past 20 years with over $10T in investable assets, a huge force to be sure. These panelists will discuss where their platforms have been, where they believe they will be in the coming years and how investment firms can benefit from this growth.

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 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.

Our Speakers

Jennifer Baker Kahn

Head of Alternative Investments Distribution, Morgan Stanley

Greg Trinks

Managing Director, UBS Wealth Management

Steve Bower

Managing Director, Global Director of Fixed Income & Multi-Asset Manager Solutions, J.P. Morgan

The Platform Panel

About The Event

Our Speakers

Jennifer Baker Kahn

Greg Trinks

Steve Bower

Address

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