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Dakota Data Summit  ·  Spring 2026

The Premier Summit for
Data & Distribution Leaders.

Monday, April 20, 2026  ·  Dakota Philadelphia Office  ·  Exclusive · 75 Guests

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About the Conference
Date Monday, April 20, 2026
Location Dakota Philadelphia Office
Format Exclusive · 75 Guests

The Dakota Data Summit Spring 2026 is an exclusive, operator-led gathering for the data, engineering, and technology leaders modernizing infrastructure inside the world's most sophisticated investment firms.

Hear directly from senior practitioners shaping modern data architectures, interoperability strategies, AI-enabled workflows, and governance frameworks at institutional scale.

Designed for high-value peer connection — expert-led panels, extensive networking, a hosted lunch, and an evening cocktail reception.

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Secure Your Spot. Limited to 75 Guests.

General Access
$250
Per Attendee

We charge a minor fee to confirm attendance and eliminate no-shows. The conference is limited to 75 guests — we must ensure full commitment.

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Registration Includes
✓ Full access to all expert-led panels and sessions
✓ Structured breaks designed for peer connection
✓ Hosted lunch
✓ Evening cocktails reception
✓ Summit materials and post-event insights
Panel Topics

What's on the Table.

01
Modern Data Architectures
02
APIs, MCPs & System Interoperability
03
AI in Institutional Data Teams
04
Governance, Security & Compliance
05
Where the Industry Is Headed
Confirmed Speakers

The People in the Room.

Hosein Yeh
 
PIMCO
Matthew Gordon
 
Clark Capital Management Group
Alejandra Bacon
 
Apollo Global Management
Josh Robertson
 
iCapital
Michelle Liller
 
Lazard
Lindsey Bulger
 
Nomura
Joe Stewart
 
GQG
Brent Kraeger
 
Blackstone
Krista Bowers
 
Future Standard
Ken Burd
 
Principal Asset Management
Paul Maloney
 
State Street
Sean Dougherty
 
Hartford Funds
Agenda

Monday, April 20, 2026

Dakota Philadelphia Office  ·  Subject to change

Time Session Details
11:30 – 12:00 Arrival
Arrival & Check-in
12:00 – 12:10 Opening
Welcome & Opening Remarks
The AI moment in asset management data — what's real, what's hype, and what it means for distribution teams
Gui Costin, Dakota  ·  Pat Tighe, Dakota
12:10 – 12:50 Panel 1
Building the Data Infrastructure Behind Distribution
How asset managers are architecting the data, analytics, and CRM foundation that makes AI-powered distribution possible
Hosein Yeh, PIMCO  ·  Matthew Gordon, Clark Capital  ·  Alejandra Bacon, Apollo
12:50 – 1:05 Break
Networking Debrief
1:05 – 1:45 Panel 2
Sales Enablement at Scale
Operationalizing data and tools — getting CRM, intelligence, and AI-assisted workflows into the hands of global sales teams
Michelle Liller, Lazard  ·  Lindsey Bulger, Nomura  ·  Joe Stewart, GQG
1:45 – 2:00 Break
Networking Debrief
2:00 – 2:40 Panel 3
The Private Markets Distribution Machine
How alternative asset managers are using data and technology to scale private wealth and institutional fundraising
Brent Kraeger, Blackstone  ·  Krista Bowers, Future Standard  ·  Ken Burd, Principal Asset Management
2:40 – 2:55 Break
Networking Debrief
2:55 – 3:35 Panel 4
Where Data & Distribution Are Headed
AI in distribution workflows, the data stack in five years, and the biggest unsolved problems in asset management
Paul Maloney, State Street  ·  Alejandra Bacon, Apollo  ·  Sean Dougherty, Hartford Funds
3:35 – 3:50 Closing
Closing Discussion: Being at the Epicenter of Data in Private Markets
Gui Costin, Dakota  ·  Josh Robertson, iCapital
4:00 – 5:00 Reception
Networking Reception
Past Conference Highlights

From Our Last Gathering.

A look back at Dakota's leadership summits — bringing together the most influential voices in institutional finance, technology, and data.

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Address

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

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